The elastic space of photovoltaic adhesive is large!

The elastic space of photovoltaic adhesive is large!

The whole link of the PV industry chain is reducing prices, which will promote the demand for all kinds of installed capacity, and thus the demand for PV glue. And the spot price of DMC is also constantly bottoming out, which also reduces the cost of PV glue enterprises to a certain extent. The gross profit rate of PV glue is expected to continue to rise in 2023, with a large margin of elasticity.

The monitoring data shows that the prices in Zhejiang have risen recently, and other raw material manufacturers have mainly offered stable prices. Industry leaders said: February is the hope, and the market is quiet in January! However, the next month will be an important test for organosilicon. The middle and lower reaches of the market who take early leave are no longer interested in the market; The arrival of the Spring Festival holiday, the logistics that was shut down prematurely, and the organosilicon people who fell down one after another due to the epidemic after the release of epidemic prevention... From the perspective of cost, the raw materials are expected to be difficult to get rid of the constraints of the cost line, and the DMC cost value will also remain low; Basically, the capacity utilization rate of domestic organic silicon industry in February and March was further improved compared with that of this month, and the supply of domestic goods will continue to increase. Affected by the Spring Festival holiday, the downstream purchase price will continue to be depressed, and the demand for organic silicon raw materials will continue to shrink, and the market supply and demand pressure will rise accordingly. However, considering that the year-end price reduction is difficult to effectively attract the purchase price, and the comprehensive profit value of the industrial chain is still in place, It is expected that the domestic organic silicon market will hardly fall sharply in January, or it will stagnate after consolidation.