As an important force to guide the future economic and social development, photovoltaic industry is one of the strategic emerging industries in the country, and it has also become a major strategy for major countries in the world to seize the commanding heights of the new round of economic and technological development. Photovoltaic industry will develop into a leading and pillar industry. The future of photovoltaic industry is clear enough, but it is uncertain in the short term.
At present, the photovoltaic industry is in a high degree of transformation and turbulence, whether it is macro-environment, industrial environment, business environment or international business environment. Photovoltaic enterprises should be able to formulate corresponding strategies according to the characteristics of uncertainty and the development cycle of photovoltaic industry to cross the fog of uncertainty.
Photovoltaic market, the world development is extremely uneven. 20 1 1 Europe, which accounts for nearly 70% of China's photovoltaic export market, suffered a debt crisis and reduced subsidies for photovoltaic installation; At the same time, the United States, India and other countries launched a "double-reverse" investigation on China PV, and international trade protectionism extended to the field of new energy;
20 1 1 year, east and west are two worlds of ice and fire. Due to the introduction of photovoltaic benchmark electricity price in China, the photovoltaic market is booming, and the installed capacity has soared by 500% compared with 20 10; For the whole industry, it will also be affected by international and domestic macroeconomic, political and international capital chains, and the photovoltaic crisis will continue, and the reshuffle of the industry is inevitable. As of 20 12, four Sauron energy manufacturers in Germany have declared bankruptcy or filed for bankruptcy protection.
A few days ago, the EU's "double opposition" investigation on China's photovoltaic industry made domestic photovoltaic enterprises feel "great pressure". The industry believes that this will be a huge blow to China's photovoltaic enterprises. However, Qian Jing, global brand director of Jingke Energy Group, said that the development prospect of solar photovoltaic industry is still optimistic.
Since the second half of last year, the industry has been predicting when the turning point of the industry will appear, but it has been postponed again and again, indicating that the industry will still face the test for quite some time. Excessive expansion, production capacity and capital In the first two years, when the growth of demand is lower than the growth of supply, the photovoltaic industry has entered the stage of oversupply, which is a law of industrial development. To make matters worse, the European crisis is getting worse, the global economic recession is getting worse, and the new energy policy is inconsistent and unstable because of the change of government. These are the reasons that cause the current worrying situation.
In the second half of the year, the photovoltaic industry will improve. In the second half of the year, the factors that further suppressed this sector at the industry policy level have been gradually eliminated. However, due to internal interests, the postponement of Italian and German subsidies reduction, the expected launch of new markets, and the China policy, the market will improve in the second half of the year compared with the first half.