2013年8月19日星期一

PV inverter usher in the golden period of development

Solar modules DC electricity is issued, must pass DC to AC only after the grid or load. Photovoltaic inverter solar power system is essential devices in the PV system costs accounted for about 10% to 13%.

Europe is the rise of the global PV earliest areas, the sine wave inverter technology is a world leader. German SMA's global market share of over 40%. In addition, the United States and Japan, several manufacturers have a strong power, the world's top five manufacturers of the market share of over 70%.

 Since China started late solar terminal market, the domestic photovoltaic inverter manufacturers smaller, domestic PV inverters in the process, stability and other performance indicators and imported products have a certain gap.

Domestic PV installed capacity market, mainly from the Bureau of Energy and large-scale PV demonstration power plant "Golden Sun demonstration project". In 2010, the National Energy Board set up the second batch of the total size of the tender plant 280MW, a total of 13 items. Golden Sun demonstration projects on key equipment (PV modules, inverters and storage batteries) bid price agreement by giving 50% subsidy, other costs according to different project types respectively 4 yuan / watt and 6 yuan / watt given a fixed subsidy. This projection, Golden Sun demonstration project power plant construction cost of approximately $ 7-8 / W, from 2010 to 2011 recoverable investment costs. Golden Sun demonstration project, the domestic photovoltaic power plant has a certain degree of profitability, market enthusiasm is high.

In addition, 2 December 2010, four departments jointly announced with financial subsidies, "Solar Roofs" program and other initiatives, a strong push in the domestic large-scale photovoltaic power generation applications, and strive to be completed in 2012 1000MW installed capacity was added, to ensure the achievement 2020 The cumulative installed capacity of 20GW target.

China's PV installed capacity market is facing a turning point, is about to start. 2010 domestic PV installed capacity was added about 500MW, 140MW installed capacity in 2009 was 3.5 times. We expect that in 2011 domestic new capacity approaching 1GW, 2012 is expected to reach 1.5GW. The current grid connected inverter per watt 1.1 yuan to 1.2 yuan price calculation, the next two years, the domestic photovoltaic inverter market size reached 1.1 billion and 1.7 billion. Domestic PV inverter into the golden period of development.

For domestic firms, the production of photovoltaic inverter is only to Infineon, Semikron, Mitsubishi, Fuji and other international giants suppliers after the core components to be assembled. Since no complex and expensive production equipment, fixed investment is small, the industry barriers to entry are not high. Next 1 to 2 years, as competition intensifies, with excellent technical skills and a higher cost of corporate control will ultimately come to the fore.

PV inverter power inverter and can be divided into small power inverter, power inverter technology threshold is much higher than small power inverter. At present, the domestic manufacturers were more likely to enter the field of small and medium power inverter, its technology has been at the same level with foreign manufacturers. Small power inverter products produced alienation small, product stability, cost, and delivery is a major area of ​​competition manufacturers.

Overseas enterprises delivery is generally 6 to 8 months, the domestic enterprises have geographical advantages, the delivery is relatively short. Meanwhile, domestic enterprises capacity building fast, relatively low labor costs, in the small power inverter has an obvious competitive advantage. Power Inverter (300KV, 500KV, etc.) due to higher power, presents great challenges for stability. Future PV inverter technology competition mainly in the field of high power inverters.

Domestic PV installed capacity market launch, make homemade photovoltaic inverter into the golden period of development. Short term, lead through quality certification company has first-mover advantage. But PV inverter industry is relatively low barriers to entry, profits after the cost and technical advantages of long-term development of enterprises is fundamental. Recommendations concern listed companies shortlisted Golden Sun demonstration project Kstar and XJ Electric.



1 条评论:

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