Photovoltaic industry: cold water splashed by the EU

After Germany, France, and Spain have made decisions to cut PV subsidies or set annual subsidies for large systems, Italy recently approved a new solar subsidy bill, and the subsidy ratio will gradually decrease.   This is undoubtedly a cold water that cools down the enthusiasm of the domestic photovoltaic industry. Insiders pointed out that it is imperative to start the domestic market at present, and China must realize the transition from a large PV manufacturing country to an application power. With the dust of the Italian solar PV subsidy reduction policy settled, the European countries continue to cut PV subsidies have become a set. People in the industry have pointed out that in such an international context, it is imperative to start the domestic market, and China must realize the transition from a large PV manufacturing country to an application power. The “closed door” in the European market After Germany, France and Spain have made decisions to cut PV subsidies or set annual subsidies for large systems, Italy recently approved a new solar subsidy bill, which will continue to subsidize solar power. By 2013, the subsidy ratio will gradually decrease. As the world's largest export market for photovoltaic products, China's many countries have reduced or withdrawn their subsidy policies. For the enthusiasm of the domestic PV industry, there is no doubt that it is a cold water that cools down. The “collective return” turmoil encountered by Chinese PV manufacturers in Europe in early March is a direct manifestation of this impact. At the beginning of March, according to Solarbe Photovoltaic Network, China's PV module manufacturers arriving in Europe were collectively returned by European customers and were asked to cut prices by 30%. It is reported that the total number of components required to be returned this time may reach hundreds of megawatts, and does not include products on the way to the sea. According to industry insiders, since the gross profit of component products sold to Europe is generally below 30%, if the price is reduced by 30%, it means that China's PV module manufacturers will face general losses. Zhang Zhengyu, executive director of China New Energy Chamber of Commerce, said that because the price of domestic photovoltaic power generation cannot rely solely on state subsidies to recover costs, the New Energy Chamber of Commerce is working to promote photovoltaic DC residential, and it is different from the West in solar energy applications. The road to the development of photovoltaic applications into the consumption behavior of the people, through the family and society of photovoltaic consumption to develop the domestic photovoltaic market, reduce the loss of electricity and electricity through the inverter and transformer to convert the direct current into the AC power boosting grid loss and equipment costs . According to the survey results of the New Energy Chamber of Commerce, the general room of 100 square meters only needs 50,000 yuan for DC appliances. "DC power is cheaper than AC power, including TV, washing machine, inverter refrigerator, inverter air conditioner, computer, LED lighting, etc. Most of the electrical appliances can use DC power." Zhang Zhengyu said. Analysts of Artes Sunshine Power Technology Co., Ltd. also pointed out that the start of the domestic PV market requires initial state policy support, such as the Golden Sun Demonstration Project and the Solar Roof Project, to promote the development of application projects through a combination of various policy subsidies. In the end, residents should be encouraged to use the home application interoperability system, develop DC housing or build off-grid power stations, achieve self-sufficiency, and reduce costs during continuous research and development and piloting. "According to today's development speed, in less than five years, through the cost reduction of components and the improvement of efficiency, the price of photovoltaic power generation can basically be realized at 0.5~1 yuan/kWh, which is basically the same as commercial electricity price, and has a long service life. This is a very attractive market." Liu Hanyuan, Chairman of the Board of Directors of Tongwei Group, said in an interview with the media. "If in the next three to five years, the domestic tail market can be launched in time, a more complete industrial chain will be formed, and the development of the photovoltaic industry will be more healthy." Liu Hanyuan said. Liu Hanyuan pointed out that the problem of “connection difficulties” in the development bottleneck of China's photovoltaic industry should not only rely on the requirements and encouragement of national policies, but also guide the power companies to actively solve the problem of photovoltaic grid connection through actual interest compensation and driving. He suggested that through the implementation of national project construction, the operability will continue to improve, the application market will be further expanded and the supporting facilities will be improved. The connection of each link in the photovoltaic industry chain will be smoother, and the resources will be rationalized, fully utilized and traded. The health continues to develop. “For example, the development of photovoltaic applications in the western or rural areas can be combined with biogas power generation or through the combination of wind and light to achieve a rational use of resources to solve the unilateral application of the conditions; the state through the science and technology sector project funds to technology research and development and talent The cultivation aspect is inclined, increase investment, encourage industry and enterprise technology innovation to reduce costs, and with the advancement of technology, the battery conversion efficiency is continuously improved, providing core driving force for the development of the industry." Liu Hanyuan said.

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