Specialist
VP at Risen Energy Co Ltd
Agenda
- Photovoltaic industry policy outlook and short-, medium- and long-term impacts
- Chinese domestic and international installed capacity 2020-21 forecast
- Development trends across the industry chain under current policies
- Major Chinese domestic players’ overseas development strategies
Questions
1.
Some specialists estimated in Q1 2019 that the installed capacity in 2019 would reach 40-50GW, which was not realised. The grid parity and grid bidding policies have been finalised in turn in H1 2019. What are the trends or events in the photovoltaic (PV) industry in 2019 do you think are worth our attention?
2.
You have mentioned different growth was generated in different countries overseas in 2019. Could you introduce in details for us the growth rates in places such as Spain, North America and the UK?
3.
What do you think are the potential risks to be faced by domestic companies when they are trying to enter different markets overseas?
4.
Could you estimate on the installed capacity in 2020 in terms of the domestic market and overseas market respectively?
5.
You have mentioned HJT and double-glazed modules. Is it true that the cost of HJT modules is higher compared with that of PERC?
6.
Which is the key to further enhancing the efficiency of the PV industry, the conversion efficiency of PV modules, the operating performance of power stations or what else?
7.
From the perspectives of supply-demand relationship and price trends, what will be the development trends across the entire industry chain from silicon materials to silicon wafers, cells, PV glass, inverters and the modules?
8.
Polycrystalline cell manufacturers have always regarded India as a major overseas market. What will be the proportions of polycrystalline silicon and monocrystalline silicon in India in the future?
9.
If the production of silicon materials does not increase in 2020, will their supply be in short? Is their price expected to rise?
10.
What’s your expectation of the prices of silicon wafers, cells, PV glass and inverters in 2020? Which prices can be further reduced and which can be increased?
11.
Longi, JA Solar and JinkoSolar might focus on the domestic market in the future. Could you tell us about their overseas strategic planning and production capacity planning in 2020?
12.
Some time ago, China Photovoltaic Industry Association stated in its WeChat official account that the domestic policy framework in 2020 is basically settled, and it’s not much different from that in 2019. What’s your expectation of the policy in 2020? What else policies will be implemented? What policies will have huge impacts on the industry?
