Solar Street LightsIn 2011, China's solar energy market in general into the swing period. Solar photovoltaic, solar thermal power industry, solar hot water systems industry, solar water heater building integrated solar energy industry are in turmoil courageously forward.
On the one hand, solar water heater home appliance effect of weakening end-market competition more intense, raw materials Zhangshengyipian, and monetary tightening, the impact of multiple factors such as solar water heaters retail market difficulties ahead. On the other hand, as the solar power industry, another major industry, the past two years, the solar photovoltaic industry, the world environment is not optimistic. World solar photovoltaic industry in 2009 by the global financial crisis has entered a stage of a downturn, and in 2010 with the gradual improvement in the global macroeconomic environment, solar collector the global PV industry has entered a new period of growth. The first half of 2010, the global PV industry is basically still in the recovery of the growth period, while growth in the second half into a conventional track. Although the development of the global PV industry, many of the data related to the current has not yet released, but have mastered some of the data from the point of view, 2010 will be the world's photovoltaic power plant to double capacity of new growth.
Since early 2010, the global solar photovoltaic industry in the financial crisis has been pent-up demand again be inspired by the year's new PV capacity will reach 16GW or so, and the incremental 7.2GW in 2009 compared to the growth rate is expected to reach 120%, the 2010 World photovoltaic power plant installed capacity is very intuitive reflects the substantial growth of the boom of the industry. But in the photovoltaic industry was a good case, we also see the photovoltaic industry, the emergence of some problems, such as polysilicon prices fluctuating, many countries for the purpose of protecting the domestic photovoltaic industry are increasingly inclined to light V industry adopt protectionist policies.
In early August, the National Development and Reform Commission website, "the National Development and Reform Commission on Improving Solar PV electricity price policy," where, for the first time the Chinese PV electricity price for the benchmark states: before July this year approval of construction, and have not yet put into operation before the end of the PV project pricing, electricity price of 1.15 yuan / kWh, and later approved in July and approved prior to July, but has not yet put into operation at the end of the solar photovoltaic project , with the exception of Tibet continue to enforce the 1.15 yuan per kilowatt-hour of electricity price, the other provinces (autonomous regions and municipalities), electricity price according to the implementation of one yuan per kWh.
With the promulgation of the central policy, local governments have Sword, local online pricing policy frequently introduced. Previously, Shandong Province 2010-2012 production subsidies for PV projects were: 1.7 yuan, 1.4 yuan and 1.2 yuan; Qinghai before the introduction of provisions put into the project by September 30, subsidy of 1.15 yuan, as of July Qinghai has five photovoltaic power generation and power generation enterprises, and network capacity of 56MW, there are still 19 key projects will be completed by September 30, construction of 300MW generating capacity online, we expect gross domestic photovoltaic installed capacity, or more than new 1GW.
2011, the domestic photovoltaic industry companies will show a polarization, strong Hengqiang becomes increasingly apparent. Since 2011, the world PV market demand will be significantly reduced, which in fact makes the relationship between supply and demand in the industry before a reversal occurs, the component will be in the market, the demand side in a relatively advantageous position. Demand side of the market decline will be more orders to invest in a strong comprehensive strength of the photovoltaic business, small and medium enterprises to obtain orders for PV will greatly increase the difficulty; In addition, the stronger the solar companies to do more than is vertical integration more successful enterprises, these enterprises the ability of anti-market risk is generally high, this advantage in the market downturn will be more and more prominent. Because the market demand fundamentals still, so 2011 is not optimistic on the domestic PV market environment has little effect major solar companies, but for those small and medium enterprises of solar pressure.
