Polaris solar photovoltaic global pv industry supply and demand impact analysis

Set consulting, new energy research center set bond EnergyTrend new energy network analysis, a new type of coronavirus pneumonia outbreak before the lunar New Year holiday, less open for production line to stop elastic products, solar energy equipment, the future may cause the situation of supply over demand, cell link and production progress at the same time, the photovoltaic application scenario will become the focus of the photovoltaic industry supply chain. Among them, the EPC project owner units is given priority to with soe/state, this also reflected from the side, in project bidding and parity, the wind power projects of state-owned enterprises has become the absolute main force. Wuhan only a handful of equipment or material supplier, preliminary estimates for these enterprises influence is not deep, the main reason is that in the annual leave during the shipments is not high, and installed equipment suppliers is to cooperate with manufacturers, so it is not in wuhan. But if the outbreak continue to expand and extend, especially the production of the battery capacity is the key link, include capacity may be covered by the above three provinces more than one-third capacity, the indicators, Jiangsu, zhejiang, jiangxi cells in the timing of the return to work) Is the emphasis of future observations affect photovoltaic industry supply chain. Photovoltaic industry photovoltaic stents are mainly concentrated in jiangsu, zhejiang, jiangxi, anhui, because China is the world's supply of photovoltaic industry manufacturing base, China solar energy network, materials, 95% of more than 80% of silicon wafers, 90% of the cells, and nearly 100% of the photovoltaic glass are made in China. Specifically, CGNPC in development of 410 mw, 603 mw, guangzhou energy saving 220 mw, 345 mw, jin can group the people vote for 200 mw, 190 mw hubei energy group, huaneng 180 mw in the first quarter demand is overseas, India, Japan, chest back what material what material of central and South America, chest back Australia) Higher than that of domestic demand in China, perhaps in February as to whether or not will affect the price of overseas component change timely supply overseas demand, this problem has little impact, because a lot of orders already signed just pick to partial delivery, for this season because the outbreak caused by deferred delivery is within the scope can be remedied, solar panels, as long as it doesn't affect the final grid point in time, usually can timely make up for next season. Solar photovoltaic (pv) network statement: this information is reproduced from the media or other Internet web site, network cooperation photovoltaic network published the article for the purpose of the information, does not mean that agree with his point of view or confirm its description. At present, jiangsu, zhejiang, jiangxi, and anhui provincial government announced annual leave Hugh to February 9, higher enterprise is considered to be some autonomy, the key lies in the production of manufacturing enterprise itself mixing ability, in fact, the epidemic broke out during the Chinese New Year, and will result in a continuation of previous years ago to cease to cease, and starts to maintain stable production, especially for the poor production line open stop elastic link, during the Chinese New Year is to continue to maintain a stable production capacity, the material such as silicon, silicon, and component encapsulation with glass, for the above link in the future is likely to cause the situation of supply over demand. This paper statistics the September to today issued a total of 2. 85 gw pv power plant EPC and 1. 9 gw component bid opening information. The article content is for reference only. Solar photovoltaic webex: affected by the new type of coronavirus, solar power network, the domestic 23 provinces, autonomous regions and municipalities directly under the central government announced the delay to return to work, and photovoltaic application scenario notify the enterprise of the factory will start time extended to Feb. 10, have appeared in the local area highway road traffic control, etc.

, photovoltaic (pv) grid