When it comes to investment opportunities in the track of photovoltaic solar energy industry, we will pay more attention to the changes in price and demand due to the relationship between supply and demand. But in fact, what is important for the development of new photovoltaic solar energy is the driving force of the technological revolution to the continuous decline in costs.
In the second half of 2022, we should pay special attention to the impact of the technological revolution on the whole photovoltaic solar energy track segments, which is expected to usher in new changes in the industry.
We have paid more attention to, for example, changes in the price of silicon materials, such as changes in the price of battery components, such as changes in the price of battery chips, and changes in the price of silicon chips. But in fact, these are the effects of supply and demand on prices. These analyses have been many before, but in fact, if you look closely, you will find that in the same market environment, For example, the stock price performance of silicon material companies varies greatly.
But in the same way, for example, in the whole photovoltaic and solar energy industry chain, in 2022, we will see a sudden rise of battery chips, and the stock price of leading battery chip companies will even rise more significantly than the stock price of leading track segment companies that have been strong in the past.
Why is this? We should pay attention to the impact of the technological revolution.
The impact of the technological revolution, for example, in the field of silicon materials, due to the large-scale mass production of granular silicon in the second half of the year, it is expected that 100000 tons will be put on the market in the second half of 2022. Due to the cost advantage of granular silicon production process, according to the current market, the cost of silicon materials will be reduced by about 30% compared with that of Siemens polysilicon, and it is expected that it will be the spoiler of the silicon material segmentation industry chain.
In addition, let's look at the silicon chip industry chain. For a long time in the past, in the silicon chip industry chain, Longji Lvneng has also been in the leading position in the industry. However, since 2021, we have found that from the stock price performance of leading silicon chip enterprises, even Longji's stock price performance is not as good as that of Central, which is why TCL Central is stronger today.
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