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Domestic photovoltaic enterprises are facing the problem of whether to follow the price war

in the first half of 2016, photovoltaic launched a wave of "rush to install", which is caused by the new deal of photovoltaic subsidies implemented since the second half of the year. The consequence of the "rush to load" is that the new space in the second half of the year is less than 3gw, that is, the energy that drives the market is exhausted in advance, and then a fierce price war that leads to resin degradation is triggered

photovoltaic enterprises have to participate in the price war, because if they do not participate in the price fight, they may be marginalized by the market or even eliminated in advance. However, participating in price competition means possible losses

photovoltaic has set off a "rush to install", which is due to the fact that the subsidy for newly invested photovoltaic power generation will be reduced in the future, and the original standard will be set before June 30. Therefore, the scale of new photovoltaic power stations may exceed 15gw in the first half of this year, and the annual target set by the national energy administration is 18. 1GW, there is no doubt that it is facing a cliff fall in the second half of the year

in the first half of the year, it was too "brilliant", which directly led to the sharp decline in the demand of photovoltaic supply chain, the increase of inventory in the market for the whole process supervision of citizens, the decline of photovoltaic module prices, etc. In the short term, the pains of photovoltaic enterprises may be unavoidable; In the long run, the prospect of photovoltaic is still optimistic

on the one hand, behind the photovoltaic price war, in addition to excessive competition, the cost of photovoltaic power generation is declining, which is conducive to photovoltaic enterprises to speed up the process of parity and gradually get rid of their dependence on national subsidies

on the other hand, the proportion of thermal power in the domestic power market is still too high, and it is expected to increase the development of non fossil energy in the future. Timely evaluate whether the products have met the requirements of EU regulations. Compared with other non fossil energy sources, photovoltaic has the advantage of flexible distribution, which can be used for large-scale ground power stations or distributed power stations in dense areas; The disadvantage is the high cost of kwh

however, the price war triggered this time means that the cost of power generation is falling rapidly. At that time, photovoltaic is expected to have a certain cost competitiveness, so as to compete with fossil fuels and play a substantive role in the power generation industry, rather than "flowers in the greenhouse"

at present, the cumulative installed capacity of photovoltaic power generation in China has reached a high level, and the newly added photovoltaic installed capacity has also increased year by year. Once the "parity" on the user side is achieved, photovoltaic power generation will develop faster

therefore, for photovoltaic enterprises, the primary problem now is how to survive better, not only to find ways not to be marginalized by the market, but also to find ways not to be involved in the price war

the development of photovoltaic is highly encouraged in China, and the demand is strong enough. In the next five years, the average annual demand for photovoltaic equipment will exceed 20GW, with a good prospect. Photovoltaic enterprises should speed up the process of parity and make photovoltaic power generation an important cornerstone of the energy revolution

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