Crystal technology ultra white glass is not suitable for solar panel substrate

Chengdu securities analyst Li Lifang believes that the gold crystal technology of ultra white glass is not suitable for solar panel substrate. Gold Jingchao white float process production, surface smooth, high reflectivity, and photovoltaic solar panel substrate mainly for calendering production of glass, light or perspective, because it is different on the production process, the gold crystal technology for solar substrate is difficult.

At present the company ordinary float prices fell slightly, the recent price is about 75 yuan / box (including tax), oil prices continue to rise, the price is about 2200 yuan / ton (including tax), compared to the beginning of the year rose more than 20%, the soda price is about 1400 yuan / ton (including tax). Reduced by about 15%, compared with the first half of the average overall, the negative impact of cost factors is greater.

Ultra white glass prices remained at the price of 300~310 yuan, the current two month production period has been basically completed, but sales are not satisfactory, take the amount of monthly remained around 4~5 million weight cases, according to the current price expectations, super white's gross profit margin of nearly 60%, about 20% is much higher than ordinary float the expected gross margin, super white possibility price hit the market.