根据IHS Markit的《太阳能EPC和O&M提供商跟踪》的数据,除开中国,去年世界其他地区为非住宅太阳能提供工程、采购和施工(EPC)服务的市场增长了34%。
最新版本的追踪报告显示市场分散程度不断增加,30家最大的EPC公司共安装了19吉瓦的太阳能发电容量,这个数字仅占市场的21%,略低于2017年EPC前30强的23%。印度企业Sterling & Wilson占据市场领头羊地位,其2017年光伏装机容量增加一倍以上,从去年的1.2吉瓦增至2.7吉瓦。
“由于Sterling and Wilson在印度不断扩大的光伏市场中继续保持领先地位,所以市场份额不断上升,”IHS Markit的太阳能和储能研究和分析经理Josefin Berg表示,“去年该国的EPC太阳能装机容量增长了39%。然而,Sterling and Wilson也受益于大型海外项目,最值得注意的是1.2吉瓦的阿布扎比Sweihan项目。”
国际化在市场领先的EPC企业中成为一种更广泛的趋势,排名前15位的公司中有7家在不止一个地区开展项目。IHS将澳大利亚、欧洲、中东和拉丁美洲列为除印度外的主要增长市场。
全球最大太阳能市场以外的增长使得中国领先的EPC企业们能够应对中国出台5•31政策,决定减少公共光伏补贴所带来的风暴。虽然特变电工新疆新能源自2015年以来已将头把交椅让给了Sterling & Wilson,但它仍然是中国市场领导者,市场份额仅略有下降,从2017年的1.8%降至去年的1.6%。
逆变器制造商阳光电源市场份额为1.3%,在中国排名第二,在全球排名第三。
This content is protected by copyright and may not be reused. If you want to cooperate with us and would like to reuse some of our content, please contact: editors@pv-magazine.com.
By submitting this form you agree to pv magazine using your data for the purposes of publishing your comment.
Your personal data will only be disclosed or otherwise transmitted to third parties for the purposes of spam filtering or if this is necessary for technical maintenance of the website. Any other transfer to third parties will not take place unless this is justified on the basis of applicable data protection regulations or if pv magazine is legally obliged to do so.
You may revoke this consent at any time with effect for the future, in which case your personal data will be deleted immediately. Otherwise, your data will be deleted if pv magazine has processed your request or the purpose of data storage is fulfilled.
Further information on data privacy can be found in our Data Protection Policy.