Under the background of accelerating the realization of carbon peak and carbon neutrality, the installed capacity of photovoltaic power generation in China is developing rapidly. Since 2022, despite the impact of global economic recession risk, domestic COVID-19 epidemic and other factors, China’s photovoltaic industry is one of the few industries that has maintained rapid growth against the trend. At the same time, the coordinated development of PV industry chain and supply chain has attracted increasing attention.
After years of development, China’s photovoltaic industry ranks first in the world in terms of manufacturing capacity and market share. Based on the good expectations of the photovoltaic market, at present, China’s photovoltaic manufacturing links are accelerating a new round of capacity expansion and technological transformation.
According to the information of the national energy administration, from January to July 2022, the average utilization rate of photovoltaic power generation across the country was 97.9%. At present, the first batch of large-scale wind power photovoltaic bases focusing on deserts, Gobi and desert areas have all started construction, the second batch of base projects have started construction, and the third batch of base projects are stepping up the organization of relevant work.
In the first half of 2022, China’s new photovoltaic installed capacity was 30.88GW. How do you view the trend of the whole year? In an interview with our reporter, Liu Yiyang, Deputy Secretary General of China Photovoltaic Industry Association, was optimistic about the scale of the photovoltaic market in 2022. He predicted that in 2022, China’s new installed capacity of photovoltaic power generation will be greater than the original expectation, and may reach 80GW to 100GW, which will be a record high.
Driven by the demand of the global PV market and the development of China’s favorable PV policies, the installed capacity of PV will further expand. It is estimated that by 2022, China’s new installed capacity of photovoltaic power generation will reach 85GW to 100GW.
At the same time that the terminal demand has increased more than expected, since 2022, a variety of factors, such as the shortage of raw materials, the rise of product prices in some links, and the complex and changeable business environment of international trade, have further aggravated the imbalance between supply and demand in the photovoltaic industry chain.
At present, under the goal of global carbon neutrality, new energy markets such as photovoltaic power generation are broad and growing continuously. The periodic mismatch between supply and demand in the process of industrial development has led to a sustained high price rise in the supply chain. These are inevitable pains in development.
Post time: Sep-13-2022