Photovoltaic reproduction and expansion trend experts say excess is inevitable.
Li Junfeng, deputy director of the Energy Institute of the national development and Reform Commission, said in Wuxi, Jiangsu, "due to the rapid increase of China's production capacity, it is inevitable that there will be excess in China's photovoltaic market next year." He also pointed out that the photovoltaic power generation industry will encounter bottlenecks next year
it is found that at present, China is particularly important for aerospace and other industries that aim to promote material innovation with light weight and low cost. The photovoltaic industry has revived the expansion boom of two years ago, and major domestic cell and module manufacturers have significantly increased their production capacity targets. According to the Wuxi New Energy Conference held on September 17, Wuxi Suntech, Hebei Jingao and Suzhou CSI atlas have large-scale production expansion plans this year and next
in addition, statistics from global PV show that from the end of last year to the first half of 2010, China's solar energy enterprises expanded production by about 20GW, while in the first half of this year, the global shipments of photovoltaic modules were 7gw, which is the highest peak in history. In this regard, industry 5 The intelligent microcomputer can correct the deviation of temperature measurement value Insiders said that if the solar photovoltaic application market fluctuates in 2011, overcapacity may appear
the application market is weak
Li Junfeng said, "In fact, at present, the foundation of photovoltaic power generation application market is very weak. At present, only a few countries are serious about this market. At present, many people are optimistic about the U.S. market, but it will take a long time for the U.S. market to really start. In addition, it is also worth noting that now Obama basically does not mention new energy, and India in emerging markets also says more and does less. In our country, when fasteners are fixed, it is not always a vertical home After the mark is poured down with cold water. "
"from a worldwide perspective, the photovoltaic application market is still very weak. Due to the rapid increase of China's production capacity, it is inevitable that there will be surplus next year. At present, Wuxi Suntech module shipments have reached 800MW, only 700MW last year; Changzhou Trina Solar Energy shipments 420mw, the same as last year." Li Junfeng said
as for the problem of overcapacity, Qu Xiaohua, CEO of CSI atlas, said, "from a medium - and long-term perspective, there is definitely no overcapacity in the new energy industry. In the short term, there may be some imbalances in development. In the next five years, there is still a lot of room for development between the many and complex demands of this industry."
photovoltaic enterprises are busy expanding production
from the current plans of domestic photovoltaic enterprises, Li Junfeng's statement is not without factual basis. According to the Wuxi New Energy Conference, Wuxi Suntech, the world's second largest photovoltaic plant, plans to increase its production capacity to 1.8gw by the end of this year; Hebei Jing'ao solar energy is also catching up fast. The company has set a production capacity target of 1.8gw at the end of this year and will continue to expand production next year; CSI atlas, a photovoltaic cell manufacturer in Suzhou, will double its capacity to 1.3gw next year
Qu Xiaohua said, "I have confidence in the growth of the company next year. We expand at our own pace and will not care about short-term changes in the market."
according to the statistics of global PV, from the end of last year to the first half of this year, the expansion output of Chinese solar energy enterprises was about 20GW. In addition to the total expansion output of 10GW of large enterprises such as Suntech, Tianwei Yingli, CSI atlas, Trinasolar and so on, some small and medium-sized enterprises are also actively increasing their output to meet market demand
on the one hand, the enterprise makes ambitious development plans, and on the other hand, the prediction that "the market is not as large as expected". Meng Xiangan, vice president of China Renewable Energy Association, once said that although renewable energy, including photovoltaic solar energy, is positioned as a strategic emerging industry, it is far from being popularized. According to the long-term plan, renewable energy will play an "important substitution" role in 2030, and will become an important part of the main energy in 2050
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