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https://www.pv-magazine.com/2018/10/03/frost-sullivan-forecasts-strong-2018-for-solar-despite-chinas-policy-setback/

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2 hours ago, Klothilde said:

Horrible market picture by energytrend.  86GW demand in 2018 but 150GW of supply. 
https://www.pv-magazine.com/2018/10/09/module-prices-have-decreased-by-up-to-25-so-far-this-year-trendforce-says/

75GW of that capacity is now PERC. Canadian Solar is second currently behind Tiongwei in Perc Capacity and is soon to 3rd or lower. The last paragraph is interesting in that they are suggesting Mono is going to take 70% of the market in 2019. That is another blow to CSIQ that is betting on Multi.

 

http://m.solarzoom.com/article-115352-1.html

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9 minutes ago, Jetmoney said:

Could someone buy out jks to put it out its misery?

Eh, that's the 2019 go private that oozes into 2020.

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14 hours ago, Mark said:

Eh, that's the 2019 go private that oozes into 2020.

That going private offer for CSIQ is sure starting to look a lot like the Jaso offer.

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2 years away but after 2020 China is looking at 80-160GW of PV a year.

 

http://guangfu.bjx.com.cn/news/20181018/934968.shtml

 

The report also pointed out that after 2020, photovoltaics and wind power will grow rapidly. In the next 10 years, China will usher in a large-scale construction of photovoltaic and wind power. The installed capacity of photovoltaics is about 80~160GW/year

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Thank you for the summary. Those are big numbers. I’m assuming subsidy free so they expect grid parity it seems over the next two years. Would be huge for the whole sector if the plan is implemented as stated. 

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Assuming CSIQ will go private well before 2020, the question remains will JKS? Because if JKS will "go private" too, who cares about huge CN install number after 2020, since we'll have no way to "participate".

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