Solar PV auxiliary industry is promising

Solar photovoltaic is an important part of the future energy. As traditional energy sources are not renewable, renewable energy sources such as solar photovoltaics will occupy an important position in the energy structure. The current development is greatly affected by the support of countries. With the reduction of costs and the increasing support from various countries, there will be huge room for development in the future.

Photovoltaic power generation is the main form of solar power generation. Solar power generation includes both solar thermal power generation and photovoltaic power generation. Photovoltaic power generation technology is relatively mature and there are few application restrictions. Among them, crystalline silicon photovoltaic cells are currently the most important form of power generation.

The development of PV auxiliary materials industry will quickly develop the overall industry. The photovoltaic auxiliary materials industry is located in the middle reaches of the photovoltaic industry chain. Compared with the downstream component industries, the auxiliary materials industry has a good order of competition and the company has maintained a good profitability. Benefiting from the growth of the photovoltaic industry, the industry is facing opportunities for rapid development.

Cutting section materials: Multi-wire cutting is currently the main cutting method. The required polyethylene glycol cutting fluid and silicon carbide cutting edge material are the main auxiliary materials for this section. The diamond wire cutting method is its competitors, but the scratches on the surface of the silicon wafer under the diamond wire cutting method are still unresolved, and it is not yet a large-scale practical basis.

Battery accessories: conductive silver paste and aluminum paste are the main auxiliary materials for the manufacture of photovoltaic cells.

This area is mainly occupied by foreign companies, and some domestic companies have production capacity and are expected to implement import substitution.

Components and auxiliary materials: The auxiliary materials for the component parts have higher performance requirements such as tightness and aging resistance. At present, the main applications of auxiliary materials for EVA film, back film and PET film.

In the next few years, domestic enterprises will have a large number of production capacity and import substitution. Some areas may face excess capacity.