Polaris solar photovoltaic industry chain out war: giant marginalized backward production capacity expansion

Among them, the EPC project owner units is given priority to with soe/state, this also reflected from the side, in project bidding and parity, the solar power grid, state-owned enterprises have become the absolute main force. Specifically, CGNPC 603 mw, 410 mw power plant EPC, guangzhou development of energy saving of 220 mw, 345 mw, jin can group the people vote for 200 mw, 190 mw hubei energy group, huaneng 180 mw photovoltaic solar net news: photovoltaic manufacturing chain links of excess production capacity significantly, 21% of manufacturers during last year, the number of companies exit the market over the previous three years combined. In 2020 companies will continue to expand capacity, battery simulator as well as more manufacturers will be eliminated. As ingot pull rod production capacity in the fourth quarter of 2019, on behalf of the photovoltaic manufacturing chain bottleneck link, solar portal, big 12 listed companies and 2020 pv silicon scale is no more than 154 new power GW 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. Power plant EPC content are for reference only. Although new capacity plan is more likely to compatible with the largest size of silicon as the goal, but the existing production line can be compatible with silicon wafer size limit, and most of the production line is still relatively new, solar panels, construction only less than four years. Large wafers 12 however leading silicon vendors began promoting listed companies & other; Large size silicon & throughout; , forcing the batteries and components companies choose to make a choice of size of silicon wafers. Due to the manufacturers of photovoltaic products market, and financial pressure increases, equipment suppliers, too, may face the risk of bad debts. Photovoltaic equipment suppliers greatly benefited in recent capacity expansion, China solar power network, but its high accounts receivable has further increased. In 2020, silicon rods, silicon, batteries and battery maintenance method component production capacity will continue to expand, but polysilicon material capacity expansion will temporarily slowing. Solar photovoltaic (pv) network statement: this information is reproduced from the media or other Internet web site, network cooperation 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. Single crystal gradually replace polycrystalline, become the mainstream of vendor selection.