China Photovoltaic Industry Dynamic Observation and Investment Opportunities Research Report 2023-2030
[Publisher]: Zhongying Xinhe Research Network
[The content part has been deleted, and the details can be found in the full information published by Zhongying Xinhe Research Network!]
Chapter 1: Overview of the PV industry and description of data sources
1.1 Definition of photovoltaic industry
1.1.1 Definition of photovoltaics
1.1.2 Identification and analysis of similar concepts of photovoltaics
1.1.3 Classification of photovoltaics
(1) Divided according to the composition of the material
(2) Divided according to the form of application
1.1.4 Ownership of the photovoltaic industry in the "Industrial Classification and Code of the National Economy".
1.2 Explanation of photovoltaic terminology
1.3 Scoping note for this report
1.4 Data sources and statistical standards in this report
1.4.1 Authoritative data sources for this report
1.4.2 Description of the research methodology and statistical standards of this report
Chapter 2: Macro Environment Analysis of China's PV Industry (PEST)
2.1 Analysis of China's PV Industry Policy Environment
2.1.1 Introduction to the regulatory system and institutions of China's photovoltaic industry
(1) China's photovoltaic industry authorities
(2) Self-regulatory organizations of China's photovoltaic industry
2.1.2 Status quo of the construction of the standard system of China's photovoltaic industry
(1) China's industry standard system architecture
(2) Construction of China's photovoltaic industry standard system
(3) Summary of the current standards of China's photovoltaic industry
(4) China's photovoltaic industry is about to implement standards
(5) Interpretation of key standards of China's photovoltaic industry
2.1.3 Summary and interpretation of policies and plans related to the development of China's photovoltaic industry
(1) Summary of policies related to the development of China's photovoltaic industry
(2) Summary of plans related to the development of China's photovoltaic industry
2.1.4 Interpretation of the Notice on Matters Related to Photovoltaic Power Generation in 2018
2.1.5 Interpretation of the Action Plan for the Innovation and Development of the Smart Photovoltaic Industry (2021-2025).
2.1.6 Analysis of the impact of the goal of "carbon peak and carbon neutrality" on the photovoltaic industry
2.1.7 Summary of the impact of the policy environment on the development of the photovoltaic industry
2.2 Analysis of the economy environment of China's photovoltaic industry
2.2.1 Current status of China's macroeconomic development
(1) China's GDP and growth
(2) China's tertiary industrial structure
(3) China's Consumer Price Index (CPI)
(4) China's Producer Price Index (PPI)
(5) China's industrial economic growth
(6) China's investment in fixed assets
2.2.2 Macroeconomic outlook for China
(1) Forecasts of China's GDP growth by international institutions
(2) Forecasts of domestic institutions for the growth rate of China's macroeconomic indicators
2.2.3 Analysis of the correlation between the development of China's photovoltaic industry and the macroeconomy
2.3 Social environmental analysis of China's photovoltaic industry
2.3.1 Analysis of the social environment of China's photovoltaic industry
(1) The size and growth rate of Chinese population
(2) Analysis of China's urbanization level
(3) China's energy consumption structure
(4) China's total installed renewable energy power generation capacity
and (5) China's renewable energy demand
(6) China's energy security challenges
(7) Analysis of the impact and current situation of the Sino-US trade war
2.3.2 Summary of the impact of the social environment on the development of the photovoltaic industry
2.4 Environmental analysis of China's photovoltaic industry technology
2.4.1 Analysis of key technologies in China's photovoltaic industry
(1) Polysilicon technology
(2) Wafer technology
(3) Solar cell technology
2.4.2 Investment in scientific research in China's photovoltaic industry
2.4.3 R&D hotspots in China's photovoltaic power generation industry
2.4.4 Scientific research and innovation achievements of China's photovoltaic industry
(1) Patent application for China's photovoltaic industry
(2) Patent disclosure of China's photovoltaic industry
(3) Popular applicants in China's photovoltaic industry
(4) Hot technologies in China's photovoltaic industry
2.4.5 Summary of the impact of the technical environment on the development of the photovoltaic industry
Chapter 3: Global PV Industry Development Status Survey and Market Trend Insights
3.1 Introduction to the development process of the global photovoltaic industry
3.2 Macro environment background of the global photovoltaic industry
3.2.1 Overview of the economic environment of the global photovoltaic industry
(1) Japan's macroeconomic trend
(2) U.S. macroeconomic trends
(3) Macroeconomic trends in Europe
(4) International macroeconomic outlook
3.2.2 Overview of the political and legal environment of the global photovoltaic industry
3.2.3 Overview of the technical environment of the global photovoltaic industry
