Moti promotes energy, vigorously develops wind power and solar energy, and actively and steadily develops clean energy such as hydropower development, nuclear power, and biomass. Photovoltaic, the upstream and downstream power generation enterprises in the industrial chain have become the focus of the market.
In addition to the strong domestic support for the photovoltaic industry, the Russian-Ukrainian conflict has triggered the European energy crisis, prompting European countries to attach importance to energy security and energy independence. Since the beginning of this year, overseas photovoltaic demand has maintained rapid growth. In the first quarter, my country's photovoltaic module exports increased by 112% year-on-year. The rapid growth of the photovoltaic industry continues to drive the demand for photovoltaic glass. The inventory of photovoltaic glass has declined for several consecutive weeks. The number of days in which manufacturers have inventory is 14.26 days, a decrease of 12.05% from the week before the festival. Prices have also risen recently. Last week, the price of 2mm photovoltaic coated glass was 21.92 yuan/square meter, up 3.64% from the week before the festival; the price of 3.2mm photovoltaic coated glass was 28.5 yuan/square meter, up 3.64% from the week before the festival.
The recent exchange rate fluctuations are good for photovoltaic exports, which will further increase the demand for photovoltaic glass.
