仅在中国政府5月31日宣布大幅撤销对太阳能光伏支持的几天之后,彭博新能源金融公司(BNEF)发布了一份报告,预测今年全球光伏组件价格将下降34%,预估到年底时单晶硅组件价格将为每瓦0.24美元。该报告还预测了短期内的“市场恐慌”。
据PVInsights 和EnergyTrend提供的数据,短短数周后,这两种状况将开始发挥作用。
上周三,PVInsights将标准多晶硅光伏组件的平均预估价格降至每瓦0.278美元,多晶 PERC组件平均价格每瓦0.337美元,单晶PERC组件每瓦0.363美元。与前一周相比降幅达0.3%-2.1%,其中标准多晶产品降幅最大。
台湾的EnergyTrend公司也根据组件的不同类型,将每瓦平均价格下降了0.295-0.367美元不等,降幅高达12.5%。同样,标准多晶产品降幅最大。
在欧洲,PVXchange的Martin Schachinger也报告了崩盘的价格。他在一篇文章中指出,美国和欧洲市场法规造成的人为因素导致了廉价组件缺乏,并由此带来价格停滞之后,组件供应过剩将不可避免地导致价格跌落。
目前,受201案及对台湾和中国太阳能电池和组件征收反倾销和反补贴税的影响,美国的价格较高,但也在下降中。Stand Solar太阳能公司采购主管Leni John估计,上月美国组件价格下降了5-10%,多晶产品比单晶产品跌幅更大。这与BNEF此前的预测一致。
与以往情形如出一辙,对未来价格下跌的预期可能会导致开发商和EPC持币以待,从而推迟项目的开发。
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