Abstract Recently, a message entitled "Several Opinions of the State Council on Promoting the Healthy Development of the Photovoltaic Industry" (hereinafter referred to as "Opinions") was placed in a prominent position on the Chinese government network. According to the "Opinions", from 2013 to 2015, the annual average installed capacity of photovoltaic power generation is 10 million...
Recently, a message called “Several Opinions of the State Council on Promoting the Healthy Development of the Photovoltaic Industry†(hereinafter referred to as the “Opinionsâ€) was placed in a prominent position on the Chinese government website. According to the "Opinions", from 2013 to 2015, the annual installed capacity of photovoltaic power generation will increase by about 10 million kilowatts. By 2015, the total installed capacity will reach more than 35 million kilowatts. Some insiders said that if the target can be finally realized, it will drive 100 billion yuan of market demand every year. By then, one-third of the domestic PV industry's production capacity will be reliably consumed by itself, and the upstream and downstream industries will also usher in new development opportunities.
However, there are also views that the "Opinions" description of subsidy funds and grid-connected electricity prices is not clear enough, and the final effect remains to be tested.
The total installed capacity has increased by over 60%
The total installed capacity reached 35 million kilowatts, which is the fourth increase in the country since the 12th Five-Year Plan. Previously, the National Energy Administration said in the "12th Five-Year Plan for Solar Power Development" (hereinafter referred to as "Planning") that the installed capacity of solar power generation will reach 21 million kilowatts or more by 2015.
The 35 million kilowatts of data in the above-mentioned "Opinions" has increased by 67% compared with the 21 million kilowatts in the "Plan". If this goal is achieved, China will surpass Germany in 2015 to become the world's largest PV market.
Shen Fuxin, secretary general of the Zhejiang Solar Energy Industry Association, told reporters that if the target can be achieved, one-third of the domestic PV industry's production capacity will be able to consume itself.
According to the Xinhua News Agency, the investment in photovoltaic power plants averages 10,000 yuan per kilowatt and the distributed photovoltaic system costs 15,000 yuan per kilowatt. As a result, 10 million kilowatts of new photovoltaic power generation installed capacity per year, or will drive the market demand of 100 billion yuan.
Lin Boqiang, director of the China Energy Economic Research Center of Xiamen University, believes that whether the above goals can be completed remains to be tested. If the goal can be achieved, it will indeed consume a lot of capacity for domestic PV companies.
PV subsidy funds and grid-connected prices become key
A number of interviewees believe that the introduction of the "Opinions" is good for the current PV industry, but the key is to see the implementation effect. Lin Boqiang said that the shortcoming of the "Opinions" is that the information on "subsidy funds and grid-connected electricity prices" is not specific enough.
In March of this year, the National Development and Reform Commission issued a draft of the “Notice on Improving the Price Policy for Photovoltaic Power Generationâ€, which subsidized 0.35 yuan/kWh of distributed power generation. The subsidy funds came from the renewable energy development fund, and the distribution network was distributed by the grid enterprises. The photovoltaic power generation project is transferred. However, after the publication of the opinion draft, it was opposed by many domestic PV companies. They believed that the subsidy amount was too low to stimulate the enthusiasm of the company and could not promote the development of the photovoltaic industry.
In July, it was reported that the country's approval list and subsidy program for the first batch of 7 provinces and 7 cities PV industrial park demonstration projects have been issued, and the subsidy standard is determined to be 0.42 yuan / kWh.
Ren Haoning told the reporter of "Daily Economic News" that the gap in subsidy funds is very large at present, and the specific source is not clear enough. No matter how much electricity subsidy is used, where is the capital coming from, where is the person who goes through, who will be supervised? Other issues need to be clarified.
It is understood that Meng Xianyu, vice chairman of the China Renewable Energy Society, said in an interview with the media that the PV price subsidy policy is expected to be introduced in August, "but it depends on the government's schedule."
Although the detailed rules have not yet been issued, the "Opinions" clarify that "20 years of subsidy years" still bring a shot of invigoration to PV companies. The "Opinions" said that according to the development needs of photovoltaic power generation, the additional standards for renewable energy tariffs will be adjusted to expand the scale of renewable energy development funds.
Regarding the problem that the existing short-term subsidies are not in place, the Opinions also mentioned that the grid is required to purchase PV power in full. The central government allocates subsidies to the grid on a quarterly basis, and the grid and power stations are settled in full on a monthly basis.
In addition to subsidized funds, many respondents also expressed concerns about the on-grid price. According to the "Opinions", according to the resource conditions and construction costs, the electricity price of the PV power plant sub-regional Internet standard is set, and the price and subsidy standards are found through competitive methods such as bidding.
