The hottest overseas epidemic affects the producti

The overseas epidemic has affected the production expansion process of photovoltaic enterprises, and the installed capacity has been reduced

the COVID-19 has spread all over the world, which has not only brought a huge impact on people's lives, but also a "big test" for enterprises. The glass industry is also deeply affected by this epidemic, especially in the photovoltaic market

according to the data of China Photovoltaic Industry Association, the total export volume of domestic photovoltaic products (silicon wafers, cells, modules) in 2019 reached US $20.78 billion, and many export volumes reached record highs

in addition to Chinese Mainland, more than 15 countries and regions have a total photovoltaic capacity of more than 1GW, and the top ten overseas markets include the United States, India, Japan, Australia, Germany, Spain, Vietnam, etc

the domestic photovoltaic industry can still expand steadily after 531 and other policy adjustments, and the overseas market has played a very important role. However, with the outbreak and spread of COVID-19 abroad, overseas markets are also facing challenges

the analysis released by pvinfolink, a research institution in the photovoltaic industry, on the 26th believes that as far as silicon is concerned, the current wait-and-see atmosphere in the overseas market is higher than the actual number of new orders; There are few orders for battery chips, and the price is temporarily chaotic; On the component side, projects in various countries will be suspended more or less, especially for household and industrial and commercial roofs. The second quarter will become a window for overseas demand

first, personnel and logistics bear the brunt

when the domestic epidemic is still dangerous, photovoltaic glass is one of the sub industries with the lowest resumption rate. Xinyi solar energy (), the world's leading photovoltaic glass manufacturer, said a few days ago that the overall production progress of the new production lines located in Beihai, Guangxi and Wuhu, Anhui may need to be postponed for one quarter, and the overall production capacity in 2020 is expected to be slightly reduced accordingly

as the new production base is located in Vietnam, fulette, whose production capacity is second only to Xinyi solar energy, may be more affected

in an interview, the Director Secretary Office of Follett said that at present, the base construction in Vietnam is in the period of equipment installation and commissioning, but due to the impact of the epidemic, Vietnam has stopped issuing visas to Chinese citizens, making it impossible for domestic installation and commissioning technicians to guide work on site. Fulette said that this will have a certain impact on the construction progress of the base, but the specific impact can not be accurately assessed at present

when talking about the impact of the overseas epidemic on the downstream enterprises of the company and the overall performance of the company, the elongation of some materials can be above 1000%. Follett said that the component manufacturers outside China are mainly in Southeast Asia, and there are few in Europe and the United States. So far, the company's operation is normal

in addition to the obstruction of capacity expansion, the communication and delivery of overseas orders will also be affected by objective conditions. The head of overseas sales of a leading component manufacturer said that customers could give feedback in a week, but now it takes two to three weeks to get a definite reply because they are scattered and work at home

in addition, the ports of some countries or regions may be closed, and even if the ports pass customs normally, the person also said that the efficiency of local inland transportation will also decline

but on the whole, the person believes that the impact of the epidemic is still very limited, and there is no feedback of project delay or cancellation for major overseas projects, so the shipment is normal. He said that in the case of ordinary overseas countries, although the local government requires strict measures, many controls are actually semi mandatory, and there is no requirement that automotive parts need to use tensile testing machines, mainly including: the construction of rubber products on automobiles is stopped or the project is suspended, including the normal operation of ports and shipping

II. The overseas installed capacity is almost minus two curved spaces, which has made important breakthroughs in the high-performance and environmental protection of products. The vertical bags with similar shapes are no longer popular, and the calculation is reduced by 15gw

for the overall situation of the photovoltaic market in 2020, Wang Shujuan, the founder of Zhihui photovoltaic and an expert in the photovoltaic industry, predicts that due to the epidemic, the overseas market may be reduced by 15gw compared with the original expectation, while the domestic market will increase by GW compared with last year, Overall, the global market will be slightly worse than last year, and the total installed capacity is expected to be about 120gw

wangshujuan said that before February 2020, the market did not feel the impact of the foreign epidemic, and was basically urged. The impact began to appear from mid March, including the extension of bidding for large projects; This month was originally the peak of overseas shipments, but it is expected that the second and third quarters of this year will be affected

at the same time, considering that the economies of overseas countries cannot afford a two-month comprehensive shutdown, Wang Shujuan believes that production and installation will gradually resume even if the epidemic is not completely over

in addition to the judgment of the short-term production and sales and market environment impact under the epidemic, some analysts believe that from the perspective of the photovoltaic industry, this may be an opportunity

the person pointed out that some mainstream developed countries in Europe have just emerged from negative economic growth. After being hit by the epidemic, they must introduce a series of stimulus policies to reverse the downward trend of the economy. In this process, photovoltaic, as a project that can provide stable income, may benefit from macro stimulus

in addition, the person also said that developed countries also have hard requirements to increase the proportion of renewable energy. Even if there is a negative growth in electricity demand, in fact, taking this opportunity, more traditional energy is eliminated