Photovoltaic industry chain to break under adversity

Specifically, CGNPC in development of 410 mw, 603 mw, guangzhou 220 mw, 345 mw, jin can group energy saving solar panels, the people vote for a 200 mw, 190 mw hubei energy group, huaneng 180 mw photovoltaic network statement: this information is reproduced from the power grid cooperation media or other Internet website, solar photovoltaic network published the article for the purpose of the information, solar panels, does not mean that agree with his point of view or confirm its description. Heat storage material solar photovoltaic webex: 2020 pv easing of supply and demand or unavoidable, the resulting product price drop is the main risk. According to the data of Chinese photovoltaic industry association, our pv new power 30 in 2019. 1 gw, fell 32% year-on-year, well below market expectations, the main reason is that subsidy policy announced late, grid access will lack, operators operating pressure, etc. 2) Bidding project carry forward 9 2019. 1千瓦; 3) New bidding project 9 gw landing; On April 2, 2020, the National Development and Reform Commission issued a 'about 2020 photovoltaic feed-in tariff policy matters related to notice. On March 10, 2020, the National Energy Administration issued a 'about 2020, wind power, photovoltaic power generation project construction related matters notice. 5) New parity item 3 gigawatts (gw); Looking ahead to 2020, the domestic photovoltaic bidding project time to prepare more fully, raises efficiency of landing and parity is more mature than 2019 projects at the same time, overall demand or skyward. According to the IRENA ( The international renewable energy agency) Global new pv installed in 2019, 97. 5 gw, solar equipment, year-on-year decline in 2. 5%, 67 overseas new power. 4 gw, accounted for 69%.

points area, 2019 new power in the world in the first three are China, the United States, India, more than 1 GW market by 2018, 11 to 14, 2019 new GW level market including Vietnam, Spain, Ukraine and the united Arab emirates, emerging markets start to power. 'Notice' landing time relative to 2019, about two and a half months in advance, silicon raw material is what exceed market expectations. The 'notice' clearly I - Class III resources area new centralized power pricing respectively 0. 35 yuan/kWh, 0. 4 yuan/kWh, 0. 49 yuan/kWh, & other; Spontaneous for private use, Internet access, allowance, & throughout; Distributed subsidy standard of 0. 5 yuan/kWh, & other; Full access to the Internet & throughout; Distributed project guided prices the same as the centralized power stations, household project is 0. 8 yuan/kWh. Solar panels controller 2020 new domestic photovoltaic (pv) power is expected to reach 40 gigawatts (gw). We forecast: 1) New household photovoltaic (pv) 6. 9千瓦; Domestic subsidies, silicon raw material is what bidding project preparation time extended. Among them, the EPC project owner units is given priority to with soe/state, this also reflected from the side, in the project bidding and parity, photovoltaic products and application of state-owned enterprises has 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. Pv subsidy policy, we think, the ground for the enterprise fully prepared in advance of time, solar energy, and execute rules and 2019 basic same, or will effectively avoid because the preparation time hasty cause project quality is poor and can't advance. Soot monitoring system of abroad to return to the mainstream market, accounting for nearly 70% of global market share. New power is far less than expected in 2019. At present, the outbreak, the pessimistic expectations have been more fully release, solar photovoltaic plates valuations back down to low, the left time to mature.

　　4） Parity project carried over 6 2019. 5兆瓦; The subsidies TuiPo range properly, to ensure that the performance of the project, is expected to arouse the enthusiasm of declaration, increase the rate of project to the ground. The article content is for reference only. Less than expected in 2019 the domestic market, but do well in overseas markets, has gradually become the main force global pv market. However, contrast & other; 531' Events and is expected to decline in overseas demand for a long time, relatively flat, prices are low and the industry chain, fell space is limited, solar energy, impact of pv enterprises are more moderate. Solar feed-in tariff policies issued, TuiPo amplitude is proper. The above total 40 gw, year-on-year increase of 33%. Although affected by the outbreak of the new champions league, but this year's bidding project application deadline is still around half a month earlier than last year. Soot monitoring system has been clear about the 'notice' 2020 new photovoltaic power generation project budget combination of subsidies for 1. 5 billion yuan, including 1 billion yuan in 500 million yuan for household photovoltaic, subsidies for bidding project ( Centralized + business distributed) 。 6) Leader, uhv, demonstration base in 2019, such as carry forward 5. 7千瓦; At the same time, the EPC price tends to parity will stimulate demand, global pv market does not change long-term upward trend.