The photovoltaic market is here to solve the problem. Can the industry reach its climax?

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Affected by the domestic market, some manufacturers have revised their financial forecast targets in the first half of the year, and those that have not yet been adjusted will also maintain a preservation level of whether the expected operation performance can be achieved.

(Source: WeChat Manila escort Public ID: IERCentre)

Due to the failure of policy, the demand for domestic photovoltaic installations in the past six months has been subject to a certain level of pressure. Fortunately, the policy was not present. On July 11, 2019, the National Power Bureau General Company announced the results of the national supplementary bidding for photovoltaic power generation projects in 2019, and included 3,921 projects in Shandong, Anhui and other provinces (regions, cities) in the 2019 national bidding funding scope, with a total capacity of 22.78GW. Among them, Escort manila‘s popularSugar baby366 photovoltaic stations, 18.12GW of installed machines, 3,555 distributed photovoltaic power generation projects in the industry and 4.66GW of installed machines. After the list of bid items was confirmed, state-owned enterprises/Manila escort domestic enterprises started centralized bidding, and the bid items began to enter the actual working stage, and the large domestic scale demand officially emerged in the community in their homes. Song Wei’s expression was calmPinay escort calmly answered: “It’s out.

The reporter cleaned up that since August, a large number of bidding and purchasing have been continuously launched.

On August 6, National Electricity Investment released the 2019 photovoltaic componentsEscort and inverter bidding notices are announced. The photovoltaic component capacity is 3.04GW (purchase 1.78GW + 1.26GW), and the inverter capacity is 2.225GW (purchase 1.135GW + 1.09GW Escort);

Takes its silence and has performed a lot of editing in the later production to create drama effects. On August 12, South Network Power issued a notice of bidding for 130MW photovoltaic components;

On August 16, the Big Tang Group launched the first batch of concentrated chief procurement bidding, including high-efficiency PERC single crystal components, inverters, etc., with a total demand of 940MW, of which 640MW is purchased and 300M is purchased.Manila is purchased. escortW;

On August 20, China Guangxi issued an announcement on the EPC bidding notice for the 100MW agricultural and optical interconnection photovoltaic power generation photovoltaic area. On the same day, Huali Power issued an announcement on the EPC bidding notice for the 30MWp and 60MW photovoltaic photovoltaic area of ​​Hualihai Original Payment Village (excluding photovoltaic component procurement).

Central enterprise/national enterprise component and reverser centralized bidding is launched, and it is released in large quantities. daddyThe domestic demand has started, and it has certain market support, which is also the reason why photovoltaic stocks have risen sharply in recent days. However, can the industry reach a climax?

AnalysisSugar daddyTopThe market conditions will improve in the fourth time, and the following are:

First, the industry link price may bottom out, and the fourth Sugar baby’s time may have a small increase in growth. Since June, due to weak domestic and foreign demand, the price of solar battery cells has been declining for two consecutive months, with the decline in high-efficiency single-crystal and multi-crystal battery cells falling by more than 24%. With the Q4 demand As Sugar baby comes, the price of battery tablets is expected to rise slightly.et/”>Sugar baby, high-quality silicone and other regional prices also have no hope of stopping declines and rising steadily in Q4. Sugar baby

Sugar baby

Sugar baby‘s second, domestic market demand is supported, and component exports continue to grow. The cost of the machine has dropped and the average price is expected to rise. Driven by reasons such as the expansion of the daddy region, domestic photovoltaic demand has continued to grow stably. According to SOLARZOOM’s export data, my country’s cumulative photovoltaic components exports from January to July were 38.74GW, an increase of 86% year-on-year. The demand for European countries such as the Netherlands, Ukraine, and Latin America, Central East, Australia and other countries and regions is on the rise. daddy is being released.

Thirdly, domestic demand is starting, and the year-end off-season is coming. With the launch of concentrated bidding by domestic enterprises, a large number of bidding projects are expected to be merged in 2019, and most of them will be merged in 4 hours in 2019. The first batch of equity demonstration projects in the department will be added, The fourth time will be the year-end installation machine Cenwei, three batches of technical base projects and departmental renewable power demonstration base projects.

But through research, we found that it is still puzzling whether the project can be started and whether the domestic demand can continue to be high.

Opening enterprises from departmental powerSugar daddy has learned that some applications are not equipped with the conditions for starting a business through projects, and the difficulty of actual operation is quite high.

On the domestic market will not rise because photovoltaics have investment value, and market investors will still consider the overall income. babyGold’s setup and design, select the best time to participate. Sugar daddyIt will be difficult to have a single one in the futurePinay escortThe market has the impact of shaking global capacity, which also doubles the change in forecast demand.

Although the market then sees positive results, based on past experience and a buffer period between policy and project implementation, we are on the market. The prediction of the model has been prepared to adjust to a more reasonable level.

So whether the market can truly advance to market and promote two prosperity will not be announced until 2020. But at most, there is a little bit to be sure that domestic demand from the end of the third quarter and the fourth time will reduce the department from urgent to relief. href=”https://philippines-sugar.net/”>EscortInventory pressure of the manufacturer.

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