PV Overall Year's Overall Prosperity

- Oct 18, 2018-

In the first half of this year, the domestic PV industry support policy continued to deepen. In addition, many PV companies have found a reliable model to boost their performance with power station development. The PV sector has bid farewell to the past losses. Looking forward to the second half of the year, due to the large space for achieving the annual PV installation target, it is expected that the policy support will be further strengthened. The overall prosperity of the PV industry will be improved throughout the year, and the performance of related companies will be high.

Industry insiders pointed out that the domestic PV industry support policy continued to deepen in the first half of this year. In addition, many PV companies have found a reliable model to boost their performance with power station development. The PV sector has bid farewell to the past losses. Looking forward to the second half of the year, due to the large space for achieving the annual PV installation target, it is expected that the policy support will be further strengthened. The overall prosperity of the PV industry will be improved throughout the year, and the performance of related companies will be high.

Photovoltaic power station

Power station development into performance support

The improvement in performance has made the overall financial situation of the industry tend to be healthy, and many PV companies have begun to plunge into the downstream to engage in power station development and operation. At present, in the entire photovoltaic industry chain, the internal rate of return of 10% of the power station development is much higher than that of the equipment manufacturing industry. In addition, the power station development can pull the inventory of its huge amount of battery components and other products, and the two factors constitute many enterprises. The main reason for the development of power stations.

In fact, the main reason for the high growth of PV companies in the first half of this year is that they have tasted the "sweetness" from the development of power stations.

Distributed photovoltaic or existing equipment

One of the biggest changes in the photovoltaic industry this year has been the high hopes of both the policy side and the enterprise facing distributed photovoltaic power generation. The key is to face the uncertainty of capital's expectation of investing in distributed PV. The National Energy Administration is planning to further adjust the subsidy method based on the electricity price subsidy policy formulated last year, while appropriately increasing the subsidy quota for distributed photovoltaic power generation projects. The general consensus in the industry is that the policy department is strongly determined to promote distributed photovoltaic power generation. From the second half of this year, the market focus of the entire photovoltaic industry will undoubtedly focus on this field.

In the first half of this year, the cumulative installed capacity of photovoltaic power generation in the country was only about 3GW, of which distributed PV installed capacity was about 0.5GW, which is far from the target of 14GW for the whole year. Under the call of the central "energy revolution", the policy implementation level will push this year to achieve the full-year goal of photovoltaic power generation or will become a hard task. Therefore, the industry has reason to expect that by the end of this year, the domestic photovoltaic power generation industry will usher in a large-scale installed peak, and distributed photovoltaic power generation projects will become the main force.

Compared with the large-scale ground power station, the distributed photovoltaic power station has long been recognized by the industry for its advantages in grid-connected convenience and potential market scale. However, the main reason for the delay in the market is that the electricity price subsidy mechanism is not clear. Insiders pointed out that with the introduction of the adjustment of the subsidy policy in the third quarter, it will provide long-term support for the high growth of related companies.

In fact, many companies have begun to develop distributed photovoltaic power plants in advance, with the intention of becoming the "prophet" of the "Spring River Plumbing" in this market.


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