Photovoltaic market in the fourth quarter is expected to meet installed tide! Would you take the opportunity to!

recently, sponsored by the China association of photovoltaic power plant industry 'in the first half of 2020 the development of photovoltaic industry review and outlook the second half of the seminar' in the online meeting. Chinese photovoltaic industry association secretary-general Wang Bohua said in the first half of the overall economic situation is not good, but good photovoltaic industry. The forecast in the second half, in the bidding, parity, household items such as driven by domestic photovoltaic market will achieve recovery

long, and is expected to be installed in the fourth quarter of this year.

the Chinese photovoltaic industry association, according to data from photovoltaic manufacturing side each link are maintained double-digit growth. In the first half of the 20 domestic polysilicon production. 50000 tons, year-on-year growth of 32. 3%.

tong wei stock, such as poly (xin head enterprise expansion has duly, old accelerate the exit capacity, main monocrystalline silicon material accounted for more than 90% of the enterprise. At the same time, silicon wafer production is 75 gigawatts, year-on-year growth of 19%, with eighty percent yield for monocrystalline silicon slice. For 53 components production. 3 gw, year-on-year growth of 13. 4%, the component climbed to 600 watts. Cell production of 59 gigawatts, year-on-year growth of 15. 7%.

and, more importantly, in the rapid growth of industry at the same time, the photovoltaic (pv) solar panel industry degree of dependence on subsidies has fallen dramatically. On June 28, the National Energy Administration official state subsidies for photovoltaic power generation project in 2020 as a result, the proposed 434 projects in 2020 countries for subsidies range, with a total installed capacity of 25. 96 million kilowatts, bidding scale than market expectations. From the point of degree electricity subsidies,

bidding projects this year weighted average electricity subsidy intensity is about 0. 033 yuan/KWH, compared with 2019 0. A significant decline in 065 yuan/KWH, a single project minimum subsidies strength is only 0. 0001 yuan/KWH.

meanwhile, photovoltaic parity project application actively. According to the essence securities research report, as of June 15, the country this year, a total of 12 provinces released

3976 kilowatts of parity project declaration list, parity, scale of project application, far more than market expectations.

in the strong domestic demand at the same time, the global market is in a rapid recovery. In the first half of the affected by the new crown pneumonia outbreak, the photovoltaic sharp drop in exports. But as the overseas market also unlock and promote return to work and production, overseas pv demand recovery degree far more than market expectations. From the point of export markets, to further expand of Europe accounted for 40%, become the largest export area. At the same time, the United States into market top 10 again after two years, exports to the United States in the first five months

3. $100 million, an increase of more than 20 times, reflect traditional photovoltaic represented by Europe and the United States market demand is strong recovery.

compared with other forms of energy, constantly test cost is the core competitive edge of the photovoltaic power generation, photovoltaic market continues to support the expansion. Ping an securities analyst PiXiu analyzes believed that the current efficient single crystal PERC component relative to the same period last year dropped by about 0. RMB 69 / tile, photovoltaic investment cost is lower. In fact, it is technology rapid progress continues to push the cost of photovoltaic (pv) decline. In order to obtain higher power components to reduce the cost per unit, since this year photovoltaic companies publish large size wafer, and gradually into the downstream manufacturing. Silicon wafer size enlargement can be directly to achieve cost reduction and improve the effect of the power components, the promotion schedule is far more than expected.

essence securities believes that in the long term, the global energy to accelerate the pace of transformation to a low-carbon continues to advance, with the competitiveness of the superposition of photovoltaic power generation is growing, the pv market development prospect is still broad.