SMM9 March 21: according to recent reports, Tianyan professional version of data show that China currently has more than 286000 enterprise names or business scope including "photovoltaic", and the status of in-business, survival, migration, emigration of photovoltaic-related enterprises, of which, more than 30% of the related enterprises registered capital of more than 10 million. As of Sept. 18, subject to industrial and commercial registration, data from SkyEye Professional Edition show that China has added more than 36000 photovoltaic-related enterprises (all enterprise status) this year, including 16000 in the second quarter, an increase of more than 114.5% month-on-month.
Reflected by the large number of new photovoltaic enterprises, the new photovoltaic installed capacity has also increased significantly. According to the latest household photovoltaic installation data released by the National Energy Administration, the total installed capacity of household photovoltaic projects newly included in the national financial subsidy scale in August 2020 is 1.016 million kilowatts. By the end of August 2020, the country has accumulated 3.9494 million kilowatts of installed capacity of household photovoltaic projects on the scale of national financial subsidies in 2020. The total scale of household use in 2020 is 6GW, and there is still about 2.06GW left at present.
In April this year, the National Energy Administration issued a notice on matters related to the preparation of the 14th five-year Plan for the Development of Renewable Energy, pointing out that renewable energy will become the main body of the increase in energy consumption during the 14th five-year Plan period. and put forward the strategic goal of non-fossil energy consumption accounting for 20% in 2030. According to the plan of the Energy Bureau, the report on the study of the 14th five-year Plan for Renewable Energy Development will be completed by the end of September, the 14th five-year Plan for Renewable Energy Development (draft for soliciting opinions) will be completed by the end of November, and the National 14th five-year Plan for Renewable Energy Development (draft) will be formed by the end of March 2021.
According to Warburg Securities, the strategic target of 20% of non-fossil energy consumption may be completed ahead of schedule, and new photovoltaic installations are expected to maintain high growth. According to the existing energy consumption and the proportion of non-petrochemical energy consumption in China, if the proportion of non-petrochemical energy consumption is further increased, it is expected to bring 70GW increment to the newly installed photovoltaic, compared with the 20-year expected annual 40GW data to achieve high growth.
In terms of photovoltaic power generation connected to the grid, according to the data of the National Energy Administration, in the first half of the year, the national photovoltaic power generation capacity was 127.8 billion kilowatt hours, an increase of 20 percent over the same period last year. The number of hours of photovoltaic utilization in Northeast China was the highest, reaching 771 hours, down 19 hours from the same period last year, while that in Central China was the lowest, reaching 493 hours, an increase of 46 hours over the same period last year.
According to the data of New era Securities, the domestic photovoltaic demand in the third quarter is still optimistic, with household, UHV, parity and other project support, the fourth quarter parity resonates with the bidding project, the demand is expected to exceed expectations. The impact of the epidemic in overseas markets is gradually decreasing, and the pulling effect of falling prices on demand is expected to be further highlighted in the future. Due to some accidents of silicon production line, there is an imbalance between supply and demand of silicon in the short term. Due to the strong downstream demand and tight supply and demand, the price of the photovoltaic industry chain has risen as a whole. At present, prices are stabilizing.
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