Time: 2019/1/18 9:00:03 Source: Economic Observation Network Author: Views: 3 times

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It was learned from the China Photovoltaic Industry Association that in 2018, the total export value of domestic photovoltaic products (silicon wafers, cells, modules) reached 16.11 billion US dollars, the highest level after the "double reverse". Specifically, the export volume of each link exceeded that in 2017, of which the export volume of modules was about 41GW, a year-on-year increase of 30%, the highest increase in photovoltaic products.

Photovoltaic industry analysts told the Economic Observer Network that such an export structure is due to the fact that the overseas market itself has a large upstream (polysilicon) production capacity, and on the other hand, in the current global photovoltaic industry division, the international market is mainly As the application market of photovoltaic terminals. China is the most important production supplier and the largest application country in both the upper, middle and lower reaches of the industry.

Regarding the foreign trade environment in which the photovoltaic market is exposed to this year, Wang Bohua, deputy director and secretary-general of China Photovoltaic Industry Association, concluded at the "Photovoltaic Industry Development Review in 2018 and 2019 Situation Outlook Seminar" held on January 17: "Overall The pros outweigh the cons.”

In August 2018, the EU announced that the anti-dumping and anti-subsidy measures against China's photovoltaic products would be terminated after the expiration of September 3 of that year, which means that the EU's five-year "anti-dumping" against my country has come to an end. Wang Bohua commented on this: "Canceling the restriction order is the most beneficial decision for the entire EU, which will truly achieve mutual benefit and win-win for the anti-dumping industry. At the same time, it also has a good guiding effect on other markets."

According to Wang Bohua's introduction at the above-mentioned meeting, in 2018, the market concentration of the major exporting countries and regions of modules continued to decline, forming a diversified market combining traditional markets and emerging markets (South America, Middle East and North Africa). At the same time, judging from the overseas investment and completion of domestic photovoltaic companies, the overseas layout is being integrated, and the construction of power stations has also begun to go out.

A reporter from the Economic Observer Network learned from the China Photovoltaic Industry Association that in 2018, China's photovoltaic products were mainly exported to South Korea, India, Japan, Australia, Mexico, Brazil, Ukraine, the Netherlands, Vietnam, Egypt, the United Arab Emirates and other countries. In addition, under the influence of the "201" double-countermeasures, China's direct export of photovoltaic modules to the United States was only US$31.41 million, a year-on-year decrease of as much as 90%.

In 2019, will China's photovoltaic industry usher in a better year? Wang Bohua said: "At present, we are facing a complex internal and external situation, and the industry is under great pressure to stabilize growth and maintain stability."

On the international side, Wang Bohua judged that the photovoltaic market prospect is relatively optimistic, and the current international installed capacity market is forming a situation of blooming everywhere. In terms of the domestic market, there is no problem with "a market of a certain size".

"The Chinese market is relatively optimistic. Up to now, the Chinese market is still a policy-oriented market. Of course, the global market is the same. The policy has a great impact on the development of the industry. Even after the Internet is truly affordable, we still need policy support. "Wang Bohua said.

In view of the impact of the new policy of 5.31, the domestic market has encountered certain setbacks in the short term, Wang Bohua believes: "At present, there is still inconsistency between stable growth and industry integration, and there is a growing and periodic surplus of production capacity. Tendency, the industry needs integration to move towards healthy and sustainable development.”