(1) Patent application in the global photovoltaic industry
(2) Popular applicants in the global photovoltaic industry
(3) The citation of popular patents in the world
3.2.4 Analysis of the impact of the new crown epidemic on the global photovoltaic industry
3.3 Analysis of the development status and market size of the global photovoltaic industry
3.3.1 Overview of the development status of the global photovoltaic industry
(1) New installed capacity of global photovoltaic power generation
(2) The cumulative installed capacity of global photovoltaic power generation
(3) The structure of new installed capacity of global photovoltaic power generation
3.3.2 Cost analysis of the global photovoltaic industry
(1) Global PV module prices
(2) The construction cost of the global photovoltaic power generation industry
(3) The weighted average levelized cost of global photovoltaic power generation
3.3.3 Global PV Industry Market Size
3.4 Regional development pattern of the global photovoltaic industry and market research in key regions
3.4.1 Regional development pattern of the global photovoltaic industry
(1) Regional distribution of cumulative installed capacity of photovoltaic power generation in the world
(2) Regional distribution of new installed capacity of global photovoltaic power generation
(3) Analysis of global PV module shipments
3.4.2 Analysis of key regions of the global photovoltaic industry
(1) Analysis of the development status of the photovoltaic industry in the United States
1) U.S. PV industry policy
2) The competitive landscape of the PV module market in the United States
3) Cumulative installed PV capacity in the United States
4) New installed PV capacity in the United States
5) Prospects for the U.S. PV industry
(2) Analysis of the development status of the German photovoltaic industry
1) German PV industry policy
2) Analysis of the cumulative installed capacity of PV in Germany
3) Analysis of new installed PV capacity in Germany
4) The development prospect of the German photovoltaic industry
(3) Analysis of the development status of Japan's photovoltaic industry
1) Overview of Japan's photovoltaic industry
2) Analysis of the cumulative installed capacity of PV in Japan
3) Analysis of Japan's newly installed PV capacity
4) Analysis of PV installation costs in Japan
5) Prospects for Japan's PV industry
3.5 Global PV Industry Market Competition Pattern and Case Studies of Key Enterprises
3.5.1 Competitive landscape of the global photovoltaic industry
3.5.2 Mergers and acquisitions of global photovoltaic enterprises
3.5.3 Cases of key enterprises in the global photovoltaic industry
（1）First Solar
1) Brief analysis of enterprise development
2) Analysis of business conditions
3) Analysis of enterprise business layout
4) Analysis of the advantages and disadvantages of enterprise management
（2）Sun Power
1) Brief analysis of enterprise development
2) Analysis of business conditions
3) Analysis of enterprise products and technologies
4) Analysis of the advantages and disadvantages of enterprise management
3.6 Prediction of the development trend and market prospect of the global photovoltaic industry
3.6.1 Prediction of the development trend of the global photovoltaic industry
3.6.2 Global PV Industry Market Prospect Forecast
(1) Forecast of installed capacity of the global photovoltaic power generation industry
(2) Forecast of the market size of the global photovoltaic industry
3.7 Lessons from the development experience of the global photovoltaic industry
Chapter 4: Analysis of China's PV Industry Market Supply and Demand and Development Pain Points
4.1 Development history of China's photovoltaic industry
4.1.1 Development history of China's photovoltaic industry
4.1.2 Development characteristics of China's photovoltaic industry
(1) Weak cyclical characteristics
(2) Characteristics of large-scale development
4.2 Foreign trade of China's photovoltaic industry
4.2.1 Overview of import and export trade of China's photovoltaic industry
4.2.2 Import trade status of China's photovoltaic industry
(1) The scale of import trade in the photovoltaic industry
(2) The import price level of the photovoltaic industry
(3) The structure of imported products in the photovoltaic industry
(4) The source of imports in the photovoltaic industry
4.2.3 Export trade status of China's photovoltaic industry
(1) The scale of export trade in the photovoltaic industry
(2) The export price level of the photovoltaic industry
(3) The structure of export products in the photovoltaic industry
(4) Export destinations of the photovoltaic industry
4.2.4 The development trend of import and export trade in China's photovoltaic industry
4.3 Types of market entities and entry methods in China's photovoltaic industry
4.4 The scale and characteristics of the market players in China's photovoltaic industry
4.4.1 The size of the market in China's photovoltaic industry
4.4.2 Characteristics of registered enterprises in China's photovoltaic industry
(1) Distribution of registered capital of registered enterprises in China's photovoltaic industry
