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Household PV development exceeded expectations, efficient and intelligent products became a new trend
The latest data shows that last year China's new PV installed capacity reached 53GW, accounting for more than 50% of the world's new installed capacity, and has become the world's number one in terms of new installed capacity for five consecutive years. Among them, distribution has become the main force for the growth of China's photovoltaic industry. The newly installed capacity has exceeded 19GW, a year-on-year increase of 3.7 times. In the wave of distributed development, household PV has become a bright spot in the highlights of 2017. The data shows that in 2017, the number of household PV installations in China exceeded 500,000, which is attractive.
Looking forward to 2018, although the subsidy has been lowered again, the downward adjustment is not large, and the electricity price of poverty alleviation projects has not been lowered. It is expected that household photovoltaic and photovoltaic poverty alleviation will continue to be the backbone of market development, and the photovoltaic market in 2018 is still expected. On the other hand, in the strong rise of China's photovoltaic industry, it is also constantly subject to trade disputes such as “double-reverse” and “201” investigations in Europe and the United States. The “going out” situation of the photovoltaic industry is not optimistic.
Will the household PV market continue to “fire”? In the continuous "reduction of costs and efficiency", has the development of photovoltaic inverters encountered bottlenecks? What impact will the US “201” survey bring to the industry?
Household market will continue to be hot
From the germination of 2015 to the outbreak in 2016, the development of distributed photovoltaics has been unstoppable in recent years. Breaking through the 19 GW installed capacity is amazing, knowing that the cumulative installed capacity of distributed PV at the end of 2016 was only 10.32 GW. According to the latest policy, after four consecutive years of constant maintenance, the distributed photovoltaic subsidy in 2018 was lowered by 0.05 yuan / watt. Will the subsidy's retreat end the fiery state of the distributed PV market? The answer is no.
Inverter costs will continue to decline
In recent years, under the requirements of “reducing costs and increasing efficiency” in the entire photovoltaic industry, the price of photovoltaic inverters has been declining year after year. The latest data shows that the price of inverters has reached 0.2 yuan/watt. After a continuous price cut, has the price of the inverter already reached a bottleneck? Under this circumstance, what means should inverter manufacturers continue to reduce costs and increase efficiency? Although the price of inverters has been hitting new lows in recent years, there is still room for cost reduction, so the price of inverters will continue to decline in the next few years, but the decline will be smaller. Compared to 2015 and 2016, the price of the 2018 inverter will not fall as much.
In the face of continued downward pressure on costs, companies should achieve cost reduction through technological innovation. As an electronic product, the supply chain of the inverter is completely different from the photovoltaic cells and components. The main means of reducing costs still needs to work hard from the technical level. Specifically, it is to make the inverter smaller and lighter by applying some efficient components and better product solutions; or to combine technology innovations such as smart energy management and intelligent operation and maintenance to develop more efficient and intelligent. New product.
In the era of power generation, the quality of inverters has also received much attention. Regarding quality, supervision by the State Administration of Quality Supervision, Inspection and Quarantine, and public opinion supervision are incentives for manufacturers, which allows manufacturers to pay more attention to quality issues and promote good development of the industry. In general, after ten years of development, China's inverters have been steadily improved in terms of quality and stability, but there are still some manufacturers that do not pay attention to quality and only pay attention to price. Under the preference of consumers for products, these manufacturers are bound to be gradually eliminated by the market.
Trade disputes or lead to a decline in the price of photovoltaic products
Recently, US President Trump announced that he will impose a 30% tariff on solar products imported from the United States; and not long ago, the Indian government also proposed to increase the temporary tariffs on Chinese PV products by 70%. In these two trade disputes, the Chinese PV industry is targeted. Coupled with the EU's "double opposition" to the Chinese PV market, China's photovoltaic industry is "going out" facing difficulties.
In view of the current trade disputes suffered by China's PV industry, if the United States and India both implement trade control on China's PV industry, it will definitely have an adverse impact on China's PV development. If we do not have further countermeasures, it will cause further decline in the price of the entire industry chain. As far as the domestic market is concerned, it is difficult to replicate the grand occasion of 2017 in 2018, so in the case of a slowdown in domestic demand, the existence of international trade disputes will cause the price of photovoltaic products to fall. However, these effects are only temporary and cannot form a substantial obstacle to the overall development of China's photovoltaic industry. Because compared with 2011 and 2012, the current Chinese PV industry has already occupied 50% of the global PV market, and has already got rid of the embarrassing situation of the two outside; and after the storm of 2011-2012, the domestic The enterprises and markets are more mature, and the international trade disputes are more calm. The restrictions on overseas markets will also stimulate the development of the domestic self-use photovoltaic market on the other hand. Therefore, in general, the existence of international trade disputes may cause the price of photovoltaic products to decline in the short term, but it still cannot stop the pace of China's photovoltaic industry moving forward.
Looking to the future: expecting power station rating standards
In the quality and reliability of products, an objective assessment of the company and related customers is essential for those who insist on product quality. Among these third-party certification bodies, Optel portable component EL testers have a highly recognized advantage, because the persistence of values takes time to polish, and it takes time to accumulate deposits. Opte will not be used for some reason. Change the standard requirements, in the future of distributed photovoltaic development, more integrated into the quality inspection of photovoltaic products. The performance of the power station is measured by the Optel portable component EL tester. It will greatly improve the quality of photovoltaic power plants and enable enterprises to play a good reference role in the management and operation of power stations.
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