我国光伏行业投资分析报告
文章摘要:受欧洲宏观经济不景气、光伏补贴标准下调、贸易摩擦不断升级等因素的影响,2013年上半年光伏行业出现大幅调整。随着下半年中国政府出台“国发24号文”等多个光伏产业政策,光伏需求呈现出明显的复苏态势。展望2014年,光伏市场国际需求区域切换成确定性事件。在光伏发电成本持续下降、政策持续利好和新兴市场快速兴起等有利因素推动下,全球光伏市场仍将持续扩大,预计2014年全球光伏新增装机量将达到42GW,中国成为市场增长主要动力达到14GW,但市场复苏带来的新一轮产能... 展开
Abstract:In the first half of 2013,China’s photovoltaic(PV) industry experienced a substantial adjustment,a large number of company went bankrupt,which were influenced by the downturn of European macroeconomic,the lower FIT (Feed-in Tariff) standards of PV,the escalating trade friction and seriously super abounded production capacity. With Chinese government issued “File No.24 of the State Council” and many other photovoltaic indus... 展开