Our reporter Shu Yajiang

　　Recently, photovoltaic companies such as Tongwei Co., Ltd. and TCL Zhonghuan have disclosed their performance forecasts, and the first three quarters of the performance have been optimistic.

Analysts said that in the first three quarters of this year, benefiting from the growth of industry investment, the iteration of photovoltaic technology and the growth of overseas demand, the overall development of the industry has improved.

Looking forward to the fourth quarter, with the gradual release of silicon material production capacity and the advent of the peak of photovoltaic installations, the high prosperity of the industry is expected to continue.

　　The development of the photovoltaic industry in the first three quarters is good

　　The performance pre-increase announcement disclosed by Tongwei shares shows that in the first three quarters of 2022, the company expects to achieve a net profit of 21.4 billion to 21.8 billion attributable to shareholders of listed companies, a year-on-year increase of 259.98% to 266.71%.

　　In addition to Tongwei shares, the third quarterly reports of photovoltaic companies such as TCL Zhonghuan, Jingsheng Electromechanical, and Yijing Optoelectronics are also optimistic.

TCL Central expects that in the first three quarters of this year, it will achieve a net profit of 4.93 billion to 5.07 billion yuan attributable to shareholders of listed companies, a year-on-year increase of 78.53% to 83.6%.

Jingsheng Electromechanical expects that in the first three quarters, the net profit attributable to shareholders of listed companies will be 1.887 billion yuan to 2.109 billion yuan, a year-on-year increase of 70% to 90%.

Yijing Optoelectronics expects to achieve operating income of 5.7 billion to 6 billion yuan in the first three quarters, a year-on-year increase of 110.44% to 121.52%, and the net profit attributable to shareholders of listed companies is 45 million to 50 million yuan, turning losses into profits year-on-year. .

　　Qi Haishen, president of Beijing Teyi Sunshine New Energy, said that regardless of silicon materials or modules, the prices of some photovoltaic products are running at a high level, which has improved the profitability of related listed companies; in the first three quarters of this year, overseas photovoltaic markets such as the European Union and India were relatively hot. , the development of the domestic distributed photovoltaic market is also dazzling, the above factors will bring greater certainty to the performance of listed companies in the photovoltaic industry in the first three quarters.

　　Han Shanshan, an analyst in the photovoltaic industry of Longzhong Information, told the "Securities Daily" reporter, "In the first three quarters of this year, the photovoltaic industry as a whole continued its upward trend. On the one hand, the supply of upstream raw material polysilicon continued to be in short supply, and prices rose steadily. Under the influence of cost factors On the other hand, due to technological iteration in the cell segment, the capacity expansion focuses on investment in N-type technology, and the supply of P-type large-size cells is difficult to match the growth rate of downstream demand, resulting in cells Structural supply imbalances further support higher prices, and industry profits continue to expand. Therefore, cells have become a brighter area of ​​the photovoltaic industry in addition to polysilicon in the first three quarters.”

　　The fourth quarter will maintain a high degree of prosperity

　　According to industry analysts, the photovoltaic industry will maintain a high degree of prosperity in the fourth quarter.

Among them, the gradual release of silicon material supply and the advent of the peak season of photovoltaic installation will have a positive impact.

　　According to data from the National Energy Administration, in August, the newly installed photovoltaic capacity in China was 6.74GW, a year-on-year increase of 64%; from January to August, the cumulative installed photovoltaic capacity was 44.47GW, a year-on-year increase of 102%.

Huachuang Securities said that my country's centralized photovoltaics are expected to maintain a high prosperity driven by the large-scale wind and solar base project, which will further support the demand for photovoltaic installations.

With the orderly advancement of large base projects and the high prosperity of the distributed market, the fourth quarter will usher in the traditional peak season for my country's photovoltaic installations.

　　"The number of overseas installed capacity should be flat in the fourth quarter, and it is expected to be the same as the third quarter, making it difficult to maintain explosive growth. The domestic installed capacity (especially the ground-based photovoltaic power station) is expected to usher in a concentrated explosion, and The network installation will bring significant benefits to the demand for inverters, brackets, components and other links in the fourth quarter." Qi Haishen told the "Securities Daily" reporter.

　　In the fourth quarter of this year, the new production capacity of the silicon material link will be gradually released.

Zhongtai Securities said that October entered the critical period of the photovoltaic supply and demand game. The 250,000-ton polysilicon production capacity of the supply side put into production in July gradually reached full production, and the newly added 160,000 tons of polysilicon from September to October gradually "climbed production".

　　Xuan Jiyou, director of investment and research at Qianmen Assets, told the Securities Daily reporter: "If the tight supply situation is alleviated, there may be some adjustment in the price of silicon materials, which will help improve the overall profitability of the photovoltaic industry chain. Fluctuations in the price of silicon materials And the promotion and promotion of new photovoltaic technologies will be two new growth points for the photovoltaic industry in the future. Although the fourth quarter is the traditional peak season for the industry, investors still need to pay attention to whether the delivery capacity of related companies can be greatly improved, and the European economy The impact of the situation and geopolitical factors on photovoltaic exports, if the above-mentioned situation is not optimistic, the performance of the photovoltaic industry in the fourth quarter may not be higher than expected.” (Securities Daily