2013年1月31日星期四

Taiwan's Bureau of Energy, led a delegation to expand the solar PV market in Japan


Bureau of Energy, Ministry of Economic Affairs will be held on December 4 led a delegation to visit and exhibitors "PV JAPAN 2012" and organized during the Japanese PV power generation system built the case the opportunities match will "further promote links between the Taiwan-Japan industrial cooperation to assist the island within the industry efforts to develop the Japanese market.

Energy Bureau Europe Secretary on December 4 to 8, led by the industry of the world's top ten solar cell factory Motech, Gintech new daylight, the island first module factory British Mao reached and TSMC industry, a total of more than 20 people went to Japan met with Japanese officials of the province by the middle renewable energy wholesale purchase committee, the official unit of Tokyo Electric Power, Japan solar panel Energy Society (JPEA), as well as Mitsui, Mitsubishi, Marubeni, Itochu, Softbank, NTT Facilities such as trading companies to discuss cooperation between the two sides an opportunity to to help the domestic industry to expand Japanese wife Sunshine electrical system market.

Visit to Japan, the Energy Board and the industry at the same time to participate in the December 5 to 7 PV JAPAN exhibition, advocacy island's excellent vendors and combined with the success of Taiwan Power Plant Case photovoltaic industry chain brand videos show the form of the island's PV manufacturing high quality strength and the Taiwan PV system services energy to match industry of Taiwan and Japan signed a cooperation letter of intent, further expansion of the Japanese market.

Expand overseas markets to assist the industry on the island, the Ministry of Economic Affairs has approved the PV solar cell to expand overseas market action plan, integrating the resources of the relevant units of the Ministry of Economic Affairs, Rapid Offers development, "active business matchmaking" and "promote the yuan of funds comprehensive support three major strategies and 16 specific practices to action, to strengthen overseas competitiveness assist industry of the island, to reach the island photovoltaic industry overall exports growth target of 10%.

"Financial Times" German said on November 5, Europe and Africa countries jointly invest in solar project Desertec has attracted worldwide attention, the State Power Corporation of China has expressed its willingness to participate in the investment, thus becoming the first show investment intentions Chinese enterprises.

However, existing project investors of China intends to participate in the investment differences, because some of the shareholders that the companies received orders from the possibility of such items such as Europe, Africa and the Middle East outside the country will increase substantially. In addition, the project associated partners U.S. solar charge controller companies FirstSolar also interested in participating in investment.

Reported that the North African desert solar project total investment of hundreds of billions of euros, so far most of the unfunded and will continue for several years, in view of the EU financial tensions expected such a huge amount of investment in the medium term is difficult to implement.

Siemens recently after exiting the solar business, immediately announced that starting next year no longer serve as the project's partners, which will allow the project financing matters worse, more difficult. If you invest in enterprises to participate in the United States, will enhance the capital base of the project to make the project a smooth implementation.

Distributed photovoltaic power, what impact on the grid


Whether centralized power generation and distributed generation needs a stable power supply, and reliable. Distributed use of solar photovoltaic power generation is an important means for people to use clean energy. However, the night of the replacement, weather impermanence, distributed photovoltaic power output does not have regularity, and access to the public grid, the public power grid as a backup. Access to distributed power grid includes several aspects

First, the impact on the grid planning. Load forecasting is the basis for the design of grid planning, the ability to accurately predict the load of grid planning prerequisite. Distributed PV solar inverter grid, increase the load forecasting difficulty in their region, and change the existing load growth mode. Access to a large number of distributed power, transformation and management of the distribution network has become more complex.

Second, different grid effects vary. Off the network running distributed PV on the grid; grid but not distributed power to the power grid photovoltaic power generation will cause voltage fluctuations; grid and the power grid to the power grid, will cause voltage fluctuations and affect the relay protection of the configuration.

Third, the impact of power quality. The influence of a distributed photovoltaic access important is caused by the change in the voltage distribution on the feeder, the impact of the size and access capacity, access location closely related. The photovoltaic power generation is generally connected to the grid through an inverter, frequent turn-on and turn-off of the type of power electronic devices, prone to harmonic pollution.

Fourth on protection. Most of our distribution network for single supply radial structure to use more off-speed, limited forms of protection quick break, and do not have directionality. This type of protection in the conventional radiation distribution networks, it is possible to effectively protect all the lines. However, the distribution network access for distributed power injected power causes the relay range narrow, can not be reliably protect the whole line, even in the other parallel branch failure, caused by the installation of distributed photovoltaic relay mistakenly action.

Take economic levers to ensure the photovoltaic power generation capacity continued to grow steadily. German Renewable Energy Act subsidies for photovoltaic power generation, application for rooftop PV PV inverter and other types of terrestrial photovoltaic photovoltaic power generation mode, the subsidy intensity scale.

