Polaris solar PV net news: PV industry insiders said “the domestic market is about survival, about development of international markets.” This is justified. Since 2011, PV International has not increased its market share in China is a notable phenomenon, which in turn amplifies the impact factor is the domestic market. In 2013, the global PV installations grew by more than 15%, solar 11.1% drop in export volume compared with 2012, exports fell by $ 20%. However, the market situation in the first half, in 2014 might prove a turning point in the development of the photovoltaic industry.
Our PV manufacturing output of more than 150 billion yuan in the first half, poly silicon productions from 62,000 tonnes, an increase of 100%; wafer production 18GW, an increase of 20%; solar module production 15.5GW, an increase of 34.8%. Photovoltaic industry jumping might occur in the second half, forming shock development curve, industry will remain deep correction.
Following a review of the latest market dynamics of the PV industry chain a week.
Bloomberg new energy finance (BNEF), compared with the first half of 2013 and 2014, PV product prices will be more stable in the second half, markets are unlikely to be like 2006-2008 kind of “shortage” situation.
Components on the market today and the battery capacity is sufficient, the only bottleneck might be from polycrystalline silicon link. Polysilicon production capacity bottleneck components pushed prices a few cents in the second half, and led to a number of early without the stringent requirements of the project construction period delayed until 2015 start.
United States “double reverse” policy will affect its domestic market demand. Taiwan imposed anti-dumping duties of at least 20% battery components means that the Mainland opt for 2012 ‘s “double reverse” punishment. Meanwhile, Korea, and Malaysia will become a component of the component’s main alternative. At present, the United States large project components on market prices had risen to more than 70 cents per watt.
Minimum import prices in Europe for now with the United States market remain the same at 53 cents per watt (70 cents) level, but the policy still has some vulnerabilities can be exploited.
“Photovoltaic industrial chain”
Polysilicon-the average price rose 29.3%
Ministry of electronic information Division published data report shows first half of 2014, photovoltaic industry development in China continued a warming trend since the second half of last year, generally in a State of development.
Good overall for businesses to
At the end of June 2014, polysilicon prices rose 29.3%, component prices rose 7.3%. Polysilicon production enterprises by 7 at the beginning of last year increased to 16, several key battery to turn them around, part of continuing profitable key enterprises.
Industry continues to grow
First half of this year, China poly silicon productions from 62,000 tonnes, an increase of 100%; wafer production 18GW, an increase of 20%; solar module production 15.5GW, an increase of 34.8%. According to preliminary statistics, the PV manufacturing industry output of more than 150 billion yuan in the first half.
The foreign trade situation gradually picked up
First half of China’s imported polysilicon 45,900 tons, an increase of 17% and imports of $ 1 billion, an increase of 38.8%. Main photovoltaic products (wafers, cells, modules) of about 8.2 billion dollars in exports, an increase of 15.9%.
Industry rising standards
Compared with a year earlier, polycrystalline silicon, amorphous silicon solar cell production line investments has fallen, polysilicon production integrated energy and battery consumption of Silicon per watt average volume of about 10%. Enterprise average efficiency of monocrystalline and polycrystalline cells by 18.8% and rose to 19.3% and 17.8%, respectively; photovoltaic system investment costs has decreased from about 10 Yuan/w 9/w or less.
Sprawl trend of slowing
The operation of the PV manufacturing industry standardized conditions attracted industry attention, some backward production capacity planning or beginning to exit, and industrial restructuring was evident. Part of the merger and reorganization of enterprises will increasingly strong and promote industry concentration ratio has continued to improve, first half of the top 10 production nearly 60% per cent of the whole industry, top 5, polysilicon companies accounted for more than 80%.
Silicon-the Sino-American trade war, wafer plant is expected to benefit from the
Domestic solar wafer manufacturers, China solar grade polysilicon suspended imports of processing applications for policy, United States about 20,000 tonnes per year polysilicon unable to enter the Chinese market, in moving to sales to Taiwan may ease the shortage of raw material supply situation, bringing down prices and internal silicon chip factory purchases raw materials costs are expected to decline.
