Polaris solar PV net news: first,
Department of Energy Announces 2014 photovoltaic industry development.
Second, our analysis and judgment
(A) the cumulative volume 15-17 compound annual growth rate of over 46% on line.
By the end of 2014, the domestic cumulative grid-connected 28.05GW, an increase of 60%, annual generating capacity of about 25 billion, an increase of more than 200%. According to the Department of energy in 2015 PV scale draft, new grid-connected capacity targets for this year of 15GWp in 2014, representing a growth of nearly 50%. We expect 2016-2017 will maintain a rapid growth, 20GW, 25GW, respectively, a total compound annual growth rate of over 46%.
(B) the new grid-connected power station large-scale PV power station as the main engine of growth.
New grid-connected power station large-scale PV power station as the main engine of growth, along with innovative photovoltaic application model in the future, distribution is expected to grow steadily. In 2014, new grid-connected PV capacity 10.60GW, exceeds the opinions on promoting the healthy development of the photovoltaic industry, 10GWp goal, PV 8.55GW, distributed 2.05GW. 30 countries distributed photovoltaic power generation demonstration project, photovoltaic farm greenhouses, fisheries and light complementary power plants and photovoltaic applications such as governance of the barren slope innovation-driven, distributed PV surge of 0.8GW than in 2013. Under the draft, large utility scale this year between 8-15GW and distributed more than 3.15GW the roof, we believe that the short-term large-scale PV power plant is still the main driver of growth.
(C) the PV equipment manufacture the strong hengqiang, capacity utilization increased.
Photovoltaic power plant equipment manufacture the strong hengqiang, rising capacity utilization drive profitability, particularly poly links and module link. In 2014, the domestic polysilicon production of about 130,000 tons, an increase of nearly 50%, imports about 90,000 tons. Solar module production 33GW, rose 17%, the top 10 companies, the average capacity utilization is above 87%.
Third, investment advice
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Original title: power equipment and new energy sectors: PV installed capacity to maintain rapid growth