(2) Distribution of registered enterprises in China's photovoltaic industry
4.5 Market supply of China's photovoltaic industry
4.5.1 Analysis of the supply capacity of China's photovoltaic industry market
(1) Market supply capacity of photovoltaic products
(2) The supply capacity of the photovoltaic power generation market
4.5.2 Analysis of the market supply level of China's photovoltaic industry
(1) China's PV curtailment rate
(2) Utilization rate of photovoltaic power generation in China
(3) China's photovoltaic power generation
4.6 Cost analysis of China's photovoltaic industry
4.6.1 Analysis of the construction cost of photovoltaic power generation system in China
(1) The construction cost of China's ground-mounted photovoltaic power generation system
(2) The construction cost of China's industrial and commercial distributed photovoltaic power generation system
4.6.2 Weighted average levelized cost of photovoltaic power generation in China
4.7 Analysis of the development of photovoltaic power generation prices in China
4.8 Interpretation of China's photovoltaic industry bidding market
4.9 Market demand in China's photovoltaic industry
4.9.1 Analysis of demand areas of China's photovoltaic industry
4.9.2 Analysis of the current demand of China's photovoltaic industry
4.10 Estimation of the initial investment scale of China's photovoltaic industry
4.11 Analysis of the market pain points of China's photovoltaic industry
4.11.1 Phased mismatch between supply and demand in the photovoltaic industry
4.11.2 The PV industry in Northwest China has a high curtailment rate
4.11.3 PV policy uncertainty
4.11.4 The construction cost of photovoltaic power plants is high
4.11.5 The accounts receivable cycle of photovoltaic power generation is long
Chapter 5: Market Competition and M&A Analysis of China's PV Industry
5.1 Market competition pattern of China's photovoltaic industry
5.1.1 Analysis of the competitive landscape of enterprises in China's photovoltaic industry
5.1.2 Competitive landscape of enterprises in China's photovoltaic industry
5.2 Analysis of market concentration of China's photovoltaic industry
5.3 Porter's Five Forces Model Analysis of China's Photovoltaic Industry
5.3.1 Bargaining power of suppliers in China's PV industry
5.3.2 Bargaining power of consumers in China's PV industry
5.3.3 Threat of new entrants in China's PV industry
5.3.4 Threat of alternatives to China's PV industry
5.3.5 Competition among existing enterprises in China's photovoltaic industry
5.3.6 Summary of the competitive status of China's photovoltaic industry
5.4 Investment, financing, mergers and acquisitions of China's photovoltaic industry
5.4.1 Investment and financing development of China's photovoltaic industry
5.4.2 Mergers and acquisitions of China's photovoltaic industry
(1) Analysis of mergers and acquisitions in China's photovoltaic industry
(2) Case study of mergers and acquisitions in China's photovoltaic power generation industry
Chapter 6: Research on the structure of China's photovoltaic industry chain and the layout of the whole industry chain
6.1 Analysis of China's photovoltaic industry structure attributes (industrial chain).
6.1.1 Sort out the structure of China's photovoltaic industry chain
6.1.2 Ecological map of China's photovoltaic industry chain
6.2 Analysis of the value attribute (value chain) of China's photovoltaic industry
6.2.1 Cost structure analysis of China's photovoltaic industry
(1) The cost of photovoltaic modules
(2) The cost of photovoltaic ground power station
(3) Construction cost of photovoltaic power generation project
6.2.2 Analysis of the value chain of China's photovoltaic industry
6.3 Analysis of the upstream market of China's photovoltaic industry - key raw materials
6.3.1 Industrial silicon market analysis
(1) Overview of the industrial silicon industry
(2) Supply and demand in the industrial silicon industry
(3) Competition in the industrial silicon industry
(4) Analysis of the downstream market demand of industrial silicon
(5) Prediction of the market development trend of the industrial silicon industry
6.3.2 Polysilicon Market Analysis
(1) Overview of the polysilicon industry
(2) Supply and demand in the polysilicon industry
(3) Competitive status in the polysilicon industry
(4) Prediction of the market development trend of the polysilicon industry
6.3.3 Ingot and Wafer Market Analysis
(1) Overview of the silicon ingot/wafer industry
(2) Analysis of the production scale of silicon ingots/wafers
(3) Analysis of the competition situation of silicon ingots/wafers
(4) Product development trend of silicon ingot/wafer industry
6.3.4 Photovoltaic silver paste market analysis
(1) Overview of photovoltaic silver paste products
(2) Photovoltaic silver paste production capacity
(3) The competitive landscape of photovoltaic silver paste enterprises
6.4 Analysis of the midstream market segment of China's photovoltaic industry
6.4.1 Distribution of market segments in China's photovoltaic industry
6.4.2 Analysis of China's PV Industry Market Segments
(1) Cell market analysis
(2) PV module market analysis
