Catalyst For Protecting Against Co And Desiccant Catalyst For Protecting Against Desiccant,Desulfurization Pellet Carbon,Catalyst For Protecting Against Co,Wooden Column Of Activated Carbon NINGXIA TIANFU ACTIVATED CARBON CO.,LTD , https://www.tjfyhxt.com
According to a survey by the Great Wisdom News Agency, the industry believes that this expansion is different from the frenzied expansion of the previous years. At present, the scale of industrial expansion is small, and supply and demand tend to be balanced, resulting in a small possibility of serious overcapacity.
A new round of PV expansion is coming
At present, PV module manufacturers including Yingli Green Energy, Trina Solar, Jinko Energy and Jingao are ready to expand production. The production capacity of Yingli Hainan base unit has been expanded from 300MW to 1GW; Jinko Energy's capacity at the end of the year reached 1.8GW, which is expected to reach 2GW in 2014; Trina Solar's current component capacity is 2.4GW, and it is planned to reach 3GW in 2014.
A component supplier in Jiangsu told the Great Wisdom News Agency that due to the rush to install power stations in the west, many stagnant production capacity has resumed in September. Some medium-sized enterprises also have expansion plans. For example, Jiangsu Fox New Energy's component production line plans to expand from 16 to nearly 30, with a capacity of 500MW.
Gu Lijun, senior consultant of solar photovoltaic network, said that the expansion of the component enterprise is much smaller than the crazy expansion of a few years ago. The concentration of the photovoltaic industry has been greatly improved. The expansion plans are mainly concentrated in the large-scale manufacturers listed on the US stock market. Small A-share PV companies are few.
The management of an A-share listed company told the Great Wisdom News Agency that the photovoltaic industry has gradually become rational. The situation of the crazy expansion of production capacity a few years ago should not occur. The company is now more cautious about expanding component production capacity.
Gu Lijun said that although some companies have announced plans to expand production, they are taking a step by step and determining the pace of investment according to the degree of market improvement. The scale of the plan may not be completed.
As for the reasons for the expansion of the component manufacturers, many industry insiders told the Great Wisdom News Agency that the main reason is that the shipments in the second half of the year have increased significantly, the performance has improved, and the PV market is optimistic next year. In 2014, the global PV market will continue to grow, with a scale of 42GW-45GW, which is more than 20% year-on-year. Among them, China's installed capacity in 2014 is about 12GW, which will be the largest PV market in the world.
Smaller overcapacity is expected to occur
The industry believes that although some enterprises have begun a new round of capacity expansion, overall, the supply and demand of the photovoltaic market is further balanced, and the possibility of a serious capacity overcapacity in the new round of capacity expansion is less likely.
From the demand side, the global PV market demand is strong, and the market focus shifts from Europe to emerging markets. The impact of EU “double-reverse†on domestic enterprises is decreasing, and the market space of Chinese enterprises is relatively large.
Meng Xianyu, vice chairman of the China Renewable Energy Society, believes that the overall increase next year will be concentrated in emerging markets such as China and Japan. In addition to the increased demand from domestic power plants, the expansion of the company and the global market growth and its pattern Related to change.
Meng Xianyu told the Great Wisdom News Agency that the installed capacity of Germany has been reduced from 7.6GW last year to about 3GW this year. The global PV market focus has gradually shifted from Europe to emerging markets such as China and Japan. The pattern has become scattered and stable, and the market is undoubtedly reduced. The impact of European “double opposition†on Chinese component suppliers.
From the perspective of the supply side, the gross profit margin level that is basically equal to other manufacturing industries will no longer attract large amounts of capital to enter, and the integration of the photovoltaic industry is still in progress, and some production capacity will be withdrawn.
Gu Lijun said that although the component gross profit margin has rebounded from 5% in the first half of the year to about 10% now, 10% of the gross profit has no advantage over other manufacturing industries. The attractiveness is much lower than that of previous years. It will also look at the industry rationally.
In addition, Gu Lizhen believes that next year is still a year of industrial integration, and some production capacity will gradually phase out and withdraw.
On December 6th, the photovoltaic industry suddenly passed the low point, some enterprises resumed their profits, and began a new round of capacity expansion.