Solar photovoltaic (pv) net news: 2018 to the photovoltaic industry brought a lot of ups and downs, including the United States trade law clause 301 and 201, China & other; 531 New Deal & throughout; , India's safeguard tariffs and terminate the mortgage insurance plan in the European Union. The industry of extreme uncertainty affects the photovoltaic every link of the supply chain. However, the overall market situation will improve in 2019, the year demand will hit a new high.
EnergyTrend Rhea, an analyst at Mr. Tsao says, in 2018, China & other; 531 New Deal & throughout; Will has influence on the photovoltaic industry; However, this influence is growing demand in overseas markets partly offset, is not as serious originally expected. By the end of 2018, the industry's demand is not as expected. By 9% to 103 gigawatts (gw). 7%. In particular, with the implement of the Paris agreement and module prices drop, the eu market since 2018 in the recovery. In 2019, the fastest growing demand in the European Union, is likely to exceed 50%.
since 2018, the scale of the solar power will be stable between 100 gw to 120 gw, volatility is less than 10%. According to market demand EnergyTrend latest report, the number of GW level market will increase from 6 in 2016 to 15, 2019 shows that the global market will continue to become more diffuse.
in 2019, the United States and China will become the world's two largest photovoltaic market, India will become the third largest country in the recovery requirements, Japan as the fourth largest country. After 2019, due to the favorable environment and the local government of supportive policies, India's most likely to anticipate demand greater growth.
other emerging markets, such as southeast Asia, north Africa, the Middle East and Latin America, starting in 2018. Demand is expected in the Middle East 2018 year-on-year growth of 100%, in 2019 will further increase, year-on-year growth of 50%.
while the pv supply chain suffer from low profits and supply exceeds demand in 2018, but the level of enterprise still reported strong operating results, this is mainly because of their advanced technology, competitive cost structure and extensive global distribution. Most of their capacity expansion plan can still be put into practice. Therefore, the upstream enterprise continuously become more concentrated.
according to data show that China's largest five polysilicon suppliers are expected to be released in the second quarter of 2019 new capacity, which will contribute 70% of the total global supply. They have cash cost will also become more competitive. As for the wafer suppliers, mainly provide monofilament chip Longi and central semiconductor will dominate the wafer market. With monocrystalline silicon wafer into the mainstream, and occupy 60% of the annual wafer supply in 2019, their supply chain will play a more dominant role in the market. This will reverse in recent years, more than single silicon silicon products more competitive situation, market competitiveness and will be phased out weaker than silicon manufacturers.
EnergyTrend thinks, photovoltaic industry in 2018 is facing several key challenges and restructuring. With the development of the market, the industry is expected to become more healthy, and can run more stable long-term. As the price of the supply chain continues to fall, photovoltaic industry is expected to be close to the subsidies to reduce grid parity. The popularity of the subsidy system and the unity of the actual power costs will become the future price index of the supply chain.
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24, China could be built in the first half of 2019, 915 mw photovoltaic modules of centralized purchasing project of the public bidding result, crystal, TRW, golden concord integration, suntech, yingli, anhui it 15 companies won the bid. According to the tender announcement, project is divided into five blocks, ( 001). Monocrystalline silicon ordinary components; ( 002). Monocrystalline silicon efficient components; ( 003). Polysilicon components; ( 004). Monocrystalline silicon double glass components; ( 005). Polysilicon double glass component. The bidder