Polaris solar PV net news: the last week of September has been in the past. This week, single crystal and polycrystalline enough eyeballs, once on the “headline”. Single crystal and polycrystalline, who will lead the photovoltaic market in the future? Editors think that he is not a contest, but time hobby it wants.
All roads capital are optimistic about China’s general direction distributed PV. 2013 State began strong layout distributed generation projects, culminating in early September on further policy of distributed PV, many investment firms, widely expected fourth quarter PV power station will have an explosive growth. PV invest more than $ 76 billion this year, will set off hundreds of projects installed surge at the end, who can be swordsman? PV markets abroad and what to do?
Is about to take on the eve of the national day holiday, counting a PV industry week editor specifically for reader’s market dynamics, and to have a better understanding.
Crystal VS poly who will lead the photovoltaic market?
Polycrystalline PV with cost advantages over the past few years, has gradually become the mainstream of photovoltaic applications. But this year, the investment enthusiasm for Crystal chain heats up. Who will lead the PV market, Crystal or multiple Crystal? This is a question asked most of the photovoltaic industry in the near future. [More links: Mono rise is expected to reverse in the future attacks of polycrystalline PV]
“Photovoltaic industrial chain”
Expansion of polysilicon–industry fears will recreate the old pain
At present, the domestic polysilicon production enterprises effective capacity of 150,000 tons a year. The first half of the effect and downstream demand is supported by the national industrial policy, domestic polysilicon spot prices show up slow down movements, from the beginning of January this year 137,000 dollars quickly rose to 167,000 dollars per tonne. At the end of June 2014, polysilicon prices rose 29.3%, component price up 7.3% polysilicon production reached 62,000 tons, an increase of 100%, approximately 41% per cent of global production; domestic polysilicon production enterprises from early last year to 7 per cent 16; polysilicon effective capacity utilization at 86%, an increase of 59%.
Slow world economic recovery, international trade disputes, has been reproduced in China polysilicon investment overheating tendencies. And coupled with the current supply of domestic production and imports, and domestic polysilicon supply will be a huge market in the future, but the demand is impossible to reach such levels within a few years. In addition, imports of processing trade has become the main means of circumventing the normal tariff regulation of polysilicon and greatly weakens our country “double reverse” should the results achieved, through processing trade abroad entered China’s still in China poly silicon market shocks.
2014 China PV industry development situation to improve, industry continued to grow steadily, the domestic PV market started on a large scale. But because of spare capacity of production, the industry will face periodic structure and market supply and demand pressures, coupled with the uncertainty of external trade, in 2014 the domestic polysilicon industry the situation is still not optimistic. A new round of investment boom from emerging, it triggered widespread concern in the industry: industrial expansion and will once again make relapse entered the orderly development of domestic polysilicon industry.
Shipments of wafers – the first half of 18GWp
China PV industry association (CPIA), latest data show that early 2014, China solar grade crystalline silicon wafer shipments to 18.0GWp, an increase of 20%.
Report first half of county-level Crystal size wafer exports from 24 countries and regions, amounted to 4.6GWp, worth a total of 1.112 billion dollars, including Taiwan, Korea, and Malaysia share of total exports, respectively, and 63.5% and the 10.4%. In addition, total shipments of solar grade silicon wafers that contain 3.1GWp and 1.3GWp single crystal silicon wafers.
Taiwan businessmen is expected in 2014, the global photovoltaic market demand about 40GWp
According to Taiwanese estimates, 2014 global demand for crystalline silicon solar cell market is 40GWp, mainland China, Europe, Japan and the United States, and India market demand for 11GWp, 8GWp, 7GWp, 5GWp and 1.3GWp.
Sources noted that 2014 China Solar manufacturer capable of 30-32GWp, capacity of 9-10GWp in Taiwan, both sides total capacity up to 39-42GWp, enough to meet global demand.
Sources predict that in 2015, global demand will increase to 50GWp.
Jiangsu solar August exports
According to the Nanjing customs statistics, the first 8 months of this year, Jiangsu ports exported solar 10.28 billion yuan, over the same period last year (the same below) 4.1%. Among them, in August the amount of exported 960 million Yuan, down 9.8%. Sharp fall in exports for August. After experiencing upward shocks in the early, in August of this year, Jiangsu port Solar sharp fall in export value, down to 960 million yuan in export value in the month, fell to 47.3%, lowest since October last year.
Earlier this year Germany photovoltaic components, machinery and equipment sales and orders increased significantly. Photovoltaic equipment sales rose 39%.
Germany PV equipment supplier has more than 50% of the global market share, with most of the sales come from Asia, and others from the United States and Latin America, South Africa and Middle East North Africa’s emerging markets. Its share of the export market accounted for 91%, with China and Taiwan in the Asian market accounted for about 70%. To United States exports doubled, and emerging markets has contributed 8%–much higher than domestic operations. Its largest market segments are the battery manufacturing equipment (39%), followed by thin-film solar cell manufacturing solutions (33%). Crystalline silicon back-end equipment, namely, component production, revenues, 15%, polysilicon, ingots and wafer manufacturing equipment accounted for 13%.
The “PV market in China”
PV this year more than 76,000,000,100 project started end of capacity investment surges
Since the second half of this year, many shares growing PV photovoltaic enterprises, the amount of investment and increasing power generation capacity. According to incomplete statistics, as at present, the new PV power stations had reached 114, and most of the large projects, with a total investment worth more than 76.23 billion yuan. Industry believes that, despite its limited capacity in the first half, but jumped, according to annual 13GW of installed capacity target, the fourth quarter of this year will usher in a new round of PV installing the tide.
