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市場調查報告書

中國的太陽能光電發電產業分析 (2016∼2020年)

Research Report on Photovoltaic Industry in China, 2016-2020

出版商 China Research and Intelligence 商品編碼 354633
出版日期 內容資訊 英文 60 Pages
商品交期: 最快1-2個工作天內
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中國的太陽能光電發電產業分析 (2016∼2020年) Research Report on Photovoltaic Industry in China, 2016-2020
出版日期: 2016年03月14日 內容資訊: 英文 60 Pages
簡介

中國的太陽能光電發電產業持續急速成長,2007年成為全球最大的生產國。2014年時,來自中國的太陽能光電發電用設備的出口額是144億1000萬美元(與前一年同期比較增加17.27%),進口額38億7000萬美元 (同增加7.62%)。但也抱持出口依賴度高,及國內的研究開發 (R&D) 體制貧弱,不穩定的出口結構,跟合作國家的貿易摩擦等各種問題。因此,擴充國內市場成為產業的一致意見。由於國內能源需求的擴大和環境問題,國內有豐富太陽能等理由,中國國內的潛在的市場規模極大,不過,是還未充分活用的狀態。

本報告提供中國的太陽能光電發電用設備 (太陽能光電發電模組,太陽能電池等) 的產業相關分析,整體政策、經濟形勢,及整體市場及各市場區隔 (太陽能光電發電所,分散式太陽發電設備) 的市場規模的變化,市場供需趨勢與今後的預測,貿易摩擦的問題,今後的市場成長預測等調查評估。

第1章 太陽能光電發電產業概要

  • 定義與分類
  • 太陽能光電發電的相關產業分析
    • 多晶矽
    • 太陽能電池
    • 太陽能光電發電模組
    • 太陽能光電發電所用變頻器
  • 全球太陽能光電發電產業概況

第2章 中國國內的太陽能光電發電產業的發展環境

  • 經濟環境
    • 全球經濟
    • 中國經濟
  • 政策環境
    • 政策概要
    • 政策趨勢

第3章 中國國內的太陽能光電發電產業的變化 (過去5年份)

  • 供給趨勢
    • 生產能力
    • 生產量
  • 需求趨勢
    • 國際市場
    • 中國市場

第4章 中國國內的太陽能光電發電的相關產業的變化 (過去5年份)

  • 太陽能光電發電的相關產業結構
    • 概要
    • 多晶矽
    • 模組、太陽能電池用零件
    • 太陽能光電發電所及分散式太陽能光電發電設備
  • 相關產業的成本分析
    • 上游工程的成本
    • 下游工程的衍生費用

第5章 中國的太陽能光電發電產業的主要地區 (過去5年份)

  • 太陽能光電發電所分析:各地區
    • 概要
    • 甘肅省
    • 青海省
    • 新疆維吾爾自治區
    • 寧夏天回族自治區
    • 內蒙古自治區
    • 江蘇省
  • 分散式太陽能光電發電設備分析:各地區
    • 浙江省
    • 湖南省
    • 廣東省
    • 江蘇省
    • 山東省
  • 各地區的太陽能光電發電產業的開發計劃

第6章 太陽能光電發電的進出口的動向和貿易摩擦 (過去5年份)

  • 出口額
    • 出口概況
    • 主要輸出國家
  • 進口額
    • 進口概要
    • 主要進口國家
  • 對中國的太陽能電池企業的貿易障礙

第7章 中國的太陽能光電發電產業的主要企業 (過去5年份)

  • 模組廠商
    • Trina Solar
    • Yingli Solar
    • Canadian Solar Inc.
    • JinkoSolar Holding Co., Ltd.
    • JA SOLAR Co., Ltd.
    • Zhejiang Renesola
    • Hanwha SolarOne Co., Ltd.
    • Astronergy
    • Risen Energy Co., Ltd.
    • HAREON SOLAR Co., Ltd.
  • 太陽能光電發電所用變頻器的廠商
    • Sungrow Power Supply Co., Ltd.
    • Huawei Technologies Co., Ltd.
    • TBEA
    • Wuxi God's Power New Energy Co., Ltd.
    • Kstar
    • Kelong
    • East
    • Chint Power
    • Surpass Sun Electric
    • Zeversolar

第8章 中國的太陽能光電發電產業的未來展望 (今後5年份)

  • 產業趨勢的影響要素
    • 政策環境
    • 經濟狀況
  • 供給趨勢的預測
    • 建設中的計畫
    • 生產能力的預測
    • 生產量的預測
  • 需求趨勢的預測
    • 國際市場
    • 國內市場
  • 投資機會相關討論
  • 投資、開發相關建議

圖表一覽

目錄
Product Code: 1603329

The photovoltaic industry develops rapidly in China in recent years. China became the world's largest producer of photovoltaic products in 2007 with the export value of USD 2,838 million. In 2014, the total import and export value of Chinese solar photovoltaic products was USD 18.28 billion, increasing by 15.09% YOY. Among that, the export value was USD 14.41 billion, increasing by 17.27% YOY; the import value was USD 3.87 billion, up by 7.62% YOY.

