首页 News 正文

In 2023, Jinko Energy ranked first in global component shipments and made the latest market analysis for 2024

ty1016886
3527 0 0

In 2023, Jingke Energy (688223. SH) ranked first on the global photovoltaic enterprise shipment list with an estimated 75GW of photovoltaic module shipments, with a market share of approximately 14.5% to 15%.
During the "Jingke New Scene Distributed Peak Annual Conference", Jingke Energy also summarized and analyzed the supply and demand and price situation of the photovoltaic industry market in 2023, and made the latest research and judgment on the development trend of the photovoltaic industry in 2024.
Zheng Tiangang, a market analyst at Jingke Energy, said, "Based on the high base of photovoltaic demand exceeding 500GW for the whole year of 2023, the company expects that the global demand for photovoltaic modules will grow at a rate of 20% to 30% for the whole year of 2024. In 2024, the global market share of N-type photovoltaic modules will jump from 25% in 2023 to over 70%. At the same time, in 2024, outdated industry production capacity will accelerate the elimination, but advanced production capacity will still be scarce, and the effect of leading modules will become more significant."
"In addition to the contributions of the three major markets of China, Europe, and the United States, emerging markets such as the Middle East and the Asia Pacific have seen rapid growth in the past 24 years. Among them, the company has high visibility of orders and high contract prices in the US market, and has signed multiple large orders for GW level N-type components in the Middle East market, which is expected to contribute a significant market share and profits." said the person in charge of Jingke Energy.
When it comes to the company's expectations for the first quarter of 2024, the relevant person in charge of Jingke Energy stated that the first quarter was a traditional off-season due to the influence of the Spring Festival. However, benefiting from the high market share of N-type TOPCon products and the contribution of overseas high prices and long orders, the company is confident in maintaining better capacity utilization and performance than its peers.
According to Jingke Energy's "Investor Relations Activity Record for December 2023", Jingke Energy believes that during the downward cycle of photovoltaic module prices, the industry's profit performance will further differentiate. Integrated enterprises with a high proportion of advanced production capacity and strong cost channel advantages are more competitive. In some old production capacity and fiercely competitive markets, profitability will face significant challenges. The current industry has experienced a differentiation in operating rates, a slowdown in production expansion for some enterprises, and the gradual withdrawal of new entrants. The pace of iteration of new and old technologies and the clearance of outdated production capacity is expected to further accelerate.
The reporter noticed that in October 2023, Jingke Energy CTO Jin Hao provided a "timetable" for the company's future TOPCon battery efficiency improvement path. Jin Hao said, "On the basis of achieving an average efficiency of 25.8% in mass production by the end of 2023, by 2024, we will achieve a full line efficiency of 26.5% without requiring too much high-precision equipment. At the same time, through production optimization and material optimization, we will reach an efficiency level of about 27%. Combined with new technological reserves, we will achieve a conversion efficiency of 27% to 27.5% in the next two to three years."
According to third-party organizations, Jingke Energy is expected to achieve approximately 45GW of TOPCon photovoltaic module sales by 2023, accounting for approximately 40% of the market share.
The International Energy Agency (IEA) predicts that by 2024, various links in China's photovoltaic industry chain will continue to dominate the global production capacity increment and stock in the global photovoltaic industry supply chain layout, and the proportion is expected to further increase.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
您需要登录后才可以回帖 登录 | 立即注册

本版积分规则

  •   知名做空机构香橼研究(Citron Research)周四(11月21日)在社交媒体平台X上发布消息称,该公司已决定做空“比特币大户”微策略(Microstrategy)这家公司,并认为该公司已经将自己变身成为一家比特币投资基金 ...
    caffycat
    昨天 11:18
    支持
    反对
    回复
    收藏
  •   每经AI快讯,11月20日,文远知行宣布旗下自动驾驶环卫车S6与无人扫路机S1分别在新加坡滨海湾海岸大道与滨海艺术中心正式投入运营。据介绍,这是新加坡首个商业化运营的自动驾驶环卫项目。 ...
    star8699
    3 天前
    支持
    反对
    回复
    收藏
  •   上证报中国证券网讯(记者王子霖)11月20日,斗鱼发布2024年第三季度未经审计的财务报告。本季度斗鱼依托丰富的游戏内容生态,充分发挥主播资源和新业务潜力,持续为用户提供高质量的直播内容及游戏服务,进一步 ...
    goodfriendboy
    3 天前
    支持
    反对
    回复
    收藏
  •   人民网北京11月22日电 (记者栗翘楚、任妍)2024广州车展,在新能源汽车占据“半壁江山”的同时,正加速向智能网联新能源汽车全面过渡,随着“端到端”成为新宠,智能驾驶解决方案成为本届广州车展各大车企竞 ...
    3233340
    昨天 17:06
    支持
    反对
    回复
    收藏
ty1016886 新手上路
  • 粉丝

    0

  • 关注

    0

  • 主题

    0