Northwest is still the photovoltaic power plant investment in key areas, including 9 of 13 in Inner Mongolia and Shanxi, Xinjiang, Ningxia, 8, 7. Invest’s largest province to Xinjiang, to 14.15 billion yuan, more than 10 billion yuan of investment in Shaanxi, Inner Mongolia and Hebei provinces have. Worth noting is that there are PV companies listed in these PV figure.
Solar industry: manufacturing a return to tradition
While completing the National Energy Board earlier planning objectives is far from enough, but the heat of the capital market and the industry is not cut. Payment term extended, industry profits are transparent, profiteering era are gone, but this does not mean that the solar market’s depression. Beginning in 2014 all market indications that solar is manufacturing a return to tradition.
Is of concern, since the PV manufacturing industry since the implementation of the standard conditions, solar capacity brewing out 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, China top 10 production nearly 60% per cent of the whole industry, top 5, polysilicon companies accounted for more than 80%. Characteristics of large-scale socialized production collaboration has become increasingly evident.
Chinese solar energy companies in the first half as a whole is good, associated with the economic environment on the one hand, on the one hand the positive impact of the industry. Industry factors risks lie mainly in the second half. First of all, growth in European and American markets is not likely to, rely on Asian market growth has been less stable and, secondly, China Solar installed capacity market troubles, from business finance to hydropower development in need of further perfecting the details.
The “PV market overseas”
The next five years, Latin America and the Caribbean, PV installation capacity of 9GW
According to the latest NPDSolarbuzz reports emerging PV markets in Latin America and the Caribbean (EmergingPVMarketsReport:LatinAmerica&Caribbean display, solar photovoltaic technology is to meet the Latin American and Caribbean region (LAC) growing electricity demand plays an important role. PV projects increasing reserves in the region, currently has more than 22GW. Within the next five years, PV installation is expected to be about 9GW. 1GW of which is under construction, and another 5GW projects have been approved, will begin construction in the near future.
Saudi Arabia–put in $ 240 billion on solar nuclear energy
Saudi Arabia has recently announced the launch of private and public investment in stimulating energy plan will focus on non-petroleum energy sector. It wants invested $ 80 billion to $ 240 billion over the next 20 years, for the development of nuclear energy and the solar industry, and lead to a 15% of the respective shares of the Saudi electricity supply. Under the Government’s plans to promote the energy transition will be staged at.
United States–investigate residential solar PV subsidies
United States Internal Revenue Service (IRS) in the United States subsidies to solar value (VOST) carry out a formal review, which will include an assessment of compensation of owners of residential photovoltaic effect of extra electricity plan.
Solar value subsidies aimed at theoretically calculated value to be paid for the solar electricity generated, including environmental impact and value to the power network and social factors such as instead of the retail price. Austin since October 2012 already in effect subsidized solar value, United States first plan.
Germany–solar photovoltaic and wind energy everything?
Throughout Germany renewable wind and solar power are “energy transformation” the two key pillars. Germany authorities estimated that by 2022, the country’s wind and solar power will account for renewable electricity 70%, then continued to rise reaching a ratio 80~90%.
Germany “energy transformation programme,” Chief RainerBaake said Germany hoped that over the next 40 years will be its power industry from the reliance on nuclear power and coal, switch to renewable energy, Germany this transformation of the energy system is called “energy transformation (Energiewende)”.
Although this summer’s solar power in Spain share of electricity fell slightly, but clustered photovoltaic power generation (CSP) share of growth. In June-August, solar PV to total electricity 4.3%, dropped as much as 0.37%. (CSP) rose to 0.83%, up to 3.93%.
Spain last year abolished the FIT, and a recent amendment to the law on renewable energy in the short term is unlikely to change the country’s solar capacity or promote new solar investments.
Japan–2014 year new PV installed capacity or up to 8GW
Japan’s Sankei province (METI) measures driven by 2014, Japan added PV installed capacity is expected to reach 8GW, Ultra 5.1 GW project was put into operation in the second half.
Given the slow deployment of solar projects, Japan last year, the Government has to consider sanctions on some items, including withdrawal of tariff subsidies (FiT) certification. METI has for a review – investigation if they have been clear a suitable piece of land and purchasing the device. Parts of Japan solar energy market analysts expect Japan Government will cancel the registered country of 20% or 30% FIT policy projects, total installed capacity up to several gigawatts.
Japan solar energy market is shifting away from the residential sector move to the non-residential sector, many experienced developers have been attracted from overseas, plans to build large photovoltaic systems in the country. However, Japan’s mountainous terrain and lack of connectivity of the regional power grid will continue to restrain growth in the photovoltaic sector.
United Kingdom–early termination of the photovoltaic subsidy
Recently, the United Kingdom Department for energy and climate change said it would advance the repeal of responsibility for the renewable energy certificates (ROCs) policy support. According to the previous policy issued for a photovoltaic power station (installed capacity greater than 5 MW) of ROCs due until 2017. However, according to the revised policy and the closing date was March 31, 2015, or the power station will have new mechanisms for contracts for difference (CFD) applications under support.
Original title: the latest hot trends and analysis of solar PV market