Recently, Longji, the world's largest single crystal manufacturer, announced that its subsidiary Longji Leye Photovoltaic Technology Co., Ltd. and a US company signed a contract for the sale of single crystal modules in the United States on July 17, 2018 (Beijing time). US dollar, contract performance period 2019 to 2022.
At the same time, Linyang Energy signed a strategic cooperation agreement with China Power Construction Group Henan Engineering Co., Ltd. In the next three years, the two parties will supply products such as N-type high-efficiency double-sided components for 500MW overseas PV projects, project construction, project operation and maintenance, etc. The business started cooperation, and the data of Chinese PV companies' overseas market layout was once again refreshed.
In addition, Jingke, Tianhe, Artes Oriental Sunrise and other well-known photovoltaic companies in Europe, the Middle East, Asia-Pacific, Latin America and North America and other places have been reported frequently. Photovoltaic products export or production capacity overseas, has become the 'new trend of China's photovoltaic industry '.
Guofa Energy Research Institute, Green Energy think tank research found that with the expected downturn in the domestic market, the growth potential of foreign markets will increase, China's photovoltaic industry will accelerate to overseas markets, and the overseas distribution of capital and the export of photovoltaic products are showing an upward trend. China Customs' export data in the first quarter, the export volume of photovoltaic products increased significantly, and the export value increased by 16.8%. Guofa Energy Research Institute, Green Energy Think Tank expects that the export of photovoltaic industry will maintain the upward trend in 2018.
The international market is vast
Since 531, the domestic PV market has continued to slump. Due to changes in the policy environment, the expected increase in installed capacity this year is expected to be reduced by 30-35GW. Obviously, compared with last year's 53GW, there will be a 'slipdown' this year. ', followed by the increasingly fierce competition in the entire industry.
Guofa Energy Research Institute, Green Energy think tank research believes that the integration of this round of market will promote the exit of backward production capacity, and the impact on excellent photovoltaic production capacity will be very limited, they still have a considerable share in China. There is also a broader world in overseas.
In recent years, the global installed capacity of new PV has grown rapidly. In 2017, the newly installed capacity reached 102GW, an increase of over 37% year-on-year. The newly installed capacity is greater than the sum of coal, natural gas and nuclear power net loaders, with a cumulative capacity of 405GW. In addition to China, the main growth markets are Japan's 7GW, the US's 10.6GW, Europe's 8.61GW and India's 9.6GW.
This year, although China's new scale is expected to drop sharply, foreign research institutes have only lowered the forecast of new installed capacity in the world by 5-8GW, and the total amount is still around 100GW. Li Junfeng, chairman of the China Energy Research Council's Renewable Energy Professional Committee, recently said , 'In the long-term trend, from the 20 years to 2030, in the 12 years, it is estimated that the annual global installed capacity will still exceed 100GW on average, and the optimistic expectation will reach 150GW. 'National Institute of Energy Research, Green Energy think tank thinks Looking at the world, foreign countries, especially in Africa and emerging markets, the growth momentum will be very strong. For Chinese companies, the overseas market contains unlimited opportunities.
The National Institute of Energy Research, Green Energy Think Tank Research found that emerging markets such as North Africa, the Middle East, Latin America and other regions have unique potentials for the development of the photovoltaic industry, and there is also a huge demand. The resources of these regions are very considerable, of which North Africa is the world. One of the regions with the strongest solar radiation, however, by 2016, the installed capacity in North Africa and the Middle East was only 3.4 GW, accounting for 1% of the world. The rising demand for electricity constitutes a huge potential for PV installations.
For sub-Saharan Africa, the light resources are equally abundant, and the demand for electricity is more urgent. The shortage of electricity seriously affects the daily life of Africa and restricts its economic development. According to statistics, by 2050, the African population It will reach 2.4 billion, and while rapidly entering the aging society in many parts of the world, Africa's youth population accounts for half of the total population. To meet the needs of rapid population growth and to solve the employment of young people, Chinese PV companies may provide Important motivation.
In fact, with the promotion of the Belt and Road Initiative, Chinese PV companies have already begun to 'layout' with emerging markets and African countries. The National Energy Research Institute believes that the second half of this year and even the future will be a long time, 'going out. 'All will be an important strategy for China's PV industry, and the 'broad world' of overseas markets will become an extremely important growth point in the photovoltaic field.
