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Optimistic about the long-term development of the photovoltaic industry. Although the global economic crisis has affected the process of the development of new energy, but whether it is in order to achieve a low-carbon economy or to seek alternative energy photovoltaic will focus on the development of future areas.
Gao Yuan Kun: With the declining cost of technological progress leads subsidies for solar cell photovoltaic power generation will be less and less parity PV will be developed. We expect the global installed capacity in 2012 will be roughly flat with 2011, but more than 75% of the growth in the Chinese market.
Inverter companies will be more benefit from the growth of the domestic market.PV module production in China has reached more than 70% of the world, the start of the domestic PV market overcapacity and limited sense of global market range cells and modules plant.
Inverter industry contrast inverter enterprises in the global market share of about 3% in the country is about 50%, the rapid growth of China's photovoltaic applications is a new inverter enterprises as the main market to the domesticincrease the demand.
We projected 2011 the global inverter industry market capacity up to about 36 billion yuan, of which up to about 20 billion domestic market, from 2012 to 2015, the cumulative global inverter market up to about 160 billion yuan, of which domestic accumulated up to 160 yuan. Domestic inverter enterprises will usher in a huge development opportunities.
Gao Yuan Kun: enterprise competitive advantage is reflected in the cost, technology, brands and services. Analysis, we think that the cost of technology, brands and services are the competitive elements of the PV solar panel inverter enterprises, domestic enterprises have an advantage in terms of cost. With the rapid increase of the capacity of the inverter, the price decline will also lead to the inverter gross profit margin slipped to an average of about 30%, at this time both the technology, brands and services is expected to receive a larger share.
Countries should intensify its efforts to concentrate around the two major aspects of the technology roadmap and industry standards. This is not only necessary to avoid causing economic losses, it is necessary to win international leadership; Third, cultivate the basis of the continued development of the scale of financing.
The photovoltaic industry is energy economy, energy economy is an economy of scale, the scale of the establishment of market-oriented financing environment to support the basic conditions for long-term stable development of the economies of scale. This is an integration of the photovoltaic industry, competitive businesses experiencing temporary difficulties, one important reason for the PV industry investment and financing environment is a very imperfect. Countries to focus on these three areas to do a good job, the photovoltaic industry in China is bound to be more powerful and will surely be more secure China's energy strategy.
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