The law of the country in 2012, the latest modified grid tariff for photovoltaic power generation from 17.94 euro cents per kWh to 24.43 cents per kilowatt-hour. The country also provides that, within the next 12 months if the installed capacity of more than 3.5 million kilowatts, Internet price dropped 3%;, Internet price decreased by 15% if more than 7.5 million kilowatts. China is eager to save the domestic photovoltaic enterprises, ready to quickly start the PV market, but should also consider how to take reasonable strategy in the future to ensure its steady development.

The development of rational distributed photovoltaic power management methods to ensure the safe operation of the power grid. Spain requires an area to install a distributed power capacity of less than 50% for the region of the peak load, try to avoid the the distributed power anti power transmission. Germany requires more than 100 kilowatts of distributed power remote communication and control devices must be installed, in order to understand its output in real-time scheduling and scheduling.

Spanish grid scheduling does not have the remote monitoring and control of large-scale photovoltaic power generation capacity, transmission operators only require more than 10,000 kilowatts of solar grid tie inverter photovoltaic power generation projects installed telemetry device, while no such large-scale photovoltaic projects in Spain. With the increase of megawatt-class projects, these projects is the lack of the telemetry equipment grid operation will have a significant impact.

Development of large-scale distributed power, you need to invest a lot of money to upgrade the power grid. At present, Germany has begun to take some indirect measures to meet the requirements of distributed power access distribution network, as superiors transformer upgrade transforming the access point, reconfigure the feeder voltage conditions and control equipment. German research institutions that need an additional 195,000 to 38 million meters of new high-voltage and medium-voltage distribution network line to meet the German PV development goals, and appropriate investment of 13 billion euros to 27 billion euros.

The whole society to allocate the cost of power grids of distributed photovoltaic power generation access. Additional foreign government through the imposition of tariffs to support the necessary power grids and distributed power access.

2013年1月30日星期三

India magazine announced 20 leading solar energy company in India


In the calm after a period of time, the Indian solar industry again by virtue of Jawaharlal - Nehru National Solar Initiative (Jawaharlal Nehru National Solar Mission, JNNSM) announced the second phase of the draft once again usher in vigor.

Government of India once again into action, ready to actively promote the development of the solar energy industry in the country, in 2017, India is expected to have under JNNSM solar power installed capacity of 4,000 megawatts (MW), with 2500 megawatts of solar panel power generation and according to the states of photovoltaic policy installed capacity.

This scale of growth means that the thirteenth five-year plan to end time (2022), India solar project will meet 7% of their electricity demand to replace 30% of imported coal, saving $ 8 billion in foreign exchange in India.

In stark contrast with the expected development of the solar energy industry in India is on the first quarter (July 2012 to September), India's only new 67.25 MW photovoltaic power installed capacity, compared with 401.74 MW in the first quarter and the second quarter of 340.62 MW has dropped significantly. In addition, the good performance of solar companies in India are not many.

"Electronics Bazaar" magazine tried to list the best Indian 20 solar companies. The EYF Group (EFY Group) Vice Chairman Ramesh - Chopra (Ramesh Chopra): these solar companies, not only for India, made the transition from conventional electricity to solar contribution is still in the solar cell industry in India has set its own brand.

He added that the the: Electronics Bazaar "magazine will be launched regular list of leading companies and outstanding power sector companies on the list based on the turnover of rank.

To enter the list of companies including Central Electronics Emmvee Solar Systems, Jupiter Solar Power, Lanco Solar (Orchidaceae solar), Mahindra Solar One, Moser Baer Solar (Mosuo Bell Solar), Reliance Industries Limited (Reliance Industries Ltd.) under the Solar Group, Surana Ventures, Tata Power Solar Systems (Tata Power solar system), and Vikram Solar.

Who led the development of the photovoltaic industry? To answer this question, we must first answer the government plays what role. In China, the government plays what role, often plays a key role in the industrial development. PV industry, it can be described as also Xiao, also defeated the government both play a "catalyst" for the development of solar charge controller photovoltaic industry, and also played the photovoltaic industry development "disinfection agent.

Government in the development process in the photovoltaic industry, not the horse and rode send a burst, but Destructive Enthusiasm, exploit them. The country under the auspices of the government set up a variety of "Sun City" and "PV Park, more than 300, only one hundred billion industrial park on the order of tens. Government over-dominate the photovoltaic industry, how can we let PV industry into a blind development, the excessive development cycle. How to locate, how to play their role in the industrial development, a need to reflect on the question.

The photovoltaic industry groups expect savior collective fall


This year by the European and American debt crisis and the "double reverse" survey, the international market demand, domestic overcapacity adverse factors, nearly 1/3 of the photovoltaic business in China in the production or semi-shutdown state, the number of business failures . The splendor of the photovoltaic industry has ceased to exist, replaced by a variety of torment.

According to Wind Info statistics, a total of 79 listed companies in the A shares of solar power sector, has released the 2012 annual results notice about 53 expected net profit decline of 29 accounted for 55% of the total.

