With the spread of COVID-19, is it possible to reduce the risk of solar photovoltaic racks
supply chain by adopting steel trade mode?
Since the novel coronavirus (WHO) was listed as a world health emergency (PHEIC) in January 31st this year, WHO has widely believed that the national preventive measures and the more restrictive measures that countries may adopt will have an impact on China's solar photovoltaic manufacturing industry
Impact of epidemic situation on solar photovoltaic manufacturing industry
-The increasing restrictions on the travel and entry-exit management of mainland personnel in various countries have affected the overseas market business development of many photovoltaic enterprises, which is not conducive to the overseas exhibition and business negotiation in the first quarter, and may lead to the decline of overseas sales performance in the short term.
-It is expected that the international logistics will be greatly affected in the first quarter, and the customs clearance will be delayed. Some products will be difficult to reach the port of overseas sales during the period of PHEIC (three-month validity period). Delivery of overseas orders may face default.
-The comprehensive Department of the State Energy Administration issued a document requiring: the power enterprises should timely revise the construction operation scheme, redetermine the reasonable construction period, and strictly prohibit the rush of the progress and the rush period. It is difficult to achieve the goal of 331 grid connection.
-With the extension of the Spring Festival holiday and the strengthening of prevention and control in various regions, the speed of employees returning to work has slowed down. And the manufacturing and transportation industries have been running at a low speed or even half stopped production. The vast majority of enterprises have not estimated the severity of the epidemic, and the effective response plan is insufficient.
-The international layout of solar photovoltaic industry chain
has been accelerated: at present, the overseas battery capacity has exceeded 10GW, and the module capacity has reached more than 15GW. Many enterprises have actively deployed silicon production capacity overseas, and the integrity of the whole supply chain continues to be stable. The epidemic will promote the effective operation of overseas upstream and downstream industrial chain.
-On February 3, 2020, the first day of the opening of the market, the ex factory price of steel in Tangshan area has dropped sharply. In the face of the epidemic (COVID-19), steel enterprises have encountered two major difficulties: one is the poor logistics transportation, and the supply of raw materials is gradually tight; the second is the construction site resumption is delayed, and a large number of finished products inventory backlog.