Optimistic about the long-term development
of the photovoltaic industry . Although the global economic crisis has affected
the process of development of new energy sources , but whether it is in order
to achieve a low-carbon economy or to seek alternative sources of energy ,
photovoltaic will be the future focus on the development of the fields.
Gao Yuan Kun : With the cost of
technological advances led declining subsidies for photovoltaic power
generation will be less and less, after the PV grid parity will be great
development . We expect 2012 global new capacity will be roughly flat with 2011
, but the Chinese market more than 75% growth.
Inverter companies will benefit from more
domestic market growth. Currently, China's PV module production capacity has
reached more than 70% of the world , the domestic PV market overcapacity and
start on the global market in the range of cells and modules factory limited
significance . The sine wave inverter industry contrast, China
inverter enterprises in the global market share of about 3% , about 50% in China , China 's rapid growth in
photovoltaic applications as the main market for the domestic enterprises is a
new inverter added a lot of demands.
We projected 2011 global market capacity
inverter industry is up to about 36 billion yuan , of which the domestic market
up to about 2 billion yuan in 2012 to 2015 , the cumulative global inverter
market up to 1600 billion yuan , of which domestic accumulated up to 160 yuan.
Domestic enterprises will usher in a huge inverter development opportunities .
Gao Yuan Kun : competitive advantage is
reflected in the cost, technology , brands and services. Through analysis, we
believe that cost, technology , brands and services are photovoltaic dc to ac power inverter elements of the competitiveness of enterprises , domestic enterprises have
advantages in terms of cost . With the inverter rapid increase in production
capacity , prices will also lead to a decline in gross margin this year
Inverter average of 30 % of the position where both the technology, brand and
service business is expected to receive a larger share .
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