China has made a great contribution to the world solar panel photovoltaic industry, this industry is certainly to be integrated. We now encounter is not capital, technology, cost issues, policy issues. The government should guide the industry. Investors and consumers can direct trading, I believe that the solar energy in the country must be more market.

Those who can not escape this time of doom and gloom, the costs do not fall down. Some not entirely get down, but its ability to operate because of the cost of technical reasons.

The temperature Dongzheng of the party secretary of Hainan Yingli New Energy Resources Co., Ltd.
The development of solar panels for sale energy and other emerging industries should not only focus on the international market, but also the development of the domestic market, and should, to the extent possible, market diversification, heavily dependent on a single market, when adverse changes in foreign market demand conditions, the companies may have been a huge shock.

Save the photovoltaic industry is to save the industry rather than to save the enterprise. Photovoltaic industry is facing consolidation, you need to solve the problem of excess capacity, it is necessary to eliminate backward production capacity, is destined to have many businesses go down, stronger, better stand up, grow and develop.

The The domestic terminal utilization link is less than a direct result of the outside of the status quo of China's solar cell photovoltaic business market, it should be through appropriate subsidies to promote growth in product demand. To note that in the process of government support should be based on market-oriented way to intervene.

Specific support policies have not yet formed a specific program. Participate in the Founder of the effectiveness of policy research specific details, but too many difficulties facing the development of photovoltaic industry, "Bao Dai abandoned small" another matter. When countries have been conducted in the home appliance industry similar adjustments, but the final support enterprises basically all bankruptcy, the rise of household electrical appliance enterprises are all not support ranks, the photovoltaic industry is facing more uncertainties.

2013年1月29日星期二

Jiangsu to build photovoltaic power plants on the ground


On December 1, the third high-level seminar spokesman said the new energy industry in China (China), Taizhou City, Jiangsu Province, proposed on the the 1.6 km primers rivers embankment built a terrestrial photovoltaic power plants is now related to the Jiangsu Provincial People's Government department to declare.

PV power plant project is planned to be located in the cited rivers, the West Bank, as a starting point to Taizhou Hailing Bridge extends, Hailing Bridge south to the old Tongyang Canal, a length of about 1600 meters. Project a total installed capacity of 6 MW, 6-month construction period, a total investment of 100 million yuan, plans to start in July 2012, construction is completed on December 31, 2012.

"At present, the photovoltaic industry is facing difficulties, but domestic and international business community, governments at all levels, experts and scholars and the prospects of the PV solar panel industry full of confidence." New energy industry in the Third China (China), spokesman of the high-level seminar, Taizhou City Hailing Deputy Mayor Chen Feng Jian told reporters that the government is to play a function guide and regulate the new energy, especially in the orderly development of the photovoltaic industry.

Chen Feng sword Taizhou construction of the first 6-megawatt photovoltaic power plant, using a market-oriented business model, photovoltaic power plant after 15 years of use, it is necessary to replace parts, replacement of the main bracket, life expectancy of about 25 years, the photovoltaic power plant built stepped up to 35KV nearby into the public grid, the grid problem has been solved after completion and network operation.

Cited rivers ownership located in the territory of Taizhou in Jiangsu Province, Department of Water Resources, is now reported to the Department of Water Resources of the project, initially agreed to be able to build, but have to wait until the final approval of the Department of Water Resources, however, other photovoltaic power plant matters ready. "said Chen Feng, sword, Taizhou, the construction of solar cell photovoltaic power plants is also a positive response to the first step of the policy called for national development of emerging industries. Taizhou the roof walls photovoltaic demonstration district has entered a substantive stage.

The study showed that builders in Germany and the United States in a leading position in the development of public facilities-scale solar power station.
The data released by industry analyst Wiki-Solar, eleven of the world's top not less than 10MW of large-scale solar power plant developers seven integrators in the United States or Germany, these companies develop and install their own projects.

The three companies, First Solar, SunPower the Hanwha Q.Cells (formerly known as Q-Cells) and also his assembly manufacturers. First Solar in Wiki-Solar, list first, has 572MW installation projects above 10MW in ten locations.

SunEdison ranked second, with 12 locations installed capacity of 320MW. Wiki-Solar Philip Wolf (Philip Wolfe) pointed out: "The solar charge controller power station is the fastest growing sector of the global power generation market, there are many companies competing for status."

"Our database shows about 120 different companies currently developing an installed capacity of 8000MW, but the development of installed capacity of the top 25 companies accounted for half of them."

Japanese wasteland built solar power station


In rural Japan, the long-term derelict land generally for the construction of industrial parks, but now is attracting many investors to take advantage of the advantages of the new government support policies, with the construction of solar power plants.

