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Published on: January 24, 2019

Original title: 2019年光伏行业整合成焦点
Links: Source document (in Chinese) (link).
Newly installed capacity of PV in China exceeded 43 GW in 2018, down 18% from last year. Of this, circa 23 GW was utility-scale PV, down 31% from last year, and circa 20 GW was distributed PV, an increase of 5% from last year. Cumulative installed capacity exceeded 170 GW。Installations of 35 to 45 GW are expected for 2019。

这是1月17日光伏行业2018年发展回顾与2019年形势展望研讨会上，中国光伏行业协会副理事长兼秘书长王勃华透露的信息。他认为，光伏行业整合将成为未来的发展焦点。企业排队IPO，继续借助资本市场融资，一旦成功，募集资金将推动产能的持续扩张和行业整合。

2019年伊始，国家发改委、国家能源局就下发了《关于积极推进风电、光伏发电无补贴平价上网有关工作的通知》(下称《通知》)。水电水利规划总院副处长徐国新分析称，首次对平价项目核发绿证，支持力度超过以往政策，预期成效良好。接网工程、就近交易、执行电价政策有望取得比历史实践更好的效果，消纳政策首次提出对限电电量通过给予优先发电计划获得补偿，但操作有点复杂，是后续实施的关注重点。他表示，2020年全国大部分地区光伏电站可实现无补贴平价上网。

王勃华认为，平价上网的到来将进一步点燃市场，但光伏产业还存在着一些问题，比如当前市场需求与补贴拖欠之间不协调，预计2018年光伏切口超600亿元;同时，稳增长与行业整合之间也存在着不协调，当前产能存在着成长中的、阶段性的过剩倾向，行业需要整合才能走向健康可持续发展。