The Government of China is actively involved in the development of the renewable energy sector. Chinese Government has launched a distributed solar PV and rooftop solar PV program to subsidize and encourage the utilization of energy generated from solar resources. Through its various programs, it has directly and indirectly benefitted the solar PV industry. The market is characterized by high competition among players. Chinese players are focusing on the construction of solar power plants with a view to sustain its position in the highly competitive market. PV Technology has grown over the past decade at a remarkable rate in China and is on the way to become as a major source of power generation.
Slide 2: Solar Energy Market – Introduction
Market Overview – Global
Slide 3: Global PV cumulative installed capacity (2012 –17e), Global PV annual installed capacity (2012 – 17e)
Slide 4: Global Rooftop PV Development Scenario (2012 – 17e), Global Utility – Scale PV Development Scenario (2012 – 17e)
Slide 5: Global Market Overview
Slide 6: Global Initiatives towards development of solar energy
Market Overview – China
Slide 7: China Market Overview
Slide 8: Historical Cumulative PV Installed Capacity Trend (2000 – 12), Forecasted Cumulative PV Installed Capacity (2013e – 17e)
Slide 9: Historical PV annual installations (2000 – 12), Forecasted PV Annual Installations (2013e – 17e)
Slide 10: Rooftop PV Development Scenario (2012– 17e), Utility - Scale PV Development Scenario (2012– 17e)
Slide 11: Value Chain across three major solar photovoltaic
Drivers and Challenges
Slide 12: Drivers and Challenges – Summary
Slide 13-20: Drivers
Slide 21-23: Challenges
Slide 24: Government Initiatives – Summary
Slide 25: Solar Energy Development
Slide 26: BIPV (Building Integrated Photovoltaic) Program
Slide 27: Golden Sun Program
Slide 28: BIPV Program vs. Golden Sun Program
Slide 29: National Renewable Energy Law
Slide 30: Research and Development Investment Guidelines
Slide 31: Summary
Slide 32-34: Trends
Mergers and Acquisitions
Slide 35-42: Mergers and Acquisitions (2013, 2014)
Slide 43-46: Direct investment scenario of major domestic and foreign companies
Slide 47: Porter’s Five Analysis
Slide 48-51: Competitive Benchmarking (FY 2013)
Slide 52-91: Major Public Companies
Slide 92: Strategic Recommendations
Slide 93: Key Ratios Description
Slide 94: Sources of Information
1. Hanwha Solarone Co. Ltd.
2. JA Solar Holdings Co. Ltd.
3. JinkoSolar Holding Co. Ltd.
4. JincoSolar Holding Co. Ltd.
5. Renesola Ltd.
6. Trina Solar Ltd.
7. Yingli Green Energy Holding Co. Ltd.
8. First Solar, Inc.
9. Canadian Solar Inc.
10. GT Advanced Technologies Inc.
11. Duke Energy Corporation