Research Report on photovoltaic equipment industry in 2022 From industrial securities
The following is the Research Report on photovoltaic equipment industry in 2022 From industrial securities recommended by recordtrend.com. And this article belongs to the classification: Brokerage Report, Energy saving and environmental protection industry.
In the future, the compound growth rate of new photovoltaic installed capacity is expected to exceed 20%. 2022 will be the year of photovoltaic growth, and the market-oriented demand is expected to be large. Since 2015, the new installed capacity of PV in the world has increased rapidly. It is estimated that the new installed capacity of DC end will be about 238gw in 2022. In the future, the new installed capacity is expected to maintain the growth rate, which can reach nearly 400gw in 2025, and the five-year compound growth rate will exceed 20%.
It is expected that the driving force for the expansion of global photovoltaic demand comes from important markets such as China, India, the United States and Europe. In 2020, the carbon emissions of the four major economies accounted for about 63% of the world. Driven by the carbon neutralization goal, they have strong support for photovoltaic. The four major markets account for about 70% of the new photovoltaic installed capacity in the world. It is expected that in the future, as countries continue to scale up photovoltaic, important markets will still be the main force for the expansion of photovoltaic demand.
The large base project is advancing steadily, and the phase I large base provides effective guarantee for the installation of ground power stations in 2022. During the “14th five year plan” period, it is estimated that the total number of projects of Fengguang large base is more than 200GW, of which the first batch of large base projects involve 19 provinces, with a total scale of 97.05gw, of which the total capacity put into operation in 2022 is 45.71gw, and the scale can reach 23gw according to 50% of photovoltaic installed capacity.
The supporting grid connection project also provides support for the surface power station project in 2022. In 2021, the guaranteed grid connected photovoltaic projects announced by all provinces reached 65.37gw. Assuming that the grid connection rate of 1 / 3 in 22 years, the installed capacity of affordable projects can reach 21gw.
On June 20, 2021, the National Energy Administration officially issued the notice on submitting the pilot scheme of roof distributed photovoltaic in the whole county (city, district), requiring the competent energy departments of all provinces to summarize, prepare and report the pilot scheme of their own province. Three safeguard measures are proposed in the document, which requires local governments and power grid enterprises to “build as much as possible” and “connect as much as possible” for distributed photovoltaic.
Under the promotion policy of the whole county, the distributed demand is expected to grow rapidly. According to the data of the national energy administration, in 2021, the whole county promoted the pilot counties of roof distributed photovoltaic, with a cumulative filing capacity of 46.23 million KW, mainly distributed in Shandong, Henan and Zhejiang; The cumulative grid connected capacity is 17.78 million KW, mainly distributed in Shandong, Zhejiang and Guangdong. The distributed photovoltaic development mode of the whole county is relatively flexible, and the cooperative investment and development mode of companies established by central enterprises, local state-owned enterprises and private enterprises accounts for more than 60%. It is expected that the projects that have been filed but not constructed in 2021 will be successively completed and connected to the grid in 2022. With the addition of new filed projects in 2022, the demand for photovoltaic distribution is expected to grow rapidly.
The large-scale centralized purchase of central enterprises in advance reflects the prosperity of the industry, and the industry has benefited from the electricity price reform for a long time. The centralized procurement of central enterprises is large in scale and ahead of time. By the end of January 2022, it has been announced that the centralized procurement projects of central enterprises have reached 35gw +. Among them, China power 15gw, state power investment 4.5gw (mainly distributed projects), China Power Construction 7.5GW, PetroChina 4.5gw, China Resources 3gw, China Nuclear 1GW and State Grid 1GW. It is expected that the Three Gorges group, China Power Construction and China energy conservation will also successively carry out centralized procurement bidding. Huaneng, China Resources, national energy group and state power investment will also have a second round of project bidding, and the industry boom will be better in 2022.
After the electricity reform, the floating range of electricity price increases, and industrial and commercial users enter the electricity trading market, providing room for the rise of electricity price. According to the notice on further deepening the market-oriented reform of on grid electricity price of coal-fired power generation issued by the national development and Reform Commission, the fluctuation range of market transaction electricity price is expanded from the original upward fluctuation of no more than 10% and downward fluctuation of no more than 15% in principle to upward and downward fluctuation of no more than 20% in principle. The market transaction electricity price of high energy consuming enterprises is not limited by upward fluctuation of 20%. Provide room for electricity prices to rise. In addition, the entry of industrial and commercial users into the power trading market also increases the flexibility of price regulation, encouraging high energy consuming enterprises and industrial and commercial users to install distributed photovoltaic power stations and reduce power consumption costs.
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