Solar photovoltaic application industry weekly: in 2020 the global photovoltaic (pv) needs to know how much?

This week better photovoltaic plates, on the one hand, market policy on the domestic photovoltaic expected order, on the other hand industry short-term supply and demand relations continue to improve, this week the PERC battery prices rose slightly. Investment strategy, maintain the initial judgement, namely the short-term fundamentals are difficult to have obvious recovery, but the policy planning expected changes to the dense phase release positive attention; 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 content are for reference only. 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. Among them, the EPC project owner units is given priority to with soe/state, monitoring project to install this also reflected from the side, in project bidding and parity, the state-owned enterprises have become the absolute main force. Recent new energy car plate continued strong, after pessimism to early to repair, solar power, storage battery comic figure at present industrial chain leading mark corresponding performance valuation in 25 - more next year 30 times, historically, solar equipment, plate corresponding to the performance of PE central core target is about 35 times in 2018, 2019 years ago in the third quarter due to industry boom pressure drop to 30 times, so we think the current valuations plate located at the central level, firm do point of view. Plate overall current valuation has been historically low, supply and demand in the short term to improve catalytic and policy expectation, plate is expected to usher in for repair. This week we comb comprehensively the global regions, and expects 2020 global installed currently around 140 gw stronger-than-expected demand probability, is expected to reach 155 gw: 1) Domestic, policy framework is set in 2020 and is expected to release, is expected for size 25 30 gw, consider 2019 legacy, parity project leader base and so on, the plate heat exchanger type parameters, how photovoltaic power generation project index is expected to nearly 60 gigawatts (gw), the new grid scale is expected to reach 45 - About 55 gw. The medium term, the solar energy equipment, solar energy, photovoltaic component prices significantly this year, large probability will stimulate the pv installed more than expected growth next year, especially domestic installed back to the increase of set. 2) Overseas, pv stent manufacturers parity comprehensively deepen in 2020 is expected to drive demand than expected; Grid, its the second batch of new information further involved in the project, bidding to confirm after we have about Q4 in will meet the bidding centralized landing judgment. Reiterated the point of view, whether short-term or long-term perspective, solar laminating glass 2019 q4 will be the starting point in the cycle, continue to recommend ranks. Solar laminating glass

next year, the year the overseas business sure, marginal improvement in China. 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, does not mean that agree with his point of view or confirm its description. Is expected to overseas installed is expected to reach 95-2020 Around 100 gw. A surge is a project subject to tender parity area scale, photovoltaic stents manufacturing enterprise second, is to move into the area of parity, how power cut subsidies stimulate rob photovoltaic (pv); Demand than expected is the core factor of photovoltaic plate market trend, we believe that the 2020 industrial chain prices spurred demand probability than expected catalytic plate. Industrial control, manufacturing PMI than expected back in November, six months to return to the expansion range, combined with recent robot such as production orders with leading enterprise, we believe that the manufacturing sector to a certain extent the marginal improvement, but subsequent sustainability still to be tracking, investment level regardless of the short-long logic, white horse leading the optimal configuration are plates, maintain recommended. Wind power, industry in hoisting and tender flourish this year, and the bidding prices continue upward, representation of the project construction in 2020 will is stronger, industry high growth determine the performance.

, photovoltaic (pv) grid