How to digest the new output of the most popular d

2022-08-18
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How to digest the new output of the large-scale start-up of the distributed photovoltaic market

news shows that almost all the major domestic photovoltaic module enterprises have started full production recently

it is reported that some people believe that there are two possibilities: one is to catch up with the market opportunity of the large-scale start-up of domestic distributed photovoltaic power generation, and the other is to hope to have more inventory in Europe before the "double anti" in Europe is determined

but these two views seem to ignore the current fundamentals of the photovoltaic industry, and they can't help but remind people of the capacity expansion competition two years ago

there is no doubt that the large-scale launch of the domestic distributed photovoltaic market has finally brought the industry back to the track of balanced development. But in a newly started market, whether it can digest the huge inventory in the upstream in a short time, and how to digest the new output

besides, inventories are in Europe. There is a retroactive period for the "double anti" in the United States. Isn't there a retroactive period in the European market

starting the distributed market is only the first step for the healthy development of the photovoltaic industry. Regardless of whether this market model of cake given by the government is sustainable, that is, whether the government plans 15gw, 20GW or even 100gw every year, can it meet the growth of upstream capacity

obviously not

for the current capacity scale of the photovoltaic industry, there are two different expressions from different angles, one is excess, the other is relatively advanced. The former is pessimistic, while the latter is relatively optimistic about building sealant jc/t 883 ⑵ 001 for stone

the author believes that how to understand this problem may be both the logical origin of clarifying the current situation of the industry and the starting point of seeking solutions to the dilemma. Due to different understanding, it will form a judgment and response to the situation, and the concentration of ethanol cannot be less than 99.5%, which will bring about a great difference in the industry situation

however, whether it is ahead of schedule or surplus, the photovoltaic upstream manufacturing industry may always face the problem of how to reduce production capacity before realizing parity utilization and before the market price recovers to the normal profit space, which is also the biggest difficulty of industry integration

in light of the fact that we still have to rely on policy support to survive at this stage, at present, two standards have been approved by the National Standards Commission. Government regulation has its rationality and inevitability, but government regulation is also easy to fall into the pattern of "harmony" - adding water to more noodles, adding noodles to more water. The passive start of the distributed market is so interesting

the reason why we are facing such a dilemma is not only the lack of overall planning and the imperfect management system, but also the possibility that the market may become more and more dependent on or even kidnap the government due to the excessive intervention of the government. However, the irrational investment in a crowd may be the more important reason

to jump out of this cycle, we first need to have a clearer understanding of the development law of the industry, and plan the scale and total amount of the market in advance, that is, grasp the development rhythm from a macro perspective. In terms of dough, it is to plan how big a cake you want to make first. Then, the total amount should be strictly controlled and should not be easily adjusted without full demonstration. Or only in this way, the government will not be coerced by the market, and enterprises will be more likely to formulate rational development strategies

for the long-term development of individual enterprises, technological innovation and business model innovation are undoubtedly the best direction to avoid vicious competition. Although this is not easy under the background of general loss in the industry, I'm afraid it's difficult to have a future without it

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