The other hand, every year from Taiwan to China are processed into about 10,000 tonnes of polysilicon wafer and polysilicon processing in China after the pipe is blocked, battery makers the polysilicon material source may seek Taiwan wafer Foundry plant cooperation, including new energy, China and Crystal and master, are expected to benefit from it.
PV inverter–leading energy management devices market
Japan Fuji Keizai (Chuo-ku, Tokyo), issued a report saying: “in the PV inverter (PCS), led largely by 2020 energy management devices market will increase from 2013 74.4%”.
Survey equipment on the market in 2013 from the year launched a fixed price system (FIT), the photovoltaic market for PCS to achieve a substantial growth. Growth in 2014 while PCS will slow down a bit, but still managed to maintain double-digit growth.
Services, recent megawatts (MW) level of PV and wind power stations increases, you can remotely monitor power station operation of tools and services for growth. Subsequently, due to further increases in variability of renewable energy, and changes in capacity and frequency can be adjusted so that a stable grid ancillary services market will be established.
Battery Pack –
1) India abandon imposed on Chinese photovoltaic cell, such as anti-dumping duty rate
On August 25, India, a senior government official said that because Southeast Asian countries could boost India Solar project implementation and cut reliance on imported fossil fuels, so India has given up on the United States, China, Chinese Taiwan, and Malaysia imported PV solar cell plans to levy anti-dumping duty rate.
India Ministry of Finance has rejected a motion on Council of the anti-dumping and anti-subsidy, which is part of India Ministry of trade after a India anti-dumping and countervailing duty Council had ruled in May that photovoltaic equipment imported by pricing below the normal level, and harm the interests of local producers.
2) PV module manufacturer, China enhanced dominance
According to a new report from NPDSolarbuzz, although the United States imposed new trade tariffs, but the Chinese component maker saw its dominance of global supply enhanced.
Latest component keeps track of quarterly reported that major Chinese companies to ship in the second quarter of 2014 6.5GW components. Top 20 manufacturers shipments accounted for all the components of the 71%. China solar module suppliers dominate the top 20 global supply group, quarterly shipment volume of solar modules on the highest quarterly level.
In view of the many strategies open to Chinese manufacturers face trade tariffs, increased production outside China’s manufacturers fared well. China first half of final demand has not been high. Can see what’s new in the second half expected to exceed 10GW capacity. The domestic market may provide an opportunity to further increase in shipments.
Solar energy equipment – increased demand exceeds supply
PV industry downturn cold in recent years, a large number of bankruptcies, the remaining companies are cutting investment. But signs that the industry out of the crisis, estimated demand for solar energy equipment will rise is greater than the supply. Since 2009, the solar energy down almost 50%, and since January this year the index has surged 30%, indicating that the market has recovered from the crisis. When large-scale photovoltaic companies will benefit, including China’s Yingli Green energy holding company limited and Trina solar limited.
The “PV market in China”
Once the domestic photovoltaic industry slump, emerging out of the cold “winter”. Ministry’s “operation of the PV industry in the first half,” shows that PV industry in China jump might occur, forming shock development curve. Solar Panel demand in the second half of this year is expected to increase by about 29%, Panel oversupply situation will reverse earlier.
At the end of June 2014, polysilicon production enterprises in China made by 7 at the beginning of last year increased to 16, a number of key cells to turn them around, some key enterprises to achieve continuous profitability. Meanwhile, the scale of the photovoltaic industry continues to grow, the foreign trade situation gradually picked up, according to preliminary statistics, the PV manufacturing industry output of more than 150 billion yuan in the first half.
Won relief in the market turns for the better, looking for breakthrough from the whole industry chain, from the purely manufacturer gradually shift to a resource provider, and probably will be for some time to come the domestic photovoltaic industry giants “reversal” market is the most powerful weapon.
