2013年12月4日星期三

Start the domestic PV market installed

Power solar modules are issued by the DC , the exchange must be changed by DC , to access the grid or load . Photovoltaic solar inverter system is essential for the device , the proportion of the cost of the PV system from about 10 % to 13 %.

Europe is the first rise of the global PV area , and its inverter technology is a world leader . SMA global market share of over 40% in Germany . In addition, the United States and Japan, several manufacturers have a strong strength , the world's top five vendors' market share exceeds 70%. Since China started late solar end market , the domestic small scale PV inverter manufacturers , domestic PV inverter technology, performance and other indicators of stability and imported products have a certain gap.

Domestic PV installed capacity market , mainly from the large-scale photovoltaic demonstration power plant and the " Golden Sun Demonstration Project" Energy Board. In 2010, the National Energy Board set up the second batch of tender plants total size of 280MW, a total of 13 projects. Golden Sun Demonstration Project for critical equipment ( PV modules , inverters and storage batteries ) by winning 50% of the agreed price to give subsidies, other costs according to different project types respectively 4 yuan / watt and 6 yuan / watt given a fixed subsidy . This projection, Golden Sun Demonstration Project power plant construction costs about 7-8 yuan / watt, from 2010 to 2011 the recoverable cost of investment. Under the Golden Sun Demonstration Project , the domestic photovoltaic power plant has a certain degree of profitability, high market enthusiasm.

In addition, December 2, 2010 , four departments jointly announced the aid of financial subsidies , "Solar Roofs " program and other initiatives, strongly promote large-scale application of photovoltaic power generation in the country , and strive to complete the new installed capacity of 1000MW in 2012 , ensuring the realization of 2020 the total installed capacity of 20GW target year .

China 's PV installed capacity market is facing an inflection point , is about to start . 2010 new domestic PV installed capacity of about 500MW, is 3.5 times the installed capacity of 140MW in 2009 . We expect that in 2011 the country 's newly installed capacity close to 1GW, 2012 is expected to reach 1.5GW. Currently the price of photovoltaic off grid inverter 1.1 yuan to 1.2 yuan per watt computing , the next two years , respectively, the domestic photovoltaic inverter market size 1.1 billion and 1.7 billion . Domestic PV inverter into the golden period of development .

For domestic manufacturers , the PV inverter production only to Infineon , Semikron, Mitsubishi, Fuji and other international giants supplier core components to be assembled after purchase . Eliminating the need for complex and expensive production equipment, fixed investment is small , the industry barriers to entry are not high . The next 1 to 2 years, as competition intensifies , with excellent technical skills and a higher cost of corporate control will ultimately come to the fore .

PV inverter power inverter and can be divided into small power inverter, power inverter technology threshold is much higher than the small power inverter. At present, the domestic manufacturers more entrants in the field of small and medium power inverter , its technology has been at the same level with foreign manufacturers . Small power inverter products produced alienation smaller , product stability , cost, and delivery is a major manufacturer in the field of competition .

Overseas business delivery is generally 6 to 8 months, domestic enterprises have geographical advantages , relatively short delivery time . Meanwhile , domestic enterprises capacity building fast , relatively low labor costs, has obvious competitive advantage in the small power inverter. Power inverter (300KV, 500KV , etc. ) due to the higher power , presents a greater challenge to stability . Future competition in PV inverter technology , mainly in the field of high -power inverter .


Start the domestic PV market installed , so go the golden period of development of domestic photovoltaic inverter . The short term, lead through quality certification company has first-mover advantage. However, the PV inverter industry is relatively low barriers to entry , after profits, cost and technical advantages of long-term development of enterprises is fundamental . Listed companies shortlisted Golden Sun Demonstration Project proposal concerns the KSTAR and XJ Electric .

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