On September 19, Li Junfeng, deputy director of the Energy Development and Reform Commission, said in a commentary in Wuxi, Jiangsu Province, “As China’s production capacity increases too fast, it is inevitable that China’s PV market will be overcapped next year.†He also pointed out that the photovoltaic power generation industry will meet next year. To the bottleneck.
The reporter found that at present, China's PV industry has revived the expansion boom two years ago, and all major battery and component manufacturers in China have significantly increased their production targets. The reporter learned from the Wuxi New Energy Conference held on September 17 that Wuxi Suntech, Hebei Jingao and Suzhou CSI Artes have large-scale expansion plans next year.
In addition, statistics from the global photovoltaic network show that from the end of last year to the first half of 2010, China's solar energy companies expanded production to about 20GW, and in the first half of this year, global PV module shipments were 7GW, which is the highest peak in history. In this regard, industry insiders said that if the solar PV application market fluctuates in 2011, overcapacity may occur.
Application market foundation is weak
Li Junfeng said, "In fact, the current market for photovoltaic power generation applications is very weak. At present, only a few countries are serious about doing this market. At present, many people are optimistic about the US market, but the US market will take a long time to start. Another phenomenon is also It is worth noting that Obama is basically not mentioning new energy, and India in emerging markets is saying that it is doing much less. Our country is pouring cold water after the tender."
"From a global perspective, the PV application market is still very weak. Due to the rapid increase in production capacity in China, the surplus will be inevitable next year. At present, the shipment of Wuxi Suntech components has reached 800MW, only 700MW last year; Changzhou Trina Solar Shipment volume of 420MW, unchanged from last year." Li Junfeng said.
For the problem of overcapacity, CSI Artes CEO Xiao Xiaoying told reporters that “in the medium and long term perspective, there is certainly no surplus in the new energy industry. There may be some development imbalances in the short term, and this industry will still be in the next five years. There is a lot of room for development."
PV companies are busy expanding production
Judging from the current plans of various PV companies in China, Li Junfeng’s statement is not without facts. "Daily Economic News" reporter learned from Wuxi New Energy Conference that 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 catching up is also very fast. The company will target the capacity at the end of this year as 1.8GW, will continue to expand production next year; Suzhou photovoltaic cell manufacturer CSI Artes will double the battery capacity to 1.3GW next year.
Xiao Xiaoying said, "I have confidence in the company's growth next year. We are expanding at our own pace and will not manage the short-term changes in the market."
According to statistics from Global Photovoltaic Network, from the end of last year to the first half of this year, China's solar energy enterprises expanded their output to 20GW. In addition to Suntech, Tianwei Yingli, CSI Artes, Trina Solar and other large enterprises, there are 10GW total output. In addition, some SMEs are also actively increasing production to meet market demand.
On the one hand, the company develops an ambitious development plan, and on the other side, the prophecy that "the market is not as big as imagined." Meng Xianyu, vice chairman of the China Renewable Energy Society, once said that renewable energy, including photovoltaic solar energy, is positioned as a strategic emerging industry, but it is far from universal. According to the long-term plan, renewable energy will play an important role in 2030, and it will become an important part of the main energy source in 2050.
The reporter found that at present, China's PV industry has revived the expansion boom two years ago, and all major battery and component manufacturers in China have significantly increased their production targets. The reporter learned from the Wuxi New Energy Conference held on September 17 that Wuxi Suntech, Hebei Jingao and Suzhou CSI Artes have large-scale expansion plans next year.
In addition, statistics from the global photovoltaic network show that from the end of last year to the first half of 2010, China's solar energy companies expanded production to about 20GW, and in the first half of this year, global PV module shipments were 7GW, which is the highest peak in history. In this regard, industry insiders said that if the solar PV application market fluctuates in 2011, overcapacity may occur.
Application market foundation is weak
Li Junfeng said, "In fact, the current market for photovoltaic power generation applications is very weak. At present, only a few countries are serious about doing this market. At present, many people are optimistic about the US market, but the US market will take a long time to start. Another phenomenon is also It is worth noting that Obama is basically not mentioning new energy, and India in emerging markets is saying that it is doing much less. Our country is pouring cold water after the tender."
"From a global perspective, the PV application market is still very weak. Due to the rapid increase in production capacity in China, the surplus will be inevitable next year. At present, the shipment of Wuxi Suntech components has reached 800MW, only 700MW last year; Changzhou Trina Solar Shipment volume of 420MW, unchanged from last year." Li Junfeng said.
For the problem of overcapacity, CSI Artes CEO Xiao Xiaoying told reporters that “in the medium and long term perspective, there is certainly no surplus in the new energy industry. There may be some development imbalances in the short term, and this industry will still be in the next five years. There is a lot of room for development."
PV companies are busy expanding production
Judging from the current plans of various PV companies in China, Li Junfeng’s statement is not without facts. "Daily Economic News" reporter learned from Wuxi New Energy Conference that 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 catching up is also very fast. The company will target the capacity at the end of this year as 1.8GW, will continue to expand production next year; Suzhou photovoltaic cell manufacturer CSI Artes will double the battery capacity to 1.3GW next year.
Xiao Xiaoying said, "I have confidence in the company's growth next year. We are expanding at our own pace and will not manage the short-term changes in the market."
According to statistics from Global Photovoltaic Network, from the end of last year to the first half of this year, China's solar energy enterprises expanded their output to 20GW. In addition to Suntech, Tianwei Yingli, CSI Artes, Trina Solar and other large enterprises, there are 10GW total output. In addition, some SMEs are also actively increasing production to meet market demand.
On the one hand, the company develops an ambitious development plan, and on the other side, the prophecy that "the market is not as big as imagined." Meng Xianyu, vice chairman of the China Renewable Energy Society, once said that renewable energy, including photovoltaic solar energy, is positioned as a strategic emerging industry, but it is far from universal. According to the long-term plan, renewable energy will play an important role in 2030, and it will become an important part of the main energy source in 2050.
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