光伏行业5月排产数据

5月份“光伏行业景气度”是市场高度重视的，景气度跟踪最好的指标，是拿到一手的排产数据，这里将最新排产数据分享给大家：

硅料环节，4月份国内多晶硅约5.80万吨，环比增加6.2%，6月环比增速预计进一步提升；

硅片环节，4月末两家一线企业开工率分别维持在75%和80%，一体化企业开工率维持在90-100%之间；

电池环节，4月电池环节大尺寸产能尽可能满产，5月技改产线即新产能投产爬坡继续；

组件环节，5月外部环节环境复杂，运输受阻，前10家组件企业月产出，有望从4月的18GW提升至19GW；

辅材环节，胶膜环节3月下旬以来连续3次涨价，五一假期后部分企业寻求再次涨价，玻璃产销良好，龙头库存水平维持7-10天，印证组件排产仍然维持良好。

总体来看，光伏产业趋势向上很明确。

“平价时代需求无忧，供给瓶颈决定节奏”。新增装机规模是由“硅料产能所决定的”，Q2-Q4硅料产量是逐季向上的，支撑行业持续放量。

中期视角来看，光伏是反转，并非是反弹，但短期视角，底部需要通过反复的宽幅震荡来夯实。

In May, "photovoltaic industry prosperity" is highly valued by the market. The best indicator to track the prosperity is to get first-hand production scheduling data. Here is the latest production scheduling data to share with you:  

In the silicon material sector, the domestic polysilicon in April was about 58,000 tons, an increase of 6.2% month-on-month, and the growth rate in June is expected to be further improved;  

In the silicon wafer segment, the operating rate of the two first-line enterprises was maintained at 75% and 80% respectively at the end of April, and the operating rate of the integrated enterprises was maintained between 90-100%.  

In the battery link, the large-size capacity of the battery link will be as full as possible in April. In May, the technical transformation production line, namely, the new capacity will be put into operation, and the climb will continue.  

In the component segment, the external segment environment in May is complicated and transportation is blocked. The monthly output of the top 10 component enterprises is expected to increase from 18GW in April to 19GW.  

The price of auxiliary materials and rubber film has increased for three times since late March. After the May Day holiday, some enterprises seek to increase the price again. The glass production and sales are good, and the inventory level of the head is maintained for 7-10 days, which confirms that the production schedule of components is still in good condition.  

Overall, the pv industry trend is clear.  

"The era of affordable demand without worry, supply bottlenecks determine the pace".  The newly installed capacity is determined by the silicon material capacity. The output of Q2-Q4 silicon material is rising quarter by quarter, supporting the continuous volume of the industry.  

In the medium term, pv is a reversal, not a rebound, but in the short term, the bottom needs to be consolidated by repeated wide oscillation.