Stimulated by policies to stimulate the recovery of the photovoltaic industry in the European market

Photovoltaic demand in major European countries saw a long-lost culmination in June. Domestic related companies are also expected to usher in development opportunities.

Last year, the European market drove the global photovoltaic market hot, Germany and Italy were the countries with the largest increase in installed capacity in the European market. The major installed capacity this year still depends on the growth rate of these two countries. The stagnation of Italian policy has caused the downstream power station manufacturers to wait and see. After the policy became clear in May, the demand for power station construction would be triggered again. At the same time, Germany will stage the "rejection machine" demand before the subsidy reduction in June.

From the first half of 2011, due to the fact that the installed capacity of large countries such as the United States and China could not suddenly blowout, the short-term market demand depends on the European market. In 2010, the new installed capacity accounted for approximately 80 of the total installed capacity in the world. %the above. Therefore, the reduction of PV subsidies in Germany and Italy this year is of the greatest concern.

Judging from the latest news, Italy’s policy is very likely to have a ceiling on subsidies, and at the same time, it will make monthly subsidies. At the same time, in order to ensure that existing installations can be successfully connected to the grid before the subsidies are lowered, the government will postpone the implementation of the existing Act No. 3, and it is highly probable that some new installations will be required to start construction in advance in recent months.

In addition, Germany is expected to re-emerge last year's "rushing machine" boom. Germany was the country with the largest installed capacity in Europe last year. Its total installed capacity reached 7.25 GW, an increase of approximately 90% compared to the same period of last year, and it also contributed to the high boom in the global photovoltaic market.

Similar to Italy, the German government has also continuously lowered government subsidies to promote the parity of photovoltaic grids. Judging from the monthly installed conditions last year, Germany’s monthly installed capacity has increased significantly before the subsidy reduction. This is mainly because the power station manufacturers hope to pass "Rob Installer" enjoys subsidy benefits by taking the last train before the downgrade of the installed capacity.

From the installed capacity data of last year combined with the analysis of existing policies, in order to make the policy in the second half of the year not appear excessively harsh, the installed capacity of power station manufacturers in Germany fell from March to May, making the total installed capacity quantified to be one year The lower range, so that the subsidy is not reduced so much. At the same time, the unfavorable factors that have superimposed the stagnation of Italian policies also explain why the components are currently in an awkward situation during the peak season. In order to catch up with the last train of policy, the power plant manufacturers will release their demand for installations in June, thus reviving the rush of “staggering the machine” last year. Therefore, preliminary judgments for June will be a peak season for demand.

According to the statistics of the American Solar Energy Industry Association, the United States is one of the major potential markets for photovoltaic power generation in the future. If Japan's nuclear crisis in Fukushima continues, the United States may accelerate the development and utilization of solar energy. In 2010, the installed capacity of photovoltaics in the US market accounted for only 5% of the global share, and there is huge room for future development.