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中国の太陽電池産業

Research Report on China Photovoltaic (PV) Industry, 2015-2019

発行 China Research and Intelligence 商品コード 305179
出版日 ページ情報 英文 60 Pages
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=114.58円で換算しております。
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中国の太陽電池産業 Research Report on China Photovoltaic (PV) Industry, 2015-2019
出版日: 2015年07月10日 ページ情報: 英文 60 Pages
概要

太陽電池産業は中国において近年急発展を見せ、2007年には中国が28億3800万ドルの輸出額により、世界最大の太陽電池製品生産国になりました。2013年の太陽電池製品輸出額は100億ドル超。ただし、中国からの太陽電池製品輸出は先進国や一部の新興市場において、アンチダンピング措置によって抑制されている側面も存在します。

当レポートでは、中国の太陽電池(PV)産業に注目し、2014-2018年の期間を対象に、市場の推移を予測・分析するほか、需給への影響要因、競合環境、有力企業などについての調査・分析情報をまとめ、概略以下の構成でお届けします。

第1章 太陽電池産業の概要

  • 定義と分類
    • 定義
    • 分類
  • 世界太陽電池産業の概要
  • 中国太陽電池産業の主な特徴

第2章 中国太陽電池産業の発展環境:2011-2014年

  • 経済環境
    • 世界経済
    • 中国経済
  • 政策環境
    • 政策概況
    • 政策動向

第3章 中国太陽電池産業の現況:2011-2014年

  • 供給
    • 生産力
    • 実績生産量
  • 需要
    • 国際市場
    • 国内市場

第4章 中国における太陽電池産業チェーン

  • 太陽電池産業チェーンの構造
    • 概要
    • 多結晶シリコン
    • モジュールとセル単体
    • 太陽光発電所と分散型太陽電池
  • 太陽電池産業チェーンのコスト分析
    • 上流コスト
    • 下流での発生コスト

第5章 中国太陽電池産業の主要エリア:2011-2014年

  • 太陽光発電所分析 - 地域別
    • 概要
    • 甘粛
    • 青海
    • 新疆
    • 寧夏
    • 内蒙古
    • 江蘇
  • 分散型太陽電池分析 - 地域別
    • 浙江
    • 湖南
    • 広東
    • 江蘇
    • 山東
  • 太陽電池産業の地域開発計画

第6章 中国における太陽電池の輸出入分析:2009-2013年

  • 輸出
    • 輸出の概況
    • 主な輸出相手国
  • 輸入
    • 輸入の概況
    • 主な輸入相手国

第7章 中国太陽電池産業の主要企業:2011-2014年

  • 中国における主要太陽電池企業の概要
  • JA SOLAR Co., Ltd.
  • Canadian Solar Inc.
  • Yingli Solar
  • Trina Solar
  • JinkoSolar Holding Co., Ltd. and Hanwha SolarOne Co., Ltd.
  • Zhejiang Renesola
  • HAREON SOLAR Corporation and Eging PV
  • China Sunergy Co., Ltd.
  • Risen Energy Co., Ltd.
  • Suntech Power Holdings Co., Ltd.
  • Zhejiang Sunflower Light Energy Science & Technology Co., Ltd.
  • LDK Solar Co., Ltd.
  • BYD
  • Chint Group

第8章 中国太陽電池産業の将来見通し:2014-2018年

  • 発展への影響ファクター
    • 政策環境
    • 経済環境
  • 供給予測
    • 建設中のプロジェクト
    • 生産力予測
    • 生産量予測
  • 需要予測
    • 国際市場
    • 国内市場
  • 投資機会についての論評
  • 開発・投資への提言

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目次
Product Code: 1507268

In recent years, photovoltaic industry in China has undergone rapid development. And in 2007, China became the largest photovoltaic producer with export reaching USD 2.838 billion. In 2014, China's total imports and exports of solar photovoltaic cell was USD 18.28 billion that increased 15.09% year on year, among which export was USD 14.41 billion, increasing 17.27% and import was USD 3.87 billion, increasing 7.62% year on year.

For photovoltaic export, the following problems exist in export structure and market: overdependence on processing trade, lack of independent R&D system, unstable structure of export market and the risk of trade frictions in emerging market.