6.5 Analysis of market demand potential for downstream applications of China's photovoltaic industry
6.5.1 Market pattern of downstream applications in China's photovoltaic industry
6.5.2 Prospect analysis of China's distributed photovoltaic power generation market
(1) Introduction to distributed photovoltaic power generation
(2) Policy analysis of distributed photovoltaic power generation
(3) Analysis of the current situation of distributed photovoltaic power generation
(4) Analysis of distributed photovoltaic power generation demonstration projects
(5) Prospect analysis of distributed photovoltaic power generation
6.5.3 Prospect analysis of China's centralized photovoltaic power generation market
(1) Introduction to centralized photovoltaic power generation
(2) Policy analysis of centralized photovoltaic power generation
(3) Analysis of the current situation of centralized photovoltaic power generation
(4) Analysis of centralized photovoltaic power generation demonstration projects
(5) Centralized photovoltaic power generation market prospect analysis
Chapter 7: Regional Distribution of China's Photovoltaic Industry and Interpretation of Key Regional Markets
7.1 Regional distribution of solar energy resources in China's photovoltaic industry
7.1.1 Overview of Solar Resources
7.1.2 Distribution characteristics of solar energy resources
(1) Regional characteristics
(2) Characteristics of sunshine hours
7.1.3 Photovoltaic power generation and solar energy resources in horizontal planes
7.1.4 Stationary photovoltaic power generation solar energy resources
7.2 Regional distribution of the number of listed companies in China's photovoltaic industry
7.2.1 Distribution of listed polysilicon wafer companies
7.2.2 Distribution of listed photovoltaic cell module companies
7.2.3 Distribution of listed PV inverter companies
7.2.4 Distribution of listed photovoltaic auxiliary materials
7.2.5 Distribution of listed enterprises of photovoltaic processing equipment
7.2.6 Distribution of listed photovoltaic power generation enterprises
7.3 Market analysis of key regions of China's photovoltaic industry
7.3.1 Development of photovoltaic industry in Shandong Province
(1) Shandong Province photovoltaic industry development policy and planning
(2) Analysis of the development status of photovoltaic industry in Shandong Province
1) The status quo of grid-connected installed photovoltaic power generation
2) The status quo of distributed photovoltaic power generation
(3) Analysis of the market structure of photovoltaic power generation in Shandong Province
(4) The latest developments of photovoltaic projects in Shandong Province
(5) Development prospects of photovoltaic industry in Shandong Province
7.3.2 Development of photovoltaic industry in Hebei Province
(1) Hebei Province photovoltaic industry development policy and planning
1) Summary of relevant policy plans in Hebei Province
2) Interpretation of the "14th Five-Year Plan" of Hebei Province
(2) Analysis of the development status of photovoltaic industry in Hebei Province
1) The status quo of grid-connected installed photovoltaic power generation
2) The status quo of distributed photovoltaic power generation
(3) Analysis of the market structure of photovoltaic power generation in Hebei Province
(4) The latest developments of photovoltaic projects in Hebei Province
(5) Development prospects of photovoltaic industry in Hebei Province
7.3.3 Development of photovoltaic industry in Jiangsu Province
(1) Jiangsu Province photovoltaic industry development policy and planning
(2) Analysis of the development status of photovoltaic industry in Jiangsu Province
1) The status quo of grid-connected installed photovoltaic power generation
2) The status quo of distributed photovoltaic power generation
(3) Analysis of the market structure of photovoltaic power generation in Jiangsu Province
(4) The latest developments of photovoltaic projects in Jiangsu Province
(5) Development prospects of photovoltaic industry in Jiangsu Province
7.3.4 Development of photovoltaic industry in Zhejiang Province
(1) Zhejiang Province photovoltaic industry development policy and planning
1) Policy planning related to the photovoltaic industry
2) Interpretation of the "14th Five-Year Plan for Energy Development in Zhejiang Province (Draft for Comments)".
(2) Analysis of the development status of photovoltaic industry in Zhejiang Province
1) The status quo of grid-connected installed photovoltaic power generation
2) The status quo of distributed photovoltaic power generation
(3) Analysis of the market structure of photovoltaic power generation in Zhejiang Province
(4) The latest developments of photovoltaic projects in Zhejiang Province
(5) Development prospects of photovoltaic industry in Zhejiang Province
7.3.5 Development of photovoltaic industry in Henan Province
(1) Henan Province's photovoltaic industry development policy and planning
1) Policy planning related to the photovoltaic industry
2) Interpretation of the "Guiding Opinions on Further Promoting the High-quality Development of Wind Power and Photovoltaic Power Generation Projects".
