According to the data from China Photovoltaic Industry Association, in 2017, the installed capacity of the global PV market reached 102GW, an increase of over 37% over the previous year, with a cumulative PV capacity of 405GW, of which 53GW was newly installed, up 53.6% YoY and 5 consecutive years Ranking first in the world, cumulative installed capacity reached 130GW, ranking first in the world for three consecutive years.
However, the export situation, the same according to the China Photovoltaic Industry Association statistics show that in January 2017-November, China's PV module exports only 94.5 billion US dollars, compared with 9.68 billion US dollars in 2016, there was a slight decline.
Export still maintained a good momentum
In addition to the above-mentioned new PV installations in China and the world, the latest report released by relevant research institutes shows that under the promotion of sustainable development plans and the enhancement of the cost competitiveness of renewable energy, the global enterprises in 2017 The total amount of signed clean energy purchase agreements hit a record high.
Although in our country, the direct procurement of renewable energy is still small, and most enterprises do not understand the concept of energy procurement. However, in the world, such third-party developers are responsible for the development and all third-party developers are under specific underwriting The business model of signing long-term power supply contracts for these photovoltaic power generation projects is considered as one of the directions for the power market reform and a strong support for the development of renewable energy such as photovoltaic.
On this basis, in recent years, the total amount of clean energy purchased by enterprises has risen sharply.The above report shows that since 2008, a total of nearly 19GW of clean energy purchase agreements have been signed by global enterprises, which is equivalent to the installed capacity of the country It is worth noting that 76% of 19GW purchase agreements are signed in 2015 and beyond.
Overall, the global PV market and even the clean energy market are still in strong growth in 2017, and the vast majority of research institutes are very active in judging for a long time in the future.
In addition, despite a certain degree of decline in China's PV module exports in 2017, according to the relevant media quoted customs export data recently, the total export components of China in January-December 2017 was estimated to be 37.9GW. Based on this data, 2017 PV module exports in 2016 compared to 21.3GW increased by about 16.6GW.
It is noteworthy that the fourth quarter of 2017, China's exports of photovoltaic products to the surge there.Industry analysis, in order to avoid the 30% import tariffs announced by US President Trump, the United States in the fourth quarter of last year, a large number of customers from China to import photovoltaic Products, making the delivery of PV modules to US customers in the fourth quarter of 2017 almost 12 times that of the first three quarters.
The global clean energy market continues to expand
According to the China PV Industry Association data, January-November 2017, China's monthly average export of photovoltaic products was 1.19 billion US dollars.
Among the photovoltaic products, the silicon wafer export market is mainly in China Taiwan, Malaysia, Thailand, Vietnam and South Korea, accounting for more than 90% of the total silicon wafer exports in these 5 regions / countries. Its share of exports increased from 2016 to 38.6% from 30%.
The export of solar cells shows a gradual increase trend. The markets are mainly concentrated in countries such as India, Brazil and South Korea. The component export markets, emerging markets such as India, Mexico, Brazil and the United Arab Emirates are gradually expanding. For the United States, due to the '201 'clause since August 2017 There is a sharp increase in the export chain.
In polysilicon, China's monthly imports are more than 10,000 tons, the average monthly import volume of 13,000 tons, the highest in September reached 17,500 tons in the second half polysilicon prices continued to rise.
The global PV market is booming thanks to China's growing photovoltaic industry, but also benefit from advances in technology.China PV Industry Association data show that the past two years the efficiency of cell conversion efficiency has increased from 0.3% -0.5% in the past to Now 1%; monocrystalline industrialization from last year's 20% to 21.3% now, polycrystalline also increased from 18.5% to 19%; P-PERC maximum conversion efficiency breakthroughs, of which Crystal Division reached 23.45 %, And Longji achieves 22.7% .Production technology: Selective emitter junction, front oxidation, thin line printing, MBB, LBSF graphics and slurry optimization, PERC cell production efficiency is expected to reach 24.2% level.