Since 2011, the contraction of overseas photovoltaic market has rendered Chinese photovoltaic industry which has developed fast for nearly a decade in difficulty. Therefore, the Chinese government has issued a series of policies to support photovoltaic industry. For example, National Energy Administration has successively raised the power generation target of the twelfth five-year plan of photovoltaic; the Ministry of Industry and Information Technology has declared to promote the development of BIPV technology. On Feb.1, 2012, the Ministry of Finance of the People's Republic of China issued the Notice on Making Efforts to the Golden Sun Demonstration Work of the Year 2012 to fasten the large-scale application of photovoltaic generation. In 2013, the State Council published the Several Opinions on Promoting the Healthy Development of PV Industry and a series of supporting policies. In recent years, photovoltaic generation has developed fast in China.

In 2014, the installed capacity of photovoltaic grid-connected generation in China was 28.05 million kilowatts with a year-on-year growth of 60%, among which 23.38 million kilowatts were generated by photovoltaic power station and 4.67 million kilowatts by distributed power station. The annual generation of photovoltaic was 25 billion kilowatt-hours, increasing over 200% year on year.

In 2014, new grid-connected photovoltaic generation was 10.60 million kilowatts in China which accounted for a quarter of global new capacity and one third of photovoltaic module output in China and realized the target set by the Several Opinions on Promoting the Healthy Development of PV Industry of achieving a growth of approximately 10 million kilowatts per annum. Besides, 8.55 million kilowatt photovoltaic power station and 2.05 million kilowatt distributed power station were added too.

In 2014, a pattern of common development of east and west with emphasis on east has taken shape in photovoltaic generation in China. New installed capacity in East China was 5.6 million kilowatt, accounting for 53% of the sum. Jiangsu and Hebei Province topped the list of new installed capacity.

In 2014, the application pattern of photovoltaic generation kept innovating with 30 distributed photovoltaic generation demonstration areas being designated by the National Development and Reform Commission as infrastructure projects encouraging social investment. Currently, 0.5 million kilowatts have already been built and 0.6 million kilowatts are under construction, attracting over CNY 10 billion investment.

In 2014, photovoltaic cell manufacturers in China maintained strong international competitiveness. Among the TOP 10 producers, six came from China, among which four were in the top four. As to the development of photovoltaic upstream industry, about 130,000 tons of polysilicon were produced in China, increasing nearly 50% year on year and about 90,000 tons were imported. And the total output of photovoltaic module surpassed 33 million kilowatt with a year-on-year growth of 17%, among which about 68% were exported. Most enterprises have improved their capacity utilization with TOP 10 reaching above 87% on average.

As to the current development of photovoltaic market in China, there are still some problems like financing difficulty, high construction cost, long payback period and difficulty in connecting to grid despite a series of support policies issued by the government.

To some extent, photovoltaic industry in China still faces the problem of depending on overseas countries for raw materials and market. Particularly, as photovoltaic is export-oriented, trade frictions are easy to occur. Meanwhile, due to the overall low level of profitability in photovoltaic industry and the underinvestment in research and development, most photovoltaic enterprises have not yet built a mature R&D system and the technological level of products is generally low.

Readers can get at least the following information through this report:

  • policy and economic environment facing photovoltaic industry in China
  • development of photovoltaic power station and distributed photovoltaic in China
  • supply and demand of photovoltaic industry in China
  • key photovoltaic enterprises in China
  • anti-dumping events experienced by Chinese photovoltaic enterprises
  • photovoltaic import and export
  • development forecast of photovoltaic industry in China

The author suggests the following groups of people purchase this report:

  • related enterprises in photovoltaic industrial chain
  • photovoltaic enterprises
  • investors/research institutions interested in photovoltaic industry in China

Table of Contents

1. Overview of Photovoltaic Industry

  • 1.1. Definition and Classification
    • 1.1.1. Definition
    • 1.1.2. Classification
  • 1.2. Overview of Photovoltaic Industry in the World
  • 1.3. Dhief Characteristic of Photovoltaic Industry in China

2. Development Environment of Photovoltaic Industry in China, 2011-2015

  • 2.1. Economic Environment
    • 2.1.1. Global Economy
    • 2.1.2. Chinese Economy
  • 2.2. Policy Environment
    • 2.2.1. Policy Overview
    • 2.2.2. Policy Trend