(2) Analysis of the development status of photovoltaic industry in Henan Province
1) The status quo of grid-connected installed photovoltaic power generation
2) The status quo of distributed photovoltaic power generation
(3) Analysis of the market structure of photovoltaic power generation in Henan Province
(4) The latest developments of photovoltaic projects in Henan Province
(5) Development prospects of photovoltaic industry in Henan Province
Chapter 8: Case studies of key enterprises in China's photovoltaic industry
8.1 Layout and comparison of key photovoltaic enterprises in China
8.2 Case study of the layout of key photovoltaic enterprises in China
8.2.1 LONGi Green Energy Technology Co., Ltd
(1) Enterprise development history and basic information
1) Enterprise development history
2) Basic information of the enterprise
3) Enterprise shareholding structure
(2) Enterprise business structure and operation
1) The overall business structure of the enterprise
2) The overall operation of the enterprise
(3) The layout and development of the company's photovoltaic business
1) The production layout of the company's photovoltaic business
2) The sales layout of the company's photovoltaic business
3) R&D and innovation of the company's photovoltaic business
4) Analysis of the company's photovoltaic business operating information
5) Investment and financing analysis of enterprise photovoltaic business
(4) The latest development trend of the company's photovoltaic business
(5) Analysis of the advantages and disadvantages of enterprise photovoltaic business development
8.2.2 JA Solar Technology Co., Ltd
(1) Enterprise development history and basic information
1) Enterprise development history
2) Basic information of the enterprise
3) Enterprise shareholding structure
(2) Enterprise business structure and operation
1) Enterprise business layout
2) The overall business structure of the enterprise
3) The overall operation of the enterprise
(3) The layout and development of the company's photovoltaic business
1) Enterprise photovoltaic product layout
2) The sales layout of the company's photovoltaic business
3) R&D and innovation of the company's photovoltaic business
4) Investment and financing analysis of enterprise photovoltaic business
(4) The latest development trend of the company's photovoltaic business
(5) Analysis of the advantages and disadvantages of enterprise photovoltaic business development
8.2.3 JinkoSolar Limited
(1) Enterprise development history and basic information
1) Enterprise development history
2) Basic information of the enterprise
3) Enterprise shareholding structure
(2) Enterprise business structure and operation
1) The overall business structure of the enterprise
2) The overall operation of the enterprise
(3) The layout and development of the company's photovoltaic business
1) The type and quantity of photovoltaic products/brands/services of the enterprise
2) The production layout of the company's photovoltaic business
3) The sales layout of the company's photovoltaic business
4) R&D and innovation status of the company's photovoltaic business
5) Investment and financing analysis of enterprise photovoltaic business
(4) The latest development trend of the company's photovoltaic business
(5) Analysis of the advantages and disadvantages of enterprise photovoltaic business development
8.2.4 GCL-Poly Energy Holdings Limited
(1) Basic information of the enterprise
1) Basic information of the enterprise
2) Enterprise shareholding structure
(2) Enterprise business structure and operation
1) The overall business structure of the enterprise
2) The overall operation of the enterprise
(3) The layout and development of the company's photovoltaic business
1) The layout of the company's photovoltaic business
2) The production of photovoltaic products of the enterprise
3) The sales layout of the company's photovoltaic business
4) R&D and innovation status of the company's photovoltaic business
(4) Analysis of the advantages and disadvantages of enterprise photovoltaic business development
8.2.5 Highview Solar Co., Ltd
(1) Basic information of the enterprise
(2) The layout and development of the company's photovoltaic business
1) Enterprise photovoltaic products and production layout
2) Business conditions
3) R&D and innovation of the company's photovoltaic business
4) Investment and financing analysis of enterprise photovoltaic business
(3) Analysis of the advantages and disadvantages of enterprise photovoltaic business development
8.2.6 TCL Zhonghuan New Energy Technology Co., Ltd
(1) Enterprise development history and basic information
1) Enterprise development history
2) Basic information of the enterprise
3) Enterprise shareholding structure
(2) Enterprise business structure and operation
1) The overall business structure of the enterprise
2) The overall operation of the enterprise
(3) The layout and development of the company's photovoltaic business
1) The type and quantity of photovoltaic products/brands/services of the enterprise
2) The production layout of the company's photovoltaic business
3) The sales layout of the company's photovoltaic business
4) R&D and innovation status of the company's photovoltaic business
5) Investment and financing analysis of enterprise photovoltaic business
(4) The latest development trend of the company's photovoltaic business
(5) Analysis of the advantages and disadvantages of enterprise photovoltaic business development
8.2.7 Oriental Hope Group Limited
(1) Basic information of the enterprise
(2) Enterprise business structure and operation
1) The overall business structure of the enterprise
2) The overall operation of the enterprise
(3) The layout and development of the company's photovoltaic business
(4) The latest development trend of the company's photovoltaic business
(5) Analysis of the advantages and disadvantages of enterprise photovoltaic business development
8.2.8 Tongwei Co., Ltd
(1) Enterprise development history and basic information
1) Enterprise development history
