In the second half of the pv demand is expected to rapid growth

Solar photovoltaic webex: ubs securities issued China pv industry, the report said the National Energy Administration has released in 2019 in anticipation of a new photovoltaic power project construction scale completed grid 40-50 gw, years 45 gw, significantly better than market expectations. Considering the characteristic of photovoltaic project construction period is short, is expected to be completed this year the actual volume is expected to hit 45 - even 50 gigawatts (gw), 130 - pushing global demand 135GW。

the National Energy Administration formally announced July 11, 2019 state subsidies for photovoltaic power generation project results: a total installed capacity of 22. 79 gw, including centralized 18. 1 gw, distributed 4. 7 gw, subsidies is expected capital of 1. 7 billion yuan.

from the project type, ordinary photovoltaic power station project 366, the installed capacity of 18. 1 gw, proportion of total capacity of 79. 5%, mainly distributed in the Midwest. Distributed photovoltaic project 3555, the installed capacity of 4. 7 gigawatts (gw), the total capacity of 20 percentage. 5%, mainly distributed in the eastern coastal areas.

the National Energy Administration, said the proposed into national subsidies for the scope of the project is part of this year's national photovoltaic power construction scale. In addition, combined with previously arranged and carry forward the household photovoltaic pv projects, poverty alleviation projects, parity demonstration projects, leading base, form a complete set of uhv and demonstration projects to be delivered to the outside, etc. , is expected to 2019 photovoltaic construction scale 50 gw, interconnection capacity of 40 to 45 gw.

the National Energy Administration, said 2019 was the first year of a new system, the bidding work has ended this year. By conducting bids, promoted the photovoltaic subsidies TuiPo, further strengthened photovoltaic parity with confidence. Countries will work in this year, on the basis of early planning, arrange early next year for related work.

ubs China utility industry analyst liu, is expected to officially launched in the second half of the domestic demand, part of the tight link of product prices in the near future is expected to rise. 50 gw construction scale, if, in accordance with the 40 - 45 years of gw completions, the first half of the year is expected to be completed 12 gw quantity measure, in the second half in 28 - is expected in the completions The level of 33 gw.

announced subsidies as the bidding project list, or the second half of the domestic demand will be formally launched soon in the coming weeks. Sudden growth in a short period of time demand is expected to parts of the product price will have a significant, especially in the photovoltaic glass, silicon material, wafer link, because the current channel and the enterprise inventory is very low, and in a short period of time don't have enough capacity to meet so many new demand suddenly.

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