According to a veteran of the photovoltaic industry, the past 2017, for the industry, is a rare and stable year, many manufacturers have a good life. But the expected boots should be dropped. On December 19th, the industry had long been psychologically anticipated but the price cuts that were frightened when they were seen were unexpected. The on-grid tariff of PV power plants put into operation after January 1, 2018, the on-grid tariffs of Class I, Class II and Class III resource areas are adjusted to 0.55 yuan, 0.65 yuan and 0.75 yuan per kWh (including tax). The distributed photovoltaic power generation project adopting the “spontaneous self-use and margin online†mode, the total electricity subsidy standard is reduced by 0.05 yuan, that is, the subsidy standard is adjusted to 0.37 yuan per kWh (including tax). This price cut, compared with some previous news, is not the worst result for the industry. After the price cut, what is the impact on the market? How will the pattern of products and services change? Who will be more squeezed, who will seize the opportunity? This round 1230 has passed, what will happen to the next 630? Who depends on the cost reduction? At the recent 2017 China PV industry annual meeting, some industry leaders said that according to his calculations, for every 1 cent in electricity price, the EPC cost of photovoltaic projects should be reduced by 8 cents to ensure a reasonable profit. Another big saying is that EPC costs have to fall by 7 cents. In fact, cost is a comprehensive concept, and it is not completely controlled by the industry itself. Shi Dingqi, the president of the China Renewable Energy Society, has repeatedly mentioned in his public speech that non-technical costs are still an obstacle to further reducing the cost of photovoltaic projects. For example, the cost of land and financing remains high. The chairman of a central SOE solar company also said that the land tax of some projects has already eaten all the meager profits of the power station. However, these factors are basically external force majeure. You can write another article. This article will not be developed. Can not manage the outside world, first ask yourself. Whether it is 7 cents or 8 cents, it is related to the scale and life cycle. In the final analysis, the project yield can be counted as a post. As we all know, component costs account for the highest proportion of total system cost. How much more components can be dropped has become a concern of many people. The head of the marketing department of a wire component manufacturer believes that this should be understood from two aspects. On the one hand, the requirements of the national policy level are definitely cheaper Internet access, and the PV price will definitely drop. Ultimately, the subsidy of this crutches will be thrown away. This is the general trend. The purpose of improving efficiency is to reduce the cost of electricity. Sending more electricity can also save costs such as land, materials, inverters, and combiner boxes. He stressed that for the photovoltaic industry, it should not be said that the component price cuts, but should be the industry price cuts. "Although corporate income is still ok last year, the profit margin may be 2% this year. Some component companies may even lose money. The gross profit margin of other links is more than 30% and more than 40%. It should be more Compressed space. This should also be the main reason for the cost reduction this year." In fact, his component companies are also expanding production. "The wafers and batteries are expanding, because the components are expanding." The previous wafer capacity and components and batteries were out of touch, so plans and plans were made in 2017. Preparation, capacity will be released in 2018. He believes that the expansion is also a way to reduce costs as a whole. "This is a must-expand. Silicon wafers, batteries, and components are basically in short supply. The increased production capacity is for some customers who have not been able to get our products before. Many customers can't go to other manufacturers because we can't supply them. ". For the cost reduction problem, Lu Chuan, president of Zhejiang Zhengtai New Energy Development Co., Ltd. admitted that there is still pressure in 2018 after the price drop. "There may be 0.5 points in the return rate, which is almost the difference of 4 cents, leaving 4 hairs. Money needs to be worked hard with the installers and developers." The mainstream products are changing? After the adjustment of electricity prices, the market share of photovoltaic products changes, insiders of a certain line component manufacturer said that polycrystalline will be relatively stable. For example, the polycrystalline component used in the past is 270. In the second half of the year, it may not meet the 8% yield requirement, and it may be necessary to replace the higher-end components. Polycrystalline components are currently more than 275, 280 is not much, may need to make some improvements, to use black silicon + PERC technology, but the transformation takes time, there will not be much improvement in the short term. The above-mentioned people believe that the mainstream products of polycrystalline in 2018 will not change much. “Everyone wants to increase the efficiency of polycrystals, but the efficiency of polycrystalline application technology is not as high as that of single crystals, so single crystals will be given priority. In addition, equipment investment, including technology investment in research and development, has continuity. Last year and the previous year More than a single crystal mainstream." He believes that the focus now is on single crystal, single crystal has some new technology is better, such as double-sided double glass, is made with PERC technology, the front can be 300 or 305, the reverse side has nearly 75% of the power It can increase the power generation by about 8%-14%. "If you can increase this high power generation, the overall price is now going down, and the speed is quite fast. In May last year, the price was 3-5-3, and now it has basically fallen to 3-3. With the price reduction of the PERC battery, the price will go further down, so it can be counted." He believes that the combination of half-chip and shingle technology should have a very good effect. "If you don't do this, the benefits will not be met after the second half of the year, and others will not vote. The market demand will force you to progress." The above-mentioned person said that the obvious demand in 2018 will be that the demand for single crystal will be further increased. How is the component market going? For the recent major single-crystal manufacturers have a large