1000炮打鱼游戏机

解读:中国光伏行业2019年回顾与2020年展望

2020/3/20 9:44:24 作者:管理员

     

中国光伏行业2019年回顾与2020年展望

  YI、2019NIANFAZHANXINGSHI

  (YI)CHANYEGUIMO

  2019年,尽管在政策调整下,我国光伏应用市场有所下滑,但受益于海外市场增长,我国光伏各环节产业规模依旧保持快速增长势头。截至2019年底,我国多晶硅产能达到46.2万吨,同比增长19.4%,产量约34.2万吨,同比增长32.0%;硅片产量134.6GW,同比增长25.7%;电池片产量108.6GW,同比增长27.7%;组件产量98.6GW,同比增长17.0%。





  (二)进出口情况

  ZAIHAIWAISHICHANGDELADONGXIA,2019NIANWOGUOGUANGFUCHANPINCHUKOUEYUE207.8YIMEIYUAN,TONGBIZENGZHANG29%,“SHUANGFAN”YILAISHOUCICHAOGUO200YIMEIYUAN。QIZHONG,GUIPIANCHUKOUEWEI20YIMEIYUAN,CHUKOULIANG51.8YIPIAN(YUE27.3GW),DANJINGGUIPIANCHUKOULIANGYUEZHAN70%;DIANCHIPIANCHUKOUEWEI14.7YIMEIYUAN,CHUKOULIANGYUE10.4GW;ZUJIANCHUKOUEWEI173.1YIMEIYUAN,CHUKOULIANGYUE66.6GW。GUIPIAN、DIANCHIPIAN、ZUJIANCHUKOULIANGJUNCHAOGUO2018NIAN,CHUANGLISHIXINGAO。DUOJINGGUIJINKOUFANGMIAN,SUIRANGUONEIDUOJINGGUIGONGYINGDAFUTISHENG,DANSUIZHEGUONEIGUIPIANCHANNENGDECHIXUKUODA,DUIHAIWAIDUOJINGGUIDEXUQIULIANGRENGWEIJIANRUO。2019NIAN,WOGUOTAIYANGNENGJIDUOJINGGUIJINKOULIANGYUEWEI14.1WANDUN,TONGBIZENGZHANG12.8%,JINKOUEYUEWEI11.7YIMEIYUAN;DUOJINGGUIJINKOUDANJIAYUEWEI8.3MEIYUAN/Kg,TONGBIXIAJIANG38.9%。


 

  (SAN)YINGYONGSHICHANG

  2019NIANSUIRANWOGUOGUANGFUXINZENGZHUANGJIZAICITONGBIXIAJIANG,DANSHIXINZENGHELEIJIGUANGFUZHUANGJIRONGLIANGRENGJIXUBAOCHIQUANQIUDIYI。2019NIAN,WOGUOXINZENGGUANGFUBINGWANGZHUANGJIRONGLIANGDADAO30.1GW,TONGBIXIAJIANG32.0%;JIEZHI2019NIANDI,LEIJIGUANGFUBINGWANGZHUANGJILIANGDADAO204.3GW,TONGBIZENGZHANG17.1%;QUANNIANGUANGFUFADIANLIANG2242.6YIQIANWASHI,TONGBIZENGZHANG26.3%,ZHANWOGUOQUANNIANZONGFADIANLIANGDE3.1%,TONGBITIGAO0.5GEBAIFENDIAN。

  2019NIAN,WOGUOGUANGFUFADIANCAIQULEYOUXIANZHICHIBUXUYAOGUOJIABUTIEDEPINGJIAXIANGMU,DUIXUYAOGUOJIABUTIEDEXIANGMUCAIQUJINGZHENGPEIZHIFANGSHIQUEDINGSHICHANGGUIMODEGUANLIFANGSHI。JINGGUOJINGJIAZUIZHONGQUEDINGLE22.7GWDEZHUANGJIGUIMO,DANYINZHENGCECHUTAISHIJIANJIAOWAN,XIANGMUJIANSHESHIJIANBUZUBANNIAN,HENDUOXIANGMUNIANDIQIANWUFABINGWANG,ZAIJIASHANGBUTIETUOQIANDAOZHIMINYINGQIYETOUZIJIJIXINGXIAJIANGDENGYUANYIN,JIEZHI2019NIANDIJINGJIAXIANGMUSHIJIBINGWANGLIANGZHIYOUMUBIAOGUIMODESANFENZHIYI。ZAIZHUANGJIJIEGOUSHANG,JIZHONGSHIGUANGFUDIANZHANXINZENGZHUANGJI17.91GW,TONGBIJIANGDI23.1%,QIZHONGDISIJIDUXINZENGZHUANGJI10.18GW,SHIQIANSANJIDUXINZENGZHUANGJIZONGHE(7.73GW)DE1.32BEI;FENBUSHIGUANGFUXINZENGZHUANGJI12.19GW,TONGBIJIANGDI41.8%,QIZHONGHUYONGGUANGFUSHICHANGFAZHANCHAOCHUYUQI,JINYONG4GEYUEWANCHENGQUANNIANMUBIAO,10YUEHUYONGZHUANGJIDADAO100WANQIANWA,WEIDANYUELISHIZUIGAOSHUIPING。