Japan's Fukushima nuclear disaster incident in March last year, Japan began to the development of renewable energy tilt. Under a law that came into effect in July of this year, around the power company in a certain period, obligation to purchase the use of renewable energy companies of the electricity to the countries to develop the unit price (fixed price), feed-in tariffs for 42 yen (U.S. $ 1 about 80 yen) per kilowatt-hour, for about 20 years. This price is almost twice Tokyo residents pay electricity.

Although some Japanese sunshine time only six hours a day, but this renewable energy prices prompted investors to invest heavily in the solar panel power industry, with the Japanese rural depopulation, the factories that were transferred overseas, specified in a relatively optimistic for the industrial development of the land is idle.

Under the laws of Japan, the solar project usually does not require time-consuming environmental assessment, and tend to spend less than a year's time will be able to build. This makes the risk of investing in solar projects smaller than the risk of investment in wind power, and more time-consuming approval procedures to build wind power stations.

By the end of October, the Japanese government has installed capacity of 2.56 billion watts of renewable energy projects approved under the new law. This is beyond the government identified in up to the March 2013 year to reach the target of 2.5 billion watts. In 87% of the total installed capacity of renewable energy, solar power.

Still, some skeptics say, there will not be too far in the renewable energy to meet the huge demand for electricity in Japan. Renewable energy generating capacity (excluding hydropower) the proportion of the total generating capacity of about 2%, and by 2002 this figure is less than 1%. The Japanese government plans to 2030 increased by 8 times.

Able to access the high-capacity transmission lines is to determine the location of the key to build solar panel price power stations. Otherwise, the the changing electricity production to renewable energy resources can not be incorporated into the power grid, grid connection works may not be carried out due to the cost is too high.

Japan's northernmost island of Hokkaido's port city thatch, animal husbandry, one in charge of the economy and the industry's official Cai Tian (sound) said: "The land here is very flat, low temperature makes solar panels can be a very high conversion rate of power generation," he said, Tomakomai It also hopes to attract investors to the development of solar-related industries, for example, to engage in R & D center. In addition to the tax revenue for local governments, brought to the land owners rent solar project investment can give the rare new opportunities to create employment opportunities.

As for how much land can be used for the construction of the PV inverter project, the country has not yet announced the statistics. The Government has not even sure how much land has been developed and built in the industrial park, how much land is still idle. However, as can be seen from the site of the city and county, people have expressed support for the construction of solar power stations.

Marubeni, a company spokesman said: "Many of the people who have idle land contact us. Surprisingly, there is a lot of land available." Earlier this month, the company of the island of Kyushu in western Japan began to build an installed capacity of 81.5 megawatts of solar power plants. The uncertainty of the investment in solar power stations is the adequacy of the sun.

2013年1月28日星期一

The micro inverse market photovoltaic power plants ushered explosive growth


State Grid Corporation of the 26th officially released the "well distributed photovoltaic power generation and network services work." The national grid covering the provinces have also introduced the grid Conditions. Micro inverters because of its multi-generation capacity, design and long life, to install and easy for maintenance advantages by PV module plant EPC makers of all ages.

Customer Advisory micro inverter products in the APS domestic sales headquarters - Shanghai office phone stream, responsible for regional sales director, said: "In the past, mostly to customers spend a long time to explain the advantages of the micro inverse customers recognized micro inverse of the benefits, but the last customers have to back down because of the policy and other factors. With the continuous introduction of national policy, take the initiative to call to consult the enterprise to understand the micro-inverse, more and more individual users, home and even some companies pay cash delivery. "

Since the latest release of the distributed generation policies, Shanghai Electric Power has begun accepting distributed solar panel photovoltaic power generation grid. Currently, ordinary users with advanced consciousness have prepared the 1KW system of rooftop installation in their own homes. Yu PV Sales Manager to help customers to calculations, one day hair 3 kilowatt photovoltaic systems in the service life of 20 years, a conservative estimate of 21900 kWh hair.

In accordance with the relevant policies of the countries, the implementation of purchase and sale, power company CLP acquired by 1 yuan / kWh, for a total income of 21,900 yuan, while the one-time investment in the establishment of the 1.5kW system cost 9000 yuan. Customer's expected income reached 12,900 yuan.

Yu PV solar module sales staff about the recent market conditions, said: "Recently, some real estate developers have started to engage in micro-inverse market but usually demand than the larger, previously never encountered such a situation, it likely is not grid-connected, commercial, savings a lot of potential purchasing power to the civilian market, micro inverse began large-scale use in the domestic real era is coming! "

Mentioned centralized inverter, many customers have awareness, "centralized inverter in distributed generation grid projects, there is no advantage and disadvantage of generating less short life, maintenance inconvenient seriously affect the stability of the system, resulting in the loss of the interests of investors. "

Market analysts talking about a trade media, "Jiangsu Province EPC previously centralized inverter more recently, some investors before inverse transformation with micro structures with centralized inverter system."

