由于中国政府最近突然出台了遏制太阳能开发的措施，IHS MAKRIT重新修订了2018年全球光伏新增装机容量的预测值。
该公司的新预估值为105吉瓦，比之前所预测的113 吉瓦降低了8吉瓦，但仍高于2017年11%。
至于中国市场，IHS MARKIT已将预测下调了15 吉瓦，新的预测值为38 吉瓦。根据该公司的说法，今年中国的大部分项目将在上半年并网，而下半年的新增量将不足上半年的一半。
公司太阳能和能源存储研究主管Edurne Zoco表示，由于中国产能过剩导致的组件价格下降将使得太阳能光伏在全球电力市场上更具有竞争力。而中国光伏面板供应商间日益激烈的竞争也将使印度、澳大利亚等需求受到压抑的市场从中获益。
IHS Markit还认为，太阳能在全球电力市场竞争力的日益增强给目前暗淡的光伏产业带来了一丝曙光，但同时也看到供应过剩、利润率低以及行业整合等现象卷土重来。
在此之前，欧洲太阳能协会SolarPower Europe已将其对今年全球光伏市场的预测从107 吉瓦改成了102 吉瓦。
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