受欧洲宏观经济不景气、光伏补贴标准下调、贸易摩擦不断升级等因素的影响,2013年上半年光伏行业出现大幅调整。随着下半年中国政府出台“国发24号文”等多个光伏产业政策,光伏需求呈现出明显的复苏态势。展望2014年,光伏市场国际需求区域切换成确定性事件。在光伏发电成本持续下降、政策持续利好和新兴市场快速兴起等有利因素推动下,全球光伏市场仍将持续扩大,预计2014年全球光伏新增装机量将达到42GW,中国成为市场增长主要动力达到14GW,但市场复苏带来的新一轮产能扩产、国际市场的不确定性仍给2014年的光伏市场带来一定挑战。
In the first half of 2013,China’s photovoltaic(PV) industry experienced a substantial adjustment,a large number of company went bankrupt,which were influenced by the downturn of European macroeconomic,the lower FIT (Feed-in Tariff) standards of PV,the escalating trade friction and seriously super abounded production capacity. With Chinese government issued “File No.24 of the State Council” and many other photovoltaic industry policies in the second half of 2013,the demand of PV market had a significant recovery. Outlook for 2014,it’s clear that the international demand area of PV market will change. Promote by the continuing decline of PV cost,good policy,the rapid rise of emerging markets and other favorable factors,global PV market will continue to expand. Forecast for 2014,global newly installed PV capacity will reach to about 42GW. And China will become a major driving force for the market growth that will reach to about 14GW. On the other hand,the new expansion of production capacity,and the uncertainty of international market also bring some challenges in PV market in 2014.