The "the Belt and Road" leads photovoltaic enterprises to "go global"
in the strategic framework of the "the Belt and Road", the "power channel construction" is an important part. Some countries along the "the Belt and Road" are rich in light resources. Especially in recent years, the installed capacity of photovoltaic power stations in Southeast Asia, India, the Middle East, Central Asia, Africa and other regions or countries is experiencing explosive growth, which undoubtedly brings new opportunities to China's photovoltaic industry
industry insiders told that the current subsidy reduction is bound to affect the investment enthusiasm of photovoltaic developers and reduce the demand for components, inverters and other equipment. When the price of Chinese products declines, Chinese suppliers will try to find buyers in overseas markets to absorb domestic excess capacity. In addition, at present, the resistance of "double anti" in Europe and the United States has not been reduced. Therefore, "going out" will become a realistic choice for China's photovoltaic industry
developing countries become "going global" new blue oceans
China's photovoltaic installed capacity has led the world for three consecutive years, and photovoltaic module products have also increased significantly. Data show that polysilicon production exceeded 16% in 2015. 50000 tons, a year-on-year increase of 25%, double that of 2013; The output of components reached more than 43 GW, with a year-on-year increase of 20. 8％； The output of silicon wafer and battery wafer exceeds 10billion and 41 gigawatts respectively. In addition, as the economy enters the new normal, with the gradual reduction of subsidies, more and more domestic photovoltaic enterprises turn their eyes to foreign countries to find new markets. In the next few years, the "going out" of China's photovoltaic industry will become a trend
with the call of governments for "renewable energy to replace fossil energy", many countries have set renewable energy development goals. Thailand plans to achieve 25% renewable energy by 2021. India plans to achieve 20 GW of solar power generation by 2020. Some countries in eastern and southern Africa plan to increase the proportion of renewable energy to 40% by 2030
at present, in some developing countries, there are still some areas that have not been electrified. For example, Pakistan still has 7% of the population without electricity and has a large photovoltaic product market. Similar situations exist in India, Indonesia, Uzbekistan and other Asian countries. In addition, in addition, the power facilities in developing countries are not perfect and the power gap is large. Compared with developed countries, the cost of replacing traditional energy equipment with new energy equipment is low, and there is a broad space for development
the relevant person in charge of the China Photovoltaic Industry Association said that when the "going out" step of the photovoltaic industry requires, managers or operators can regularly (such as one year) back up and remove the logging, which will further accelerate. In addition to acquiring existing production capacity in traditional markets, some enterprises are actively going to Malaysia, Thailand, Vietnam, Turkey, India, Brazil and other places to build new factories, in order to avoid the "double anti" in Europe and the United States and close to the end market. Emerging developing countries have become a new blue ocean for Chinese photovoltaic enterprises to "go global"
in fact, since the domestic photovoltaic industry encountered "double opposition", China's photovoltaic enterprises have been exploring emerging markets in developing countries. As early as 2013, Asia has replaced Europe as the main export market of China's photovoltaic products. According to the data, the transaction volume exported to Asia in 2014 reached 78. US $5.4 billion, a year-on-year increase of 42. 73％。 The markets with the largest export growth are emerging markets such as Latin America, with an export volume of 4. US $8.6 billion, with a year-on-year increase of 159. 21％。
it is also understood that half of the production capacity of photovoltaic products in China is now used for export, of which 18% to 19% are sold to North America, 13% to 14% to the European Union, and nearly 60% are sold in developing countries such as Asia
"the Belt and Road" leads photovoltaic "going global"
in recent years, more and more domestic photovoltaic enterprises have focused on the international market, investing in photovoltaic power stations and establishing component factories, and the pace of "going global" in the photovoltaic industry has been significantly accelerated. For example, Zhongsheng optoelectronics is a successful case of "going global" of China's photovoltaic enterprises