Difficult years in the solar inverter photovoltaic industry, the assembly plant, EPC providers such as Phoenix Nirvana, micro inverter may give the industry a second chance. Ignore the generating capacity of the power plant life, malicious era of low-price competition may be gone, which is the great fortune of the photovoltaic industry. Yu PV also will continue to explore and make their own contribution to the development of distributed photovoltaic power generation technology and market.

Deteriorating photovoltaic manufacturing industry


Photovoltaic manufacturing industry from bad to worse, "this year's industry compared to last year, further deterioration in the second half of the year is worse than the first half." Wang Bo, Secretary-General of the China Photovoltaic Industry Alliance yesterday the "Intersolar China China seminar on such a sigh. He said, currently has over 80% of polysilicon enterprises have ceased, only several enterprises in Jiangsu Zhongneng, Daquan still maintain production, capacity utilization has fallen significantly. In addition, there are over half of small and medium-sized battery components enterprise into a cut, and began to varying degrees layoffs.

"Four years ago, when we enter the photovoltaic industry, feel will certainly be able to make a small fortune good day a few years, the prices began a sharp fall, the market suddenly tightened, and now our company is still the hardest hit, but the surrounding many similar enterprises have been closed down.

Helpless person in charge of a solar panel photovoltaic enterprises in Jiangsu. According to him, this small and medium-sized enterprises main overseas markets, Europe and the United States anti-big stick against the most serious is that they, due to government subsidies and not full coverage they can only rely on cut, cut through the low period.

China Resources Comprehensive Utilization Association for the status quo of China's PV solar cell renewable energy special committee Secretary-General Li Junfeng, with the word "pariah" to describe when the photovoltaic industry is prosperous, the world regarded him as the darling of the investment community, government, industry sector is not a not for their applause. " According to reports, when a PV module $ 4 / W, a system 7-10 USD / watt. Now, a component of less than $ 1 / W, a system is less than 1.5 U.S. dollars / watt.

PV like an outcast, even more than the outcast not as good as the media criticized him, financial spurned him. "Said Li Junfeng. But in fact, the external market crunch is the maximum pressure PV companies. United States double reverse final ruling, requirements ranging from 23% -249.46% tariff imposed on Chinese PV companies will follow the European Union and India double reverse. It is understood that the overseas Chinese PV solar charge controller  market accounted for nearly 90%, nearly half are in Europe, so the EU PV companies in China double against the influence of China.

Reinhold Buttgereit, Secretary-General of the European Photovoltaic Industry Association told reporters yesterday, said trade friction snipe and the clam play off the "double reverse photovoltaic implementation, such as thermal power, wind power and other industries will benefit." Therefore, he look forward to the outcome as soon as possible. However, the double reverse the adverse effects are already visible. According to Wang Bo said the the domestic photovoltaic equipment orders this year is expected to decrease more than 80%, much higher than the global decline.

The plight of the photovoltaic business is also more than that, "enterprise hematopoietic capacity is deteriorating, the receivable recovery cycle growth, tight cash flow, to fear facing cash fracture risk." Wang Bo further said. He also explained that the ten PV companies listed in the U.S. debt had reached $ 17.5 billion, the average debt ratio of about 70%, high even close to 90% of battery components business, for example.

Face the photovoltaic enterprises overseas frustrated, recently the government began to come to the rescue, not only frequently publish favorable policies, still big efforts to promote large-scale applications of distributed generation demonstration area and Golden Sun Demonstration Project. But Wang Bo also pointed out that the PV market to expand domestic demand, the same rational planning, and to regulate the market need to be synchronized, backward photovoltaic enterprises must not be the resurgence of ". According to its forecast, 2013-2014, part of the non-competitive PV companies will be naturally eliminated.

2013年1月27日星期日

The amount of distributed photovoltaic power generation unit of electricity subsidies


In fact, the Chinese Vice Premier Li Keqiang recently made it clear that countries will combine urbanization, to take measures to encourage solar power equipment applications, and support distributed generation grid, and increase efforts to open up the domestic market.

, According to China Securities Journal reporter had informed the Ministry of Industry is leading the organization to develop a theme for the the "PV countryside" plan, aims to promote large-scale solar panel photovoltaic enter the rural market, aboard the "ride" of future urbanization.

Although industry on the rural market for photovoltaic power generation endurance, there are many doubts,, but Han Qiming analysis, an area of ​​half an acre of plastic greenhouses in rural areas, and put on a few kilowatts of photovoltaic power generation system in accordance with the experience of the domestic, such as energy-saving enterprises The total investment required 12-130000 yuan, provincial finance subsidies 3-40000 yuan, farmers invested 2-30000 yuan, and the rest by bank loans,

General must register, agricultural greenhouses power station development investment payback period of 5-6 years for the developers still can withstand the range. Therefore, the of photovoltaic rural market in some areas for now still has economic and development prospects.

