The photovoltaic industry runs out of the sea, and the export and production capacity of the products are overseas.
Last Wednesday, Longji, the world's largest single crystal manufacturer, announced that its subsidiary Longji Leye Photovoltaic Technology Co., Ltd.
A US company signed a contract for the sale of monocrystalline modules in the United States on July 17, 2018 (Beijing time), about 600 million US dollars.
The period is from 2019 to 2022.
At the same time, Linyang Energy signed a strategic cooperation agreement with China Power Construction Group Henan Engineering Co., Ltd., in the next three years, both parties
The product supply, project construction, project operation and maintenance, etc. of N-type high-efficiency double-sided components around 500MW overseas photovoltaic projects will be launched.
Cooperation, the data of overseas PV companies in overseas markets has been refreshed again.
In addition, Jingke, Trina, Artes Oriental Risheng and other well-known PV companies in Europe, the Middle East, Asia Pacific, Latin America and North America
The news is frequently transmitted. The export of photovoltaic products or the layout of production capacity has become a "new trend" in China's photovoltaic industry.
The research of the National Institute of Energy Research and the Green Energy Think Tank found that with the expected downgrade of the domestic market, the growth potential of foreign markets has risen.
The industry will accelerate to the overseas market, and the overseas distribution of capital and the export of photovoltaic products are showing an upward trend. According to
In the first quarter of the country's export data, the export volume of photovoltaic products increased significantly, and the export value increased by 16.8%. Guofa Energy Research Institute,
The Green Energy think tank expects that the export of photovoltaic industry will maintain its upward trend in 2018.
The international market is vast
Since 531, the domestic PV market has continued to slump, due to changes in the policy environment, the expected increase in the installed capacity this year, each
The agency's forecasts are all at 30-35 GW. Obviously, compared with last year’s 53GW, there will be a “falling cliff decline” this year.
It is the increasingly fierce competition in the entire industry.
The research institute of China Institute of Energy Research and Green Energy think tank believes that the integration of this round of market will promote the exit of backward production capacity, but for excellent
The photovoltaic capacity will be limited, and they will not only have a considerable share in China, but also have more overseas.
Add a vast world.
In recent years, the global installed capacity of new PV has grown rapidly. In 2017, the newly installed capacity reached 102GW, an increase of over 37% year-on-year.
The newly installed capacity is greater than the sum of the coal-fired, natural gas and nuclear power net-loading machines, and the cumulative capacity reaches 405GW. In 2017, exceptOutside China, the main growth markets are Japan's 7GW, the US's 10.6GW, Europe's 8.61GW and India's 9.6GW.
This year, although China’s new scale is expected to drop sharply, foreign research institutes have only lowered their forecasts for new installed capacity worldwide.
8GW, the total amount is still around 100GW, Li Junfeng, chairman of the China Energy Research Council's Renewable Energy Professional Committee, recently said
"For the long-term trend, in the 12 years from 2018 to 2030, it is estimated that the annual global installed capacity will still exceed the average.
100GW, optimistic is expected to reach 150GW. "National Institute of Energy Research, Green Energy Think Tank believes that the world, foreign countries, especially Africa and new
In the market, the growth momentum will be very strong. For Chinese companies, the overseas market contains unlimited opportunities.
The National Institute of Energy Research and the Green Energy Think Tank study found that emerging markets such as North Africa, the Middle East, Latin America and other regions have developed photovoltaic industry.
The unique potential also has huge demand. The resources in these areas are very impressive. Among them, North Africa is the world's solar radiation.
One of the strongest regions, however, by 2016, the installed capacity in North Africa and the Middle East is only 3.4GW, accounting for 1% of the world, and continues to rise.
The demand for electricity constitutes a huge potential for PV installations to rise.
For sub-Saharan Africa, the light resources are equally abundant, and the demand for electricity is even more urgent. Electric power
The shortage seriously affects the daily life of Africa and restricts its economic development. According to statistics, by 2050, the African population will reach
At 2.4 billion and rapidly entering an aging society in many parts of the world, the youth population in Africa occupies the total population.
Half of it. Chinese PV companies may provide important services to meet the rapidly growing needs of the population and to address the employment of young people.
power.
In fact, with the advancement of the Belt and Road Initiative, Chinese PV companies have already begun to “lay out” to emerging markets and African countries. country
The Institute of Energy Research and the Green Energy Think Tank believe that for the second half of this year and even for a long period of time in the future, "going out" will be China.
The important strategy of the photovoltaic industry, the "broad world" of the overseas market will become an extremely important growth point in the photovoltaic field.
