Solar energy will play an important role inthe transition from fossil fuels to a more stable renewable energy system dueto the shortage of the energy world. To implement the EU's initiative, the EU willforce the use of roof solar energy in all new public and commercial buildingsby 2026 and all new residential buildings by 2029. It will also providemuch-needed impetus for the roof field. In the context of shrinking global demand,the structural growth trend of foreign trade is becoming more and moresignificant. The wave of single entry brought about by the recent energy crisishas, to some extent, boosted the confidence of Chinese foreign tradeenterprises. With the advent of severe winter, in addition to traditionalheating equipment, heat pump and solar energy related exports also showedstrong performance. In recent months, they have doubled and continued to"explode". The Chinese heating equipment manufacturers, which hadbasically completed the shipment in September, ushered in a longer peak seasonthan previous years, and have increased their horsepower to start the overtimeproduction, which has greatly increased the photovoltaic export. After theRussia Ukraine war, electricity prices soared, providing reasons foraccelerating the transformation to renewable energy. The demand of householdsand enterprises for solar energy is soaring; The supply of battery panels isalso increasing to meet this demand. However, there is still a key problem missing:not enough engineers are able to install the house modules fast enough to keepup with the progress of the order. Due to the impact of the war, Ukraine'ssolar energy industry is currently stagnant. This has led to the loss of morethan 1GW of production capacity and stopped most photovoltaic development insome regions. "Since this year, the sales of solarphotovoltaic modules, inverters, household lithium energy storage batteries andother products have doubled. Affected by the conflict between Russia andUkraine and the European energy crisis, foreign trade orders have surged. Inthe first half of this year, the output value of the whole year last year wascompleted. The original export ratio of 50% has also increased to 70% thisyear, of which nearly 80% are exported to Europe. The growth momentum of newenergy is not new, but the price of natural gas and other energy has soared Thecontinuous impact of the rise, as well as the introduction of incentivepolicies such as tax reduction for residential photovoltaic systems in manyEuropean countries, has intensified the trend. According to the data provided by ChinaPhotovoltaic Industry Association, in the first half of this year, the totalexport of photovoltaic silicon chips, battery chips and modules reached 25.9billion US dollars, up 113% year on year, reaching a new high. According toInfolink's statistics on China's customs exports in July, China's PV moduleexports reached a new high in July, reaching 15.7GW, a year-on-year increase of121%, and the cumulative module exports also reached 94.4GW, a year-on-yearincrease of 105%. Even if the cold winter has passed, thedemand for new energy power generation and energy independence in the Europeanand American markets will not weaken. "They will think more about whetherto make arrangements in advance for the coming year.". For Chineseenterprises, the popularity of photovoltaic export is not only due to theenergy crisis in Europe, but also due to the long-term industrial accumulation,which has really "knocked down the cost of photovoltaic powergeneration". The power generation cost of 2 yuan/watt has made solarenergy have long-term market competitiveness. China's photovoltaic industry hasunique advantages in the world in terms of efficiency, scale, or independenceof equipment manufacturing. With the continuous decline of electricity cost,the competitiveness of photovoltaic energy products will continue to rise,becoming China's export category against the rising trend. The European marketwill maintain rapid growth in the next 10 years at least. The background data of AlibabaInternational Station shows that the demand of European and American countriesis concentrated in photovoltaic and battery energy storage products. The buyersare mainly end users and installers, and the unit price of each transaction isbetween 5000 and 10000 dollars. The demand of emerging countries isconcentrated in photovoltaic products, with the unit price of each transactionabove 40000 dollars. Alibaba International Station cross-border index said thatEuropean rooftop photovoltaic has great potential and is expected to become animportant growth pole of European photovoltaic industry, improve productcertification in European and American mainstream markets, and overseasafter-sales installation and maintenance capabilities will also be added points. |