PV industry competition will be more severe Marketization trading is the best opportunity

On March 13th, quality innovation and innovation led the seminar on photovoltaic advanced technology. Wang Sicheng, a researcher at the Energy Research Institute of the National Development and Reform Commission, said in his speech that the distributed photovoltaic market space in 2018 is likely to be squeezed, but “sales of power to the partition wall” is Photovoltaic opened a window. Whoever seizes the opportunity will take the lead.

He said that in the next three years, China's photovoltaic market will mainly develop building photovoltaic (including household PV systems) and self-use projects that are not subject to quotas (indicators). If the distributed photovoltaic market-based transactions can be scaled up and promoted, those photovoltaic power stations that do not get the “indicators” may be included in the subsidy list through “electrical reforms,” which is an opportunity for photovoltaic projects not included in the quota.

For the next three years, the photovoltaic market, Wang Sicheng believes that the future general photovoltaic power plant indicators will be very limited, in 2017, all or part of the general photovoltaic power station indicators in 17 provinces and regions will be converted to “centralized power station PV for poverty alleviation”, totaling 9.626 GW. Together with the “13th Five-Year Plan”, the first batch of photovoltaic-assisted village-level power stations was 4.186 GW, a total of 13.8

GW. Photovoltaic poverty alleviation has become the focus of development for the next three years.

Wang Sicheng believes that China's photovoltaic capacity is huge (more than 100 GW), foreign markets do not exceed 40 GW, and more than 50% of production capacity needs to be digested in the domestic market. Market resources will become the main target for photovoltaic companies and photovoltaic developers to compete for. Household photovoltaics are even more important.

Wang Bohua, vice chairman and secretary-general of China Photovoltaic Industry Association, said in his speech that in 2017 China's photovoltaic industry reached a new record high, with polysilicon production of 242,000 tons, a year-on-year increase of 24.7%; wafer production 87GW, a year-on-year increase of 39%; 68GW, a year-on-year increase of 33.3%; module production was 76GW, an increase of 43.3% year-on-year; inverter production was 62GW, a year-on-year increase of 55%. The newly installed capacity of photovoltaics in China reached 53 GW, an increase of 53.6% year-on-year. It ranked first in the world for five consecutive years, among which the distributed installed capacity exceeded 19 GW, a year-on-year increase of over 360%, and became a new bright spot for the market development in 2017.

Regarding the industry situation this year, Wang Bohua believes that the 2018 is still a harvest year, and the global market will still maintain a certain volume. China's distributed photovoltaic will enter a period of rapid development, and the proportion of installed capacity in the country will continue to increase. In the new year, technological competition, cost competition and price competition will become more severe. Integration and reorganization between enterprises, technological upgrading of industries, and accelerated withdrawal of backward production capacity will become new trends in industrial development.