Photovoltaic industry is about to open 'rob tide'! Components or a new round of price soaring

Photovoltaic industry appeared since 2019 many new changes leads to optimism, pervaded the whole industry more vigorously, for the strong atmosphere of play.

according to the new policy, while a centralized photovoltaic power station and other subsidies was lowered, by way of bidding configuration state subsidies, but households with zero. 18 yuan subsidy, and keep the original pv poverty alleviation project subsidy policy unchanged, it has reached even beyond the expectation of a lot of photovoltaic (pv) people.

in addition, according to the new issued the policy, this year there will be 3 billion yuan of pv subsidy have been identified. Among them, 7. For 500 million households with photovoltaic ( Or 3. 5兆瓦) , 22. 500 million yuan for bidding project subsidies.

as the policy of gradually clear, predictably, photovoltaic poverty alleviation project will keep the original heat, centralized pv projects will also enter a stable development period.

from household photovoltaic (pv) 3. 5 gw of subsidies, this year the construction period, household market needs to be completed around 500 mw of installed capacity per month, and the installed capacity is almost equal number of peak last year. This also means that household photovoltaic market will be at the end of the second quarter of this year and in the third quarter for large-scale rob tide.

business policy gap of distributed photovoltaic (pv) after nearly a year, has been stockpiled more project, as the bidding policy, as long as the eligible projects, or will complete the installation by the end of the year.

according to the analysts predicted that 2019 will be our pv & other; Parity (PPP) throughout the Internet &; The year of opening, in the second half & other; Parity (PPP) throughout the Internet &; Will mark & other; Concentrated outbreak period & throughout; To the second half of 2020 & other; Parity (PPP) throughout the Internet &; To realize large-scale implementation.

so far, including shaanxi, heilongjiang, guangdong, jiangsu, anhui, hebei, liaoning, ningxia, Inner Mongolia, shanxi, sichuan, hunan, zhejiang, shandong, henan, about 15 provinces introduced parity notify relevant policies.

not only that, the recovery of photovoltaic industry, also reflect in the market expectations. According to statistics, since this year gained 40 photovoltaic (pv) index. 34%, significantly outperform the market. Covered with the index of 20 stocks, only 2 only to fall.

predictably, photovoltaic industry, and is bound to pull the demand of photovoltaic products and equipment. The personage inside course of study is expected to formally photovoltaic new demand will begin in June after all, the component prices Reuters reported.

in the price of the cell, for example, compared with April, tong wei co efficient single crystal, announced in May the perc battery prices stabilise, polycrystalline battery price increases slightly. Markets worry about single crystal perc cell prices tumbling situation did not appear.

the latest photovoltaic products, according to the quotation is in addition to the cell, single crystal materials, monocrystalline silicon, polycrystalline silicon solar cell, single polycrystalline components such as the price has a different degree of rebound.

photovoltaic media according to the survey, the core of the top 20 big domestic manufacturers components order has been in short supply, some enterprises the even have orders to the fourth quarter of this year and the first quarter of next year.

　　“ Is driven by foreign GW level market, a line of factory orders full, components to buy can't buy, so at that time the price will not have dropped sharply. ” Chint new energy President Mr. Lu said.

in addition, the golden concord high-level also said that at present, the orders has ranked in the third quarter, in the second half of the year, even if only add 30 gw of installed capacity, the component will be in short supply.

from the point of global pv industry development, according to the Dutch bank ING issued a new report, 2050 years of wind and solar energy photovoltaic investment need to achieve $13 trillion in 30 years, in order to reduce carbon dioxide emissions by 64% in 2050.

from local, in Europe, for example, according to new research released by the famous consultancy wood Mackenzie report, 2019 European photovoltaic (pv) of new power capacity is expected to increase 69%, 16. 9 gw, will increase to 20 gw by 2021.

among them, the French photovoltaic goal is to reach 20 to 2023 gw, and Italy's goal is to reach 50 to 2030 gigawatts (gw).

it is important to note that despite the rise in price, is not conducive to plant such as cost reduction, to some extent, but it also represents the photovoltaic industry's recovery.

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