-
75% of the Indian PV industry uses Chinese products 15% imported from the US
2019-04-15
People'sNewsAtpresent,althoughIndiahasreplacedChinaasthefastestgrowingeconomyinAsiaandtheworld,itspowersupplyshortageisextremelyserious.Inordertosolvethisproblem,Indiaintendstovigorouslydeveloptherenewableenergyindustrythroughindustrialprotection,tradeprotectionandotherpolicymeans,especiallyphotovoltaicpowergeneration,butdespitethis,itisstilldifficulttogetridofitsdependenceonChina. AccordingtoIndia's"EconomicTimes"news,Indiacurrentlyhasabout300millionpeoplewithoutelectricityavailable,mainlyconcentratedinruralareas,anditspowershortagesbringeconomiclossestoabout7%ofitsGDP.Tothisend,theIndiangovernmenthasbeenworkingtoimprovethepowersupplyproblem,butduetocoalshortages,transmissionlosses,electricitytheftandotherreasonshavenotimproved.SincetheincumbentPresidentModi’spowersupplyinGujarathasbeenstabilizedandstabilizedbysolarphotovoltaicpowergeneration,Indiaiseagertoachievearenewableenergytransformation,suchastherecentcancellationoflarge-scalecoalpowerprojectsover14Gwandsomemines.Itwillbefilledbysolarphotovoltaicpowergeneration.Intheplanningvision,Indiaplanstoreach100millionkilowatts(100Gw)ofphotovoltaicinstallationsby2022,fivetimesthetargetsetbythepreviousgovernment;therenewableenergytargetfor2020willincreasefrom6%to15%.However,thereiscurrentlynocompletePVindustrychaininIndia.TheimportedcrystallinesiliconcellsarebasicallyfromChina,andeventheestablishmentofbatteryandcomponentproductionlinesneedsChina'shelp. Accordingto"IndiaSolarMap(2016Edition)"releasedbyIndiananalystfirmBrgeToIndia,8outofthetop10suppliersofphotovoltaicmodulesinIndiain2016arefromChina,ofwhichabout75%ofPVinstalledcapacityisChineseproducts.15%areimportedfromtheUnitedStatesandtherestaresuppliedbylocalmanufacturers.Therefore,inordertopromotethetransformationoflocalPVcompaniesthathavelongreliedonimports,Indiahasintroducedsomeindustrialprotectionpolicies.Forexample,attheendofJulythisyear,Indiainitiatedanti-dumpinginvestigationsonphotovoltaiccellsandcomponentsimportedfromChina,TaiwanandMalaysia.Atpresent,China'sphotovoltaicindustryoccupiesaleadingpositionintheglobalindustrialchain.InthecaseofalargepowershortageandabackwardPVindustry,IndiareliesonlyonprotectivepoliciestogetridofChina'sdependenceandachieveenergytransformation.
-
China's photovoltaic "repairing internal strength" is not afraid of "double-reverse" barriers
2019-04-15
Recently, the US "201" investigation made a ruling. At the same time, the Indian Anti-Dumping and Customs Administration (DGAD) announced an open letter to announce the solar energy manufacturing in China, Taiwan and Malaysia that needs to be sampled in its ongoing anti-dumping investigation. Business and importers.
-
"change" and "unchanged" of photovoltaic
2019-04-10
Whenthepolicywaslaunched,thephotovoltaicindustryshook.Inthefirstfivemonthsof2018,thephotovoltaicindustrycontinueditsrapiddevelopmentsince2013.Afterthe5.31NewDeal,photovoltaiccompaniesenteredthewinter. TheintroductionoftheNewDealhasbeenmorethanhalfayear.Itcanbesaidthatthereareseveralhappyfamilies.Afteracceleratingtheindustryreshuffle,allkindsofsignalsarereleasing"thesituationisnotsobad."OnDecember28,Tongweishares25,000tonsofhigh-puritycrystallinesiliconproject.Inproduction,somelarge-scalePVmodulecompaniesreachedfullproductionattheendof2018. Forthedevelopmentofthephotovoltaicindustryin2019,PengYu,directorofthePolicyResearchDepartmentoftheRecyclingEnergySpecialCommitteeoftheChinaAssociationofCircularEconomy,saidinaninterviewwiththereporterofChinaTimes:"Thetotalinstalledcapacityofphotovoltaicsthisyearisaround40GW,nextyear.Willmaintainthissituation,willnotgrowalot,butthemodelwillchangealot,includingtheground-basedpowerstation,includingthefrontrunners,theordinarygroundwillbethemainbidding,distributed(photovoltaic)orwilltaketheelectricitytochangetheexpresstrain,solvetheseparationTheproblemofwallsales,thedomesticdistributedphotovoltaicwillthereforeusherinaroundofdevelopment;overseasmarketduetothecontinuousdeclineincomponentprices,continuetostimulateoverseasdemand,theoveralllookisstilloptimisticin2019." Fromrunningtowinter