Solar energy will play an important role in the transition from fossil fuels to a more stable renewable energy system due to the shortage of the energy world. To implement the EU’s initiative, the EU will force the use of roof solar energy in all new public and commercial buildings by 2026 and all new residential buildings by 2029. It will also provide much-needed impetus for the roof field.
In the context of shrinking global demand, the structural growth trend of foreign trade is becoming more and more significant. The wave of single entry brought about by the recent energy crisis has, to some extent, boosted the confidence of Chinese foreign trade enterprises. With the advent of severe winter, in addition to traditional heating equipment, heat pump and solar energy related exports also showed strong performance. In recent months, they have doubled and continued to “explode”. The Chinese heating equipment manufacturers, which had basically completed the shipment in September, ushered in a longer peak season than previous years, and have increased their horsepower to start the overtime production, which has greatly increased the photovoltaic export. After the Russia Ukraine war, electricity prices soared, providing reasons for accelerating the transformation to renewable energy. The demand of households and enterprises for solar energy is soaring; The supply of battery panels is also increasing to meet this demand. However, there is still a key problem missing: not enough engineers are able to install the house modules fast enough to keep up with the progress of the order. Due to the impact of the war, Ukraine’s solar energy industry is currently stagnant. This has led to the loss of more than 1GW of production capacity and stopped most photovoltaic development in some regions.
“Since this year, the sales of solar photovoltaic modules, inverters, household lithium energy storage batteries and other products have doubled. Affected by the conflict between Russia and Ukraine and the European energy crisis, foreign trade orders have surged. In the first half of this year, the output value of the whole year last year was completed. The original export ratio of 50% has also increased to 70% this year, of which nearly 80% are exported to Europe. The growth momentum of new energy is not new, but the price of natural gas and other energy has soared The continuous impact of the rise, as well as the introduction of incentive policies such as tax reduction for residential photovoltaic systems in many European countries, has intensified the trend.
According to the data provided by China Photovoltaic Industry Association, in the first half of this year, the total export of photovoltaic silicon chips, battery chips and modules reached 25.9 billion US dollars, up 113% year on year, reaching a new high. According to Infolink’s statistics on China’s customs exports in July, China’s PV module exports reached a new high in July, reaching 15.7GW, a year-on-year increase of 121%, and the cumulative module exports also reached 94.4GW, a year-on-year increase of 105%.
Even if the cold winter has passed, the demand for new energy power generation and energy independence in the European and American markets will not weaken. “They will think more about whether to make arrangements in advance for the coming year.”. For Chinese enterprises, the popularity of photovoltaic export is not only due to the energy crisis in Europe, but also due to the long-term industrial accumulation, which has really “knocked down the cost of photovoltaic power generation”. The power generation cost of 2 yuan/watt has made solar energy have long-term market competitiveness. China’s photovoltaic industry has unique advantages in the world in terms of efficiency, scale, or independence of equipment manufacturing. With the continuous decline of electricity cost, the competitiveness of photovoltaic energy products will continue to rise, becoming China’s export category against the rising trend. The European market will maintain rapid growth in the next 10 years at least.
The background data of Alibaba International Station shows that the demand of European and American countries is concentrated in photovoltaic and battery energy storage products. The buyers are mainly end users and installers, and the unit price of each transaction is between 5000 and 10000 dollars. The demand of emerging countries is concentrated in photovoltaic products, with the unit price of each transaction above 40000 dollars. Alibaba International Station cross-border index said that European rooftop photovoltaic has great potential and is expected to become an important growth pole of European photovoltaic industry, improve product certification in European and American mainstream markets, and overseas after-sales installation and maintenance capabilities will also be added points.
Post time: Oct-09-2022