Bloomberg new energy LuanDong: global pv market scale of 117-2019 130千瓦

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solar photovoltaic net news: on April 18, photovoltaic power parity project technical scheme reliability and economy analysis seminar held in Beijing. Bloomberg new energy analyst LuanDong in his speech, pointed out that the current photovoltaic market stable prices are unsustainable, is expected to component prices could fall by 10-2019 15%, at the same time, the global market, especially the development of overseas market remains strong.

based on the survey of 400 companies photovoltaic industry chain at the end of 18, LuanDong pointed out that photovoltaic enterprise expansion began to 10 gigawatts (gw), which makes the proportion of large, capacity concentration increased significantly. “ Polysilicon link in the first eight companies accounted for 71% of the market, silicon wafers in the first eight companies accounted for 65% of the market, cell and some components link relatively scattered. ” LuanDong said.

the high-speed expansion of production capacity will further increase the size of the giant effect and cost control ability. Considering the existing photovoltaic field structural overcapacity, could accelerate industry further integration. LuanDong said the double component will become more prominent in this year's development, at the same time, the overseas market acceptance for double component is becoming more and more high. “ Two-sided market share will increase this year to about 10%, is expected to 2025, the two-sided market share will increase to 40%. In contrast, the cost restriction, N type batteries, components over the next three years the market share growth are limited. ”

in 2018 appeared a small decline in the Chinese market, but surged 31% in overseas markets, the global photovoltaic new demand for the first time reached 105 gigawatts (gw), which is expected to reach 2019 gw - 117 130GW。 LuanDong believes that this year, the global market, at least there will be 16 GW level in India, the United States, Japan, Australia, South Korea, Brazil, Pakistan and other countries will contribute approximately 40 GW of market demand, the Netherlands, Spain, Germany, Italy and other European countries the market will also be improved. “ Although tax breaks TuiPo, the United States market demand can still achieve 12 this year. 3 gw, 2030 years ago are development climax. ”

Australia also has one of the LuanDong focus on. He said, because the 2020 Australian renewable energy consumption targets and LuZheng the stimulation of market, Australia's renewable energy market in the last two years outbreak, is likely to hit a record high.

India is the world's largest photovoltaic bidding, the accumulated through bidding scale reached 46 gw, but the process is not smooth. Due to the bid price is higher than expected in 2018, there are five canceled by part or all of the bidding results. “ I think it's a vicious cycle & throughout; , LuanDong stressed that & other; Developers in the tender results invalid after quote a lower price, if the local grid think prices are still falling space, will fail again to find reasons for results. ”

　　“ In 2019, the global pv market will hit a record high. ” LuanDong to photovoltaic enterprise, first proposed the idea of focusing on the overseas market, he said, from past experience, the main market in multiple countries overseas enterprises, anti-risk ability is generally strong, living conditions and more healthy.