Recently, Vishal Shah, a financial analyst at Barclays Capital, said that due to Germany's cuts in solar electricity prices and the implementation of arable land restrictions, the rapid growth of the country's solar energy system will slow down.
Germany previously announced that it would cut the subsidy for solar power-on-grid tariffs twice on July 1st and October 1st this year. Before July, the scale of installation of photovoltaic systems in Germany increased dramatically. However, after July, the installation of PV systems in Germany appeared The signs of slowing down. In August, the newly installed capacity of photovoltaic systems in Germany reached 361 MW, reaching 493 MW in September, and the growth rate of the ring installation has been significantly lower than that in May and June.
Xiao Jian, a researcher at China Investment Advisor New Energy Industry Group, believes that there are two reasons for the slowdown in the installation of photovoltaic systems in Germany. On the one hand, Germany cuts the subsidy for on-grid tariffs for solar power generation twice this year by adopting a gradual downward adjustment approach. That is, October has been lowered again on the basis of the reduction of subsidies in July. Therefore, relative to the October, July subsidies are even more Attractive, so many PV manufacturers choose to install PV systems before July; on the other hand, Germany's PV installation systems are divided into civilian systems, small commercial systems and large commercial systems, and the installation of civil systems and large commercial systems has not improved. Under this circumstance, the growth of the scale of photovoltaic installations in Germany mainly depends on small-scale commercial systems. Before July of this year, the scale of installation of small-scale commercial systems in Germany rose sharply, which greatly increased the saturation of the small-scale commercial system installation market in the country.
At present, the backlog of photovoltaic module inventory in Germany also illustrates the slowdown in the installation of photovoltaic systems in Germany. Since optimistic about the installation of PV systems in Germany in the second half of the year, it will still maintain a strong momentum, so many PV module manufacturers will purchase a lot. Due to the optimism that demand in Germany was not as expected in the fourth quarter, some manufacturers choose to sell PV modules to PV modules at low prices in Europe. other places. In the next three months, there will be further backlog of PV module inventory in Germany, because in September and October, many PV modules sold to Germany are now being transported.
Xiao Han pointed out that although there was a backlog of photovoltaic module inventory in Germany, it was not enough to show that the installation trend of PV systems in Germany was really slowing down. This requires further observation. In November and December, Germany's PV installation status and various data appeared to be Important.
According to the "2010-2015 China Solar Photovoltaic Power Industry Investment Analysis and Forecast Report" released by the China Investment Advisor, the "grab-installation" effect will still increase the installed capacity of domestic PV systems, although Germany cuts the subsidies for solar power generation. The new installed capacity of photovoltaics in Germany is expected to exceed 8GW in the year.
Germany previously announced that it would cut the subsidy for solar power-on-grid tariffs twice on July 1st and October 1st this year. Before July, the scale of installation of photovoltaic systems in Germany increased dramatically. However, after July, the installation of PV systems in Germany appeared The signs of slowing down. In August, the newly installed capacity of photovoltaic systems in Germany reached 361 MW, reaching 493 MW in September, and the growth rate of the ring installation has been significantly lower than that in May and June.
Xiao Jian, a researcher at China Investment Advisor New Energy Industry Group, believes that there are two reasons for the slowdown in the installation of photovoltaic systems in Germany. On the one hand, Germany cuts the subsidy for on-grid tariffs for solar power generation twice this year by adopting a gradual downward adjustment approach. That is, October has been lowered again on the basis of the reduction of subsidies in July. Therefore, relative to the October, July subsidies are even more Attractive, so many PV manufacturers choose to install PV systems before July; on the other hand, Germany's PV installation systems are divided into civilian systems, small commercial systems and large commercial systems, and the installation of civil systems and large commercial systems has not improved. Under this circumstance, the growth of the scale of photovoltaic installations in Germany mainly depends on small-scale commercial systems. Before July of this year, the scale of installation of small-scale commercial systems in Germany rose sharply, which greatly increased the saturation of the small-scale commercial system installation market in the country.
At present, the backlog of photovoltaic module inventory in Germany also illustrates the slowdown in the installation of photovoltaic systems in Germany. Since optimistic about the installation of PV systems in Germany in the second half of the year, it will still maintain a strong momentum, so many PV module manufacturers will purchase a lot. Due to the optimism that demand in Germany was not as expected in the fourth quarter, some manufacturers choose to sell PV modules to PV modules at low prices in Europe. other places. In the next three months, there will be further backlog of PV module inventory in Germany, because in September and October, many PV modules sold to Germany are now being transported.
Xiao Han pointed out that although there was a backlog of photovoltaic module inventory in Germany, it was not enough to show that the installation trend of PV systems in Germany was really slowing down. This requires further observation. In November and December, Germany's PV installation status and various data appeared to be Important.
According to the "2010-2015 China Solar Photovoltaic Power Industry Investment Analysis and Forecast Report" released by the China Investment Advisor, the "grab-installation" effect will still increase the installed capacity of domestic PV systems, although Germany cuts the subsidies for solar power generation. The new installed capacity of photovoltaics in Germany is expected to exceed 8GW in the year.
Shenyang Haimeng Lighting Co. , http://www.hmwled.com