Judged from the export structure and the market, Chinese export of photovoltaic products still has the following problems: it relies too much on processing trade and has not formed an autonomous R&D system; the structure of export market is not stable; the risk of trade friction exists in emerging markets at any time.

After nearly 10 years of rapid development, China photovoltaic industry entered into a difficult period as overseas photovoltaic market shrank in 2011. Developing domestic markets became the consensus of the government and enterprises. China is rich in solar energy resource with the theoretical reserves equal to 1.7 trillion tons of standard coal every year. The potential of the exploitation of solar energy resource is enormous. China is situated in the northern hemisphere with the distance between the north and the south and that between the east and the west are both over 5,000 km. There is abundant solar energy resource in the vast land of China. In most places, the annual average daily radiation is more than 4 kWh/m2 and the annual sunshine duration is over 2,000 h, so there exists a huge development potential.

In recent years, as China's demand for energy increases, the environment protection pressure grows. After the great setback against it caused by trade protection of western countries in 2012, China photovoltaic industry is gradually returning to a sensible state, reshaping supply and demand relationship and approaching the balance of market pattern. With the deepening of the idea of environment protection and the fluctuation of the price of fossil fuels, Chinese government has formulated a series of policies to support the downstream application of photovoltaic industry since 2013. New photovoltaic installed capacity reached 11.3 GW in 2013, increasing by 126% than that in 2012 and ranking the first in the world.

In 2014, the total photovoltaic power generation grid capacity was 28.05 MW, increasing by 60% YOY, including 23.38 MW in photovoltaic power stations and 4.67 MW of distributed photovoltaic power. The annual photovoltaic power generating capacity is about 25 billion kilowatt-hours, increasing by 200% YOY.

In 2014, new grid photovoltaic power generation capacity was 10.60 MW, occupying about a quarter of that of the whole world and a third of the output of Chinese photovoltaic cell modules, realizing the target of an annual increase of 10 MW put forward in Suggestions on Promoting the Healthy Development of Photovoltaic Industry, with 8.55 MW in photovoltaic power stations and 2.05 MW of distributed photovoltaic power.

Chinese photovoltaic battery manufacturers continued to keep strong international competitiveness in 2014. Among the famous enterprises which were the top ten in terms of global output, China occupied six places while top 4 were all Chinese enterprises. In terms of the development of upstream photovoltaic industry, the domestic output of polysilicon was about 130,000 tons in 2014, increasing by 50% YOY, while the import volume was about 90,000 tons. The total output of photovoltaic cell modules was over 33 million kilowatts, increasing by 17% YOY. The proportion of export was about 68%. Most enterprises improved their capacity utilization. The average capacity utilization of top 10 enterprises was over 87%.

To some extent, China photovoltaic industry still faces the situation where raw materials and market rely on overseas markets. As photovoltaic products are export-focused, it is very easy to cause trade friction. In the meantime, as the overall profit level of China photovoltaic industry is low, investment in R&D is insufficient. Therefore, most photovoltaic enterprises have not yet developed a mature R&D system and the technical level of products is universally low.

Through this report, the readers can acquire the following information:

  • Policy and Economic Environment in China Photovoltaic Industry
  • Development Status of Photovoltaic Power Stations and Distributed Photovoltaic in China
  • Supply and Demand in China Photovoltaic Industry
  • Major Photovoltaic Manufacturers in China
  • Anti-dumping against Photovoltaic Enterprises in China
  • Import and Export of PV
  • Forecast on Development of China Photovoltaic Industry

The Following Enterprises and People Are Recommended to Purchase This Report:

  • Enterprises Related to Industry Chain of PV
  • Photovoltaic Enterprises
  • Investors/Research Institutes Concerned About China Photovoltaic Industry

Table of Contents

1. Overview of Photovoltaic Industry

  • 1.1. Definition and Classification
    • 1.1.1. Definition
    • 1.1.2. Classification
  • 1.2. Analysis of Photovoltaic Industry Chain
    • 1.2.1. Polysilicon
    • 1.2.2. Photovoltaic Cells
    • 1.2.3. Photovoltaic Modules
    • 1.2.4. Photovoltaic Power Station Inverter
  • 1.3. Overview of Global Photovoltaic Industry

2. Development Environment of Photovoltaic Industry in China, 2011-2015

  • 2.1. Economic Environment
    • 2.1.1. Global Economy
    • 2.1.2. China Economy
  • 2.2. Policy Environment
    • 2.2.1. Policy Overview
    • 2.2.2. Policy Trend