shehaifeng, CEO of Zhongsheng photoelectric energy Co., Ltd., told that after the country proposed the strategic framework of the "the Belt and Road", which firmly positioned this car in the category of high-performance vehicles, Zhongsheng United Nations power investment, cecep and other central enterprises have increased the construction of power channels for the layout of the "the Belt and Road". Combined with the development characteristics of photovoltaic markets in countries along the "the Belt and Road" and the core competitive advantages of Zhongsheng, Zhongsheng proposed the development goal of "ten countries and one gigawatt". The project reserve accumulated by Zhongsheng in the first half of 2015 was 2. 6 gigawatts, equivalent to nearly US $3.9 billion, accounting for more than 1/3 of the project investment in the countries along the "the Belt and Road"
it is understood that Zhongsheng optoelectronics has built many benchmark projects in countries along the "the Belt and Road", such as Jordan, Pakistan, Malaysia, India, Turkey and Jordan. The delivery targets of csot's power station business in 2016 are: 100000 kW in Pakistan, 120000 kW in Jordan, 50000 kW in Thailand, 40000 kW in Malaysia, etc. it is expected to deliver 600000 kW by next year
other photovoltaic enterprises are also "going out". For example, TBEA and ZTE are building megawatt photovoltaic power generation projects in Pakistan and other countries; Trinasolar has determined to invest US $200million in the construction of 1. 4 gigawatt battery cells and 1 gigawatt component factory; Poly GCL invests in photovoltaic projects in India and Thailand; Jingao has built a 400000 kW solar cell plant in Penang, Malaysia; Chint invested and built factories in Vietnam and Malaysia
statistics show that by the end of last year, Chinese photovoltaic enterprises had put into operation and were under construction overseas with a battery capacity of 5.2 million KW and a module capacity of 5.71 million KW
innovate ways of cooperation to avoid disorderly competition
"in overseas markets, at present, China's photovoltaic enterprises are still facing a sharp decline in prices due to disorderly competition.
in China, no matter how competitive, domestic enterprises will benefit. In foreign countries, what we fear is that in the face of the impact of low prices brought by brother enterprises, our subsequent and existing projects will stagnate." Cui Yaping, deputy general manager of ZTE new energy, who has always attached equal importance to both domestic and international markets, said with emotion
at present, in order to achieve sustainable profits, domestic photovoltaic enterprises need to "go out" together with manufacturing and investors. "In 2017, China's cumulative aluminum consumption for automotive terminals reached 3.711 million tons. In terms of capacity cooperation, we also hope that domestic enterprises will not only transfer capacity, but also transfer some technologies appropriately and innovatively." Zhai Yongping, a representative of investors, said, "production capacity cooperation can sometimes be misunderstood. We hope that production capacity cooperation can achieve win-win results. While building factories abroad, we should also improve local technological capabilities, which is our most concern." GCL is representative in this regard. In May last year, GCL signed a strategic cooperation agreement with India Adani group and decided to build a photovoltaic manufacturing industrial park with a full industrial chain in India's mondra special economic zone. In addition, gclsi will provide one-stop comprehensive energy solutions and services for the development of power stations in India
Ashish Khanna, CEO of Tata power solar systems, India, said, "we are not worried about Chinese companies coming. We prefer to see the development of the whole industry rather than just a certain transaction. As long as the product quality is qualified, we are welcome." According to you Hongming, vice president of Trinasolar Co., Ltd., the technology of domestic photovoltaic industry is relatively mature at present. Some photovoltaic 8. To stop the use of hard objects to impact the sensor enterprises going out is not to transfer backward production capacity, but to introduce the best products and technologies abroad, promote the development of the whole industry, and promote local economic development by increasing employment and taxation
to sum up, it is not difficult for us to imagine that during the "13th five year plan" period, with the implementation of various national policies and measures to support the development of the photovoltaic industry and the continuous improvement and maturity of the domestic photovoltaic market, more photovoltaic enterprises will emerge on the international stage