China's photovoltaic advantage is obvious
Guofa Energy Research Institute, Green Energy think tank research believes that while the international market demand continues to grow, China has become a leader in the development of the global photovoltaic industry, and the dependence of the global market on China's photovoltaic industry is constantly improving. After years of development, China's photovoltaic technology continues to innovate and break through, leading the world, and has formed a complete photovoltaic industry chain with international competitiveness. China's new installed photovoltaic power generation has been the world's number one for five consecutive years, and its cumulative installed capacity has been the world's first for three consecutive years.
At present, 70%-90% of global silicon wafers, solar cells, and components are from China. More than 50% of inverters are from China. China is already internationally competitive. The advancement of technology is particularly evident in the reduction of power generation costs. In the five years from 2012 to 2017, China's PV module prices fell by more than 53%, and inverter prices fell by 67%. In 2017 alone, component prices fell by 10%. Today, PV installation costs are only 10 years ago. 1/10.
Guofa Energy Research Institute, Green Energy Think Tank found that the cost advantage of China's PV is particularly attractive for Africa and other emerging market countries. Beryl Lomotey, economic adviser to the Embassy of Ghana, recently told the media that from the perspective of economies of scale China's products have relatively low prices. Ghana is a low-income developing country, and Chinese companies can provide affordable PV products.
With the continuous improvement of technology, China's photovoltaic industry has become a new 'national business card', which has obvious advantages in international competition. Guofa Energy Research Institute, Green Energy think tank research found that, at present, whether from export or From the perspective of overseas investment, China's photovoltaic industry is in a leading position.
In terms of exports, from January to November 2017, China's PV products exports totaled US$13.11 billion, up 1.4% year-on-year. Currently, China's solar wafer production scale accounts for more than 80% of the world's top ten silicon wafer companies. China, China occupies 9 seats. In terms of the overseas layout of capital, at present, China's photovoltaic industry has formed a scaled industrial structure in North America, Europe, Asia, including South Africa.
Get rid of the sea and take risks
According to the judgments of many institutions at home and abroad, the prospects for global PV installations will be very broad in the next few years. According to the China Photovoltaic Association, the global installed capacity of photovoltaics will reach 163GW by 2025. SolarPowerEurope recently released 2018. The global PV market outlook report predicts that the global installed capacity of new PV will reach approximately 621.7GW during the period of 2018-2022.
Source: SolarPowerEurope
Guofa Energy Research Institute, Green Energy think tank believes that with the acceleration of economic growth in emerging markets such as South America, the Middle East and Africa, power demand will increase sharply. Under the increasingly active global climate change response, photovoltaic power generation will become a guarantee for power supply. Important options will support the continued expansion of the global market.
However, due to the different natural conditions and market conditions around the world, the layout of Chinese PV companies still needs strategic considerations. Guofa Energy Research Institute, Green Energy Think Tank Research believes that in the process of overseas distribution, understanding the market is a business. The key to success. For example, in Africa, because there are no winters in many areas, the installation of PV modules in the area requires further investigation to ensure that they can adapt to local climatic conditions.
In addition, the National Institute of Energy Research, the Green Energy Think Tank found that in the policy and market, in the process of going global, the 'localization' strategy helps companies to better adapt to the local environment, especially in response to the potential of European and American countries. On the 'double anti-risk', it is especially important to adopt a 'localization' strategy.
As the largest PV module with the world's largest component shipments, Jingke has long been 'seeing the world' and laid out the international market. For Jingke, it is 'localized' in the globalization strategy, and it is also overseas. Important strategy. According to Qian Jing, vice president of Jinko Energy, enterprises should not only have a balanced global sales network, but also have the ability to build localized supply chains, even factories, and have the ability to operate and manage well. Long-term investment, long-term service.
From the perspective of Jingke's revenue share, the overseas market has already exceeded 70%. At the same time, Jingke's organization and team operations have also completed a thorough integration of globalization and globalization. Guofa Energy Research Institute, Green The think tank believes that the leading technology plus sensible strategy is the necessary choice for enterprises to open up any market, and it is also the necessary path for the future of Chinese PV companies to densely deploy overseas markets.