Step On The Track, And Accelerate The Expansion Of Photovoltaic Production In 2023

The three advantages of solar energy are "huge", "long-term" and "harmless" to solve the energy crisis, and the development and utilization of solar energy is a great benefit to the entire human race. The photovoltaic power generation process does not cause any pollution, and with the improvement of technology and the reduction of costs, photovoltaic will be the most economical in the power generation industry.

According to GGII analysis, the photovoltaic industry continued to be prosperous in 2023Q1, with a cumulative increase of 53.2% in the first quarter, and overall demand remained strong.

According to data released by the National Bureau of Statistics, in the first quarter of 2023, China's industrial robot production totaled 103691 sets, an actual increase of 1.17% year-on-year and a decrease of 15.36% month-on-month. Although benefiting from policy support and the wide application of innovative products such as collaborative robots, China's industrial robot sales in the first quarter of 2023 were about 75,000 units, a year-on-year increase of about 11.7%, but on the supply side, the backlog of orders in the second half of 2022 was superimposed on the trend of destocking, and the output of industrial robots in the first quarter did not meet expectations.

"The robot market is not very good this year, there are no orders in the first half of the year, and the performance growth is less than expected."

Several industry insiders described the current state of the robotics industry. They said that the companies that stepped on the track had a better life in the first half of this year and had the opportunity to win orders, but more robot companies have clearly felt the "cold", and can only try to explore more opportunities under the premise of guarding an acre and a third of land. This situation is mainly due to the fact that under destocking and supply chain pressure, industrial robot manufacturers have difficulty meeting the market in the first quarter.

Therefore, compared with the past, most enterprises are facing difficulties such as high costs, low orders, unstable orders, and increased difficulty in obtaining orders.

Some people in the industry laughed: "The company has reached the time of 'life and death'." ”

Reduced unit volume and unstable orders are also problems faced by many enterprises. In a highly competitive market environment, many companies find it difficult for them to maintain a steady flow of orders. The war is getting fiercer, even if it is below the cost price, it is necessary to grab the customer's order, in this case, the company has no profit at all. These circumstances have led to the impact of the company's production and sales plans, which in turn affects the company's overall operations and financial position.

However, some robot companies have had a "good time" in the first half of this year and frequently won orders. These companies have one thing in common: stepping on the right track.

Since the beginning of this year, the expansion of power + energy storage batteries has continued. According to statistics, in the first quarter, there were 24 power and energy storage battery construction and signed projects, with a total investment of more than 205.5 billion yuan, and an annual production capacity of more than 570GWh. Among them, 13 projects were started and 11 projects were signed.

The number of orders and shipments in the photovoltaic field both increased rapidly, and the expansion of production accelerated. In the first quarter of this year, LONGi Green Energy, TCL Central, Tongwei Co., Ltd., JA Technology, JinkoSolar, Trina Solar and many other companies announced annual photovoltaic expansion projects. Among them, JA Technology and Trina Solar's overseas photovoltaic projects have been launched, and it is expected to be put into operation by the middle and end of this year.

According to GGII analysis, the photovoltaic industry continued to be prosperous in 2023Q1, with a cumulative increase of 53.2% in the first quarter, and overall demand remained strong.

Benefiting from the recovery of the manufacturing industry and the acceleration of investment in lithium, energy storage, photovoltaic and other fields, the upstream and downstream of the industry have increased their dependence on automated production and manufacturing, and the supply of industrial robots has exceeded demand, and orders have ushered in explosive growth.

So as the next photovoltaic industry with great market potential, which photocouplers are more suitable for application? As a "photocoupler expert" who has been deeply engaged in the optocoupler industry for 30 years, Chaoguang Technology recommends that you pay attention to the market dynamics of the following models of photocouplers, and stock them in time if necessary: