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世界および中国における太陽電池ガラス産業の分析

Global and China Photovoltaic Glass Industry Report, 2019-2025

発行 ResearchInChina 商品コード 257761
出版日 ページ情報 英文 118 Pages
納期: 即日から翌営業日
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世界および中国における太陽電池ガラス産業の分析 Global and China Photovoltaic Glass Industry Report, 2019-2025
出版日: 2019年05月21日 ページ情報: 英文 118 Pages
概要

中国の太陽光発電産業はここ数年間、政府の補助金に支えられる形で急速に成長してきましたが、2018年に入って突然の政策変更 (「531政策」) が発表されてから、成長率が大幅に低下しています。その余波を受けて、太陽光発電 (PV) ガラスの国内価格も急落しつつあります。

当レポートでは、世界および中国における太陽電池ガラス産業の現況と今後について調査しており、製品の特性や関連技術、世界全体および中国国内の市場動向見通しと競争状態、製品区分別の詳細動向、上流・下流工程産業の概略、主な外資系・国内系メーカーのプロファイル、といった情報を取りまとめてお届けいたします。

第1章 太陽光発電 (PV) ガラスについて

  • 定義・分類
  • 用途
  • 特徴
  • 製造技術
  • 関連産業

第2章 世界の太陽光発電 (PV) ガラス産業

  • 発展環境
    • 政策環境
    • 産業環境
  • 市場規模
    • 太陽光発電 (PV)
    • 太陽光発電 (PV) ガラス

第3章 中国の太陽光発電 (PV) ガラス産業

  • 政策環境
  • 市場の現状
    • 太陽光発電 (PV)
    • 太陽光発電 (PV) ガラス
  • 設備容量
  • 市場競争の規模
  • 価格動向

第4章 主要な太陽光発電 (PV) ガラス製品

  • 高透明パターンガラス (ウルトラクリアパターンガラス)
    • 概略
    • 市場規模
    • 競争パターン
  • TCO (透明導電膜) ガラス
  • 反射防止PVガラス

第5章 主な用途

  • 太陽電池
    • 世界市場
    • 中国市場
  • 太陽電池モジュール
    • 市場の現状
    • 競争パターン

第6章 世界の主要な太陽光発電 (PV) ガラス企業

  • AGC
    • プロファイル
    • 経営状況
    • PVガラス事業
    • 中国国内での事業展開
  • Saint-Gobain
  • 日本板硝子
  • PPG Industries
  • Sunarc

第7章 中国の主要な太陽光発電 (PV) ガラス企業

  • Xinyi Glass Holdings
    • プロファイル
    • 経営状況
    • PVガラス事業
  • CSG Holding
  • Topray Solar
  • AVIC Sanxin
  • Almaden
  • Jiangsu Xiuqiang Glasswork Co., Ltd.
  • China Glass Holdings
  • Shandong Jinjing Science & Technology Co Ltd
  • Zhuzhou Kibing Group Co., Ltd.
  • Henan Ancai Hi-tech Co., Ltd.
  • IRICO Electronics
  • Guangdong Golden Glass Technologies Limited
  • Luoyang Glass Co., Ltd.
  • Shanghai Yaohua Pilkington Glass Group
  • Flat Glass Group Co., LTD.
図表

Selected Charts

  • Classification of PV Glass
  • Application of PV Glass in Crystalline Silicon Battery Module
  • Application of PV Glass in Thin-film Battery Module
  • Application of PV Glass in BIPV
  • Production Technology of PV Glass
  • PV Glass Industry Chain
  • PV Industry Policies in Major Countries
  • PV Building Incentive Policy System in Japan
  • Global PV Installed Capacity, 2016-2025E
  • Cumulative Grid-connected PV Installed Capacity in Major Countries, 2018
  • New Grid-connected PV Installed Capacity in Major Countries, 2018
  • Global PV Demand Distribution, 2018
  • Global PV Installed Capacity
  • New PV Installed Capacity Forecast in China, 2019
  • New PV Installed Capacity Forecast in Other Countries, 2019
  • New GW-level Countries, 2018
  • Module Output in China, 2010-2019
  • Global Consumption of Main PV Glass Products and YoY Change, 2016-2025E
  • Global PV Glass Demand Structure by Product, 2018/2025E
  • Revenue of Major PV Glass Companies Worldwide, 2013-2018
  • Main PV Industry Policies in China
  • PV Subsidy Policies of Main Provinces/Municipalities in China
  • European Union's MPI Adjustment Plan for China, 2018
  • New and Cumulative PV Installed Capacity in China, 2016-2025E
  • PV Glass Demand Growth Forecast, 2019
  • New PV Installed Capacity Structure in China, 2018
  • PV Installed Capacity in China by Province/Municipality, 2018
  • PV Glass Capacity in China, 2016-2025E
  • PV Glass Output and YoY Growth in China, 2016-2025E
  • PV Glass Demand in China, 2015-2025E
  • PV Glass Prices in China Since 2013
  • PV Glass Prices in China Since 2018
  • PV Glass Demand Estimate
  • Ultra-clear Patterned Glass Kilns in China and Their Number of Production Lines
  • Operating Ultra-clear Patterned Glass Capacity in China
  • Revenue and Net Income of Major PV Glass Companies in China, 2018
  • Capacity of Major PV Glass Companies in China, 2018
  • Competition Pattern of PV Glass Market in China, 2018
  • Changes in Main PV Glass Production Lines in China, 2018
  • Cost Structure of Solar PV Module
  • Price Trend of PV Glass in China, 2016-2018
  • Price Trend of Ultra-clear Patterned Raw Glass (3.2mm) in China, 2016-2018
  • Classification and Application of PV Glass
  • Sketch Map of Ultra-clear Patterned Glass
  • Unit Consumption of Ultra-clear Glass for Solar PV Cell
  • Global Consumption of Ultra-clear Patterned Glass, 2016-2025E
  • Ultra-clear Patterned Solar Glass Consumption in China, 2016-2025E
  • Ultra-clear Patterned Solar Glass Capacity in China, 2016-2018
  • Changes in Ultra-clear Patterned Glass Production Lines in China
  • Structure of Thin-film Solar Cell
  • Performance Comparison between Three Kinds of TCO Glass
  • Cost Structure of Thin-film Solar Cell
  • Global TCO Glass Consumption, 2016-2025E
  • TCO Glass Industrialization in China
  • Major TCO Glass Manufacturers and Their Capacity in China
  • Major TCO Conductive Glass Manufacturers Worldwide
  • Structure of Anti-reflective Coated Glass
  • Performance of PV Anti-reflective Glass
  • Capacity of Major PV Anti-reflective Glass Manufacturers in China
  • Major Manufacturers of Anti-reflective Coating for Ultra-clear Rolled Glass Worldwide
  • Applications of PV Glass
  • Global Solar Cell and Module Price Trend, 2011-2018
  • Classification of Solar PV Cell
  • Performance Comparison between Thin-film Battery and Crystalline Silicon Battery
  • Global Solar Cell Output and YoY Growth, 2016-2025E
  • Global Solar Cell Output Structure by Product, 2016-2025E
  • Capacity of Major Thin-film Solar Cell Manufacturers Worldwide, 2018
  • Solar Cell Output and YoY Growth in China, 2016-2025E
  • Capacity of Major Solar Cell Manufacturers in China, 2018
  • Solar Cell Export Value Structure in China by Country/Region, 2018
  • Global Solar Cell Module Output, 2016-2025E
  • Global Solar Cell Module Output Structure by Product, 2018
  • Solar Cell Module Export Volume in China by Region, 2013-2018
  • Solar Cell Module Export Structure in China by Province/Region, 2018
  • Capacity and Output of Major Solar Cell Module Manufacturers Worldwide, 2018
  • Glass Production Lines of Asahi Glass Co., Ltd. (AGC) by Region
  • Revenue and Operating Income of Asahi Glass Co., Ltd. (AGC), 2013-2018
  • Major Subsidiaries of Asahi Glass Co., Ltd. (AGC) in China
  • Marketing Network of Asahi Glass Co., Ltd. (AGC) in China
  • Revenue and Net Income of Saint-Gobain, 2013-2018
  • Market Position of Saint-Gobain's Flat Glass Business
  • Saint-Gobain's Revenue and Profits from Flat Glass Business, 2017-2018
  • Revenue and YoY of Saint-Gobain in China, 2013-2018
  • Layout of Saint-Gobain in China
  • Major Companies of Saint-Gobain in China Involved in Glass Business
  • Revenue and Net Income of NSG, FY2013-FY2018
  • Revenue Breakdown of NSG's Major Products by Region, FY2018
  • Operation of NSG's Architectural Business, FY2015-FY2018
  • Subsidiaries of NSG in China
  • Factory Distribution of PPG by Region, 2018
  • Revenue and Net Income of PPG, 2013-2018
  • PPG's Cooperation in Glass Business in China
  • AR Glass Transmission Rates of Sunarc (by Field)
  • Revenue and Net Income of Xinyi Glass Holdings Limited, 2013-2018
  • Marketing Network of Xinyi Solar Holdings Limited in China
  • Daily Melting Capacity of Ultra-clear PV Raw Glass of Xinyi Solar Holdings Limited, 2013-2018
  • Ultra-clear PV Raw Glass Capacity of Xinyi Solar Holdings Limited, 2014-2018
  • Solar Glass Revenue of Xinyi Solar Holdings Limited, 2013-2018
  • Scale of Grid-connected PV Power Plants of Xinyi Solar Holdings Limited, 2014-2018
  • PV Glass Capacity and Capacity Planning of Xinyi Solar Holdings Limited
  • PV Power Plant Projects of Xinyi Solar Holdings Limited, 2018
  • Industrial Structure of Aviation Sanxin Co., Ltd.
  • Revenue and Net Income of Aviation Sanxin Co., Ltd, 2013-2018
  • Gross Margin of Aviation Sanxin Co., Ltd by Product, 2013-2018
  • Specialty Glass Production Bases of Aviation Sanxin Co., Ltd
  • Production Bases of Aviation Sanxin Co., Ltd
  • Revenue and Net Income of Aviation Sanxin Solar PV Glass Co., Ltd. 2013-2018
  • Revenue and Net Income of Changzhou Almaden Co., Ltd., 2013-2018
  • Production and Sales Volume of PV Glass of Changzhou Almaden Co., Ltd., 2013-2018
  • Revenue and Gross Margin of PV Glass Business of Changzhou Almaden Co., Ltd, 2013-2018
  • Marketing Network of Jiangsu Xiuqiang Glasswork Co., Ltd. Worldwide
  • Revenue and Net Income of Jiangsu Xiuqiang Glasswork Co., Ltd., 2013-2018
  • Solar Glass Products of Jiangsu Xiuqiang Glasswork Co., Ltd
  • Marketing Network of Solar Glass of Jiangsu Xiuqiang Glasswork Co., Ltd in China
  • Production and Sales Volume of PV Glass of Jiangsu Xiuqiang Glasswork Co., Ltd, 2013-2018
  • Revenue of Solar Glass Business of Jiangsu Xiuqiang Glasswork Co., Ltd, 2013-2018
  • TCO Glass Capacity of Jiangsu Xiuqiang Glasswork Co., Ltd, 2013-2018
  • Leading Products of China Glass Holding Limited
  • Revenue and Net Income of China Glass Holding Limited, 2013-2018
  • Gross Margin of China Glass Holding Limited by Product, 2013-2018
  • Main PV Production Lines of China Glass Holding Limited
  • Revenue and Net Income of Shandong Jinjing Science & Technology Stock Co., Ltd, 2013-2018
  • Glass Production Lines of Shandong Jinjing Science & Technology Stock Co., Ltd
  • Global Marketing Network of Zhuzhou Kibing Group Co., Ltd
  • Revenue and Net Income of Zhuzhou Kibing Group Co., Ltd, 2013-2018
  • Production Bases of Zhuzhou Kibing Group Co., Ltd.
  • PV Glass Production Lines of Zhuzhou Kibing Group Co., Ltd
  • Revenue and Net Income of Henan Ancai Hi-tech Co., Ltd, 2013-2018
  • Revenue and Gross Margin of PV Glass Business of Henan Ancai Hi-tech Co., Ltd, 2010-2018
  • Revenue and Gross Profit of IRICO Group Electronics Company Limited, 2013-2018
  • PV Glass Production Lines of IRICO Group Electronics Company Limited
  • Revenue of PV Glass Business of IRICO Group Electronics Company Limited, 2013-2018
  • Revenue and Net Income of Guangdong Golden Glass Technologies Limited, 2013-2018
  • Revenue of PV Glass (Module) Business of Guangdong Golden Glass Technologies Limited, 2013-2018
  • Revenue and Net Income of Luoyang Glass Co., Ltd, 2013-2018
  • Marketing Network of Shanghai Yaohua Pilkington Glass Group Co., Ltd.
  • Subsidiaries of Shanghai Yaohua Pilkington Glass Group Co., Ltd.
  • Glass Industry Chain and Main Products of Flat Glass Group Co., Ltd.
  • Revenue and Net Income of Flat Glass Group Co., Ltd., 2013-2018
  • Main PV Glass Production Bases of Flat Glass Group Co., Ltd.
  • PV Glass Revenue and Sales of Flat Glass Group Co., Ltd., 2015-2018
  • Unit Price, Cost and Gross Profit of PV Glass of Flat Glass Group Co., Ltd., 2015-2018
  • PV Glass Capacity and Capacity Planning of Flat Glass Group Co., Ltd.
  • Changes in PV Glass Capacity of Flat Glass Group Co., Ltd.
  • Current Core Technologies of Flat Glass Group Co., Ltd.
目次

In China, PV installed capacity has ramped up since the issuance of photovoltaic (PV) subsidy policies, reaching 53GW in 2017, or over 50% of global total. However, the domestic PV demand was hit by the launch of the Notice on Matters Concerning Photovoltaic Power Generation in 2018 ("531" Policy). In 2018, China added PV installed capacity of 44GW, a 17% drop from a year earlier, according to the data from the National Energy Administration.

In price's terms, PV glass price in China presented a choppy downtrend in the first half of 2018, and even nosedived after the launch of "531" Policy. In July 2018, the price of sheet glass ranged at RMB12.5-13.5/m2; that of coated glass plunged by over 30% to RMB20-20.5/m2 compared with what it was at the beginning of the year. PV glass price began to pick up after September 2018 as a result of the fact that production cuts and cold repair of companies eased some oversupply pressures and that prices of upstream raw materials climbed. As of January 2019, typical price of 3.2mm coated glass stood at RMB24/m2, down by 23% from the same period last year; that of 3.2mm sheet glass suffered a 26% slump to RMB15.5-16/m2.

With production technology barriers broken in 2006, Chinese PV glass companies led by Xinyi Solar Holdings Limited has been pressing ahead with construction of PV glass production lines vigorously over the past decade, in a bid for localized production and substitution for imports. Up to date, China has already been the biggest producer of PV glass in the world. Globally, more than 90% of crystalline silicon PV modules use the China-made PV glass. Many a foreign player like AGC has withdrawn from the market, and only a few such as Saint-Gobain still have some small kilns producing PV glass. Chinese PV glass leaders such as Xinyi Solar Holdings Limited and Flat Glass Group Co., Ltd. have embarked on overseas expansion, mainly in the Southeast Asia since they ruled the roost in home market. For instance, Xinyi Solar Holdings Limited set up a manufacturing base in Malaysia and Flat Glass Group Co., Ltd. had one in Vietnam.

By the latest capacity, two bellwethers, Xinyi Solar Holdings Limited and Flat Glass Group Co., Ltd. command over half of the market, of which the former takes a 32% share and the later makes up 19%. They are expanding their capacity quickly, the move rarely seen among other players. Current capacity expansion plans of companies demonstrate that the two leaders will seize a combined share of nearly 60% after all of their production lines are brought into operation, given that all of other producers (led by Henan Ancai Hi-tech Co., Ltd. and Changzhou Almaden Co., Ltd.) carry out their expansion plans and those with small capacity (a share of less than 10% together) are to be eliminated in the next two years.

Global and China Photovoltaic Glass Industry Report, 2019-2025 highlights the following:

PV glass industry (definition, classification, industry chain, related fields and technology roadmap);

Global PV and PV glass industry (market size, competitive pattern, prospect, etc.);

China PV and PV glass industry (market environment, market size, competitive pattern, prospect, price, etc.);

PV glass market segments (ultra-clear patterned glass, TCO glass, etc.);

15 PV glass manufacturers like Xinyi Solar Holdings, Flat Glass Group, Caihong Group, AVIC Sanxin, Henan Ancai Hi-tech, etc. (operation, main products, production layout, production & sales, development strategy, etc.).

Table of Contents

1 PV Glass

  • 1.1 Definition and Classification
  • 1.2 Application
  • 1.3 Characteristics
  • 1.4 Production Technology
  • 1.5 Industry Chain

2 Global PV Glass Industry

  • 2.1 Development Environment
    • 2.1.1 Policy Environment
    • 2.1.2 Industry Environment
  • 2.2 Market Size
    • 2.2.1 PV
    • 2.2.2 PV Glass

3. China PV Glass Industry

  • 3.1 Policy Environment
  • 3.2 Market Situation
    • 3.2.1 PV
    • 3.2.2 PV Glass
  • 3.3 Capacity
  • 3.4 Competitive Scale
  • 3.5 Price

4 Main PV Glass Products

  • 4.1 Ultra-clear Patterned Glass
    • 4.1.1 Introduction
    • 4.1.2 Market Size
    • 4.1.3 Competition Pattern
  • 4.2 TCO Glass
    • 4.2.1 Introduction
    • 4.2.2 Market Size
    • 4.2.3 Competition Pattern
  • 4.3 PV Anti-reflective Glass
    • 4.3.1 Introduction
    • 4.3.2 Market Size
    • 4.3.3 Competition Pattern

5 Main Applications

  • 5.1 Solar Cell
    • 5.1.1 Global
    • 5.1.2 China
  • 5.2 Solar Cell Module
    • 5.2.1 Market Status
    • 5.2.2 Competition Pattern

6. Major PV Glass Companies Worldwide

  • 6.1 AGC
    • 6.1.1 Profile
    • 6.1.2 Operation
    • 6.1.3 PV Glass Business
    • 6.1.4 Development in China
  • 6.2 Saint-Gobain
    • 6.2.1 Profile
    • 6.2.2 Operation
    • 6.2.3 PV Glass Business
    • 6.2.4 Development in China
  • 6.3 NSG
    • 6.3.1 Profile
    • 6.3.2 Operation
    • 6.3.3 PV Glass Business
    • 6.3.4 Development in China
  • 6.4 PPG Industries
    • 6.4.1 Profile
    • 6.4.2 Operation
    • 6.4.3 PV Glass Business
    • 6.4.4 Development in China
  • 6.5 Sunarc
    • 6.5.1 Profile
    • 6.5.2 Operation
    • 6.5.3 Development in China

7. Major Chinese PV Glass Companies

  • 7.1 Xinyi Glass Holdings
    • 7.1.1 Profile
    • 7.1.2 Operation
    • 7.1.3 PV Glass Business -- Xinyi Solar Holding
  • 7.2 CSG Holding
    • 7.2.1 Profile
    • 7.2.2 Operation
    • 7.2.3 PV Glass Business
  • 7.3 Topray Solar
    • 7.3.1 Profile
    • 7.3.2 Operation
    • 7.3.3 PV Glass Business
  • 7.4 AVIC Sanxin
    • 7.4.1 Profile
    • 7.4.2 Operation
    • 7.4.3 PV Glass Business
  • 7.5 Almaden
    • 7.5.1 Profile
    • 7.5.2 Operation
    • 7.5.3 PV Glass Business
  • 7.6 Jiangsu Xiuqiang Glasswork Co., Ltd.
    • 7.6.1 Profile
    • 7.6.2 Operation
    • 7.6.3 PV Glass Business
  • 7.7 China Glass Holdings
    • 7.7.1 Profile
    • 7.7.2 Operation
    • 7.7.3 PV Glass Business
  • 7.8 Shandong Jinjing Science & Technology Co Ltd
    • 7.8.1 Profile
    • 7.8.2 Operation
    • 7.8.3 PV Glass Businesst
  • 7.9 Zhuzhou Kibing Group Co., Ltd.
    • 7.9.1 Profile
    • 7.9.2 Operation
    • 7.9.3 Glass Business
  • 7.10 Henan Ancai Hi-tech Co., Ltd.
    • 7.10.1 Profile
    • 7.10.2 Operation
    • 7.10.3 PV Glass Business
  • 7.11 IRICO Electronics
    • 7.11.1 Profile
    • 7.11.2 Operation
    • 7.11.3 PV Glass Business
  • 7.12 Guangdong Golden Glass Technologies Limited
    • 7.12.1 Profile
    • 7.12.2 Operation
    • 7.12.3 PV Glass Business
  • 7.13 Luoyang Glass Co., Ltd.
    • 7.13.1 Profile
    • 7.13.2 Operation
  • 7.14 Shanghai Yaohua Pilkington Glass Group
    • 7.14.1 Profile
    • 7.14.2 Operation
    • 7.14.3 PV Glass Business
  • 7.15 Flat Glass Group Co., LTD.
    • 7.15.1 Profile
    • 7.15.2 Operation
    • 7.15.3 PV Glass Business
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