To play the role of "service oriented government, decision-making", China electronic information industry development institute released the photovoltaic industry development white paper (2015 edition) ", aimed at comprehensive carding 2014 and photovoltaic development situation in our country in the world, from innovation progress, application promotion, business development, investment and financing, such as policy environment dimension summarizes photovoltaic industry development characteristics, analysis the facing problems in the development of photovoltaic industry in our country, looking ahead to 2015 photovoltaic industry development trend, and puts forward Suggestions on development of photovoltaic industry under the new situation.
Sadie, a think-tank, believes that in 2014, is China's photovoltaic industry after a storm comes a calm.
Industry scale, rapid growth in the global and domestic market, under the drive of photovoltaic industry in our country has got a rapid growth. Polysilicon, wafers, cells, and component output reached 132000 tons, 38 gw, 33 gw and 35 gw, maintain the growth rate of more than 25%, which accounts for more than 40% of global, silicon wafers in the global market share of 73%, scale of photovoltaic industry in our country of the world's first position further consolidated.
Photovoltaic enterprise, enterprise development in the 2011-2013 years of continued losses, 2014 warming trend obviously, effective improve capacity utilization, polysilicon, wafers, cells, and the components of the top ten enterprises capacity utilisation rates are above 85%, most of the photovoltaic enterprise profitability and backbone enterprises gross margin most back to double digits, got improved operating conditions.
Technology progress, our country industrialization production of ordinary structure polysilicon batteries average conversion efficiency of 17.8%, monocrystalline silicon cell conversion efficiency up to 19.3% on average, a world leading level. Multiple printing, the PERC technology, HIT, the IBC, efficient battery production technology such as the black silicon technology already in use or developing. Polysilicon production total cost down to $15 / kg, the components of silicon photovoltaic enterprises advanced production cost has dropped to $0.46 per watt, system installed cost reduced to 8 to 9 yuan/tile, part of the distributed power even down to 6 yuan/watt.
Market development, under the policy of stimulating, photovoltaic market in China for two consecutive years maintained a growth rate of more than 10 gw. New pv installed capacity of 10.6 GW in 2014, of which 2.05 GW distributed photovoltaic system, accounting for 19.3% of the total installed capacity, increased by 13% year-on-year. The cumulative photovoltaic (pv) grid installed capacity of 28.05 GW, photovoltaic power generating capacity of about 25 billion KWH, year-on-year growth of more than 200%.
Industry investment and financing ways in 2014, there have been more and more investment company and photovoltaic enterprise cooperation, set up photovoltaic power station corresponding funds, enter the photovoltaic power station operation, or set up a professional investment company, investment of the downstream photovoltaic power plant development and operation. Banks and other financial institutions are starting to moderate into the field of photovoltaic power generation. At the same time, in addition to the traditional bank loans, such as shareholders, capital market financing guarantee financing model, the outstanding domestic has begun to emerge, financial leasing, asset securitization, raise plant assets secured financing new financing model. And as the industry "Matthew effect" gradually fermentation, industry merger and reorganization of gradually to speed up.
Policy support, in 2014, in the spirit of "the no. 24" file, the ministry of industry and information technology, energy administration departments have issued a series of supporting policies, perfecting China's photovoltaic industry policy system. The local level, already had more than ten provinces of photovoltaic electricity or investment subsidies.
Warming in the photovoltaic industry in our country at the same time, the photovoltaic industry and market development in our country there are still some problems to be solved, including the pv application market still need to improve, policy implement has yet to be strengthened, export situation is not optimistic, mergers and reorganization process remained block, product quality problems can not be ignored, the characteristics of the financial support to strengthen and so on.
Looking ahead to 2015, photovoltaic industry will face a complicated situation at home and abroad, both the domestic industry development policy environment continues to improve, the good and the international trade protection and policy change in export market uncertainty. But on the whole, domestic and foreign photovoltaic market will continue to maintain rapid growth, scale of photovoltaic industry in China will also continue to expand, then at the same time, the industry of evergrande, the weaker the weak "Matthew effect" will continue to ferment, will further enhance industry concentration. At the same time, technological progress and decrease the cost of photovoltaic power generation will remain the industry development of the theme, with Europe and the United States and other developed countries by publishing the million kilowatt photovoltaic advanced manufacturing plant "or acquisition efficient battery manufacturing enterprises to carry out the strategy of pv manufacturing regression, expect the photovoltaic industry technology will become increasingly competitive, enterprise technology r&d and industrialization capability need to be further strengthened.
Sadie, a think-tank, puts forward five countermeasures and Suggestions, one is science to develop photovoltaic target, cooperate with the boot sector; The second is to expand the domestic photovoltaic applications, open up overseas emerging markets; 3 it is to guide the industry merger and reorganization, stop the vicious competition of the industry; Four is to strengthen the fact dialogue communication, improve the financial support; Five is to improve the relevant systems and mechanisms, promoting the development of distributed photovoltaic power generation.