   (SI)JISHUCHUANGXIN

  CHANYEHUAJISHUFANGMIAN,DUOJINGGUISHENGCHANZONGHEDIANHAOYIJIANGZHI70kWh/kg-si,SHOUYIYUWANDUNJISHEBEIDECAIYONG,SHEBEITOUZICHENGBENYIXIAJIANGZHI1.1YIYUAN/QIANDUN;GUIPIANFANGMIAN,DANJINGLUDANLUTOULIAOLIANGTISHENGZHI1300kg,ZHUDINGDANJINGJISHUYIKAISHICHANYEHUAYINGYONG,158.75mm、166mmDENGDAGUIPIANJISHUPILIANGSHENGCHAN;JINGGUIDIANCHIZUJIANFANGMIAN,PERCDANJINGDIANCHICHANYEHUAPINGJUNXIAOLVDADAO22.3%,NXINGDIANCHIYANFA、SHENGCHANGUIMOZHUBUKUODA,60PIANDANJINGPERCZUJIANGONGLVDADAO320W。YUCITONGSHI,WOGUOGUANGFUQIYEZAIPERC、TOPCon、YIZHIJIE、IBCDENGGAOXIAOJINGGUIDIANCHISHENGCHANJISHU、BOMODIANCHIJISHUYANFASHANGXIANHOUQUDETUPO,BINGBUDUANSHUAXINSHIJIEJILU。


  QIANYANJISHUFANGMIAN,GAITAIKUANGDIANCHIYANFAXIAOLVBUDUANQUDETUPO,XIANNAGUANGDIANZAIQI20MWLIANGCHANXIANSHANGSHENGCHANCHULEZHUANHUANXIAOLVDADAO14.3%DEGAITAIKUANGBOMOZUJIAN,2019NIANXIANHOULIANGCISHUAXINSHIJIEJILU,BINGBEIMEIGUOGUOJIAKEZAISHENGNENGYUANSHIYANSHI(NREL)SHOULUDAOZUIXINBANDEGUANGFUZUJIANXIAOLVJINZHANTUZHONG。XIEXINNAMIZHIZAODE1300c㎡GAITAIKUANGGUANGFUZUJIANZHUANHUAXIAOLVDA13.48%,BINGYIJIANCHENG10MWJIBIEDAMIANJIGAITAIKUANGZUJIANZHONGSHISHENGCHANXIAN。CHANYEZIBENHEFENGXIANTOUZIYEKAISHIGUANZHU,JINFENGKEJIYUSANXIAZIBENXIANHOUYIZHANLVETOUZIZHESHENFENZHUZIGAITAIKUANGDIANCHIYANFAHESHENGCHANQIYE。

  SHENGCHANCHENGBENFANGMIAN,DUOJINGGUISHENGCHANQUANCHENGBENJIANGZHI60YUAN/kgYIXIA,LINGXIANQIYEJIANGZHI50YUAN/kgYIXIA。2019NIANQIYEDANJINGPERCZUJIANCHENGBENJIANGZHI1.31YUAN/WZUOYOU,GUANGFUFADIANXITONGCHUSHIQUANTOUZICHENGBENJIANGZHI4.55YUAN/WZUOYOU,DUDIANCHENGBENJIANGZHI0.28-0.5YUAN/kWh,YUJI2020NIANGUANGFUFADIANXITONGCHUSHIQUANTOUZICHENGBENKEXIAJIANGZHI4.35YUAN/WZUOYOU。

  (WU)CHANYEZHENGCE

  2019-2020NIAN,WOGUOGUANGFUFADIANXIANGGUANXINGYEGUANLIZHENGCEJUNYOUZHONGDADIAOZHENG。ZAIXIANGMUJIANSHEGUANLIFANGMIAN,YOUBUTIEQUDONGXIANGPINGJIAYOUXIAN、BUTIETUIPOZHUANBIAN,YOUGUIMOHUAGUANLIXIANGSHICHANGHUAJIZHIDIAOJIEZHUANBIAN。ZAIPINGJIAGUANGFUFADIANXIANGMUXIANGMUGUANLIFANGMIAN,GUOJIAFAZHANGAIGEWEI、GUOJIANENGYUANJU1YUEFABU《GUANYUJIJITUIJINFENGDIAN、GUANGFUFADIANWUBUTIEPINGJIASHANGWANGYOUGUANGONGZUODETONGZHI》,ZHENGSHIQIDONGPINGJIASHANGWANGXIANGMUHEDIJIASHANGWANGSHIDIANXIANGMUJIANSHE。ZAIXUYAOGUOJIABUTIEDEGUANGFUFADIANXIANGMUGUANLIFANGMIAN,4YUE,FAGAIWEIJIAGESIYINFALE《GUANYUWANSHANGUANGFUFADIANSHANGWANGDIANJIAJIZHIYOUGUANWENTIDETONGZHI》(FAGAIJIAGE〔2019〕761HAO);5YUE,GUOJIANENGYUANJUYINFALE《GUANYU2019NIANFENGDIAN、GUANGFUFADIANXIANGMUJIANSHEYOUGUANSHIXIANGDETONGZHI》(GUONENGFAXINNENG〔2019〕49HAO)。CONGZONGTISILUSHANGLAIKAN,ZHUANBIANLEYIWANGYOUGUOJIATONGYIXIANGGESHENGXIADANIANDUJIANSHEGUIMODEXIANGMUGUANLIFANGSHI,ERSHIYOUCAIZHENGBU、GUOJIAFAZHANGAIGEWEI、GUOJIANENGYUANJUSANBUWEIJIYOUGUANBUMENLIANHESHICE,CAIZHENGBUMENDINGBUTIEEDU、JIAGEBUMENDINGJIAGESHANGXIAN、NENGYUANBUMENDINGJINGZHENGGUIZE、QIYEDINGBUTIEQIANGDU、SHICHANGDINGJIANSHEGUIMO、DIANWANGDINGXIAONANENGLI,TONGGUOQUANGUOFANWEINEIDEJINGZHENGXINGPEIZHIQUEDINGNENGGOUHUODEBUTIEDEXIANGMUYEZHU、DIANJIABUTIEHEZONGTIGUIMO。CIWAI,DUIYUHUYONGGUANGFUXIANGMUJINXINGDANDUGUANLI,ANPAILE7.5YIYUANDEZIJINZONGEHE0.18YUAN/DUDEGUDINGDUDIANBUTIE。CONGZHIXINGXIAOGUOLAIKAN,ZAIBAOZHENGGUANGFUFADIANJIANSHEZONGTIGUIMODETONGSHIYOULIJIANGDILEBUTIEQIANGDUXUQIU。JUGUOJIANENGYUANJUSHUJU,ZONGJI2278.8642WANQIANWA,3921GEXIANGMUNARU2019NIANGUOJIAJINGJIABUTIEFANWEI,XIANGMUSUOXUPINGJUNBUTIEQIANGDUDIYU0.07YUAN/DU,JIAO2019NIANQUEDINGDEZHIDAODIANJIASUOXUDEPINGJUNBUTIEQIANGDUXIAJIANG50%。

