Jinjing Technology is the most important supplier of ultra-white glass in China. Its users include building materials and solar energy. Its products participate in the construction of the Beijing Water Cube Olympic Bird Nest and Water Cube. At present, other potential competitors in China include CSG, Shanghai Yaopi Glass, etc. However, the company is still a leader in terms of capacity and production level. Considering the construction cycle of the ultra-white glass production line and the long product certification cycle, the company has a large first-mover advantage.
The international production of ultra-white glass, including Saint-Gobain, Asahi Glass and Pilkington, is currently about 1 times higher than domestic companies, and its competitiveness is weak under the premise of quality standards.
Ultra-white glass demand: 3 million heavy boxes in 2009 and 5.5 million heavy boxes in 2010. The film companies in mainland China and Taiwan will usher in the first development peak in the second half of 2009 and 2010. It is expected that the production capacity will be close to 400mw by the end of 2009 and the production capacity will be close to 1000mw in 2010.
At present, the company's main sales target for ultra-white glass is amorphous film companies using Oerlikon equipment, domestic amorphous film companies and CIGS film companies. Future AMAT equipment companies are also likely to join the demand for ultra-white glass.
In 2009, only the production of Tianwei, Zhengtai, Fuyang, Yutong, Pule, and Golden Sun will be considered. The demand for thin film batteries will be close to 240mw. Overseas thin-film battery customers increased by more than 60mw in 2009, so it is conservatively estimated that the new demand for thin-film batteries in 2009 will be 300mw, an increase of about 1.2 million heavy boxes. It is conservatively estimated that the annual shipment of ultra-white glass will be 3 million heavy boxes.
2010 is the peak period for the production of thin-film batteries in the world. Only consider the expansion of enterprises with thin-film battery products in mainland China and Taiwan in 2008. The demand is as high as 990mw. If other new entrants and AMAT new production lines are needed for glass, These two factors, the company's thin film battery glass demand must exceed 1000mw, that is, 4 million heavy boxes, plus construction and overseas film market, conservatively estimated total demand of 5.5 million heavy boxes.
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Sichuan Kangruntengpu Photoelectric Technology Co., Ltd. , https://www.tengpulighting.com