分析師 | PV InfoLink

首页 分析师观点 分析師 | PV InfoLink

【前进一带一路】沿线国家光伏需求分析

2013年中国国家主席在出访中亚和东南亚国家期间提出共建「丝绸之路经济带」和「21世纪海上丝绸之路」的政策概念,同年国务院李总理也在东盟博览会中谈到一带一路发展的重要性。到现在一带一路已成为中国贸易发展版图的根基。
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Energy Taiwan展会总结

Energy Taiwan前身为PV Taiwan台湾国际太阳光电展,此次结合风力、氢能、储能等清洁能源亮点,规模扩大至460个摊位。此次展会不仅有三合一首度以联合再生能源(URE)共同亮相,阿特斯、晶科、通威亦来台展出。
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【贸易战分析】若印度保障性关税确立 印度市场发展将受冲击

然而若此税率正式执行后,不仅中国厂商将受到失去一大出口市场的强烈打击,印度市场的发展也将遭受一定程度的波及,PV InfoLink 从需求及供给两方面分析若保障性关税正式执行,将给中国及印度市场带来何种影响。
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【出货排名】2018上半年组件出货排名出炉

随着二季度财报陆续出炉,PV InfoLink数据库整理出上半年组件出货量统计排名,晶科出货4.8GW稳居2018上半年全球组件排名龙头,后续依序是晶澳、隆基乐叶、阿特斯、天合光能、韩华Q-Cells、东方日升、协鑫集成、尚德、中利腾晖。
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【出货排名】2018H1电池片出货排名出炉

回顾2018上半年历经了需求冷清的一季度、以及630需求不如预期的二季度,且整体市场行情于“531”公布后急转直下。根据PV InfoLink数据库显示,上半年电池片厂家出货排名依序为通威、爱旭、茂迪、展宇、平煤。
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【快讯】印度Safeguard讯息更新

考虑到Orissa邦法院针对Shapoorji Pallonji Infrastructure近期组件进口保障性关税执行停留令,印度中央财政部现已宣布,政府暂时不会强烈要求支付太阳能相关产品的保障性关税。
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印度25%保障性关税影响分析

7/30日晚间,印度财政部税务局正式宣布:自7/30开始即日起对中国、马来西亚及其他已开发国家的太阳能电池(无论是否封装为组件)征收25%的保障性关税。
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【组件出口分析】2018H1整体海外市场需求火热 高效组件出口创新高

根据PV InfoLink 海关出口报告显示,2018上半年中国组件累计出口近18GW,整体海外市场需求十分不错,撇除受到贸易壁垒影响的印度及美国,2018上半年整体海外市场需求十分稳定。
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印度7月30日起正式开始征收25%保障性关税

昨晚,印度财政部税务局(The Ministry ofFinance, Department of Revenue)正式宣布:根据印度贸易救济总局(DGTR)提出的最终建议,自7/30开始即日起对中国、马来西亚及其他已开发国家的太阳能电池(
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印度保障措施调查总整理:税率提案还需经过后续裁决

今日印度贸易救济总局,针对太阳能电池的保障措施调查(safeguard investigation)提出正式建议。
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