  ZAIBUTIEDUIFULIUCHENGFANGMIAN,2020NIAN1YUE,CAIZHENGBU、GUOJIAFAZHANGAIGEWEI、GUOJIANENGYUANJUXIANHOUYINFA《GUANYUCUJINFEISHUIKEZAISHENGNENGYUANFADIANJIANKANGFAZHANDERUOGANYIJIAN》(CAIJIAN〔2020〕4HAO)YU《KEZAISHENGNENGYUANDIANJIAFUJIAZIJINGUANLIBANFA》(CAIJIAN〔2020〕5HAO)。QIZHONGMINGQUE,GUOJIABUZAIFABUKEZAISHENGNENGYUANDIANJIAFUJIAMULU,ZI2020NIANQI,FANSHIFUHETIAOJIANDECUNLIANGXIANGMUJUNNARUBUTIEQINGDAN,ZHEIDUIYUMUQIANJIDAIJIAOYIDECUNLIANGGUANGFUDIANZHANLAISHUO,WUYISHIYIGELIHAO。

  (LIU)JIAGEHEYINGLI

  ZHENGTIKAN,GUANGFUCHANPINJIAGEJIXUXIAHUA。CONGCHANPINLEIXINGLAIKAN,SHOUXUQIUXIAHUAYINGXIANG,DUOJINGCHANPINJIAGEJIANGFUMINGXIANCHAOGUODANJINGCHANPIN,YOUQISHIJINRU12YUE,DUOJINGCHANPINJIAGECHUXIANDUANYASHIXIAHUA,QIYEYINGLICHENGYA,SHENZHIKAISHIKUIXIANJINLIU。CONGSHENGCHANHUANJIEKAN,DUOJINGGUIHUANJIEYINWEICHANNENGGONGXUSHIHENG,JIAGEYIDUDIECHUANCHENGBENXIAN。DUIYUDUOJINGGUISHENGCHANQIYE,SUIRANDANJINGYONGDUOJINGGUIZHIMILIAOJIAGEBAOCHIPINGWEN,DANDUOJINGYONGDUOJINGGUILIAOJIAGEJIDI;XINXIANCHENGBENJIAODI,DANLAOXIANCHENGBENJIAOGAO,ZONGHELAIKAN,DUOJINGGUIQIYEYINGLINENGLIBURONGLEGUAN。GUIPIANHUANJIE,2019NIANDANJINGGUIPIANYINWEIGONGBUYINGQIU,QUANNIANJIAGEXIANGDUIJIANTING,YINGLINENGLIZAIZHIZAOHUANJIEZHONGSHUYUSHOUWEI。DIANCHIPIANHUANJIE,ZAIJINGLILE2019NIANPERCDIANCHIGONGGUOYUQIUDAOZHIDEJIAGEHUAPOHOU,YINGLINENGLICHUXIANXIAHUA,SUIZHESIJIDUXUQIUDEHUISHENG,TOUBUQIYEDEYINGLINENGLIJIBENHUIFU。ZUJIANHUANJIE,DUOJINGZUJIANSHOUYIYUHAIWAISHICHANGHEGUONEIFUPINHEHUYONGSHICHANGDELADONG,QIANSANJIDUBIAOXIANJIAOHAO,JIAGEWEICHUXIANDAFUXIAHUA。DANJINRUSIJIDUSUIZHEDANJINGZUJIANJIAGEDECHIXUXIAHUA,BUFENDUOJINGDINGDANKAISHIZHUANXIANGDANJING,DAOZHIDUOJINGZUJIANXUQIUJIANRUO,JIAGEZHONGXINKAISHIXIADIE;ERDANJINGZUJIANZEYINWEIGUONEIDEXUQIUQIDONGJIAOWANJIAGEXIAHUAFUDUJIAODA,DANYINWEIDIANCHIPIANJIAGEDEKUAISUXIAHUADAOZHIXIABANNIANDEYINGLINENGLICHIXUZOUGAO。