2) Basic information of the enterprise
3) Enterprise shareholding structure
(2) Enterprise business structure and operation
1) The overall business structure of the enterprise
2) The overall operation of the enterprise
(3) The layout and development of the company's photovoltaic business
1) The type and quantity of photovoltaic products/brands/services of the enterprise
2) The production layout of the company's photovoltaic business
3) The sales layout of the company's photovoltaic business
4) R&D and innovation status of the company's photovoltaic business
5) Investment and financing analysis of enterprise photovoltaic business
(4) The latest development trend of the company's photovoltaic business
(5) Analysis of the advantages and disadvantages of enterprise photovoltaic business development
8.2.9 Trina Solar, Inc
(1) Enterprise development history and basic information
1) Enterprise development history
2) Basic information of the enterprise
3) Enterprise shareholding structure
(2) Enterprise business structure and operation
1) The overall business structure of the enterprise
2) The overall operation of the enterprise
(3) The layout and development of the company's photovoltaic business
1) The type and quantity of photovoltaic products/brands/services of the enterprise
2) The production layout of the company's photovoltaic business
3) The sales layout of the company's photovoltaic business
4) R&D and innovation status of the company's photovoltaic business
5) Investment and financing analysis of enterprise photovoltaic business
(4) The latest development trend of the company's photovoltaic business
(5) Analysis of the advantages and disadvantages of enterprise photovoltaic business development
8.2.10 Jiangsu Akcome Technology Co., Ltd
(1) Enterprise development history and basic information
1) Enterprise development history
2) Basic information of the enterprise
3) Enterprise shareholding structure
(2) Enterprise business structure and operation
1) The overall business structure of the enterprise
2) The overall operation of the enterprise
(3) The layout and development of the company's photovoltaic business
1) The type and quantity of photovoltaic products/brands/services of the enterprise
2) The production layout of the company's photovoltaic business
3) The sales layout of the company's photovoltaic business
4) R&D and innovation status of the company's photovoltaic business
5) Investment and financing analysis of enterprise photovoltaic business
(4) The latest development trend of the company's photovoltaic business
(5) Analysis of the advantages and disadvantages of enterprise photovoltaic business development
Chapter 9: China's PV Industry Market Outlook and Investment Strategic Planning Recommendations
9.1 SWOT analysis of China's photovoltaic industry
9.2 Assessment of the development potential of China's photovoltaic industry
9.2.1 The life cycle of China's photovoltaic industry
(1) Industry life cycle theory
(2) Life cycle judgment of China's photovoltaic industry
9.2.2 Assessment of the development potential of China's photovoltaic industry
9.3 Forecast of China's photovoltaic industry development prospects
9.3.1 Forecast of installed capacity of China's PV industry
9.3.2 Forecast of the scale of initial investment in China's photovoltaic industry
9.4 Prediction of the development trend of China's photovoltaic industry
9.5 Barriers to entry and exit in China's PV industry
9.5.1 Barriers to entry in China's PV industry
(1) Financial barriers
(2) Technical barriers
(3) Brand barriers
(4) Talent barriers
9.5.2 Exit barriers to China's photovoltaic industry
9.6 Early warning of investment risks in China's photovoltaic industry
9.6.1 Risk of rising raw material prices
9.6.2 International Trade Friction Risk
9.6.3 Technology iteration risk
9.6.4 Risk of Policy Changes
9.7 Investment Value Assessment of China's Photovoltaic Industry
9.8 Analysis of Investment Opportunities in China's Photovoltaic Industry
9.8.1 Investment Opportunities in Segments
9.8.2 Investment opportunities in the technology sector
9.8.3 Investment opportunities in the industrial chain
(1) POE adhesive film
(2) Photovoltaic inverter
9.9 Investment Strategies and Suggestions for China's Photovoltaic Industry
9.10 Suggestions for the sustainable development of China's photovoltaic industry
Table of Contents of Charts
Figure 1: Conceptual analysis of photovoltaic power generation and solar thermal power generation
Figure 2: Classification and comparison of photovoltaics by material
Figure 3: Classification of PV (by application)
Figure 4: Ownership of the photovoltaic industry in the "National Economic Industry Classification and Code".
Exhibit 5: Explanation of PV terminology
Figure 6: Scoping of this report
Figure 7: Summary of authoritative data sources for this report
Figure 8: Explanation of the main research methods and statistical criteria in this report
Figure 9: China's PV industry regulatory system
Figure 10: China's PV industry authorities
Exhibit 11: Self-Regulatory Organizations in China's PV Industry
Figure 12: Industry-standard architecture
Figure 13: Construction of China's PV industry policy and standard system as of 2023 (unit: item)
Exhibit 14: Current key national standards for China's PV industry as of 2023 (partial summary)
Exhibit 15: Current key industry standards for China's PV industry as of 2023 (partial summary)
Exhibit 16: Current key local standards for China's PV industry as of 2023
Exhibit 17: National standards to be implemented in China's PV industry as of 2023
Figure 18: Interpretation of key standards in China's photovoltaic industry
Exhibit 19: Summary of key development policies for the PV industry as of 2023
Figure 20: Summary of key development plans for China's photovoltaic industry as of 2023
Chart 21: Interpretation of the Notice on Matters Related to Photovoltaic Power Generation in 2023
Figure 22: Interpretation of the Action Plan for the Innovation and Development of the Smart Photovoltaic Industry (2021-2025).
