In the first half of the year, the PV industry in China maintained a healthy development, the manufacturing scale and technical level continued to increase, foreign trade expanded rapidly, and the number of batteries and components exports and exports increased. The installed capacity still ranks first.
The domestic PV market in the second half of the year or will shine. At the seminar on the development of the photovoltaic industry in the first half of 2019 and the outlook for the second half of the year hosted by the China Optics and Volkswagen Industry Association on the 25th, Wangbohua, vice chairman and secretary general of the association, said that in the first half of China's new photovoltaic installed capacity was less than 12jiwa, a decrease of more than 50 %; In the second half of the year, the market is expected to show explosive growth and bring about tighter supply in some parts of the industrial chain.
According to him, in the first half of the year, the new installed capacity of domestic centralized power stations was about 6.8jiwa, a year-on-year decrease of 43.3 %, and distributed photovoltaic new installed capacity was about 4.6 gigawatts, a year-on-year decrease of 61.7 %. In the same period, Silicon wafer production reached 63jiwa, an increase of 26 % year-on-year; Battery sheet production was about 51jiwa, an increase of 30.8 % year-on-year; Component production was about 47jiwa, an increase of about 11.9 % year-on-year.
"At present, the main component enterprises basically maintain full production, and orders have completed 70 % of the annual target. " said Wangbohua.
Looking ahead, he said that in terms of technology, components will gradually move toward high power and low cost, and advanced materials and advanced manufacturing will promote the development of photovoltaic, such as 3D printing technology and perovskite; On the market side, the attention of BIPV and energy storage has continued to increase, and the construction of affordable projects has brought certain pressure on the various links of the industrial chain; In terms of industry, domestic companies will still maintain a certain degree of expansion in the second half of the year, the production capacity of high-efficiency products will increase, and the production scale of head companies will become larger and larger. Some non-competitive companies will gradually withdraw from the PV market.
As for the global market, he said that the global installed capacity in the first half of 2019 was about 47jiwa. Judging from the import and export situation, the total export of photovoltaic products in the first half of the year was 10.61 billion U.S. dollars, a year-on-year increase of 31.7 %. In response, Luandong, a senior analyst of Bloomberg New Energy Finance, is reporting on the development of the global photovoltaic market. This year, the total global photovoltaic installed capacity can reach 123jiwa to 149jiwa, and the Jiwa market is expected to reach 19.
In his speech yesterday, Deputy Director of the Electronic Information Department of the Ministry of Industry and Information Technology, Wushengwu, said that in the first half of the year, the photovoltaic industry in China maintained a healthy development, the manufacturing scale and technical level continued to increase, foreign trade expanded rapidly, and the number of batteries and components reached exports. And the installed capacity still ranks first.
"In the second half of the year, with the successive landing of subsidized projects and parity projects, the domestic market is expected to recover. It is expected that the overall growth of China's photovoltaic manufacturing industry will remain stable throughout 2019. Mr Wushengwu expects to continue to rank first in the world in terms of domestic installed capacity this year -- above 40jiwa.
"According to the recently promulgated industrial policies, competitive project allocation and subsidy bidding will become the main trend, and affordable and low-cost projects will become the mainstream. Jinneng Technology General Manager Yangliyou told the Shanghai Stock Exchange that in order to achieve affordable access to the Internet for photovoltaic power generation as soon as possible, companies must continue to strengthen technological reforms to reduce the cost of electricity and increase the income of power stations with high-efficiency, high-quality and high-reliability products.
"The development of the photovoltaic industry also requires the concerted efforts of the government and enterprises. In an interview with the Shanghai newspaper, Ganshengquan, chairman of Seville Group, said the government should introduce more powerful policy measures to raise technology barriers and eliminate inefficient and backward production capacity. At the same time, we will guide, encourage and support enterprises in raising the level of technology and equipment through financing channels, special funds, and tax policies. Enterprises themselves should also increase investment in research and development, introduce outstanding talents, and strengthen their strength and win the market with the differentiated competition of new technologies and new products.