Photovoltaic module power generation efficiency requirements continue to increase, which is beneficial to the development of the white EVA film market

Photovoltaic modules are the core components in photovoltaic power generation systems that convert solar energy into electrical energy. They are composed of tempered glass, cells, and backsheets. Photovoltaic adhesive films are required between the tempered glass and cells, and between cells and backsheets. Encapsulation protection. White EVA film is a kind of photovoltaic film. It is an upgraded product of traditional transparent EVA film. It has the advantages of high reflectivity, can change the light reflection path, moisture resistance, heat resistance, UV resistance, anti-aging, etc., and can effectively improve photovoltaic The power generation efficiency of the module can be applied to single-glass modules and double-glass modules. In particular, the effect of improving power gain is better in double-glass modules.

At this stage, the mainstream products of global photovoltaic films mainly include transparent EVA film, white EVA film, POE film, etc. In the Chinese market, transparent EVA film still occupies a dominant position. Among photovoltaic modules, compared with single-glass modules, double-glass modules have the characteristics of higher power generation efficiency, longer service life, and better environmental adaptability. As the market continues to pay more attention to photovoltaic power generation efficiency, the application proportion of double-glass modules At the same time, the market demand for photovoltaic films with better performance continues to grow. Against this background, the market share of white EVA films continues to rise.

According to the “In-depth Market Research and Investment Strategy Suggestions Report on White EVA Film Industry 2022-2026” released by the Industrial Research Center, In 2021, in my country’s photovoltaic film market, the share of transparent EVA film will account for about 51.8%; the share of white EVA film will account for about 23.1%; the share of POE film (including co-extruded POE film) Around 23.2%. The cost of photovoltaic film accounts for a small proportion of the total cost of photovoltaic modules, but its performance has a great impact on the quality and service life of photovoltaic modules. The proportion of high-performance photovoltaic film applications will continue to increase in the future, which will benefit the development of white EVA film and POE film , its share will continue to increase, while the share of transparent EVA film will continue to decline.

The technical barriers to photovoltaic film are high. In the early days, my country’s transparent EVA film market was mainly occupied by foreign companies. With the rapid development of my country’s photovoltaic power generation industry, the pace of independent research and development and production of related products in the upstream and downstream of the industrial chain has accelerated, and transparent EVA film has gradually realized domestic substitution. At this stage, three Chinese companies, Foster, Swick, and Haiyou New Materials, monopolize the global photovoltaic film market. my country’s three leading companies all have large-scale production and batch supply capabilities for white EVA film. Since the production of white EVA film is more difficult than traditional transparent EVA film, it is expected that the global market will remain highly concentrated in the future.

Industry analysts said that according to data released by the National Energy Administration, as of the end of 2021, the national installed photovoltaic power generation capacity was 306 million kilowatts. A year-on-year increase of 20.9%; in 2021, the country’s newly installed photovoltaic capacity will be 54.88 million kilowatts, which is the largest annual production in the past years. It accounts for the largest share of newly installed renewable energy capacity, reaching 31.1%. It can be seen from this that my country’s photovoltaic power generation industry still has broad development prospects. In order to further improve power generation efficiency and reduce the cost of electricity, there is a large market space for white EVA film.