The “PV market overseas”
Brazil greatly increased market attractiveness
IHS’s most recent report shows that Brazil plans to auction 3.5GW PV capacity before 2018, it is definitely a good news for the solar industry, this ambitious project is expected to contribute significantly to the growth of the solar industry in Latin America.
Brazil electricity regulatory agency (ANEEL) has announced the scheme called reserve capacity auction facility to build new generation facilities to cope with power shortages that may occur. This may occur during dry years in areas of low power level.
Next auction scheduled in October, and for different technologies with different types of auctions. Additional capacity compared to conventional auctions, such as many renewable energy technologies to compete with, making wind energy more advantages in the auction, the new auctions will be more conducive to the PV market development.
Germany huge potential for solar storage batteries
Early 2014, Germany the photovoltaic system generating capacity grew by 28% wind system power output went up by 19%. Report main characteristics can be summed up in two points in the first half: suitable for high temperatures and power generation (solar and wind). The first half, Germany photovoltaic system generating capacity rose 28%.
Germany in the field of solar batteries has great potential. EuPD Research institutions according to market forecasts, Germany battery for solar savings sales quantity will be increased from 6,000 in 2013 to 2018 more than 100,000 years.
India will fully support planned for 2019 PV installed capacity up to 5 GW
Government committed to supporting all domestic solar power manufacturing, and the plant should be operating at full capacity and expansion. According to India press information Bureau (PressInformationBureau) of India Government’s Ministry of new and renewable energy (MNRE), electricity, coal and new energy and renewable energy Minister, Mr PiyushGoyal told the developers, manufacturers and stakeholders, the Government will provide full support for solar manufacturing in China.
According to reports, India Andhra Pradesh is planning to launch a major initiative promotes the development of renewable energy industries, is planned for 2019 reach 5 gigawatts in installed PV capacity.
2016 Kenya solar power is expected to account for as much as half the total electricity production
Africa Kenya originally in water and electricity as the main source of electricity, now Kenya wants to fully developing solar power, has selected 9 location of solar farms. By 2016, the solar power will account for Kenya more than half the electricity in the country.
Kenya due to low water levels affect the main dam, water and electricity costs are quite high, investment in solar projects can not only ensure power supply power supply cut in electricity charges will also be currently Kenya’s solar investment continued to increase, investment totalling more than $ 500 million.
According to Kenya Energy Regulatory Commission figures over the next 4 years should continue to increase the amount of solar power generation, Kenya is expected to be ranked 3rd in the world.
Japan PV market in 2013 to expand to 2.5 trillion yen 210,000 employees
Japan Photovoltaic Association (JPEA) statistics: Japan photovoltaic power generation system by 2013 in the domestic market has expanded to 2.5 trillion yen, and white goods market equivalent. Japan Association of photovoltaic power generation, renewable power is fixed-price system introduced, Japan photovoltaic power generation system market expanded rapidly, from about 670 billion yen in 2011-by 2013, reaching 2.5 trillion yen. Here said the market for photovoltaic systems, in addition to photovoltaic panels, inverters, substation facilities, units and junction boxes and other equipment, including land formation, Foundation construction, installation and wiring, and other system settings such as construction design and management-related causes.
With the expansion of markets, employment is increasing, allegedly engaged in photovoltaic system production, sales and construction numbers about 90,000 people directly employed and peripheral industry personnel, total employment of about 210,000 people.
Sub-Saharan Africa will invest in solar and other alternative energy $ 5.9 billion
According to Bloomberg new energy finance (BNEF), 2014, sub-Saharan Africa will launch 1.8GW of renewable electricity generation. This year is expected to be in the area of renewable energy (geothermal, solar and wind energy) investment of 5.9 billion dollars. 5% lower than the $ 6.2 billion in investments last year, 2016, investment is expected to rise to 7.7 billion dollars.
Allegedly promoted not only because of increased demand, also as per megawatt hour cost-conscious–as the more expensive diesel and coal-fired power, solar energy and other renewable energy prices fall sharply.
Original title: solar photovoltaic market at home and abroad the latest dynamic focusing