"But it is very difficult to implement." Ren Haoning said that many PV companies are difficult to communicate with the State Grid and China Southern Power Grid. Lin Boqiang also worried that when the photovoltaic power generation is 10 MW or 20 MW, grid connection may become a problem.
related news
Industry reshuffle under the PV New Deal is expected to speed up
The "Several Opinions of the State Council on Promoting the Healthy Development of the Photovoltaic Industry" (hereinafter referred to as the "Opinions") on July 15 brought a wave of public opinion to the photovoltaic industry. Among them, the requirements on the conversion rate of photovoltaic cells are causing hot debate in the industry.
Some respondents said that this is a requirement for new PV projects and has no impact on existing PV companies. However, some experts said that the industry reshuffle will show up in the later market competition, and the upstream and downstream enterprises will also usher in a positive.
Or will accelerate mergers and acquisitions
The "Opinions" require that the conversion efficiency of monocrystalline silicon photovoltaic cells is not less than 20%, the conversion efficiency of polycrystalline silicon photovoltaic cells is not less than 18%, and the conversion efficiency of thin film photovoltaic cells is not less than 12%.
“This is for new projects.†Shen Fuxin, secretary general of Zhejiang Solar Energy Industry Association, revealed that the Ministry of Industry and Information Technology will introduce plans for integration and upgrading in the next step.
Some experts surveyed believe that although the current "Opinions" have no impact on existing projects, but after the growth of enterprises with high PV cell conversion rate, the current backward production capacity is bound to be eliminated. The "Opinions" also clarified that it is necessary to use the market reversal mechanism to encourage mergers and acquisitions.
An analyst from Guotai Junan said in an interview with the media that the "Opinions" will speed up the merger and reorganization of the photovoltaic industry and weaken the support, shorten the time expectation of capacity elimination, and improve the overall technical strength of the enterprise.
However, Ren Haoning, a researcher in the energy industry of China Investment Consulting, told reporters that the above threshold for conversion efficiency is too high, and there is no substantial effect on eliminating backward production capacity and mergers and acquisitions.
Upstream and downstream companies are welcoming
Due to the continued downturn in the downstream, the upstream of the photovoltaic industry, that is, the equipment manufacturing company's business in the first half of the year generally declined. Lin Boqiang, director of the China Energy Economic Research Center of Xiamen University, believes that the introduction of the "Opinions" is a major positive for them.
Up to now, five upstream PV equipment companies have issued performance forecasts, one of which has suffered losses, and the profits of three companies have declined to varying degrees, and only one company has improved its profits.
The loss is the new and new materials of the leading enterprises in the photovoltaic accessories, with a loss of about 6.8 million to 7.3 million yuan. The reason for the company's loss is that the market for the PV market is still in the adjustment stage in the first half of this year, and market demand remains at a low level. "The company's product sales have increased slightly year-on-year, but the overall sales margin has decreased due to the adjustment of product sales structure." Xinda New Materials said in the performance forecast.
The decline in profits to varying degrees is Jingsheng Electromechanical, Oak Stock, and Seven Star Electronics. When Jingsheng Electromechanical explained the reasons for the loss, it was said that due to the fluctuation of the photovoltaic industry, the demand for new equipment in the downstream decreased year-on-year. The other two companies also linked the cause of the loss to the downturn in the downstream PV industry.
"The biggest difficulty for them is that the equipment can't be sold." Lin Boqiang told reporters that if the goals in the "Opinions" can be achieved, it will bring benefits to upstream enterprises.
In the view of Ren Haoning, a researcher in the energy industry of China Investment Consulting, the introduction of the "Opinions" will also have an impact on the downstream industry. He believes that the relevant capital will be affected by the wind and start investing and operating photovoltaic power plants.
High Density Polyethylene (HDPE) sheet is extremely strong against impact, abrasion resistant, and exhibits a low coefficient of friction. The material is also moisture, stain, and odor resistant, and is FDA approved for use in the food processing industry (mainly for cutting boards). The material's durability makes it a perfect match for a variety of applications such as water tanks, chute linings, bottle/bottle cap production and numerous other industrial uses.
Color: White, Black, Red, Blue, Beige, Green, Grey, etc.
Thickness: 0.4-250mm
Size: 1220*2440/1000*2000/1500*3000 mm
HDPE Plastic Rod
Color: White, Black
Diameter: 10-400mm
Length: 1000mm
Polyethylene Sheet, HDPE Sheet, HDPE Plastic Sheet, Food Grade PE Sheet and Rod, Rolling Pin, Chopping Board
SHENZHEN XIONGYIHUA PLASTIC INSULATION LTD , http://www.xyhplastic.com