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Suzhou Sentong Photovoltaic Co., Ltd.

Service Hotline : +86-0512-57651633

Linkman : manager zhang

Phone : +86 13901565226

Fax : +86-0512-57651633

E-mail : szstpv-zyb@mystpv.com

Address : 838 Kunshan City, Palestinian cities and towns Cheng Road, Jiangsu Province

2015 China PV industry review and outlook

2016-05-30 05:23:38 click:
First, the domestic PV development Situation
1, the polysilicon industry status
Solar photovoltaic industry chain is the most upstream crystalline silicon solar manufacturing, this part of the high technical threshold, has a monopoly. China's polysilicon industry substantially since 2005, under the impetus of the development of photovoltaic industry was gradually developed, all the way through overcapacity, out mergers, industry concentration has been increasing. According OFweek Industry Research Center statistics, in 2015 domestic production of polysilicon business, about 18, a high degree of industry concentration, where the top ten accounted for more than 90% of production, but also the top five accounting for more than 70 %%. Among them, Jiangsu Zhongneng (GCL Holdings) as the leading enterprises, by virtue of its technical advantages and productivity advantages, yield close to 50% of China's total output.
Installed capacity due to strong domestic demand, dependence on imported polycrystalline situation persists, 2015 January-October imports of 96,400 tons, still a substantial increase year on year. In terms of import, Korea, Germany and the United States accounted for 83% share. Which topped 43% in Korea, mainly because of lower anti-dumping duty imposed on South Korea's major companies.
 
Currently, the global polysilicon production process are improved Siemens (Siemens), fluidized bed method (FBR), silane, metallurgical and gas-liquid deposition method. Wherein the modified Siemens is currently the mainstream method, accounting for more than 80% market share. According ITRPV expected future FBR fluidized bed process will gradually replace the modified Siemens share of its potential in terms of cost control.
2, the solar cell Status
2014 of communist cells 33.5GW, up by 33.5%. Chinese mainland and China Taiwan accounted for nearly 80 percent of the global; in addition to Southeast Asia is also about 10% share, mainly because of US and European companies to circumvent trade barriers and new production capacity in Southeast Asia. 33.5GW about one-third of the domestic installation, and the rest into exports and inventories. The first half of 2015, the domestic solar cell production was 18.2GW, more than last year.
 
According to customs statistics, from January to October 2015, China's solar photovoltaic cells exports $ 10.41 billion, an increase of 2.51%. By 2015, China's PV export share of the traditional European market continues to slump, while the growth in Asia, Latin America and other emerging markets is still evident.
 
The conversion efficiency of photovoltaic cell battery as the core competitiveness of enterprises. Therefore, only to follow up and improve R & D investment and advanced technology companies, in order to in the competitive battery industry standing. Enhance the efficiency of solar cells significantly slowed the future, technological advances rely mainly on upgrading preparation techniques. Currently, with large-scale production applications based on efficient battery technology and battery technology, including PERC HIT cell technology, in addition to the perovskite cell research community as the star also optimistic about the industry.
3, solar photovoltaic modules Situation
The first half of 2015 production of about 19.6GW, which is still the mainstream crystalline silicon cells. Capacity utilization differentiation trend is clearly big business profitability has improved remarkably, SMEs are still hovering near the break-even line. The first half of 2015 exports reached $ 6.1 billion, Japan, the United States remains our main export regions, but emerging markets such as Honduras, Chile, the scale is rapidly expanding.
 
Currently, the domestic PV companies to compete in the first-line and second-line small and medium enterprise component differentiation is more serious, until now, the domestic top ten PV modules to improve corporate earnings details, while second-tier SMEs under the average capacity utilization, profitability levels are balanced line nearby, because power plant developers in the procurement of components from continuing operations for SMEs and product quality and the level of doubt, generally favor corporate assembly line products. In addition, a small number of small businesses rely on a third party to first-line companies do OEM survive, with the expansion of production capacity in line enterprises, these small enterprises will be phased out.
2015 6 monthly wage Ministry and the National Energy Board, CNCA jointly issued "on the promotion of advanced photovoltaic technology product applications and industrial upgrading advice" requirement polycrystalline module efficiency of not less than 15.5%, the single crystal of not less than 16%; and appeared in the "leader plan" component of not less than 16.5% polycrystalline, monocrystalline not less than 17%. The plan is conducive to China's photovoltaic industry technical upgrading, eliminate backward production capacity surplus. Industry Research Center senior analyst OFweek Sun Dongdong that the next component manufacturers competitive strategy can be divided into low-cost competition and high conversion efficiency in both directions, while the low-cost advantage comes from labor costs, land costs and other "soft" power, and It is more important than low-cost technology to enhance the conversion efficiency of the "hard" power.
 
Predict the future prospects of photovoltaic
According to the latest feed-in tariff policy, the future of photovoltaic capacity has been granted tariff cut by the 2016 deadline by April 1 to June 30, the 2016 photovoltaic project if approved in June 30, 2016 before production, then still enjoy the current price. Consider these factors, senior analyst at industry research center Sun Dongdong OFweek the first half of 2016, the domestic PV capacity will set off a new round of looting loading tide, another round of tariff cut after considering the expected 2016 domestic PV installed capacity is expected to remain strong performance, 2016 domestic PV installed capacity will exceed 19GW, will once again become the world's largest solar PV market, the cumulative installed capacity will reach 65GW.