1, the photovoltaic industry is promising! With the approach of cheap Internet access, the new installed capacity of global photovoltaic is expected to grow rapidly.
Recently, Longji and Tongwei, the leading photovoltaic enterprises, have greatly expanded their production, and their actual actions show that they are optimistic about the prospects of the photovoltaic industry. Tongwei recently announced that it plans to invest 20 billion yuan in 30GW battery capacity; Jing 'ao Science and Technology plans to build 10GW high-efficiency batteries and 10GW high-efficiency components and supporting projects, with a total investment of 102 billion yuan; At the same time, the subsidiary plans to invest165438+300 million yuan for the 3.6GW high-efficiency battery upgrade project of No.34 workshop in Ningjin. Longji Co., Ltd. plans to invest about 4.5 billion yuan to build an annual output of 10GW single crystal battery and supporting pilot projects.
Photovoltaic parity internet access is expected to approach. In 70-80% of the world today, photovoltaic has become the lowest-cost energy source. According to the statistics of China Photovoltaic Industry Association, photovoltaic has become the most competitive power product in Australia, Chile, Egypt, France, India, Israel, Italy, Saudi Arabia, South Africa, Spain, United Arab Emirates and other regions. In 20 19, the cost of photovoltaic power generation in India is lower than that of thermal power 14%.
In the future, the proportion of photovoltaic power generation in total power generation is expected to increase significantly. In 20 19, the national photovoltaic power generation was 224.3 billion kwh, up 26.4% year-on-year. In 20 19, China's photovoltaic power generation accounted for 3. 1% of the total power generation, up 0.5 percentage points year-on-year. According to the World Energy Outlook report released by the International Energy Agency (IEA) IEA)20 19, in three scenarios (current policy continuation, commitment to policy implementation and policy strength needed to achieve sustainable development), photovoltaic power generation in China will account for 1 1.2% and/kloc in 2040. There is a lot of room for photovoltaic power generation in the future.
Global PV installed capacity is expected to grow rapidly. According to PV infolink's forecast, there will be more than 16 GW market in the world in 20 19 years. 20 19 overseas market demand is very strong. In the first half of 20 19, the total export volume of components in China reached 34.2GW, up by more than 90% year-on-year.
The association predicts that in 2020, the global photovoltaic installed capacity will increase by 130- 140 GW, up by 8-17% year-on-year; Among them, in 2020, China's photovoltaic installed capacity will increase by 35-45GW, up by 16-50% year-on-year. With the approach of photovoltaic parity access and the accelerated elimination of backward production capacity in the industry, the photovoltaic industry chain is expected to usher in a new round of expansion cycle, and the medium and long-term trend of the photovoltaic industry is upward.
With the introduction of policies related to affordable internet access and quota system in China, a long-term mechanism of photovoltaic industry has been formed, and the policy dependence on subsidies is gradually weakening. We judge that the photovoltaic industry is expected to enter the stage of spontaneous growth from 2020 or 20021.
2. Global competitiveness of photovoltaic equipment in China! A generation of technology, a generation of equipment, equipment demand continues to relay.
China's photovoltaic equipment goes global.