200518|印度Q1数据:装机/市场份额/招标/价格?

光伏点
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Installation trends/安装趋势

Cumulative: As of March 31, 2020, 35 GW of solar capacity and 38 GW of wind capacity is commissioned. The current pipeline of solar, wind and hybrid projects stands at 37 GW which is likely to be commissioned in the next 2-3 years. Another 34 GW of projects are underbidding phase where tenders are issued but auctions are not completed

累计:截至2020年3月31日,光伏发电装机容量为35GW,风能发电装机容量为38GW。目前,光伏、风能和混合项目装机容量达到37吉瓦,有望在未来2-3年内投入使用。另有3400万千瓦的项目处于招标阶段,即发出招标,但拍卖尚未完成。

Yearly: The utility-scale solar segment saw an addition of 5.7 GW in FY2020. In wind, 2.1 GW was added in FY2020.

每年:公用事业类光伏在2020财年增加5.7GW。在风能方面,2020财年新增2.1吉瓦。

Quarterly: In Q1 2020, 720 MW of solar and 188 MW capacity of wind projects were installed (fall of about 70% from the previous quarter).

季度:2020年一季度,光伏发电720MW,风电188MW(比上一季度下降约70%)。

Projections/预测

Yearly: In CY2020 (Jan-Mar 2020), about 5.5 GW of new solar capacity and 1.5 GW of wind capacity is expected to be added. In FY2021, about 6.5 GW of solar and 2.2 GW of wind is expected to be added.

年度:在2020会计年度(1 - 3月),预计将新增约5.5GW光伏发电装机和1.5GW风电装机。到2021财务年度,预计光伏装机容量将增加6.5GW,风能装机容量将增加2.20GW。

Quarterly: In the next two quarters i.e. Q2 2020 and Q3 2020 are expected to add about 1.7-2 GW of new solar capacity and 0.8 GW of new wind capacity.

季度:在未来两个季度,即2020年第二季度和2020年第三季度,预计将增加约1.7-2.0GW光伏装机和0.8GW风电装机。

Quarterly market shares/季度市场份额

Inverters: In Q1 2019, Kehua and Sungrow were the leading players in the central inverter category while Sungrow shipped the highest number of string inverters.

逆变器:在2019年第一季度,科华和阳光在集中式光伏逆变器领域处于领先地位,而Sungrow组串式逆变器发货量最高。

Modules: In Q1 2020, Jinko solar topped the module suppliers category with the highest supplies while Waaree took the second position.

光伏组件:在2020年第一季度,晶科能源以最高出货量成为光伏组件供应商第一名,而Waaree(印度光伏企业)位居第二。

Project Developers: In Q1 2020, Acme and Hero Future Energies installed maximum solar capacity, while SITAC RE commissioned the majority of the wind capacity.

项目开发商:2020年一季度,Acme和Hero Future Energy装机量最多,而SITAC RE则风电装机量最高。

Tenders/投标

In Q1 2020, 48 tenders with the aggregate capacity of 16 GW were issued across the solar and wind sector.

在2020年第一季度,光伏和风能行业共发出了48份总容量为16GW的招标书。

In the rooftop solar segment, 22 new tenders of 153 MW were issued.

在屋顶光伏方面,共发出了22个共计153MW的新招标。

In Q1 20120, about 7 GW capacity was auctioned, out of which only 5.7 GW has been allocated (~20% undersubscription).

在20120年第一季度,约7GW装机容量被拍卖,其中只有5.7GW被分配(约20%未完成分配)。

Investments/投资

In Q1 2020, USD 1.8 billion of investments were done in Indian RE sector

2020年第一季度,印度在核能领域投资高达到18亿美元。

Module price trends/光伏组件价格趋势

In Indian market, polycrystalline module prices were about 19-20 US cents/ W in Q1 2020. This is about 11% annual decline from Q1 2019 prices.

在印度市场,多晶光伏组件价格在2020年第一季度约为19-20美分/W。这比2019年第一季度的价格下降了约11%。


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