In2018,itwasaverypromisingyearforPVcompanies.Afterbeingstimulatedbythe6.30in2017andvyingformarketshare,Tongwei,LongjiandZhonghuanhadtoincreasetheircapacityin2018.However,thebadnewscamesuddenly,andthePVcompaniesenteredthewinterfromtheacceleratedspeedrun. WiththemoststringentPVNewDealinhistoryinJune1st,thephotovoltaicindustrychainwascollectivelyfrustrated,andthen11PVcompaniessentalettertoXinhuaNewsAgency,promulgatingthe"emergencyappealofentrepreneurstothethreeministriesandcommissionstointroducethe5.31photovoltaicnewdeal."Thejointletter,thejointletterpointedoutthatfromtheendof2015,thephotovoltaicindustryhasbeensubsidizedbymorethan100billion. Sincethen,anumberofrepresentativesofPVcompanieshavecalledontheNationalEnergyAdministrationtoseekaturnaround.However,afterthe5.31PVNewDeal,thebadnewsforthecompanycameoneafteranother.ShanghaiElectricterminatedtheacquisitionof51%equityofJiangsuZhongneng,asubsidiaryofGCL-Poly;JiazeXinneng’sacquisitionofZhongshengOptoelectronicswasstranded,andmoreManysmallandmedium-sizedPVcompanieshavestoppedproductionandshutdown. LiuHanyuan,chairmanoftheBoardofDirectorsofTongweiGroup,saidattheprivateenterprisesymposiuminNovemberthat“onMay31thisyear,therelevantdepartmentssuddenlyissuedanoticetoreducethescaleofphotovoltaicpowergenerationtolessthanone-thirdoftheoriginallevelinthesecondhalfoftheyear,6Itwasimplementedimmediatelyonthe1stofthemonth,bringingsystemicrisks.Newenergylistedcompaniescontinuedtofallandthemarketvaluelostmorethan300billion.Manycompanieswereforcedtosuspendproduction,shuttingdownproductionassetsbymorethan200billion,andtheindustrywashithard." Changeandconstantinshockwave TheimpactofthePVNewDealonthePVindustrychainisinevitable. WangBohua,vicechairmanandsecretary-generalofChinaPhotovoltaicIndustryAssociation,oncesaid,“TheentireChinesePVindustryisstillmaintainingtherapiddevelopmenttrendsince2013,andthegrowthisstillveryfast,butitshouldbesaidthatitwillfallallthewayinthenextfewmonths.superb." AccordingtoWangBohua,takingpolysiliconasanexample,theoutputfromJanuarytoSeptemberwaslessthan180,000tons,ayear-on-yearincreaseoflessthan5%.Lastyear'soutputwas242,000tons,andthegrowthratewascloseto25%.Inthefirsthalfoftheyear,itwasclosetolastyear'sgrowthrate,butthedilutioninthreemonthsbecamelessthan5%. However,withregardtothepowerofthe5.31PhotovoltaicNewDeal,therehavebeendifferencesintheindustryfromthebeginning.OnewavethinksthattheNewDealwillhaveafatalblow,andanotherwaveisstillcontrollableespeciallyintheeyesoflarge-scalePVcompanies,whichisconsideredtobeanindustryturningpoint.Willpromotethestabledevelopmentofthephotovoltaicindustry. LuJinbiao,vicepresidentofGCL-PolyEnergy,toldthereporterofChinaTimesthat“afewhappycouples,althoughtheincomeisless,theoverallindustryisimproving.” Itisnoteworthythatthereasonfortheexpansionofcapacityinearly2018isthatlarge-scalePVcompanieshaveseizedmarketshare,whilethe5.31PVNewDealhasacceleratedtheprocessof“bigfisheatingsmallfish”. WangXiuqiang,ananalystatHuachuangSecurities,saidinaninterviewwiththisreporterinearly2018that"theexpansionofproductioncapacity,especiallypolysiliconandsiliconwafers,willinevitablyleadtonewchangesinpricedecline.Underthistrend,theMattheweffectappears,low.Cost-andhighlycompetitivecompanieswillwin,andthegiants’strategyistoeliminatehigh-costcompetitorsbyincreasingtheirmarketshare." Infact,afterthe5.31PVNewDeal,therearestillPVcompaniesthathavechosentoexpand.OnJune18,IkangTechnologyannouncedthatrecently,thecompany'scontrollingshareholder,AikangGroup,oritswholly-ownedandholdingcompany,planstoinvestintheproductionofheterogeneoushigh-efficiencysolarphotovoltaiccellsandotherancillaryproducts.Thetotalinvestmentoftheprojectisabout10.6billionyuan. Atth
86514-84241968
Jiangsu Hongde technology development co., LTD
Sweep to view the mobile version
Copyright © Jiangsu hongde technology development co., LTD All Rights Reserved
Technical support by www.jshongde.com 苏ICP备16035908号-1 | www.300.cn
NEWS CENTER
Better components - gain more sunshine
Page up
1
2
Page down