Domestic photovoltaic enterprises cluster out more should focus on emerging markets

Occupy half of the Chinese market, global pv market in 531 pv suddenly reversed after the New Deal, become bleak. Although this is photovoltaic farewell savage growth path, but also really make many photovoltaic enterprise & other For low back & throughout; 。

photovoltaic enterprises gradually released second-quarter results in August and semi annual report, some enterprises made it clear that the influence of policy factors have appeared, began to appear a certain degree of loss. And in this, crystal energy as a dominant position in the layout has been abroad for photovoltaic enterprise, its second-quarter earnings performance is very grab an eye, 26 net profit year-on-year growth. 5 times. Because the order of the components is mainly composed of overseas orders throughout the year, weakens the effect of domestic policy on enterprise management.

in the face of sluggish domestic market, more and more photovoltaic enterprises begin to seek overseas opportunities, move offshore an obvious choice.

why photovoltaic enterprise cluster to sea? Look at the present situation of the domestic pv market, this choice is easy to understand. Domestic photovoltaic enterprises of hard times, intuitively reflected in falling prices and weak demand.

prices, prices pv supply chain all the way down, especially the downstream cell, component prices fell again and again, already gradually close to the cost line. Now single, polycrystalline cells in mainstream price fall within the RMB 1 / W, single and polycrystalline components within mainstream price dropped to $2 / W. Not only that, after 531 EPC bidding price average drop 1. 1 yuan/W, fell to 20%.

demand, pv market demand plummeted after the New Deal, some factories hard-hit began selling. The second half of the year and only a small amount of domestic leader can again look forward to the project demand, but the capacity is limited after all.

now the domestic market environment will inevitably bring a new round of evolution, the pace of industry consolidation is not under the control of the photovoltaic enterprises. Due to the grim situation of silicon chip market, hoping to cut capacity to cope with falling prices and weak demand more.

only on production, production is, however, will not solve the current crisis. Photovoltaic enterprises intensify layout overseas health benefits, on the one hand is the given capacity, on the other hand is also in the evolution from a road to the survival and development.

China pv enterprises into overseas markets, there is no imagination in so easily. More brutal competition fierce, not only the wind market environment also has great uncertainty. This a few months, the changes of overseas market affects photovoltaic enterprise sensitive nerve, also is mixed in the numerous messages.

it is great that, the eu has been officially canceled photovoltaic products to China anti-dumping and countervailing measures, photovoltaic will restore free trade between China and the eu.

the double an end, means China pv enterprises overseas sales block is no longer for European market, overseas demand is expected to rise further, bring new growth point for the domestic industry. But given the market space for the European market for the development of China's photovoltaic enterprise how much space is still not optimistic.

while China pv's biggest overseas market India disputes gradually, India's finance ministry announced on July 30, China, Malaysia and some developed countries to enter the country's solar energy ( 3. 280, 0. 01, 0. 31%) Photovoltaic products ( Including crystalline silicon cells and components and thin-film batteries and components) Protection duties. The first year ( On July 30, 2018 to July 29, 2019) Tax rate of 25%, on July 30, 2019 to decreased to 20% on January 29, 2020, January 30, 2020 to 2020 on July 29, the tax rate shall be 15%.

India is China's photovoltaic crucial export markets abroad, the move quickly from the opposition, have prompted the government announced on August 13, suspended in the above duties. But after a tumultuous, India's Supreme Court or import photovoltaic products allow the government to implement protective tariffs, will hold hearings in October.

component is one of the largest suppliers of India market in China, India and China affordable tariff implementation of photovoltaic market will cause a big blow. The future further development as the Indian market, China pv enterprises may come into the market by building new factories in local, no tariff barriers or direct transfer to other emerging markets.

the Chinese photovoltaic industry association (CPIA previously thought global pv market is to & other; Decentralized & throughout; Trend of development, growth in emerging markets is accelerating. With power generation cost reduction speed increase, more and more developing countries begin to use pv. In the long run, more should be focused on emerging markets.

there is no doubt that the importance of the overseas layout for photovoltaic enterprises in growing. Traditional photovoltaic giant capacity layout abroad for many years, have the advantage of not beyond to further advantage of the enterprise, should be focus on emerging markets, the changes of overseas markets may be accelerating industry leading change of a variable.