The number of companies in the ultra-white rolled glass industry has gradually increased and the market space is broad
In the early days, the number of production companies was small, mainly including PPG in the United States, Pilkington in the United Kingdom, Saint-Gobain in France, Asahi Glass in Japan and other foreign companies, whose prices have always been high.
With the support of national policies, China's photovoltaic power generation industry has developed rapidly, and the current cumulative installed capacity ranks first in the world. According to data released by the National Energy Administration, as of the end of 2020, my country's cumulative installed capacity of photovoltaic power generation was 253.4GW, and the newly installed capacity was 48.2GW, a year-on-year increase of 60.1%. The photovoltaic power generation industry is booming, and the demand for photovoltaic glass continues to rise, driving the growing demand for ultra-white rolled glass applications.
In order to meet the needs of the photovoltaic power generation industry, the number of companies entering the ultra-white rolled glass industry layout in my country is increasing. Representative companies are mainly CSG, Xinyi Glass, Flat, Henan Yuhua, etc. With the increase of enterprises, the production capacity of my country's ultra-white rolled glass continues to expand, and the output continues to increase. In addition to meeting the domestic market demand, a large number of them are also exported to overseas markets.
At this stage, the market for ultra-white rolled glass in my country exceeds demand. Since ultra-white rolled glass is an important raw material for the photovoltaic power generation industry, downstream customers are highly concerned about the qualification, scale, technology, and product quality of the production enterprise. Therefore, the leading ultra-white rolled glass company in the domestic market occupies a large share and has a certain market discourse Right, the scale is small, the strength is weak, and the development space of new entrants is small. On the whole, my country's ultra-white rolled glass industry has higher entry barriers.
Ultra-white rolled glass is a high-end architectural glass and the main product type of photovoltaic glass. It has a broad market space. Driven by demand, my country's ultra-white rolled glass industry has continuously expanded its production capacity since 2006. At this stage, it is the world's largest ultra-white rolled glass. Glass producing country. There are a large number of ultra-white rolled glass manufacturers in my country, leading companies have a relatively large market share, and the market concentration is relatively high. It is difficult for new entrants to develop.