中国光伏产业2020年回顾与2021年展望

REVIEW OF CHINA’S PV INDUSTRY IN 2020 AND PROSPECT IN 2021

受新冠肺炎疫情的影响,2020年全球经济倒退,然而在此形势下,我国光伏产业却逆流而上,取得了令人瞩目的成就,保持并延续了多项世界第一。首先,从应用市场实现恢复性增长、产业规模持续扩大、光伏产品出口稳中有增、技术创新活跃,以及光伏发电中标电价与光伏发电成本持续下降等方面对2020年我国光伏产业的发展形势进行了回顾;其次,从全社会关注度暴涨、产业集中度进一步提升、融资环境改善、产业链供给矛盾突出等方面对2020年我国光伏产业的发展特点进行了分析;最后,从光伏将占据可再生能源增量市场半壁江山,我国光伏市场将进入快速发展新阶段,大尺寸、高功率光伏产品将快速放量,对供应链的把控能力将成为企业竞争制胜的关键,以及光伏将助力多个领域清洁低碳发展等方面对2021年我国光伏产业的发展进行了展望。

Affected by the novel coronavirus pneumonia epidemic,the global economy in 2020 has been regressed.However,PV industry in China has been catching up with the flow,and has made remarkable achievements,maintaining and continuing many world’s first.This article first reviews the development situation of the PV industry in 2020 from the aspects of application market recovery growth,the continuous expansion of the scale of the industry,the steady increase in exports of PV products,the active technological innovation,and the continuous decline in the bidding price and cost of PV power generation.Secondly,the development characteristics of the PV industry in 2020 are analyzed in terms of the skyrocketing attention of the whole society,the further increase of industrial concentration,the improvement of the financing environment,and the prominent supply contradiction in the industrial chain.Finally,from the perspective that PV power generation will occupy half of the renewable energy incremental market,China’s PV market will enter a new stage of rapid development.Large-size and high-power PV products will rapidly increase in volume.The control ability of the supply chain will become the key to the success of corporate competition,and PV power generation will help clean and low-carbon development in many fields.The development of the PV industry in China in 2021 was prospected.