隆基单晶硅扩张计划可能导致今年下半年供应过剩
由于隆基和保利协鑫开始提高单晶硅片产能，下半年的供过于求将导致价格大幅下滑。
光伏杂志
隆基太阳能上周宣布，未来三年将大幅提高单晶硅片的产能，这有可能导致今年下半年单晶硅供应严重过剩。
独立太阳能分析师Corrine Lin表示，今年全球单晶圆的需求量可能在40吉瓦左右。 而隆基太阳能的计划是在年底达到28吉瓦的产能，将超过保利协鑫(GCL)成为全球最大的单晶圆供应商。
这两家供应商今年的目标产量相加(GCL 23吉瓦+隆基28吉瓦)，极有可能将2018年的全球单晶圆供应量从去年的44.5吉瓦增至73吉瓦。根据预测，全球的光伏需求在95吉瓦到105吉瓦之间，而单晶产品预计将占40％，下半年单晶硅供需极可能会出现不平衡。Lin认为，在此种情况下，单晶硅的价格可能会在年内大幅下滑，迫使许多较小的单晶硅供应商退出市场。“即使是顶级的晶圆公司，其利润率也可能大幅缩水，远低于去年。”
Lin预测，2019年全球的单晶硅产能将达到83吉瓦，而2020年将达93吉瓦。
来源： www.pv-magazine.com
Ian Clover
Ian joined the pv magazine team in 2013 and specializes in power electronics (inverters) and battery storage. Ian also reports on the UK solar market, having worked as a print and web journalist in Britain for various multimedia companies, covering topics ranging from renewable energy and sustainability to real estate, sport and film.
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