pennslammer3replacementhandle| Photovoltaic glass: It is expected that the profit margin of photovoltaic glass head companies in 2024 will be close to 2023

Source Gangtise Investment Research

analysts saidpennslammer3replacementhandle, from the beginning of 2024 to the present, photovoltaic glass has added ignition 1pennslammer3replacementhandle.42 million tonspennslammer3replacementhandle, net increase in photovoltaic glass production capacity 1pennslammer3replacementhandle.20,000 tons (part of photovoltaic glass production capacity is cold repaired). It is estimated that the new ignition of photovoltaic glass in 2024 will slightly exceed 30,000 tons, and the net increase in production capacity in 2024 will exceed 20,000 tons. At the beginning of 2024, the global photovoltaic glass industry's production capacity will slightly exceed 100,000 tons. Considering the climbing time of new production capacity, it is expected that the annual effective production capacity supply growth rate will exceed 20%. The growth rate of photovoltaic glass production capacity supply and demand in 2024 will be close to that of demand. The industry's supply and demand pattern is similar to that in 2023. It is expected that the profit margin of photovoltaic glass head companies in 2024 will be close to that of 2023. Therefore, the growth of shipments of head companies will drive profit growth. It is expected that Folite photovoltaic glass shipments will increase by slightly more than 20% year-on-year in 2024, and Xinyi Solar will increase by slightly more than 30% year-on-year.