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First, the global solar demand will continue to grow. Global demand for solar energy is expected to reach 30 to 40GW levels between and 2014. In the next four to five years, policy will continue to be the biggest driver of the solar market. In addition, the price of solar modules and other systems and equipment have an increasing impact on market demand.
Second, the solar market will further globalization. The range of emerging markets and the proportion will be expanded, notably in countries including South Africa, Arabia, Israel: Sha Wudi, Chile, Brazil, Mexico, Thailand, Indonesia, Malaysia, Philippines and so on.
Third, China's solar energy market will occupy a pivotal position. As the Chinese government to adopt preferential policies to expand domestic demand, the Chinese market is expected in 2013 to challenge the world's first position, how to effectively develop the Chinese market will be a major test of solar companies.
NPD Solarbuzz observed that after Chinese government encourage and support domestic solar energy industry development is clear, local governments are taking active measures to develop solar power industry, the northwest local government action is especially noticeable. Qinghai province Golmud circular economy industrial park, a number of power transmission project have been started in Jinchang city in Gansu built, new energy and Industrial Park, the introduction of a large number of electricity enterprises, local consumption of solar power, Xinjiang Hami actively build solar power industry base in the country's largest, in the "12th Five-Year" period in northwest area of large-scale solar ground stations will be further development, power generation send the problem long plagued the power plant developers are also gradually resolved.
According to the statistics of NPD Solarbuzz, only five provinces in Northwest China in 2013, the new solar installed capacity is expected to exceed the level of 2.6GW. On the other hand, in the eastern region China golden sun demonstration project is getting more and more attention to solar energy enterprises. Announced at the end of 2012 the annual "golden sun" approved the second batch of the installed capacity reached 2.83 GW, significantly more than the industry generally expected, the annual Golden Sun demonstration project reached 4.5 GW, 2013 China solar roof market rapid growth and lay a solid foundation.
Fourth, the industry oversupply situation is improving. Although there are still some production lines with low utilization rate in operation and not out of the market supply and demand situation is expected to re balance between 2013 and 2014.
Fifth, industrial integration will gradually deepen. From the perspective of the global supply chain, in 2012 the production of different sectors of the industrial concentration gap becomes larger. Although the production of polysilicon and silicon chip market leader has a greater advantage, the market share of the battery and the module's top ten brands are still less than 50%, is expected in the next two years will be further integration.
Sixth, solar product prices will gradually stabilized. Industry chain prices will continue to be under pressure to maintain the internal rate of return on investment in the terminal, but the manufacturer is expected to improve the efficiency and reduce the cost of gross margin.
Seventh, solar enterprise production will be more rational. According to the changes in the supply and demand balance of their target market and their own situation, in 2013 the solar energy companies will be reasonable arrangements for utilization of capacity. For example, from the beginning of the third quarter of 2012, the first polysilicon manufacturers have the utilization rate from the previous average more than 90% down to less than 70% at the end of 2012.
Eighth, the solar energy market will tend to be stable. Thin film technology will still account for about 10% of the market share, the dominant is still First Solar and Solar Frontier; in the crystalline silicon product market, based on the polysilicon chip standard process battery module is still the mainstream.
Ninth, solar energy industry equipment spending will hit bottom. After over 2010 years of investment in 2012, it is expected that solar energy equipment spending will wait until 2014 to rebound, and in 2015 to return to the level of more than $5 billion.
Tenth, the trade protection award will have a profound impact on the industry in 2013 will focus on the focus of the EU and China's double reverse investigation, and more countries trade protection measures may also be published.
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