Global PV market demand release gradually shifts to emerging market countries such as China and India

In recent years, European and American countries have launched “double anti-counterfeiting” (anti-dumping and countervailing) investigations for Chinese PV companies, and directly weakened the competitive advantage of China's PV products by raising tax rates and limiting prices. Despite the unfairness of the double-reverse survey, more and more Chinese companies have begun to shift their business focus to domestic or Other emerging markets, so their adverse impact is relatively limited. In fact, the “double-reverse” has a greater impact on enterprises and end-users in the EU. This is also the reason why more people are questioning the “double-reverse” voice from within the EU, not just Chinese companies. 2017122809434699.jpg The development of China's PV market has benefited from four reasons. First, the impact of power supply and demand, electricity consumption in the first half of 2017 increased by nearly 7%, which is an important reason for the demand side; second, good policy guidance, the issue of abandoned light was written into the 2017 government work report, promoted from the national level The problem is solved; the third is the cost reduction. As the cost continues to decrease, PV is competitive in more and more regions, especially in the micro-network and off-grid applications in underdeveloped areas. During the 13th Five-Year Plan period, it is expected China's electricity demand will still maintain medium and high-speed growth. Under the background of strict control of thermal power installed capacity and vigorously reduce the rate of light rejection, it is expected that the photovoltaic market will continue to leapfrog development; fourth, driven by the global market, the development of the photovoltaic industry at this stage is Globally, especially the rise of emerging markets such as Southeast Asia, India, Africa, etc., China's PV companies have already possessed a strong international market competitiveness, and it is expected to have global leading enterprises in the future. With the gradual release of PV market demand in the “Belt and Road” region, the demand for photovoltaic products in emerging markets such as India, Africa and the Middle East is increasing year by year. At present, the photovoltaic industry in emerging markets such as India, Africa and the Middle East is still in the early stage of development. Without mature PV companies, China has a first-mover advantage over emerging markets, not only in terms of technological advancement, but also in terms of cost control. There is huge room for improvement in market share in the future. At present, governments in various countries have formulated favorable policies to support industrial development. China will gradually change the previous supply chain pattern of “demand outside, upstream and outside, midstream” and become an important export destination for photovoltaic products in emerging regions. 2017122809441084.jpg

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