"But still worth noting that a PV full life cycle of 25 years, the life-cycle of the rural facilities may be far less than this will add to the concerns of the solar cell power plant operational side." Han Qiming said. The industry look forward to the follow-up policy refinement and policies favorable signal again overweight released, but the industry generally look forward to the follow-up support policies of association issued a timely manner, and put in place. The meeting also explicitly called on relevant departments will promptly formulate the perfect supporting policies put in place.

Han Qiming said, need to clear the current rules is that the amount of distributed solar charge controller photovoltaic power generation, electricity subsidies in the end given on how many, which directly affects the enthusiasm of the enterprises involved in the development of distributed generation projects. KWh subsidy is not clear, it means the end-market demand can not be opened, the supply level not to rush into force. "

Western power station construction is very hot, but the power plant operators Treasury renewable energy tariff subsidy funds repeatedly arrears without economically. If the Ministry of Finance does not further clarify the future financial funds to support the efforts, may inhibit the downstream power plant operator revenue, and then transmitted to the upstream power station development until the equipment supplier orders.

For families with a photovoltaic power generation system, Wang Runchuan said that the affordability of the rural areas still can not be ignored. Future, the state should be supporting a series of bridging the corporate cost of power generation, while still allowing the farmers can afford the subsidies to the rural market potential for quick release.

According to the China Securities Journal reporter learned that the National Energy Board, the Ministry of Finance, the Ministry of Industry and the Ministry of Commerce and other multi-sectoral Since this year in succession research and develop the breakdown of supportive policies, is expected to be gradually introduced to implement in the end of this year to early next year.

Subsidies for photovoltaic power plants covering the central and eastern


China Securities Journal reporter interviewed a number of people in the industry have said that the highlight of a series of policy measures to support the meeting mentioned a lot, especially in the already favorable policies on the basis of further clarify encourage households to install, and the development of photovoltaic power plants based on resource conditions the subregion Internet benchmark price, the implementation of distributed photovoltaic power generation electricity subsidies and other policies, as a harbinger of the domestic market will be fully opened to the door.

Industry analysts further pointed out that the subsequent timely policy implementation rules promulgated and put in place, then all PV companies and terminal market demand will be a shot in the arm. Subsidies for photovoltaic power plants covering the central and eastern

The executive meeting of the State Council released a series of policies and measures, one of the biggest bright spot is that the substance of favorable policies in the eastern part of power plant development. In accordance with expert interpretation, "according to the resource conditions to develop photovoltaic power station sub-regional Internet benchmark price, the implementation of distributed photovoltaic power generation, photovoltaic power plant project implementation and wind power is the same value-added tax preferential policies" in accordance with the policy of the electricity subsidy wording is a concentrated expression of .

Authoritative the PV solar panel research institutions Solarbuzz principal analyst Han Qiming, told reporters that the sub-regional development of Internet benchmark price means that in the eastern part of large-scale photovoltaic power plants will implement a new Internet benchmark price. The eastern region because of the uneven illumination resource conditions, partition tariff developed provinces, regions and different conditions of the power station project will have a clear return on investment is expected.

The JA solar panel manufacturers supplier relationship management manager Wang Runchuan told reporters that developers get together and western power plant development, "adequate" the phenomenon intensified holding funds want developers PV "Gold Rush" an urgent need to expand to other regional markets has launch a new round of competing. "If in the future the introduction of sub-regional feed-in tariff, feed-in tariff coverage will be extended to the whole country, which will no doubt be beneficial power plant development market bigger cake can be expected due to favorable conditions and net investment income a clear future in the eastern part of power plant development into the blowout period. "said Wang Runchuan.

In, Wang Runchuan said that approximately 17% of the current VAT rate of photovoltaic power generation, and about 8.5% of the wind power value-added tax if photovoltaic power generation and wind power to enjoy the same preferential VAT policies, means that PV power plant project VAT will be based on the current preferential half. Resulting direct positive is a substantial increase of the rate of return on investment in photovoltaic solar grid tie inverter power plants. "

Since this year, dozens of companies, including A shares are spending huge sums to develop the western power plant projects, and some projects have formed the company contribution to the results. Photovoltaic power station project in the west in general internal rate of return in more than 10%.
Wang Runchuan expected the VAT discount equivalent to the electricity price of the photovoltaic power plant project development is currently based on an increase of 8 cents / kWh, a 20-megawatt power plant annual generation capacity of only income will thus increase by 8%, which will be more to stimulate from the power plant investment enthusiasm.

The other major highlight of the meeting is first proposed to encourage families to install photovoltaic power generation system. In the industry view, the door of the marks photovoltaic applications will soon be facing the rural market opens.
Han Qiming, told reporters that the meeting clearly distributed generation will become an important starting point to explore the domestic market, which expected.

The main application areas of distributed photovoltaic power generation in the city industrial park and public institutions roof, residential building is not suitable for building rooftop power station. Therefore, to encourage families to install photovoltaic power plants, clearly aimed at the majority of residents of rural areas and small towns, for example, has large-scale agricultural greenhouses and other agricultural field facilities.

