目 录
1 全球光伏发电市场概况...........................................................................................................1
1.1 光伏发电需求持续增长...............................................................................................1
1.2 欧洲市场占有重要地位...............................................................................................1
1.3 近期发展主要依赖政策支持.......................................................................................2
1.4 光伏市场面临经济危机挑战.......................................................................................3
2 中国光伏发电市场概况...........................................................................................................4
2.1 光伏发电市场仍处起步阶段.......................................................................................4
2.2 成本劣势阻碍光伏市场发展.......................................................................................5
2.3 光伏产业发展政策颁布进入密集期...........................................................................6
2.4 政策支持局限于示范作用...........................................................................................6
3 光伏产业发展特征...................................................................................................................8
3.1 全球光伏产量继续高速增长.......................................................................................8
3.2 中国成为最大光伏生产国，严重依赖海外市场.......................................................8
3.3 产能过剩和重复建设现象严重...................................................................................8
3.4 光伏电池组件价格持续下跌.......................................................................................9
4 光伏产业链分析.....................................................................................................................10
4.1 晶体硅光伏电池仍是发展重点.................................................................................10
4.2 硅材料提纯技术门槛最高.........................................................................................10
4.3 产能过剩和终端需求增速放缓对各环节利润率影响不一.....................................11
4.4 中下游资源将向优势企业集中.................................................................................11
5 多晶硅产业分析.....................................................................................................................12
5.1 多晶硅行情经历暴涨与暴跌.....................................................................................12
5.2 传统七大厂商占据竞争优势.....................................................................................12
5.3 大批新厂商进入多晶硅产业.....................................................................................14
5.4 中国多晶硅产业面临调整.........................................................................................16
6 光伏产业投资要点.................................................................................................................18
6.1 上下游一体化有利于成本控制.................................................................................18
6.2 通过研发创新打造核心竞争力.................................................................................18
6.3 薄膜电池处于发展初期，未来市场空间巨大.........................................................19