price cuts, the component manufacturer analysis, mainly because it is now a single-crystal gap period, because many projects were designed last year, the design is using polycrystalline products Because the price of polycrystalline is low last year, it is basically around 2.8 yuan - 2.9 yuan, and the price of single crystal high efficiency PERC components is basically 3.4 yuan, with a price difference of nearly 5 cents, customers are willing to use polycrystalline. So in the near future, the demand for single crystals is less. "The previous design cannot be changed. If it is changed, it must be changed a lot, including budget and cost accounting. It also involves many places, especially poverty alleviation projects. Once the plan is reported, it cannot be changed. So there is no way, only on." He admits that the price reduction of single crystal products is temporary. Regarding the trend of the 2018 annual meeting of single crystal products, the above-mentioned people admit that they are also discussing inside. He personally believes that the market share of conventional single crystals will be less and less, "the component share of 280, 285, 290 is slowly gone, the components of efficient 300, 305, 310, or the components of the double-sided 300, 310. The market share will become larger and larger, and will even completely replace the conventional single crystal." Wang Yingge, assistant chairman and marketing director of Longji Leye Photovoltaic Technology Co., Ltd., the world's largest manufacturer of monocrystalline silicon photovoltaic products, also said at the 2017 China PV industry annual meeting that industrialization will continue in 2018, and efficiency will strive to break through 22%. In the second half of 2018, we hope to eliminate products below 300 watts. From the time dimension, the component manufacturer believes that the price of monocrystalline modules in the first quarter of 2018 should go down a bit, on the one hand because of the traditional off-season, plus less start-ups and less demand before and after the Spring Festival. In addition, it is also because it will involve the double reverse of the United States and India. "Double-reverse basically will produce results at the end of February and early March. Before the results, everyone will grab the equipment. If the results are not robbed, the market will be gone. Many products will be transferred to China, and the domestic supply will be oversupply." For the second quarter of 2018, he believes that component prices will go up because many customers want to purchase products. "We believe that this year's 630 may be a bit more violent than in previous years." Will market choices decrease? At the recent PV industry conference, many industry leaders said that the future will be the stronger the stronger and the weaker the weaker. A certain line of component companies also said that the future share of SMEs will become smaller and smaller. "After 2016, many people think that the small factory has been very moisturized. In fact, it is mainly because the short-term supply in the market is in short supply. The orders of the big factories are full, and they can't do it, and find some factories to do OEM work." He believes that this is a short-term prosperity. With the expansion of first-tier manufacturers in place, the market space for SMEs will be compressed. There are also leading companies in inverters that the household market is hot, and customers value brands, services and comprehensive strengths. Their advantages are even more obvious. But many second-tier companies in the industry don't think so. "We have been running on the distributed track for three years and must start the new track." In recent years, the outstanding performance of the inverter manufacturer Guangzhou Sanjing Electric Co., Ltd. General Manager Ouyang Jiayu said that the entire 2017 three One thing that Jingdian did was home photovoltaics. "Scale is not something that leads everything. Value is something that leads everything. Our value must be unique in order to compete with large-scale enterprises." He stressed that Sanjing Electric's investment in home photovoltaics is strategic. He admits that although Sanjing Electric is not as large as the other two peers, it has doubled its growth in the past and will double in the future because it has gained market recognition at the value level. Sanjing Electric intends to be a platform service provider for data energy management, as well as a traditional control panel, which belongs to the energy management section. It is hoped that new energy generation, storage and electricity use will be closed through digital platforms, based on closed loops for civil and industrial and commercial buildings. stand up. Ouyang Jiaxuan emphasized that self-use is the general trend, and Sanjing Electric product line is basically self-sufficient. In addition, the energy storage era will surely come. Digital energy management must be the development, storage, consumption and integration. He also believes that the competition in the field of household photovoltaics in 2018 will be extremely fierce. “Small factories may go a little bit more tired,†concludes a line of component companies. As long as the household market dividend has not subsided, the big fish and small fish in the industry will have their own niche. A certain line of component companies said that the household market will definitely be bigger and bigger, and there is already consensus within the company. However, it has not yet been finalized to determine how much the household market will be in 2018. It is 100,000 sets and 200,000 sets. Still 500,000 sets. The goal of Luchuan, the president of Zhejiang Zhengtai New Energy Development Co., Ltd., is very clear. The goal of Zhengtai New Energy's household use in 2018 is to make 200,000 sets. "According to the standard power conversion, 200,000 is the target, which is more than 600 megawatts of installation." For investors, after the price cut, the industry veterans sent a few words: to strengthen planning and site selection, optimize system design, improve system efficiency, and at the same time improve project construction quality, strengthen power station operation and maintenance technology management . That is to say, from planning and design, product selection to construction and operation and maintenance, this series of things must be done in a fine manner, and the rough and leafy must not work. The photovoltaic industry has indeed arrived at a time when it is necessary to completely bid farewell to extensive development.
Mini Dry Bath Incubator, Mini Dry Bath HC with Cooling,Mini Cooling Dry Bath
Topscien Instrument(Ningbo China)Co.,LTD , https://www.centrifugesupply.com