  (QI)WAIMAOXINGSHI

  2019NIAN,GUANGFUDUIWAIMAOYIXINGSHIRENGRANBURONGLEGUAN。MEIGUOSUIRANZAI2019NIANDIZHONGYUJUEDINGHUOMIANSHUANGMIANZUJIANDE201GUANSHUI,DANYOUYUZHONGMEIMAOYIDEMINGANGUANXIHEMEIGUOBENTUZHIZAOQIYEDEQIANGLIEFANDUI,HUOMIANJUEDINGRENGCUNBIANSHU,KUANGQIEZAI2019NIANZHEIYIHUOMIANJUEDINGJIUYIJINGYOUSUOFANFU。CIWAI,ZHIJIEJINKOUMEIGUODEGUANGFUCHANPINRENGXUDIEJIA“SHUANGFAN”、301GUANSHUI,ZHIJIECHUKOUMAOYIGUANSHUICHENGBENRENGRANJUGAOBUXIA。

  YINDUWEILEZHICHIBENTUZHIZAOYEDEFAZHAN,XIANGJITUICHULEYINDUZHIZAO、BAOZHANGXINGGUANSHUI、BISRENZHENGDENGZHENGCE。YINDUZHIZAOYAOQIUBUFENYINDUGUANGFUFADIANXIANGMUBIXUCAIGOUYINDUBENTUSHENGCHANDEDIANCHIHEZUJIAN。2019NIAN10YUE,YINDUXINNENGYUANHEKEZAISHENGNENGYUANBU(MNRE)JINYIBUYAOQIUZHIYOUZAIYINDUSHIYONGWEIKUOSANGUIPIANZHIZAODEGUANGFUDIANCHICAIYINGSHIWEIGUOCHAN。BISRENZHENGYAOQIULIUZHONGGUANGFUCHANPINXUYAOTONGGUOGAIRENZHENGCAINENGZAIYINDUSHICHANGXIAOSHOU,QIZHONGBAOKUOJINGGUIZUJIAN、BOMOZUJIAN、GUANGFUNIBIANQI(YANCHIZHIXING)DENG。BAOZHANGXINGGUANSHUIRENGZAIYANXU,DANYINDUCAIZHENGBUYU2020NIAN2YUE1RIXUANBUJIANGJINKOUGUANGFUDIANCHIHEZUJIANDEGUANSHUIYOU12.5%ZENGJIADAO20%,SUIRANGAIGUANSHUIMUQIANCHUYUHUOMIANZHUANGTAI,DANBUPAICHUBAOZHANGXINGGUANSHUIQUXIAOHOU,GAIGUANSHUIBEIYAOQIUHUIFU。

  CIWAI,MAOYIBAOHUYEKAISHICHENGXIANXINDEBIAOXIANXINGSHI——ZHISHICHANQUANSUSONG。2019NIAN3YUE4RI,HANHUAXINNENGYUANFENBIEZAIMEIGUOHEDEGUODUIJINGKENENGYUANKONGGUYOUXIANGONGSI、LONGJILVNENGKEJIGUFENYOUXIANGONGSIYIJIOUZHOUDEREC GroupTICHUSUSONG,ZHIKONGDUIQICUNZAIZHUANLIQINQUANXINGWEI。HANHUAQISUDEZHUANLIQINQUANZHUYAOZHIXIANGZHEISANJIAGONGSISHENGCHANDEPERCDIANCHIJISHU,ZHEIYIJISHUYIJINGCHENGWEIMUQIANDECHANYEHUAZHULIUJISHU。JINGUANMEIGUOGUOJIMAOYIWEIYUANHUIYU11YUETIJIAODEYIFENWENJIANXIANSHI,CIANMUQIANZANHUANSHENLI,YUJIWEILAILIANGZHOUNEIJIANGZUOCHUBUQINQUANPANJUE,DANJIEZHIMUQIANRENGWEIKANDAOMINGQUEDEZUIZHONGCAIJUE。RURUOHANHUASHENGSU,YISHIJIANGZHIJIEDAOZHIWOGUOJINGKE、LONGJI、RECSANJIAGUANGFUQIYEDEPERCDIANCHIZUJIANSANGSHIMEIGUOSHICHANG;ERSHIJIANGDAOZHIWOGUOGUANGFUQIYEBUDEBUPAOQIMUQIANYIDAGUIMOLIANGCHANDEPERCDIANCHIJISHU,ERZHUANXIANGQITADIANCHIJISHU,DAOBIWOGUANGFUQIYECAIQUTIDAIJISHU,ZENGJIACHANPINSHENGCHANCHENGBEN;SANSHIKENENGZUOWEIQITAMAOYIBILEIDIAOCHAZHONGDEZHISHICHANQUANQINQUANZHENGJU,BINGDUIWOGUOGUANGFUQIYEKAITUOQITAHAIWAISHICHANGZAOCHENGBULIYINGXIANG。

  ER、2019NIANFAZHANTEDIAN

  (YI)CHANYEJIZHONGDUJIXUZENGZHANG

  2019NIAN,CHANYELIANGEHUANJIEJIZHONGDUJINYIBUTIGAO。DUOJINGGUILINGYU,PAIMINGQIANWUDEQIYECHANLIANGYUEWEI23.7WANDUN,YUEZHANQUANGUOZONGCHANLIANGDE69.3%,TONGBIZENGZHANG9GEBAIFENDIAN;CHANLIANGDAWANDUNJIYISHANGDEQIYECONG2018NIANDE7JIAJIANSHAOZHI6JIA,CHANLIANGZHANBIGAODA83.9%,TONGBITISHENG12.1GEBAIFENDIAN。GUIPIANDUAN,PAIMINGQIANWUDEQIYECHANLIANGWEI97.96GW,YUEZHANQUANGUOZONGCHANLIANGDE72.8%,TONGBIZENGZHANG4.2GEBAIFENDIAN;CHANLIANGCHAO2GWQIYECONG2018NIAN10JIAZENGJIAZHI12JIA,ZHANBIDA89.3%,TONGBITISHENG3GEBAIFENDIAN。DIANCHIDUAN,PAIMINGQIANWUDEQIYECHANLIANGYUEWEI41.2GW,YUEZHANQUANGUOZONGCHANLIANGDE37.9%,TONGBIZENGZHANG8.4GEBAIFENDIAN;CHANLIANGCHAO2GWDADAO20JIA,ZHANBIDA77.7%,TONGBIZENGZHANG14.9GEBAIFENDIAN。ZUJIANDUAN,PAIMINGQIANWUDEQIYECHANLIANGYUEWEI42.2GW,YUEZHANQUANGUOZONGCHANLIANGDE42.8%,TONGBIZENGZHANG4.4GEBAIFENDIAN;CHANLIANGCHAO2GWDADAO13JIA,ZHANBIDA65.6%,TONGBIZENGZHANG16GEBAIFENDIAN。