2013年1月25日星期五

U.S. Department of Energy selected CSE leading solar plan


Fraunhofer Institute for Sustainable Energy Systems (CSE) has been the U.S. Department of Energy (DOE) Solar Project (Sunshot Initiative) selected, project financing, solar program is a cooperation program aimed a decade after the solar more cost-competitive compared with other forms of energy.

CSE five-year, $ 11.7 million research project dedicated to the development of "plug and play" solar photovoltaic (PV) system, a homeowner does not require the purchase of solar panel energy can be achieved by external consultants or contractors, installation and grid connection.

The project is a DOE to invest a larger part of the $ 21 million worth of projects, the project aims to develop technology solutions to reduce residential solar photovoltaic system "soft" costs, the total of non-component hardware costs accounted for a residential system most of the cost is a huge obstacle to the United States to further enable solar electricity generation.

View of the DOE's investment, CSE will create technology to reduce the cost of residential solar components, systems and standards, aimed at the development of a large number of pre-configured system, homeowners can select the day, purchase, installation, and appointed, all of which do not require specialized building inspection.

Eliminate these sources of "soft costs" will make residential solar cell PV systems more cost-competitive and the homeowners more attractive, open up a new large-scale solar power production for the U.S. market and create conditions.

CSE's plug-and-play in Boston and the Commonwealth of Massachusetts, to accelerate the solar photovoltaic system. As part of a clean energy policy in Massachusetts, Gov. Deval Patrick (Deval Patrick) is set to 2017 solar installed capacity of 250MW installed capacity of 176MW target this month. Massachusetts Clean Energy Center and the Massachusetts Department of Energy, a joint venture of the green community sector the Solarize's plan to help achieve this objective.

Chief Executive Officer of the Massachusetts Clean Energy Center, Alicia the Barton (Alicia Barton McDevitt) said: "to find a new make solar panel price energy more efficient and inexpensive way to expand its use and to promote the development of the solar industry in Massachusetts. We are pleased to support the Fraunhofer efforts to develop innovative technologies to create a clean energy future for Massachusetts residents and businesses. "

Massachusetts Department of Energy Director Mark Sylvia (Mark Sylvia), said: "This is another step in our efforts to reduce the soft costs of solar installation projects in order to continue to have a competitive price in the market., Massachusetts has the nation's most active greenhouse gas emission reduction targets, this kind of work is the foundation of our success. "

The integration of cross-strait solar wayfinding


Continent the polysilicon cum silicon wafer leading plant GCL (GCL) outgoing frequent interaction with Taiwan's Motech going to buy TSMC in the hands of 20% of the shares of Motech. Solar industry pointed out, GCL and Mau Di full swing in the discussion over issues related to, and talks level all the way from Motech senior pulled to TSMC chairman Morris Chang, but the final result of Morris Chang to open out the make shares conditions Paul Lee co Xin unable to accept and thus give up, recently rumored better chance of breaking.

GCL shares Mau Di Youxing interesting motives, mainly that the consideration to the mainland government authorities in response to the international trade war is actively start the domestic market, the near future of the mainland territory of about 70 billion to 80 billion watts demand, Poly GCL end the system that is the relative depth of the hard work, Get Motech battery of its Kunshan plant is expected to be its main response to the Mainland market system requirements, Furthermore the relatively high quality battery technology does enter the mainland market.

In addition, part of the solar panel industry believe that the consideration to the mainland regime just transfer, cut into the Taiwan-based manufacturers means that the influential and effective distance closer cross-strait industrial chain to establish a model for model student, though not necessarily create economic value, but more is expected to win the full support of the new regime in the continent.

The Commerce Department today (18) held a regular press conference, informed business operation in China from January to November 2012. Domestic photovoltaic companies are called on the Ministry of Commerce introduced the New Deal foreign aid projects to stimulate the domestic photovoltaic exports, this, the Ministry of Commerce spokesman Shen Danyang said at the press conference on the state is studying policies to support the healthy development of photovoltaic industry, which involves a lot of department, the Ministry of Commerce will be in accordance with the duties of the department actively participate in the relevant policies of the countries are preparing to support the development of photovoltaic industry.

Said Shen Danyang, the photovoltaic solar panel price industry is one of the China's strategic emerging industries. Promote the international development of the photovoltaic industry, the Ministry of Commerce to implement the important work to promote strategic emerging industries. Since last year, affected by the impact of the international financial crisis and trade protectionism, China PV industry in a recession, or even a loss of the phenomenon, can be said that industrial development is at a very difficult period.

Therefore, the state is studying policies to support the healthy development of photovoltaic solar grid tie inverter industry, which involves many departments in accordance with the duties of the department, the Ministry of Commerce will actively participate in the relevant policies of the countries are preparing to support the development of photovoltaic industry.

