The growth rate of photovoltaic industry is likely to fall. Technological progre
发布时间：2020-06-19
Affected by electricity price adjustment, distributed market outbreak and other factors, the growth rate of China's photovoltaic market exceeded expectations significantly last year, and related photovoltaic concept stocks also welcomed a wave of rising market, realizing double the share price. Some people worry whether the ultra-high-speed growth in the past two years will overdraw the growth power of the photovoltaic industry this year. In this regard, experts said that the industry will maintain a relatively stable growth, but to maintain such a high growth rate for a long time is not realistic. In the future, competition in the market will mainly focus on technology and efficiency.
According to the grid-connected operation of pv power generation released by the National Energy Administration recently, the pv power generation market expanded rapidly in 2017, with 53.06 million kW installed, among which the PV power station was 33.62 million kW, up 11% year-on-year. Distributed pv is 194.4 million kw, with a year-on-year growth of 3.7 times. By the end of December, China's installed photovoltaic power generation capacity had reached 130 million kilowatts, including 100.59 million kilowatts of photovoltaic power stations and 29.66 million kilowatts of distributed photovoltaic.
From the distribution of newly installed machines, the trend of transfer from northwest to central and eastern regions is obvious. East China added 14.67 million kw of new installed capacity, 1.7 times of the previous year, accounting for 27.7 percent of the country's total. The new installed capacity in central China was 10.64 million kw, up 70 percent year on year and accounting for 20 percent of the country's total. The new installed capacity in northwest China was 6.22 million kw, down 36 percent year on year. The development of distributed photovoltaic continues to accelerate, with Zhejiang, Shandong and Anhui provinces accounting for 45.7% of the newly installed capacity of distributed photovoltaic in China.
Yang Liyou, general manager of Jinneng Technology, attributed the rapid growth of installed capacity to three reasons: the expansion of the scale of the pacesetter base. After the successful completion of the first pacesetter project, the scale of the pacesetter base expanded from the first 1 GW to 5.5 GW; With the outbreak of the distributed market, the number of distributed installations in 2017 exceeded that in the past, as cost-effective advantages of efficient components became prominent and multiple business models of distributed promotion emerged