  (ER)DANJINGFENEKUAISUTISHENG

  2019NIAN,DANJINGGUIPIANQIYECHIXUKUOZHANGCHANNENG,DANJINGGUIPIANLONGTOUQIYELONGJI2019NIANDANJINGCHANNENGYIDADAO35GW,TIANJINZHONGHUANDANJINGGUIPIANCHANNENGYECHAOGUO24GW。DANJINGDIANCHIHEZUJIANCHANPINJIAGEKUAISUXIAJIANG,TIXIANCHULEGENGHAODEXINGJIABIYOUSHI,SHICHANGXUQIU,YOUQISHIHAIWAISHICHANGXUQIUKAISHIZHUBUZHUANXIANGDANJING。DUOJINGGUIPIAN、DIANCHIQIYEZAIJIAGEYALIXIA,YINGLINENGLIDAFUXIAHUA,SHENZHIKAISHIKUIXIANJINLIU,BUFENQIYEJIANCHAN,SHENZHITINGCHAN。ZONGHEYISHANGYINSUYINGXIANG,2019NIANDANJINGCHANPINZHANBIKUAISUTISHENG。2019NIANDANJINGGUIPIANSHICHANGZHANBISHOUCICHAOGUODUOJING,DADAOYUE65%,TONGBIZENGJIA20GEBAIFENDIAN;DUOJINGGUIPIANSHICHANGZHANBIYOU2018NIANDE55%XIAJIANGZHI2019NIANDE32.5%。TONGSHI,ZHUDINGDANJINGCHANPINZAI2019NIANNEIZHUJIANJINRUSHICHANG,2019NIANSHICHANGZHANBIYUEWEI2.5%。

  (SAN)CHUKOUZHANBIWENBUTIGAO

  CONG2011-2019NIANLINIANZUJIANCHUKOUQINGKUANGKAN,SHOUOUMEI“SHUANGFAN”YINGXIANG,WOGUOGUANGFUZUJIANCHUKOUZHANBICONG2012NIANGAODA78%JIANGZHI2016NIANYUE40%,,ZUJIANCHUKOULIANGYELIANXUDUONIANWEICHIZAI20GWZUOYOUDEGUIMO。DANSUIZHEGUANGFUFADIANCHENGBENDEBUDUANXIAJIANG,XINXINGSHICHANGDEBUDUANYONGXIAN,ZI2017NIANKAISHI,WOGUOGUANGFUZUJIANCHUKOUZHANBIWENBUZENGZHANG。ZHI2019NIAN,ZUJIANCHUKOULIANGYIDA66.6GW,ZHANGUONEIZUJIANZONGCHANLIANGYUE67.5%,TONGBIZENGZHANG18.2GEBAIFENDIAN。ZHUYAOLONGTOUQIYECHUKOUZHANBIJUNZAI70-80%ZUOYOU,YOUDESHENZHICHAOGUO90%。SUIZHEGUANGFUZUJIANCHUKOUDEKUAISUZENGZHANG,WOGUOGUANGFUZUJIANCHUKOUZAISUOYOUCHUKOUCHANPINZHONGDEZHANBIYEHUODETISHENG。2019NIAN,WOGUOGUANGFUZUJIANCHUKOUE173.1YIMEIYUAN,ZHANGUANGFUCHANPIN(GUIPIAN、DIANCHIPIAN、ZUJIAN)CHUKOUZONGEDE83.3%,TONGBIZENGZHANG2.7GEBAIFENDIAN。

