Polaris solar PV net news: along with the rapid expansion of markets and raw materials, PV equipment industry in our country will continue to expand the scale, inverter, Poly, back panel, batteries, components and other equipment companies will usher in a new round of growth period. “The first half of this year, PV installed capacity is about 7~8 gigawatts, up nearly 30%, ground power station is about 6.5 GW. Photovoltaic equipment business profitability improved markedly, most enterprises out of the red. “China PV Industry Association Secretary-General Wang Bohua, held on July 22, 2015 first half of PV industry development seminar on prospects for the second half, 29 by normalizing conditions enterprises first half of this year and 2014 analysis of total sales revenue, net profit in the first half, first half of the year, enterprise’s total sales revenue and net profit growth of 8.9% and 9.7%, respectively. First half of the year, average net profit margin of 29 components companies in 2014, growth in the first half of 6.5%, although profitability has improved, but remains weak.
Lower the cost per kilowatt is theme
According to the National Energy Board planned 2015 PV scale 17.8 GW to add “leader” programme, total installed capacity is expected to more than 20 gigawatts this year. First half of the year, the domestic grid-connected PV capacity is only between 7~8 GW, so should 12~13 GW installed capacity in the second half, the PV inverter, polysilicon, back, batteries, components and other equipment companies, is undoubtedly an opportunity to release capacity.
“In recent years, the PV industry and market, use their own advantages to accelerate development, has become one of the few advantages of capacity. 2014, the solar policy and market-led, photovoltaic production overall for the better. Polysilicon production last year increased from 7 to 18, some batteries and component enterprises turn losses into profits, part of outdated capacity began to exit, while willingness to part of the merger and reorganization of enterprises and more strong. Ten production before 2014 60% close to the industry. “Electronic electronic Qiao Yueshan, Director of the information Division at the Ministry said.
As far as technology, PV technology continued to improve, and relevant departments to further strengthen the PV industry, photovoltaic technology critical support and guidance, upgrading of industrial technology attracted widespread attention, multi energy consumption continued to decline, average conversion efficiency by 18.8% and 17.3%, respectively, up to the 19.3% and 19.3%, photovoltaic power generation system from the original investment cost of less than 10 cents per watt 9 Yuan per watt.
In terms of reducing power plant electricity costs, technology leader in Enterprise technological innovation can drop 40% PV electricity costs. Developed with such as “back-tracking” technology, high reliability, low cost solar Tracker. Input-output ratio, 1:3, net income increased 20%~30%; distributed MPPT or string inverter. Constant cost, efficiency and 3% intelligence operations, lower maintenance costs, and reduce power losses. Constant cost, improve the efficiency of power plant 3%~5%.
In the past 7 years, our component prices have fallen 86.4%, 86.7% falling system prices, photovoltaic electricity prices dropped by 76.2%. PV industry structure optimization in China, most of the merger and reorganization of enterprises is uneven, capacity concentration increased significantly enhanced enterprise competitiveness, solar products from pure component manufacturers transition to a system solution provider.
Industry depth “Shuffle”
“This year, along with the rapid expansion of markets and raw materials, PV industry in China will continue to expand the scale, global photovoltaic production slows, production is expected to exceed 40 gigawatts. China PV market demand increased in the second half, but relatively rational Enterprise expansion and demand growing faster than supply growth expected PV module prices are likely to be slight increase in four quarters, manufacturing profit margins likely improved slightly. “Wang Bohua said, some enterprises with technical scale brand will further enhance market share, the small business survival space was further squeezed, Enterprise mergers and acquisitions accelerating, industrial concentration has been increasing. As technology advances and new technology breakthroughs, production continues to fall.
This year June, National Energy Council, and industrial and information Department and national recognize JISC three ministries joint issued on promote advanced PV technology products application and industry upgrade of views, aimed at according to different development stage of PV technology and products, take difference of of market access standard, support advanced technology products expanded market, accelerated eliminated technology behind products, specification PV power technology and quality supervision management, further improve industry concentrated degrees.
From 2015 onwards, enjoy State-subsidized solar power projects use photovoltaic components and grid-connected inverter products should meet the standard conditions of the PV manufacturing industry-related requirements. Among them, the polycrystalline silicon solar module conversion efficiency of not less than 15.5%, monocrystalline solar module conversion efficiency of not less than 16%. Polycrystalline silicon, monocrystalline silicon, thin film solar module from the date of commissioning, decay rates were not higher than in the year, and 2.5%, and 5%. Grid-connected inverter weighted efficiency of China should meet with transformer type shall not be less than 96%, without transformer type shall not be less than 98%. Specific to the “leader” project, photovoltaic industry, “frontrunner” advanced technology products should meet the following indicators, namely monocrystalline silicon solar module conversion efficiency of more than 17%, polycrystalline silicon solar module conversion efficiency of more than 16.5%, conversion efficiency of more than 10% thin film photovoltaic modules and other representative of advanced technology products.
“This conversion requirements for PV modules is relatively high. “Daqo new energy CEO Yao Gongda said, if the monocrystalline and polycrystalline silicon solar module conversion 17% and 16.5%, which requires Mono and multi conversion to 20% and 18.5%, respectively, is no easy task for most businesses.
Original title: welcoming new round of profit growth of PV equipment manufacture industry in China