China's photovoltaic advantage is obvious
According to the research of the National Institute of Energy Research and the Green Energy Think Tank, China has become a global photovoltaic producer while the demand in the international market continues to grow.
The leader of the industry development, the global market dependence on China's photovoltaic industry is constantly improving. After years of development, China's light
VTech continues to innovate and break through, lead the world, and has formed a complete photovoltaic industry chain with international competitiveness, China PV
The newly installed power generation capacity has been ranked first in the world for five consecutive years, and the cumulative installed capacity has ranked first in the world for three consecutive years.
At present, 70%-90% of global silicon wafers, battery chips and components are from China, and more than 50% of inverters are from China.
The country is quite internationally competitive. Advances in technology have been particularly evident in the reduction in power generation costs, from 2012 to 2017.
In the past five years, the price of PV modules in China has dropped by more than 53%, and the price of inverters has dropped by 67%. In 2017 alone, the price of components will be lower.
It has dropped by 10%. Today, the cost of PV installation is only 1/10 of that of 10 years ago.
Guofa Energy Research Institute and Green Energy Think Tank have found that the cost advantage of China's PV for Africa and other emerging market countries
Especially attractive. Beryl Lomotey, economic adviser to the Embassy of Ghana in China, recently told the media that from the corner of economies of scale
Degree, China’s products have relatively low prices, and Ghana is a developing country with low income, and Chinese companies can
Provide affordable photovoltaic products.
With the continuous improvement of technology, China's photovoltaic industry has become a new "national business card", which has obvious advantages in international competition.
Potential. According to the research of the National Institute of Energy Research and the Green Energy Think Tank, for the moment, from the perspective of export or overseas investment, China
The photovoltaic industry is in a leading position.
In terms of exports, from January to November 2017, China's total exports of photovoltaic products reached 13.11 billion US dollars, an increase of 1.4%. current
China's solar wafer production scale accounts for more than 80% of the world's total. Among the world's top ten silicon wafer companies, China has 9 seats.
. In terms of overseas distribution of capital, at present, China's photovoltaic industry has formed in North America, Europe, Asia, including South Africa.
The industrial structure has begun to take shape.
Get rid of the sea and take risks
According to the judgments of many institutions at home and abroad, the prospects for global PV installations are very broad in the next few years. China Photovoltaic Association
According to reports, by 2025, the global installed capacity of photovoltaics will reach 163GW. And SolarPowerEurope was released recently.
The 2018 Global PV Market Outlook Report predicts that global PV installed capacity will reach approximately 2018-2022.
621.7GW.
Source: SolarPowerEurope
Guofa Energy Research Institute and Luneng Think Tank believe that with the acceleration of economic growth in emerging markets such as South America, the Middle East and Africa, electricity demand
It will increase sharply, and under the increasingly active global climate change response, photovoltaic power generation will become the key to ensuring power supply.
The options will support the continued expansion of the global market.
However, due to the different natural conditions and market conditions around the world, Chinese PV companies still need strategies in overseas layout.
The considerations. According to the research of the National Institute of Energy Research and the Green Energy Think Tank, understanding the market is the success of the company in the process of overseas distribution.
The essential. For example, in Africa, because there are no winters in many areas, the installation of PV modules in the local area requires further
Investigate to ensure that it can adapt to local climatic conditions.
In addition, the National Institute of Energy Research and the Green Energy Think Tank found that in the process of policy and market, in the process of going global, "localization"
The strategy will help the company to better adapt to the local environment, especially in response to the potential "double anti-risk" of European and American countries.
The strategy of “localization” is especially important.
As the world's largest PV module with the largest component shipments, Jingke has long been "looking globally" and laying out the international market. For crystal
For the department, doing a "localization" in the globalization strategy is also an important strategy for its overseas travel. Vice President, Jinko Energy
Qian Jing seems that companies must not only balance the global sales network with reasonable layout, but also have the ability to establish a localized supply chain.
Even factories, and have the ability to operate and manage well, have the ability to invest in the long-term, long-term local service.
Judging from the proportion of Jingke’s revenue, the overseas market has already exceeded 70%. At the same time, Jingke’s organization and team operations have also been completed.
A thorough integration of globalization and globalization. Guofa Energy Research Institute and Green Energy Think Tank believe that leading technology and wise strategy
Is the necessary choice for enterprises to open up any market, and it is also the process of China's PV companies intensively deploying overseas markets in the future.
The necessary path in .
Original title: Photovoltaic industry running out of the sea Capital layout and product exports are on the rise