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Mobile WebSiteAccording to reports, the photovoltaic policy framework in 2020 has been basically determined, and the general tone and operating methods will not change much compared with the policies in 2019. The consultation draft is expected to be issued in the near future. According to CPIA's estimates, new subsidized photovoltaic projects will exceed 30GW in 2020.
The impact of the rapid subsidence of photovoltaic subsidies is gradually being digested. In 2020, China ’s installed capacity will resume high growth, driving global demand growth by more than 20%; and after years of industry development, capacity bottlenecks in all links have basically been eliminated, and the industry pattern has entered an accelerated integration period. It is recommended to pay attention to the leading companies in various aspects of photovoltaics.
As the cost of photovoltaic investment continues to decline, photovoltaics has become economical in many regions of the world and has become the most economical form of energy in the region. The disturbance of subsidy policies on installed demand will be flattened. And because it does not rely on government subsidies, the industry's cash flow will gradually become healthy, leading companies will be strong Hengqiang. It is recommended to actively pay attention to the medium- and long-term growth space of the industry driven by parity and investment opportunities brought by short-term expected repairs, and actively embrace leading companies in the industry.
xperts believe that the next year's on-grid tariff subsidy policy will be earlier than this year, and it is expected to be implemented in the first quarter of 2020, which will provide more sufficient preparation time for the implementation of new projects next year. Therefore, it is expected that the new domestic PV grid-connected capacity will grow rapidly on the basis of this year's weak demand. Overseas, the drop in the price of monocrystalline PERC modules in China will expand the scope of overseas photovoltaic parity online, which will help stimulate the continuous release of overseas demand. Global photovoltaic demand is expected to maintain rapid growth next year, and domestic demand will obviously pick up compared to this year.
Guoxin Securities believes that the domestic installation wave in 2019 has gradually increased by the end of the third quarter, and it is likely that it will increase demand in 2020. At the same time, 2020 will be the last year of new subsidies for photovoltaics in China. Rush installation. " From a global perspective, 178 countries around the world have signed the Paris Agreement, which will gradually increase the demand for photovoltaic power generation. It is expected that the new installed capacity of global photovoltaics will continue to maintain rapid growth. The demand for photovoltaics will grow rapidly in 2020, and the three main lines of the industrial chain have strong logic to be verified: 1. The domestic battlefield will gradually become the main focus of the photovoltaic market in the second half of the year; Bringing room for growth. 3. From 2019 to 2020, with the introduction of new technologies such as heterojunction and PERC +, equipment manufacturers will be the first to benefit from the release of new product orders, and focus on the relevant targets for the accumulation and development of core equipment with multiple generations of battery chips.
