Silicone: plummeting performance, new energy to save the poor not to save the urgent-Iota

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News > Dynamic industry > Silicone: plummeting performance, new energy to save the poor not to save the urgent

Silicone: plummeting performance, new energy to save the poor not to save the urgent

In the industry's overall performance shows a downward trend, I found that the photovoltaic industry as the main downstream customers of the enterprise has achieved growth against the trend. In the industry's overall performance shows a downward trend, I found that the photovoltaic industry as the main downstream customers of the enterprise has achieved growth against the trend.

Photovoltaic industry in 2023 growth momentum is strong, according to statistics, in 2023, January-October China's photovoltaic manufacturing end of the production year-on-year growth of more than 70%, the output value of more than 1.3 trillion yuan, photovoltaic power generation of the new installed capacity of 145% year-on-year growth in the above three are a record high. China's photovoltaic technology is not counting new breakthroughs, since 2023, China's enterprises/research institutes 5 times to break the record, and currently remain on the list of records 7. Relevant organizations are expected: by 2030, renewable energy generation will occupy half of the world, of which nearly 95% of the growth will come from solar photovoltaic and wind energy. Visible photovoltaic industry growth in the future is huge, and will naturally drive the demand for silicone is growing.

Eat the sweetness of new energy and new energy future growth to maintain optimistic expectations, back to the day new materials also continue to layout photovoltaic and new energy automotive silicone materials, the company has set up industrial parks and production lines in many places in the country, and invested in the construction of the photovoltaic backplane project in Vietnam, hoping to continue to eat to the dividends of new energy.

Although the new energy long-term development space is huge, but the present is also difficult. The first few years of new energy in the policy as well as capital to promote the supply of enhanced year by year, resulting in the industry end demand is difficult to digest a short period of time too fast growth of new production capacity, the industry has been a stage of excess. Downstream customer capacity iteration, inventory clearance of the status quo, for the neighboring industry's driving role is bound to weaken significantly. This can also explain why the performance of new energy upstream industries such as silicone did not have a wide range of growth.
However, in the long run, I maintain very optimistic expectations of the new energy industry, because it is the human society sustainable development, green development of the rigid demand. I believe that after the current round of supply and demand balance adjustment, the new energy industry is definitely a solid backing for the development of silicone and other peripheral industries in a big leap forward.

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