3. Status of Photovoltaic Industry in China, 2011-2015

  • 3.1. Supply
    • 3.1.1. Production Capacity
    • 3.1.2. Output Volume
  • 3.2. Demand
    • 3.2.1. International Market
    • 3.2.2. Market in China

4. Industry Chain of Photovoltaic in China, 2011-2015

  • 4.1. Constitution of Photovoltaic Industry Chain
    • 4.1.1. Overview
    • 4.1.2. Polysilicon
    • 4.1.3. Modules and Cell Pieces
    • 4.1.4. Photovoltaic Electric Station and Distributed Photovoltaic
  • 4.2. Analysis of Costs in Photovoltaic Industry Chain
    • 4.2.1. Upstream Costs
    • 4.2.2. Downstream Generating Costs

5. Key Areas of Photovoltaic Industry in China, 2011-2015

  • 5.1. Analysis of Photovoltaic Electric Station by Region
    • 5.1.1. Overview
    • 5.1.2. Gansu
    • 5.1.3. Qinghai
    • 5.1.4. Xinjiang
    • 5.1.5. Ningxia
    • 5.1.6. Inner Mongolia
    • 5.1.7. Jiangsu
  • 5.2. Analysis of Distributed Photovoltaic by Region
    • 5.2.1. Zhejiang
    • 5.2.2. Hunan
    • 5.2.3. Guangdong
    • 5.2.4. Jiangsu
    • 5.2.5. Shandong
  • 5.3. Plan of Regional Development of Photovoltaic Industry

6. Analysis of Import and Export and Trade Friction of Photovoltaic in China, 2011-2015

  • 6.1. Export
    • 6.1.1. Export Overview
    • 6.1.2. Major Export Destinations
  • 6.2. Import
    • 6.2.1. Import Overview
    • 6.2.2. Major Sources of Import
  • 6.3. Trade Barriers against Photovoltaic Enterprises in China

7. Key Enterprises in China Photovoltaic Industry, 2011-2015

  • 7.1. Module Manufacturers
    • 7.1.1. Trina Solar
    • 7.1.2. Yingli Solar
    • 7.1.3. Canadian Solar Inc.
    • 7.1.4. JinkoSolar Holding Co., Ltd.
    • 7.1.5. JA SOLAR Co., Ltd.
    • 7.1.6. Zhejiang Renesola
    • 7.1.7. Hanwha SolarOne Co., Ltd.
    • 7.1.8. Astronergy
    • 7.1.9. Risen Energy Co., Ltd.
    • 7.1.10. HAREON SOLAR Co., Ltd.
  • 7.2. Photovoltaic Power Station Inverter Manufacturers
    • 7.2.1. Sungrow Power Supply Co., Ltd.
    • 7.2.2. Huawei Technologies Co., Ltd.
    • 7.2.3. TBEA
    • 7.2.4. Wuxi God's Power New Energy Co., Ltd.
    • 7.2.5. Kstar
    • 7.2.6. Kelong
    • 7.2.7. East
    • 7.2.8. Chint Power
    • 7.2.9. Surpass Sun Electric
    • 7.2.10. Zeversolar

8. Prospect of China Photovoltaic Industry, 2016-2020

  • 8.1. Factors Influencing Development
    • 8.1.1. Policy Environment
    • 8.1.2. Economic Situation
  • 8.2. Forecast on Supply
    • 8.2.1. Projects under Construction
    • 8.2.2. Forecast on Production Capacity
    • 8.2.3. Forecast on Output Volume
  • 8.3. Forecast on Demand
    • 8.3.1. International Market
    • 8.3.2. Domestic Market
  • 8.4. Discussion about Investment Opportunities
  • 8.5. Recommendations on Investment and Development

Selected Charts

  • Chart Major Policies of Photovoltaic Industry in China, 2011-2015
  • Chart Output Volume of Solar Cells in China, 2007-2015
  • Chart Global Installation Volume of Photovoltaic, 2007-2015
  • Chart Installation Volume of Photovoltaic in China, 2007-2015
  • Chart Structure of Industry Chain of Photovoltaic in China
  • Chart Analysis of Costs in Different Mode of Electric Power Generation on 1 GW in China
  • Chart Export Value of Solar Cells in China, 2011-2015
  • Chart Import Volume of Polysilicon in China, 2011-2015
  • Chart Installation Status of Photovoltaic Electric Stations in Major Regions in China, 2015
  • Chart Regional Distribution of Distributed Photovoltaic in China, 2015
  • Chart Analysis of Production Capacity of Major Photovoltaic Enterprises in China by the end of 2015
  • Chart Major New Projects in China Photovoltaic Industry, 2011-2015
  • Chart Forecast on Installation Volume in China Photovoltaic Industry, 2014-2020
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