  (SI)DIANZHANJIAOYIYUJIAHUOYUE

  GENJUWANGLUOGONGKAIDEDIANZHANJIAOYIXINXILAIKAN,2019NIANGUANGFUDIANZHANJIAOYIJINYIBUHUOYUE。2018NIANGUANGFUDIANZHANJIAOYIGUIMOWEI2.2GW,JIAOYIJINEWEI100YI;2019NIANGUANGFUDIANZHANJIAOYIGUIMOJIAQUANHOUWEI4.2GW,JIAOYIJINEWEI140YI。JIAOYIGUIMOTONGBISHANGSHENGLE90%,ERJIAOYIJINEJINSHANGSHENGLE40%,ZHUYAOYUANYINXI2018NIANJIAOYIDEDUOWEIBUTIEJIAOGAODEYOUZHIDIANZHANQIE2019NIANDUOWEIBUFENGUQUANJIAOYI。CONGMAIFANGLAIKAN,2019NIANCHUSHOUDIANZHANDEYIRANSHIMINYINGQIYE,QIZHONGCHUSHOUGUIMOWEILIEQIANSANDEQIYEFENBIEWEIXIEXINXINNENGYUAN、AIKANGKEJI、XIONGMAOLVNENG,ZHESUANGUQUANHOUCHUSHOUGUIMOFENBIEWEI1.357GW、1.028GW、0.6225GW。CONGMAIFANGLAIKAN,YIYANGQI、DIFANGGUOQI、JIJINGONGSI、TOUZIGONGSIYIJISHANGSHIGONGSIWEIZHU,YUMAIFANGXIANGBIXIANDEGENGJIADUOYUANHUA。ZHIDEZHUYIDESHI2018NIANDIANZHANJIAOYIJIBENDOUSHI100%GUQUANJIAOYI,ER2019NIANCHUXIANLEHENDUOBUFENGUQUANJIAOYIDEANLI,ZHEICHONGFENZHANXIANLESHOUGOUFANGDUIBUTIETUOQIANWENTICHIGENGJIABAOSHOUDETAIDU,BINGQIEXIWANGZAIJIAOYIZHONGTICHUBUTIETUOQIANDEZHEIBUFENZICHAN。SUIZHEGUOBUMULUDEGAIGE,YUJI2020NIANGUANGFUDIANZHANJIAOYIGUIMOJIANGCHIXUSHANGSHENG,JIAOYIDANJIAJIANGHUIJIXUZOUDI,BUFENGUQUANJIAOYIDEFANGSHIKENENGHUICHENGWEICHANGTAI。

  SAN、2020NIANFAZHANZHANWANG

  (YI)CHANYEJIZHONGDUJINYIBUTISHENG

  2020NIANCHANYEJIZHONGDUJIANGJINYIBUTISHENG,ZHUYAOTIXIANZAIYIXIALIANGGEFANGMIAN。YIFANGMIAN,LUOHOUCHANNENGJIASUTAOTAI。SUIZHEGAOXIAOCHANPINDEXUQIURIYIWANGSHENG,YIJICHANPINJIAGEDEJINYIBUXIAJIANG,BUFENZHONGXIAOQIYESHOUZHIYUZIJINXIANZHI,WULIJINXINGGAIZAOSHENGJI,ZAIJIAGEYALIXIA,LAOCHANXIANJIASUTAOTAI;TONGSHI,SUIZHEDANJINGSHICHANGXUQIUDEDAFUTISHENG,DUOJINGCHANPINJIAGEDEDAFUXIAJIANG,YIDUOJINGCHANPINWEIDANYIHUOZHULIUCHANPINDEQIYECHANNENGLIYONGLVJIANGCHIXUZOUDI。LINGYIFANGMIAN,TOUBUQIYEJIASUKUOZHANG。2020NIAN,GUIPIANDUANLONGJI、ZHONGHUAN、JINGKECHANNENGMUBIAOFENBIETISHENGZHI65GW、50GWYIJI20GWYISHANG,QIZHONGLONGJINIANCHANNENGZENGFUDA30GW;DIANCHIDUANTONGWEI、AIXUDECHANNENGMUBIAOFENBIETISHENGZHI30-40GWHE22GW,QIZHONGTONGWEINIANCHANNENGZENGFUJIN18GW;ZUJIANDUANLONGJI、JINGKECHANNENGMUBIAOFENBIETISHENGZHI22GWYISHANG,NIANCHANNENGZENGFUFENBIEGAODA6-7GW。TOUBUQIYECHANNENGDECHIXUKUOZHANGZAIZENGDAQISHICHANGGONGYINGLIANGDETONGSHIJIANGJINYIBUJIYAZHONGXIAOQIYEDESHENGCUNKONGJIAN。

  (ER)SHICHANGKONGJIANJINYIBUKUODA

  2020NIANSHIWOGUOGUANGFUFADIANYOUBUTIEYILAIJINRUPINGJIADEGUANJIANYINIAN。DUIYUGUANGFUFADIANXIANGMUDEGUANLIMOSHIRENGJIANGCAIYONGPINGJIAXIANGMUYOUXIAN、DUIXUYAOGUOJIABUTIEDEXIANGMUSHISHIJINGJIADEGUANLIMOSHI。YINWEISHIYOUGUOJIABUTIEDEZUIHOUYINIAN,QIYEXIANGMUJIANSHEJIJIXINGHUIMINGXIANTIGAO,HAIYOUKENENGCHUXIANQIANGZHUANG。WOMENYUJI2020NIANJINGJIAXIANGMUGUIMOKEDADAO20-25GW、HUYONGSHICHANG5-7GW,JIASHANGWEIWANCHENGDE2019NIANXIANGMU、TEGAOYA、SHIFANXIANGMUDENG,2020NIANSHICHANGGUIMOYOUWANGCHAOGUO35GW。SUIRANZHENGZAISHOUTURUQILAIDEYIQINGYINGXIANG,2019NIANWEIJIANCHENGDEJINGJIAXIANGMUWUFAZHENGCHANGSHIGONG、2020NIANJINGJIAXIANGMUDEQIANQIGONGZUOWUFAZHENGCHANGKAIZHAN,DANYIQINGYOUXIAOKONGZHIHOU,GUANGFUSHICHANGJIANGYOUXUHUIFU,BINGZHENGCHANGKAIZHANGEXIANGGONGZUO。2020NIANGUANGFUFADIANZUIDADETIAOZHANJIANGSHIXIAONAKONGJIANHEQIGUANGLV。ZAIXIAONAKONGJIANYOUXIANDEBUFENDIQUWEIWANCHENG2018NIANGUOJIAFAZHANGAIGEWEI、GUOJIANENGYUANJUYINFADE《QINGJIENENGYUANXIAONAXINGDONGJIHUA(2018-2020NIAN)》ZHONG2020 NIANQIGUANGLVDIYU 5%DEMUBIAO,XINZENGGUANGFUFADIANXIANGMUDESHENPI、BINGWANGJIANGBUSHUNLI,YEHUICHUXIANYUFENGDIANJINGZHENGXIAONAKONGJIANDEQINGKUANG。ZONGTILAIKAN,2020NIANGUANGFUSHICHANGJIANGHUIFUZENGZHANG,YIGUOJIABUTIEXIANGMUWEIZHU,YOUTIAOJIANDEDIQUZHUBUKAIZHANPINGJIAXIANGMU,WEIQUANMIANJINRUPINGJIASHIDAIZUOZHUNBEI。

