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Code:002389   Name:NanYang Tech

PV industry is expected to show jump in the second half of growth

Source:电源在线网 Date:Aug 28,2014

 

  

In the first half, the development of photovoltaic industry continued since the second half of last year's pick up trend, the overall adjustment in the state of development. Ministry of Industry is expected in the second half with the international industrial development changes, China's photovoltaic industry may be leaping growth.

Ministry of Industry and Information Technology August 19 released data show that the first half of China's PV manufacturing output value of more than 150 billion yuan, the development of photovoltaic industry continued last year since the second half of the pick up trend, the overall adjustment in the state of development. Ministry of Industry is expected in the second half of the photovoltaic industry may be leaping growth.

This year, driven by the continued decline in the cost of photovoltaic power generation, the policy continued to benefit and the rapid rise of emerging markets and other favorable factors, the photovoltaic industry has increased demand for polysilicon market, battery components continue to grow, the PV market continues to expand and so on. According to statistics, the first half of this year, China's polysilicon production 62,000 tons, an increase of 100%; silicon wafer production 18GW, an increase of 20%; battery components production 15.5GW, an increase of 34.8%.

PV production and operation of enterprises as a whole to the good. As of the end of June, the average price of polysilicon rose 29.3% year on year, the average price of components rose 7.3%. In the production of polysilicon enterprises from the beginning of last year's seven to 16, a number of backbone battery business profitability, some key enterprises to achieve profitability.

Foreign trade situation is gradually picking up. In the first half of this year, China imported 459,000 tons of polysilicon, an increase of 17%, imports of 1 billion US dollars, an increase of 38.8%; major photovoltaic products (silicon, batteries, components) exports of about 8.2 billion US dollars, an increase of 15.9%.

According to reports, the photovoltaic industry, the level of technology continues to improve. Compared with the same period last year, polysilicon, crystalline silicon cell production line investment has declined, the average comprehensive energy consumption of polysilicon production, per watt battery silicon consumption decreased by about 10%. The average conversion efficiency of the single-crystal and polycrystalline cells of the backbone enterprises increased from 18.8% and 17.3% to 19.3% and 17.8% respectively. The investment cost of the photovoltaic power generation system was reduced from about 10 yuan / watt to 9 yuan / watt.

Affected by the "photovoltaic manufacturing industry norms" to implement the impact of the development trend of the photovoltaic industry has slowed down, part of the backward production capacity brewing or start to withdraw, the industry adjustment trend is obvious. Part of the merger and reorganization of enterprises will become increasingly strong in the first half, China's top 10 components production industry accounted for nearly 60% of the industry, the top five polysilicon enterprises accounted for more than 80%, concentration continued to improve.

With the introduction of local support policies, PV applications to diversify the direction of development, but by the grid policy and business model is not yet sound, early market growth caused by the impact of late shrinking demand, the first half of the domestic PV market decline significantly Plus grid installed capacity of about 3.3GW, of which about 1GW distributed.

Ministry of Industry and Electronic Information Division official said that the second half of the year with the international industrial development changes, especially in the fourth quarter due to sprint 10GW domestic installed targets, China's photovoltaic industry may be leaping growth, the formation of shock development curve, the industry will remain in depth The But the China Photovoltaic Industry Association also said that due to the idle capacity of the resumption of production and new capacity put into operation, the photovoltaic industry this year may face a new round of production capacity of excess situation.

As the price of polysilicon products continue to remain low and the battery components prices continue to decline and other factors, China's PV industry will therefore withstand greater oversupply pressure. In addition, the integration of photovoltaic industry to promote more difficult, the market supply and demand pressures still exist, coupled with external trade uncertainty, the industry is facing greater pressure to upgrade.

TypeInfo: Industry

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