In 2021 will reach 98 gw: large size batteries market analysis

Solar photovoltaic (pv), a large component is now the most quick way to achieve high power. For the realization of the component power continued ascension, industry at present mainly adopts large size wafer, technical change, promote efficiency of the battery two modes. At present, large size silicon due to the more mature technology, industry leading to prepare more fully, solar panels, to promote faster delivery.

domestic demand is expected in the fourth quarter, a rare global installed will have a good growth. 2020 pv bidding project, scale up to 26 gw, more than expected.

than 2019 bid, project 2020 is projected to fall to the ground of certainty will be stronger. : 1) Grid recently given clear new energy, photovoltaic (pv) of 47 gw, ample space; （ 2) Subsidies strength dropped to 3. 3 / degrees, interconnection delay possibility is low ( 1231 after every delay a quarter price drop 1 minute, delay two quarters subsidies) ； （ 3) Downstream structure optimization, the solar energy, ammunition enough state is quite high.

as a result, solar power, domestic demand is expected in the fourth quarter, rare solar panels, is expected to domestic new power will amount to about 45 gw in 2020. In addition, 2020 overseas demand while affected by outbreaks have certain disturbance, but from the component export data, such as overseas demand is still expected to remain at around 80 gw.

in conclusion, global photovoltaic installations in 2020 is expected to reach about 125 gw, year-on-year growth of around 9%, domestic demand is expected in the fourth quarter's capacity ( 3 quarter may be partial off-season) 。

high power components could erupt in Q4. From state-owned enterprises in product structure change, 166 battery components accounted for 38%, higher than the industry average of 8% in 2019, double component accounted for 61%, higher than the industry average of 14% in 2019. State in structure change is an indicator of high power components, given the state of surge in the bidding project, high power component is expected in the fourth quarter of 2020 demand may have erupted.

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this paper statistics the September to today issued a total of 2. 85 gw pv power plant EPC and 1. 9 gw component bid opening information. Among them, the EPC project owner units is given priority to with soe/state, this also reflected from the side, in project bidding and parity, the state-owned enterprises have become the absolute main force. Specifically, CGNPC in development of 410 mw, 603 mw, guangzhou energy saving 220 mw, 345 mw, jin can group the people vote for 200 mw, 190 mw hubei energy group, huaneng 180 mw

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