Solarbe (Soapy) photovoltaic solar Reuters: China's PV industry affected by the policy guidance and market-driven and other factors, the situation has improved, the market is steadily expanding. 2014, demand in the market for further expansion, the scale of China's photovoltaic industry will maintain steady growth, but will bear the price pressure caused by oversupply.
The overall situation has improved
By the end of 2013, China's polysilicon enterprises in production by 7 to $ 15 in early, most battery backbone enterprise profitability.
Development of the industry to gradually pick up, improve business conditions. 2013, the world's new PV installed 38.4GW, an increase of 20%; annual polysilicon, component prices rose 47% and 8.7%, respectively. European Union on China PV "double reverse" case reached a preliminary solution of the US-ROK polysilicon "dual" to make the final ruling, the external environment has further improved. Domestic business conditions continue getting better and better, at the end of 2013, the production of polysilicon business increased by seven early 15, the majority of battery backbone enterprise profitability, major companies in the fourth quarter gross margin of over 15%, part of the annual business net positive.
Steady growth in the industrial scale, the application continues to increase. 2013, the national output of 84,000 tons of polysilicon, an increase of 18.3%; imports 80,000 tons; battery components production of about 27GW, total global share of over 60%, an increase of 13%; exports 16GW, exports of $ 12.7 billion. The rapid growth of the domestic market, new installed capacity over 12GW, the cumulative installed capacity of over 20GW, the battery pack proportion of domestic sales from 15% in 2010 increased to 43%. Industry-wide sales of 323 billion yuan manufacturing 209 billion yuan, 114 billion yuan of system integration.
Blind expansion momentum slowed, industry concentration is gradually increased. Subject to policy guidance and market adjustments and other factors, a certain curb disorderly development industry, many enterprises to increase internal reform efforts, some of backward production capacity began to withdraw. Meanwhile, some of the wishes of corporate mergers and acquisitions increasingly strong, there is more mergers and acquisitions play a major case. From the Ministry of Industry and Information Technology released the first batch of compliance with "PV manufacturing industry norms condition" list of companies the situation, its 2013 polysilicon, wafer, cell module production 85.7% of the country respectively, 61% and 74%; employees and sales revenue accounted for 58% and 78% respectively of PV manufacturing. In 2013, 23.6 percent of China's top 10 PV companies total industry sales, the former accounting for 63.6% 50 sales, industrial development and gradually Mongolia to the east of Jiangsu, Zhejiang, central Anhui, Jiangxi, and west, north, green, Hebei and other regional focus.
Technical level continued to improve, innovation-driven effects are obvious. Our backbone enterprises have mastered tons of polysilicon and a full set of crystalline silicon cells, photovoltaic equipment localization rate continues to increase. Since 2010, thousands of tons of polysilicon per investment fell 47 percent, the comprehensive energy consumption per kilogram of polysilicon fell 35 percent, per capita annual polysilicon business increased by 165%, the backbone of byproducts comprehensive utilization rate of more than 99% of enterprises; crystalline silicon cells per megawatt investment declined by more than 55%, the amount of silicon per watt battery consumption dropped 25 percent, the backbone enterprises monocrystalline, polycrystalline and thin film silicon cell conversion efficiency by 16.5%, 16%, 6%, respectively, increased to 19%, 17.5%, 10% ; PV system investments by 25 yuan / watt down to 9 yuan / watt.
It should be noted that the current development of China's photovoltaic industry, despite the improvement in the overall situation, but still faces many problems, not blindly optimistic. First, materials, equipment, and other key technologies remaining gap with foreign advanced level, basic research needs to be strengthened. Second, financial support and policy support and other aspects too much emphasis on the application of manufacturing R & D and technological innovation lack of support. Third, the power grid and other relevant policies remains to refine the implementation. Fourth, the international trading environment remains may worsen. Overall, the current situation of photovoltaic manufacturing losses not a fundamental change in the long term perspective, the industry is still faced with depth adjustment.
