Domestic photovoltaic anti-reflective coated glass will be in short supply within three years

China's demand for photovoltaic anti-reflective coated glass is strong, and the proportion of photovoltaic cells with anti-reflective coated glass is expected to increase from the current 35% to 80% by 2015. It is expected that the domestic demand for 2010-2013 will be 1900, 2962, 4192, and 6867, respectively. 102.14 million square meters, Wang Fei said. In addition, the anti-reflection coatings also have a broader application space in the field of solar collectors and BIPV.

Wang Fei revealed that at present, there are only Yamada and Xiuqiang shares in China that have reached large-scale production, and CSG A, Tianjin Taiyue and ST Ancai are in pre-sales and construction stages. However, currently domestic companies have known limited production capacity. The effective production capacity in 2011-2013 was 1,600, 2,700, 3,800, 5,400, 63 million square meters, which was less than the market demand in the same year. Wang Fei believes that this situation of supply shortage will last at least until 2013.

Specifically, at present, the scale advantages of Amanda and Xiuqiang are very obvious, and they have already taken the initiative in the field of anti-reflection coatings. Among them, the Yarmden’s scale advantage is more obvious, the downstream customer group is larger, and the gross profit rate is higher. In 2010, the operating income of coating processing and coated glass accounted for 31.71% and 67.95% respectively, which is higher than the 25.58 of Xiuqiang’s shares in the same period. %. However, the product structure of Yamadun is relatively single, and the products of Xiuqiang Group include colorful glass, home appliance shelves, LOW-E architectural glass, etc. The product structure is more perfect. At the same time, TCO glass will soon be mass-produced and profit growth will be even greater.

According to public information, at present, mature anti-reflection film technology for photovoltaic glass in the world is well-known to well-known enterprises. In the field of photovoltaic anti-reflow glass, Denmark's SunArc and Germany's Centrosolar have independently developed production technologies based on chemical etching and sol-gel pulling. AGC, Pilkington, and SCHOTT have also rapidly intervened and have formed. Larger production capacity, production technology has also expanded from the field of silicon-based thin film to the field of carbon-based thin film. These leading companies abroad have started earlier and most of the PV module manufacturers in developed countries are still using the products of these companies. These enterprises have more advanced equipment, strong research and development capabilities, and strong capital strength. Some of them have established subsidiaries in China through joint ventures and form a certain competition for the company's photovoltaic anti-reversal glass products.

Amaraton is the first company to launch anti-reflection coating business in China. At present, many domestic manufacturers have participated in this field, including Xiu Qiang and CSG. Other companies such as Xinyi Glass, China Glass, Tianjin Taiyue, etc. announced the development and production of anti-reflection photovoltaic glass. Jiangsu Xiuqiang, Suzhou Liangsheng and other companies have also started production of anti-reversal glass, but due to coated materials, technology, Due to market restrictions, there are only a few enterprises that can industrially produce photovoltaic anti-reversal glass.

GF Securities analyst Wang Fei pointed out that photovoltaic anti-reflection coating can improve the glass light transmittance of 2-3 percentage points, and then increase the light conversion rate, is the future application trend of crystal silicon battery package glass.