Figure 23: Analysis of the impact of the "carbon peaking and carbon neutrality" goal on the photovoltaic industry
Exhibit 24: Summary of the impact of the policy environment on the development of the PV industry
Chart 25: China's GDP growth trend from 2018 to 2023 (unit: trillion yuan, %)
Figure 26: China's tertiary industrial structure, 2018-2023 (unit: %)
Exhibit 27: Changes in China's CPI from 2019 to 2023 (unit: %)
Exhibit 28: Changes in China's PPI from 2019 to 2023 (unit: %)
Chart 29: China's total industrial added value and growth rate from 2018 to 2023 (unit: trillion yuan, %)
Chart 30: China's investment in fixed assets (excluding rural households) and growth rate (unit: trillion yuan, %) from 2018 to 2023 (unit: trillion yuan, %)
Exhibit 31: China's GDP growth forecast for 2023 by some international institutions (unit: %)
Exhibit 32: China's GDP growth forecast for 2023 by domestic institutions (unit: %, 10,000 people, trillion)
Exhibit 33: Analysis of the correlation between the development of the PV industry and the macroeconomy
Figure 34: Chinese population size and natural growth rate from 2018 to 2023 (unit: 10,000 people, ‰)
Figure 35: China's urban population size and urbanization rate from 2018 to 2023 (unit: 10,000 people, %)
Figure 36: Stages of China's urbanization development
Figure 37: China's total energy consumption and share of clean energy, 2018-2023 (unit: 100 million tons of standard coal, %)
Exhibit 38: China's total installed renewable energy generation capacity from 2019 to 2023 (in 100 million kilowatts)
Exhibit 39: Forecast of the share of renewable energy in China's primary energy demand from 2020 to 2060 (in joules, %)
Exhibit 40: China's energy security challenges
Exhibit 41: The course of the US-China trade war against the PV industry
Figure 42: Analysis of the impact of the social environment on the development of the photovoltaic industry
Figure 43: Comparison of major production technologies for polysilicon
Figure 44: Comparison of different wafer cleaning technologies
Figure 45: Differences in performance of different solar cells (in %)
Exhibit 46: R&D investment of key enterprises in China's photovoltaic industry in 2023 (unit: 100 million yuan, %)
Exhibit 47: Innovative word cloud for China's photovoltaic power generation industry
Exhibit 48: Changes in the number of patent applications related to related technologies in China's photovoltaic industry from 2018 to 2023 (unit: items)
Figure 49: Changes in the number of patents published in China's photovoltaic industry from 2019 to 2023 (unit: items)
Exhibit 50: Top 10 patent applicants for related technologies in China's PV industry as of September 2023 (unit: items)
Exhibit 51: Top technologies in China's PV industry as of September 2023 (unit: items)
Exhibit 52: Summary of the impact of the technology environment on the development of China's PV industry
Figure 53: The development history of the global photovoltaic industry
Exhibit 54: Japan's GDP trend from 2018 to 2023 (in trillion yen, %)
Exhibit 55: U.S. GDP 2018-2023 (in trillions, %)
Exhibit 56: GDP trend of the EU27 from 2018 to 2023 (in trillions, %)
Exhibit 57: World Bank's 2023 growth forecast for the world's major economies (in %)
Exhibit 58: Subsidies and support policies for the global PV industry
Exhibit 59: Trend of the number of patent applications filed in the PV industry by major countries/regions in the world from 2018 to 2023 (unit: items)
Exhibit 60: Simple legal status of patents in the global PV industry as of 2023 (in %)
Exhibit 61: Top 10 cited technology patents related to the global photovoltaic industry as of September 2023 (unit: items)
Exhibit 62: Analysis of the impact of the pandemic on the global PV industry
Exhibit 63: Global PV Installed Capacity from 2018 to 2023 (in GW, %)
Figure 64: Changes in global cumulative installed PV capacity from 2019 to 2023 (unit: GW, %)
Exhibit 65: Share of new PV installed capacity segment in the global PV power generation industry from 2019 to 2023 (unit: %)
Exhibit 66: Global PV module price list by major country markets (in USD/W, %)
Exhibit 67: Global PV construction cost trend of large-scale ground-mounted PV power plants from 2018 to 2023 (unit: USD/kW)
Exhibit 68: Global PV weighted average levelized cost trend chart, 2018-2023 (in USD./kWh)
Exhibit 69: Global investment in PV power plant construction, 2017-2023 (unit: GW, %, US$/kW, US$ billion)
Exhibit 69: Global PV module market size (in GW, USD/W, USD billion)
Exhibit 70: Global PV Cumulative Installed Capacity Market Share in 2023 (in %)
