ZZ IMS：2011年全球光伏安装量将超21GW
<span class="Apple-style-span" style="font-family: Tahoma, Helvetica, SimSun, sans-serif; "><table cellpadding="0" cellspacing="0" class="vwtb" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; empty-cells: show; border-collapse: collapse; table-layout: fixed; width: 698px; "><tbody style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "><tr style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "><td style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "><div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; ">原文：<a href="http://www.solarzoom.com/portal.php?mod=view&aid=3868">http://www.solarzoom.com/portal.php?mod=view&aid=3868</a></div><div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "><br></div><div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "> 据IMS Research最新发布的光伏需求量报告指出，预计2011年光伏新增安装量将超过21GW，而2010年约为18GW。基于供应链定价的最新信息，有望拉动全球主要光伏市场的需求量，因此这家市场研究机构对今年的前景十分看好。然而，由于几大光伏市场纷纷下调补贴，该机构对长远的预测进行了小幅下调。</div><div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "><br style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "></div><div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "><p style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; text-align: center; "><a href="http://www.solarzoom.com/data/attachment/portal/201106/01/1600409tr939l05bz332gs.jpg" target="_blank" style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; color: rgb(51, 51, 51); text-decoration: none; "></a></p><p style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; text-align: center; ">全球光伏安装量</p><p style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; text-align: center; "><br style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "></p></div><div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "><br style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "></div><div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "> IMS Research对全球光伏需求量的最新分析显示，2011年光伏设施安装量仅仅增长15%，快速下跌的价格足以引发德国等光伏市场的需求量出现又一轮的上涨。除此以外，意大利补贴法案的尘埃落定，使这一几乎"瘫痪"的市场即将死而复生，我们所需的只是耐心等待，并静观其一季度的市场走向。意大利市场一季度安装量跌幅为37%，新增安装量仅有3.5GW左右。据预测，全年增幅将逐季走稳，到四季度达到顶点。</div><div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "><br style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "></div><div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "> IMS光伏研究总监Ash Sharma表示，今明两年欧洲市场的光伏装机量将会下跌，并且相当一段时间内不会回到2010年的水平。几大主要光伏市场的下跌也正是这个原因。</div><div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "><br style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "></div><div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "><br style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "></div><div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "> "虽然继日本福岛核事故之后，多国政府均表示可再生能源将成为'重中之重'，但这是否将付之行动，并对光伏产业给予真正的扶持，一切尚未明朗。最近几大主要光伏市场也已下调其补贴费率，或声称即将展开行动。我们估计，2012年德国和意大利市场的需求量将下跌约3GW，欧洲市场的占有率将从2010年的80%跌至2012年的56%，"Sharma补充道。</div><div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "><br style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "></div><div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "> 由于对欧洲市场预期的下调以及美国、亚洲市场的不确定性，IMSResearch预测，2012年光伏安装量的跌幅约为10%。虽然，今年美国和亚洲市场的发展较快，估计安装总量将超过5GW，但这股增长势头是否会在2012年得到延续还难以定论。</div><div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "><br style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "></div><div style="margin-top: 0px; margin-right: 0px; margin-bottom: 0px; margin-left: 0px; padding-top: 0px; padding-right: 0px; padding-bottom: 0px; padding-left: 0px; word-wrap: break-word; "> "为了使光伏电价与几大市场的补贴机制保持一致，2012年光伏产业的发展仍将完全取决于光伏成本能否快速下滑。如今光伏产业的利润正被不断挤压，价格开始有所下滑，2012年价格有望进一步下跌，关键在于多晶硅和硅片的供应能否得到满足，"AshSharma补充道。</div></td></tr></tbody></table></span>
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