随着光伏发电占比的提升，电力结构优化对一次能源消费结构优化的重要性也逐渐增强。因此，大力发展光伏等清洁电力将有助于提高非化石能源在全球一次能源消费中的占比，优化全球能源结构已成为全球性的话题。
2018年中国光伏行业遭遇重创，“531新政”紧急断奶，国内大批光伏企业纷纷退潮。幸运的是，腾晖光伏多年前就进行了全球化布局，如今无论是电站项目开发还是组件销售业务早已遍及全球各大洲。
2019年全球光伏将迎来新一轮装机热潮，预计将达到125GW。美国市场2019年将会迎来经历“201调查”之后的回升，并在未来三年维持稳定增长;日本市场2019年因新政策原因将有望第一次超过10 GW;由于西班牙，意大利等市场的复苏，欧洲市场或将在沉积多年后再次出现高增长。同时，南美、北非、韩国等东南亚周边市场将会有明显增长。
全球光伏市场火爆，作为全球一线组件厂商的腾晖光伏在2019年订单明显剧增。不到两个月光景，累计海外发货量已超500MW。由于订单数量的增长，产线人员也开始忙得不亦乐乎，为满足客户交期要求，完成生产任务，产线员工不断加班加点，即便是除夕之夜，工人们依旧站在自己的工作岗位坚守。运营管理物流部也本着客户至上，积极配合海外出口工作，仓库每周集装箱装箱数超200个。
为了顺应全球市场更高效率，更低度电成本的趋势，腾晖光伏在农历春节第一天便进行了产线升级改造，计划将半片组件的产能比例提升至总产能的30%，PERC单晶组件的产能比例提升至50%，同时在原有的产能基础上继续扩产，截止到2019年底，腾晖光伏全球组件总产能将达8 GW。
全球光伏市场迎来勃勃生机此乃天时;国内拥有全球最完整的光伏产业链，满足生产一切所需，泰国工厂产能可应对美国等设有贸易壁垒的国家，此乃地利;公司上下一心，以客户至上为第一使命，此乃人和。同时齐备天时地利人和的腾晖光伏，2019必将成为推动全球光伏发展的主力军。
Talesun: Orders Raise Sharply to Salute the Roaring Market
The global PV marketroars again since the very beginning of 2019. Being as the world’s Tier 1 module manufacturer, Talesun experienced a sharp order increase during the past two months. With over 200 containers of module shipment per week, the company has delivered more than 500 MW modules for oversea market by end of February. All the employees of Talesun worked hard and with lots of overtime working, even during the most important traditional Chinese Lunar New Year holiday.
Along with the rapid development of PV industry and especially with the continuous declining Levelized Cost of Electricity (LCOE), PV Solar power is becoming one of the most important and promising powers among all renewable energies. It is now the key player in the global reconstruction of energy structure which aims reducing fossil energy consumption and carbon emission and, to save our planet from global warming.
However, the 5/31 policy of China in middle 2018 hit the Chinese PV industry heavily and following resulted in tremendous readjustments in the whole industry. Many famous PV companies shrank their business, and some of them even took layoffs.Benefit from strategic global deployment many years ago, Talesun had built the oversea business of both module sales and EPC business a big proportion of total revenue which helped the company to pull through the hard time.
Different from stunning 2018, business observers of PV industry see another market booming of 2019. According to research of IHS Markit, the latest estimation shows that the global PV installation will record to historical high of 123 GW, 18% increase compared with 2018. Almost all major markets will grow. Coming back from the 201 investigation, the US market will have at least three years of stable growing.Benefit from new policy released, the Japan market will for the first time in history achieve an installation of over 10 GW. In Europe, major countries including Spain, Italy, and Germany recovered and aims bigger ambition in PV installation. The European market may probably experience another prosperous PV year, after quite a long time of silence. Meanwhile, there are other hot markets spread in South America, North Africa, and Southeast Asia which may present surprise.
To better serve the growing market with higher efficiency and lower LCOE product, Talesun started the production line upgrade projects of both cell line and module line locates in China and Thailand factories in the first day of China’s Lunar New Year. The projects targets to increase the half type module capacity to 30% of total, and mono PERC module capacity to 50% of total. At the same time, with the expansion of total capacity, Talesun will possess total module capacity of 8 GW by end of 2019.
With an advantageous layout of productionbases of both inside and outside China, and with the effective and united team,Talesun is fully ready and holds the confidence to play a bigger role in the flourishing year of 2019.
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