  (SAN)ZHIZAODUANYINGLISHUIPINGJINYIBUHELI

  DUOJINGGUIHUANJIE,ZHUYAOQIYEZAI2020NIANJUNMEIYOUKUOCHANJIHUA,LUOHOUCHANNENGZAIJIAGEYALIXIAYEJIANGZHUBUCHUQING,HAIWAIDUOJINGGUICHANNENGKENENGYEHUIYINWEIYINGLIYALIERTINGCHAN,YUJI2020NIANDUOJINGGUIHUANJIEZHENGTIGONGXUGEJUJIANGHUIQUYUJINZHANG。SUIZHEYIQINGYINGXIANGDEZHUBUXIAOSAN,JIAGEYOUWANGQIWENHUISHENG,YINGLINENGLIJIANGHUIZHUBUTISHENG;GUIPIANHUANJIE,SUIZHE2020NIANDALIANGDANJINGGUIPIANCHANNENGDECHIXUSHIFANG,GONGYINGJINZHANGDEJUMIANJIANGHUIDEDAOHUANJIE,JIAGEYEJIANGZHUBUXIADIAO,QIYEYINGLINENGLIJIANGXIANGDUIQUYUHELI;DIANCHIPIANHUANJIE,2020NIANPERCCHANNENGCHIXUKUOZHANG,LUOHOUCHANNENGYEHUIJIASUCHUQING,DIEJIAGUIPIANJIAGEDEJIANGJIA,DIANCHIHUANJIEDEYINGLINENGLIBAOCHIWENDING;ZUJIANHUANJIE,YOUYUKAIGONGLINGHUOXINGJIAOGAO,ZAI2020NIANQIANGJINGDESHICHANGXUQIUXIA,ZUJIANHUANJIEYINGLINENGLIYOUWANGJIXUXIANGSHANGXIUFU。

  (SI)JISHUJINBUJINYIBUJIASU

  MUQIANGUANGFUFADIANJIJIANGTUOLIDUIBUTIEDEYILAI,YOUYUGUANGFUPINGJIAMUBIAOYALIJUDA,POSHIGUANGFUZHIZAOQIYEJIASUJIANGDIGUANGFUDUDIANCHENGBEN,XINJISHUDEYINGYONGBUFABUDUANJIAKUAI,SHENZHIJIANGCHENGXIANCHAOYUQIDEFAZHANTAISHI。YI210mmCHICUNWEILI,ZHONGHUANGUFENZAI2019NIAN8YUE16RITUICHU210mm“KUAFU”XILIECHAODAGUIPIANYIHOU,DUANDUANBANNIANSHIJIAN,AIXUKEJIZAIYIWUDE5GW210mmDIANCHIPIANYIJINGLIANGCHAN,SHEBEIQIYEJIEJIAWEICHUANG、JINGSHENGJIDIAN、NINGXIAXIAONIUFENFENXUANBULE210SHEBEIJINZHAN,TIANHEGUANGNENG、DONGFANGRISHENGDENGZUJIANQIYEYEFABULEYINGYONG210mmGUIPIANDEZUJIANCHANPIN。CIWAI,YIZHIJIEDIANCHI、TOPConDIANCHIDENGGAOXIAODIANCHIJISHUDEKUOCHANHUABUFAYEZAIWENBUTUIJIN。YUJI2020NIAN,CHANYEHUASHENGCHANDEPXINGPERCDANJINGHENXINGTOPConDANJINGDIANCHIZHUANHUANXIAOLVJUNJIANGFENBIEDADAO22.7%HE23.3%,ZHULIUZUJIANCHANPINGONGLVJIANGDADAO325WYISHANG;PERCDIANCHIJISHURENGJIANGSHIDIANCHISHICHANGDEZHUDAO,DANTOPConDIANCHICHANLIANGJIANGCHUXIANJIAODAFUDUZENGZHANG;BANPIANHE9BBJISHUYOUYUTIXIAOMINGXIAN,LIANGLVYEYICHENGSHU,SHICHANGZHANBIJIANGHUIKUAISUTISHENG;DIEWASHOUXIANYUJISHUCHENGSHUDU,ZHANGQIKEKAOXINGYEDAIYANZHENG,YINCIZENGZHANGQUHUAN。