Exhibit 71: Cumulative installed capacity of the world's major photovoltaic power generation countries in 2023 (unit: GW, %)
Exhibit 72: Global PV market share of newly installed capacity in 2023 (in %)
Exhibit 73: Global PV module shipment analysis in 2023 (in GW)
Exhibit 74: Key U.S. PV industry policies as of 2023
Exhibit 75: Competitive landscape of the U.S. PV module industry in 2023 (in MW)
Exhibit 76: Cumulative installed capacity of photovoltaic power generation in the United States from 2018 to 2023 (unit: MW, %)
Exhibit 77: New PV capacity in the U.S. from 2018 to 2023 (unit: MW, %)
Exhibit 78: German PV policy
Exhibit 79: Cumulative installed PV capacity in Germany from 2018 to 2023 (unit: MW, %)
Exhibit 80: New PV capacity in Germany from 2018 to 2023 (unit: MW, %)
Exhibit 81: Cumulative installed PV capacity in Japan from 2018 to 2023 (unit: MW, %)
Exhibit 82: New PV capacity in Japan from 2019 to 2023 (unit: MW, %)
Exhibit 83: Global PV cell company landscape analysis in 2023 (ranked by shipment)
Exhibit 84: Global PV module landscape analysis in 2023 (ranked by shipment)
Exhibit 85: Key M&A cases in the global PV industry
Exhibit 86: 2023 Regional sales distribution of First Solar in the U.S. (unit: %)
Exhibit 87: Sales distribution of FirstSolar in the U.S
Exhibit 88: Sales distribution of First Solar, Inc. in the U.S. from 2017 to 2023 (unit: US$ 100 million)
Exhibit 89: 2023 Sales Distribution of First Solar, Inc. in the U.S. (in USD 100 million)
Exhibit 90: Analysis of First Solar's operating strengths and weaknesses
Exhibits91: Analysis of key economic indicators of Sun Power in the United States in fiscal 2021-2023 (in US$100 million)
Exhibit 92: Major business of Sun Power in the U.S
Exhibit 93: 2023 SunPower business sales distribution of U.S. companies (unit: %)
Exhibit 94: Analysis of the operating strengths and weaknesses of Sun Power in the United States
Exhibit 95: Global PV industry trends
Exhibit 96: Global PV capacity forecast 2024-2030 (in GW)
Exhibit 97: Global cumulative PV capacity forecast from 2024 to 2030 (in GW)
Exhibit 98: Global PV power plant construction investment forecast in 2028 (GW,%, US$/kW, US$ billion)
Figure 99: The development of China's photovoltaic industry
Exhibit 100: Import and export trade of China's photovoltaic industry from 2019 to 2023 (unit: US$100 million)
Exhibit 101: Total imports of products in China's photovoltaic industry from 2019 to 2023 (unit: US$ 100 million)
Exhibit 102: Import price level of products in China's photovoltaic industry from 2019 to 2023 (unit: US$10,000/ton, USD/pc)
Exhibit 103: Analysis of the structure and characteristics of imported products in China's photovoltaic industry from 2020 to 2023 (unit: ton, 100 million pcs, US$ 100 million)
Exhibit 104: Distribution of PV Industry Products by Importing Country (Region) - by Value of Imports (Unit: %) in 2023
Exhibit 105: Total export value of China's photovoltaic industry from 2019 to 2023 (unit: US$ 100 million)
Exhibit 106: Export price levels of China's photovoltaic industry from 2019 to 2023 (unit: US$10,000/ton, US$/piece)
Figure 107: Analysis of the structure of export products in China's photovoltaic industry from 2020 to 2023 (unit: tons, 100 million units, 100 million US dollars)
Exhibit 108: PV Industry Product Distribution by Exporting Country (Region) in 2023 - by Value of Exports (in %)
Exhibit 109: Types of participants in China's PV industry
Figure 110: Investment, construction and operation model of China's photovoltaic industry
Exhibit 111: Number of registered enterprises in China's PV industry as of 2023 (unit: number)
Exhibit 112: Statistics on the number of newly established enterprises in China's photovoltaic industry from 2019 to 2023 (unit: enterprises)
Chart 113: Distribution of registered registered enterprises in China's photovoltaic industry as of 2023 (unit: households, %)
Exhibit 114: Distribution of registered enterprises in China's photovoltaic industry as of 2023 (unit: households)
Exhibit 115: China's PV product market supply capacity in 2023 (unit: 10,000 tons, GW, %)
Exhibit 116: Changes in China's newly installed PV capacity from 2018 to 2023 (unit: GW, %)
Exhibit 117: Changes in China's cumulative installed capacity of photovoltaic power generation from 2018 to 2023 (unit: GW, %)
Figure 118: China's photovoltaic power generation construction and operation in 2023 (unit: 10,000 kW)
Exhibit 119: China's curtailment rate from 2019 to 2023 (unit: %)
Exhibit 120: Curtailment of PV by region in China in 2023 (Unit: %)
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