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Outbreak of solar photovoltaic application influence on the photovoltaic industry analysis: short-term impact limited long-term upward trend of the industry

But most of our pv industry chain layout in zhejiang and the northwest region, far from the center of the outbreak, and leading enterprises is less, the Spring Festival shutdown affected by small capacity. China currently has grown into the world's largest photovoltaic products manufacturer, in 2019, the total annual top 10 global component manufacturer shipments nearly 80 gigawatts (gw), solar panels, for $65. 4%, among which 9 manufacturers for Chinese enterprises. But long-term view, parity area to further expand overseas market, power demand will continue strong, light power projects and overseas manufacturers with the most domestic long single agreement, short-term products export quarantine for delivery schedule, or backwards, but does not affect the long-term market demand. Among them, the optical power projects polysilicon prices EPC project owner units is given priority to with soe/state, solar panels, and this is reflected from the side, in the project bidding and parity, state-owned enterprises have become the absolute main force. 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. The outbreak caused some factories Spring Festival to return to work time is delayed, could affect industrial chain climbing capacity and product delivery. 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 domestic markets, according to figures from the National Energy Administration, how much is the electric furnace of high carbon ferromanganese new pv installations in China in the whole year of 2019 to 30. 2 gw, postponed bidding project must to grid before the end of March 2020 and the end of June. Other pv industry chain link more than half of the domestic market share ranks. Global pv market is opening a new round of steady growth, the overseas market as support global installed the main force of sustained high growth. Overseas markets, photovoltaic industry through multiple generation technology progress and cost improvement, has in many countries become clean, low carbon, at the same time have the price advantage of energy form, for the rural rich project phase photovoltaic (pv) has begun to enter the global parity. Solar photovoltaic network statement: this information is reproduced from the power grid cooperation media or other Internet web site, how much is the electric furnace of high carbon ferromanganese solar photovoltaic network published the article for the purpose of the information, solar energy, does not mean that agree with his point of view or confirm its description. In addition, China solar net, 2020 bid policy draft has the release time is sharply last year, ahead of the specific framework continues and the total amount of subsidies of 1. 5 billion yuan ( The household 500 million yuan) TuiPo and domestic installed throughout the year annual outlook. The article content is for reference only. But extension project are given project, leading enterprise construction enthusiasm high, within the time limit for interconnection certainty is strong. This outbreak short-term impact is limited, medium to see change high-growth trend of the industry, the recommendations focus on industrial chain pattern better monocrystalline silicon slice of duopoly longji shares with the central and single crystal jing sheng mechanical and electrical equipment bibcock. Outbreak or impact on manufacturing and logistics side, the power station construction starts later than expected, on the planned power grid enterprise may have disturbed. Instead, greatly influenced by staff and cash flow of small capacity to accelerate clearing, help industry concentration. The outbreak of short-term is expected to lead to export quarantine, solar equipment, photovoltaic products or to short-term foreign trade.

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