  (五)光伏应用进一步多样化

  JIYUGUANGZIYUANDEGUANGFANFENBUHEGUANGFUFADIANDEYINGYONGLINGHUOXINGTEDIAN,JINNIANLAIWOGUOGUANGFUFADIANZAIYINGYONGCHANGJINGSHANGYUBUTONGXINGYEXIANGJIEHEDEKUAJIERONGHEQUSHIYUFATUXIAN,SHUIGUANGHUBU、NONGGUANGHUBU、YUGUANGHUBUDENGYINGYONGMOSHIBUDUANTUIGUANG。YUJI2020NIANJIWEILAI,SUIZHEGUANGFUFADIANZAIGELINGYUYINGYONGDEZHUBUSHENRU,YIXIAJIGELINGYUDEGUANZHUDUYEJIANGZHUBUTIGAO。YISHIGUANGFU+ZHIQING。GUANGFU+ZHIQING,SHIXIANLEQINGJIENENGYUANSHENGCHANQINGJIENENGYUAN,NENGYOUXIAOJIEJUEGUANGFUFADIANXIAONAWENTI,SHIXIANLIANGZHONGXINNENGYUANZHIJIANDEYOUXIAOYINGYONG。SUIZHEGUANGFUFADIANHEDIANJIESHUIZHIQINGJISHUDEBUDUANFAZHAN,GUANGFU+ZHIQINGJIANGCHENGWEIWOGUONENGYUANANQUANHENENGYUANJIEGOUDIAOZHENGDEXINXUANZE。ERSHIGUANGFU+5GTONGXIN。JUGUIHUA,SUIZHE5GJISHUDEYINGYONGPUJI,GUONEIZHISHAOYOU1438WANGEJIZHANXUYAOXINJIANHUOGAIZAO,TONGSHI,ANZHAOGEYUNYINGSHANG5GGUIMOHESHULIANGJISUANNENGHAOZONGLIANG,5GJIZHANQUANWANGGONGHAOJIANGSHI4GDE4.62BEI。GUANGFUFADIANXITONGNENGGOUYOUXIAOJIANGDIDIANLIJICHUSHESHITOUZI,ZAI5GLINGYUDEYINGYONGFAZHANQIANLIJUDA。SANSHIGUANGFU+XINNENGYUANQICHE。JIEZHI2019NIANDI,WOGUOCHUNDIANDONGCHEBAOYOULIANGDA310WANLIANG,SUIZHEGUANGFUCHONGDIANZHAN/ZHUANGJIANSHEYEWUZHUJIANKUODA,GUANGFU+XINNENGYUANQICHEYINGYONGMOSHIJIANGZHUJIANPUJI。SISHIGUANGFU+JIANZHU。SUIZHEJINLINGNENGHAO、LINGNENGHAODENGGENGGAOJIENENGSHUIPINGLVSEJIANZHUZHUBUYINGYONGHEPUJI,YIGAOXIAO、ZHINENGHUADEGUANGFUFADIANXITONGZUOWEIJIANZHUNENGYUANXINGSHIDE“GUANGDIANJIANZHU”,JIANGCHENGWEIYUELAIYUEDUOGUANGFUQIYECHAYIHUAFAZHANDEQIJI。

  (LIU)CHUKOUSHICHANGJINYIBUFENSAN

  SUIZHEGUANGFUCHANPINJIAGEDEXIAJIANG,GUANGFUFADIANCHENGBENBUDUANJIANGDI,GUANGFUFADIANZAIYUELAIYUEDUODEGUOJIADEDAOGUANGFANYINGYONG。CONGHAIWAISHICHANGZHUANGJIKAN,XINZENGZHUANGJICHAOGUOGWDESHICHANGZHUNIANZENGJIA,YOUFENXIJIGOUYUCE2019NIANQUANQIUGWJISHICHANGCHAOGUO16GE,XIANGBI2018NIANZENGZHANG5GE,XINJINSHICHANGBAOKUOFUSUDEOUZHOUGUOJIAXIBANYAHEXINXINGSHICHANGYUENAN、WUKELAN、ALIANQIU、ZHONGGUOTAIWANDENG。XIANGYINGDI,2019NIANZUJIANCHUKOULIANGCHAOGUO1GWDEGUOJIAHEDIQU15GE,JIAO2018NIANZENGJIA4GE,QIANSHISHICHANGZHANBIWEI70.4%,QIEZHANBIQUYUJUNYUN,BUYILAIYUGEBIEZUJIANCHUKOUSHICHANG。GENJUIHS,YUJI2020NIANQUANQIUGUANGFUZHUANGJILIANGJIANGDADAO142GW,CHAOGUO1GWDEGUOJIADADAO43GEZUOYOU。BAXIZHENGZAIBUDUANTUIJINWUDINGGUANGFUXITONGDEANZHUANGJINCHENG,BINGQIEZHENGZAIKAOLVQUXIAODUIZHUANGJIGUIMO5MWYIXIAGUANGFUXITONGDEZHENGSHUI,YOUYUEDETIAOJIANJIANGHUIXIYINQUANQIUGEDAQIYEDEJINGXIANGTOUZI。CHANGNIANSHOUDAOQUEDIANWENTIKUNRAODEBAJISITANZAIJINGGUO2019NIANDEBUDUANCHANGSHIHOUYEKAISHIJINXINGGUANGFUXIANGMUZHAOBIAO,QIEXIWANGZHONGGUOQIYENENGGOUSHISHIJINRUBAJISITANJIANCHANGHUOTOUZI。SUIZHEDONGNANYA、LADINGMEIZHOU、ZHONGDONGDENGDIQUGUOJIAJIJITUIJINGUANGFUXIANGMU,GUANGFUSHICHANGCANYUZHEBUDUANYONGRU,QUANQIUGUANGFUSHICHANGZENGZHANGBUZAIYILAIYUMEIGUO、RIBEN、YINDUDENGDANYISHICHANG,JIANGXIANGDUOYUANHUAFAZHAN。ZAIHAIWAISHICHANGDELADONGXIA,CHUKOUSHICHANGYEJIANGJINYIBUCHENGFENSANQUSHI。

本文标签:解读:中国光伏行业2019年回顾与2020年展望
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