硅料行業(yè)毫不意外，是 2021年最賺錢的行業(yè)，銷售收入高、毛利高、競(jìng)爭(zhēng)企業(yè)少（5家），這吸引了很多新的競(jìng)爭(zhēng)者進(jìn)入這個(gè)行業(yè)，比如合盛硅業(yè)、上機(jī)數(shù)控，所以硅料未來的競(jìng)爭(zhēng)態(tài)勢(shì)會(huì)更加激烈。

硅片行業(yè)是 歷史上的盈利冠軍，2021年屈居盈利亞軍。行業(yè)內(nèi)有9家上市公司，每家公司的平均毛利潤(rùn)是20億元。雖然隆基股份的技術(shù)壟斷被打破了，這個(gè)細(xì)分行業(yè)依然盈利很豐厚。

組件環(huán)節(jié)銷售收入2400多億元，銷售收入最高，可惜毛利率只有10%+，而且 競(jìng)爭(zhēng)家數(shù)是最多的，組件行業(yè)因?yàn)橹泵婵蛻簦?strong style="margin:0px;padding:0px;outline:0px;max-width:100%;box-sizing:border-box !important;overflow-wrap:break-word !important;">銷售費(fèi)用率很高，這導(dǎo)致了 組件股最終拿到手的凈利潤(rùn)率并不高。

EVA膠膜真實(shí)的盈利能力反而是超過組件的，因?yàn)檫@個(gè)行業(yè)收入雖然不高，只有160億元，但是僅有3個(gè)上市公司能夠生產(chǎn)， 福斯特占了膠膜行業(yè)收入的71%，所以競(jìng)爭(zhēng)態(tài)勢(shì)屬于憑實(shí)力壟斷。

儲(chǔ)能、玻璃、逆變、光伏設(shè)備，這4個(gè)細(xì)分行業(yè)我們一起講，因?yàn)樗鼈兊母?jìng)爭(zhēng)態(tài)勢(shì)差不多，毛利率30%左右，行業(yè)空間200億元左右，每個(gè)細(xì)分行業(yè)的競(jìng)爭(zhēng)對(duì)手8到10家，每家毛利8到10億元左右，屬于良性競(jìng)爭(zhēng)狀態(tài)。

電池片行業(yè)有點(diǎn)特殊，銷售收入很可觀，有500多億元，可惜加工環(huán)節(jié)的設(shè)備都是外購， 電池片上市公司本身的技術(shù)實(shí)力并不高，所以只能拿到很低的毛利率。

金鋼線雖然行業(yè)很小，但是因?yàn)槊罆痴加?0%的細(xì)分市場(chǎng)空間，所以盈利很高，美暢的市值有300多億元，因?yàn)槭窍钠?，美暢甚至比一些光伏設(shè)備股的估值要高。

t is no surprise that silicon material industry will be the most profitable industry in 2021, with high sales revenue, high gross profit and few competitive enterprises (5), which has attracted many new competitors to enter this industry, such as Hesheng Silicon industry and CNC, so the competition situation of silicon material will be more fierce in the future.  

The silicon chip industry is historically the most profitable, coming in second in 2021.  There are nine listed companies in the industry, each with an average gross profit of 2 billion yuan.  Although Longie's technology monopoly has been broken up, the sector remains highly profitable.  

However, the gross profit rate is only 10%+ and the number of competitors is the largest. Because the component industry faces customers directly, the sales expense ratio is very high, which leads to the net profit rate of component stocks is not high.  

The real profitability of EVA film is higher than that of components, because although the income of this industry is not high, only 16 billion yuan, but only three listed companies can produce, Foster accounts for 71% of the income of the film industry, so the competition situation is monopolized by strength.  

Energy storage, glass, inverter, photovoltaic equipment, these four segments, we talk together, because their competition situation is similar, the gross profit rate is about 30%, the industry space is about 20 billion yuan, each segment of the competitors 8 to 10, gross profit of each 800 to 1 billion yuan, belongs to the benign competition state.  

The battery industry is a little special, with a considerable sales revenue of more than 50 billion yuan. Unfortunately, the equipment in the processing link is purchased from outside, and the listed battery company itself does not have high technical strength, so it can only get a very low gross margin.  

Although jingang wire industry is very small, because Meichang occupies 50% of the market segment space, so the profit is very high, the market value of Meichang is more than 30 billion yuan, because it is consumable, meichang is even higher than the valuation of some photovoltaic equipment stocks.