3. Status of Photovoltaic Industry in China, 2010-2014

  • 3.1. Supply
    • 3.1.1. Capacity
    • 3.1.2. Output
  • 3.2. Demand
    • 3.2.1. International Market
    • 3.2.2. Chinese Market

4. Photovoltaic Industrial Chain in China, 2010-2014

  • 4.1. Compositions of Photovoltaic Industrial Chain
    • 4.1.1. Overview
    • 4.1.2. Polysilicon
    • 4.1.3. Module and Cell
    • 4.1.4. Photovoltaic Power Station and Distributed Photovoltaic
  • 4.2. Cost Analysis of Photovoltaic Industrial Chain
    • 4.2.1. Upstream Cost
    • 4.2.2. Downstream Generating Cost

5. Key Regions of Photovoltaic Industry in China, 2010-2014

  • 5.1. Analysis of Photovoltaic Power Station by Regions
    • 5.1.1. Overview
    • 5.1.2. Gansu
    • 5.1.3. Qinghai
    • 5.1.4. Xinjiang
    • 5.1.5. Ningxia
    • 5.1.6. Mongolia
    • 5.1.7. Jiangsu
  • 5.2. Analysis of Distributed Photovoltaic by Regions
    • 5.2.1. Zhejiang
    • 5.2.2. Hunan
    • 5.2.3. Guangdong
    • 5.2.4. Jiangsu
    • 5.2.5. Shandong
  • 5.3. Regional Development Plan of Photovoltaic Industry

6. Import, Export and Trade Friction Analysis of Photovoltaic in China

  • 6.1. Export
    • 6.1.1. Export Overview
    • 6.1.2. Major Export Destination
  • 6.2. Import
    • 6.2.1. Import Overview
    • 6.2.2. Major Source of Import
  • 6.3. Trade Barrier Facing Chinese Photovoltaic Enterprises

7. Key Enterprises of Photovoltaic Industry in China, 2011-2015

  • 7.1. Overview of Key Photovoltaic Enterprises in China
  • 7.2. JA Solar
  • 7.3. Canadian Solar
  • 7.4. Yingli Solar
  • 7.5. Trina Solar
  • 7.6. JinkoSolar Holding Co., Ltd and Hanwha SolarOne Co., Ltd
  • 7.7. ReneSola Ltd.
  • 7.8. Hareon Solar and Eging PV
  • 7.9. China Sunergy
  • 7.10. Risen Energy Co., Ltd
  • 7.11. Suntech Power
  • 7.12. Zhejiang Sunflower Light Energy Science & Technology LLC
  • 7.13. LDK Solar
  • 7.14. BYD
  • 7.15. Chint Group

8. Expectation to Photovoltaic Industry in China, 2015-2019

  • 8.1. Factors Affecting Development
    • 8.1.1. Policy Environment
    • 8.1.2. Economic Situation
  • 8.2. Supply Forecast
    • 8.2.1. Project under Construction
    • 8.2.2. Capacity Forecast
    • 8.2.3. Output Forecast
  • 8.3. Demand Forecast
    • 8.3.1. International Market
    • 8.3.2. Domestic Market
  • 8.4. Discussion about Investment Opportunity
  • 8.5. Advice on Investment and Development

Table of Selected Charts

  • Chart Major Industrial Policy of Photovoltaic Industry in China, 2011-2015
  • Chart Solar Cell Output in China, 2007-2014
  • Chart Installed Capacity of Photovoltaic in the World, 2007-2014
  • Chart Installed Capacity of Photovoltaic in China, 2007-2014
  • Chart Structure of Photovoltaic Industrial Chain in China
  • Chart Cost Analysis of Various Approaches of Generating 1GW in China
  • Chart Export Value of Chinese Solar Cell, 2010-2014
  • Chart Import Volume of Polysilicon in China, 2010-2014
  • Chart Photovoltaic Power Station Installation in Major Chinese Regions in 2013
  • Chart Regional Distribution of Distributed Photovoltaic in China in 2013
  • Chart Capacity Analysis of Major Photovoltaic Enterprises in China by the First Half of 2015
  • Chart Operation Status of Suntech Power, 2010-2014
  • Chart Major New Projects of Photovoltaic Industry in China, 2011-2015
  • Chart Installed Capacity Forecast of Photovoltaic in China, 2015-2019
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