In addition, Shen Danyang introduced, in addition to actively participate in the country to develop the PV industry development policy, are doing the work of the Ministry of Commerce has the following four: First, actively help PV companies to deal with foreign "double reverse" survey. Second, to help enterprises to actively explore new markets, and strive to maintain a reasonable share of the international photovoltaic market. Third, to take measures to regulate the import and export of the photovoltaic industry order. Fourth, to promote the photovoltaic industry and the photovoltaic industry in Europe, the United States to strengthen international cooperation.

2013年1月24日星期四

The photovoltaic industry groups expect savior collective fall


This year by the European and American debt crisis and the "double reverse" survey, the international market demand, domestic overcapacity adverse factors, nearly 1/3 of the photovoltaic business in China in the production or semi-shutdown state, the number of business failures . The splendor of the photovoltaic industry has ceased to exist, replaced by a variety of torment.

According to Wind Info statistics, a total of 79 listed companies in the A shares of solar panel power sector, has released the 2012 annual results notice about 53 expected net profit decline of 29 accounted for 55% of the total. China has made a great contribution to the world photovoltaic industry, this industry is certainly to be integrated. We now encounter is not capital, technology, cost issues, policy issues.The government should guide the industry. Investors and consumers can direct trading, I believe that the solar energy in the country must be more market. Former vice president of Suntech

Those who can not escape this time of doom and gloom, the costs do not fall down.Some not entirely get down, but its ability to operate because of the cost of technical reasons. The temperature Dongzheng of the party secretary of Hainan Yingli New Energy Resources Co., Ltd.
The development of solar cell energy and other emerging industries should not only focus on the international market, but also the development of the domestic market, and should, to the extent possible, market diversification, heavily dependent on a single market, when adverse changes in foreign market demand conditions, the companies may have been a huge shock.

Save the photovoltaic industry is to save the industry rather than to save the enterprise. Photovoltaic industry is facing consolidation, you need to solve the problem of excess capacity, it is necessary to eliminate backward production capacity, is destined to have many businesses go down, stronger, better stand up, grow and develop. The The domestic terminal utilization link is less than a direct result of the outside of the status quo of China's photovoltaic business market, it should be through appropriate subsidies to promote growth in product demand. To note that in the process of government support should be based on market-oriented way to intervene.

Specific support policies have not yet formed a specific program. Participate in the Founder of the effectiveness of policy research specific details, but too many difficulties facing the development of photovoltaic industry, "Bao Dai abandoned small" another matter. When countries have been conducted in the home appliance industry similar adjustments, but the final support enterprises basically all bankruptcy, the rise of household electrical appliance enterprises are all not support ranks, the photovoltaic industry is facing more uncertainties.

 Many enterprises have said, follow-up, there are many "expand" the space. "We look forward to the implementation details can be quickly introduced, which will play a fundamental positive significance of the development of China's photovoltaic industry. Sky solar charge controller official said. "Whether it's the grid access laws and regulations need perfect time, so once to all production is transferred to the domestic digest is unrealistic." Xi'an Longji Silicon Materials Co., Ltd. president Zhongbao Shen said the International Business Daily reporter .

At present, the proportion of the domestic market share in the business of Yingli is steadily rising, and the second quarter of its sales revenue in China increased by nearly 10% in the first quarter. But by objective conditions affect many companies, including Yingli, said the domestic PV market is still relatively difficult to do.

The Zhaodong For example, photovoltaic power generation to the grid, the sectoral interests of the game may limit the frequency of photovoltaic power generation, cost recovery cycle and thus lengthen the photovoltaic business. At the same time, the high cost of businesses to invest, because the photovoltaic device is usually installed in the better light conditions in western China, the eastern region is a large consumer of electricity, the objective to increase the cost of power generation.

"Before all kinds of policies to support PV industry introduced a lot, but those policies, bull management, multiple standards, the enterprise is difficult to adapt to virtually increase the coordination costs is imperative to the State Council's" 5 New Deal " as an opportunity, and the related policies are classified, refine and implement a photovoltaic industry source said.

Solar usher in a new chapter


Beijing on Jan. 23, the United States and Europe dumping cheap solar panels to discredit Chinese manufacturers in the global market, but, according to a report released on Tuesday, China has become the main buyers of PV modules in 2012 the fourth quarter, the Chinese solar market demand accounted for one-third of the total global demand.
Two years ago, the Chinese solar market demand accounted for less than 10% of the total global demand.

Market research firm NPD Solarbuzz analyst Michael Barker (Michael Barker) said in a report, open a new chapter "for the solar industry, China is likely to occupy center stage."
The report said the decline in solar controller subsidies in Europe, the introduction of the new Chinese government policy to stimulate domestic PV demand increased, to promote the rapid growth of the Chinese market.

Last year, the United States found that the Chinese solar energy enterprises sales of photovoltaic products in the U.S. market at below-cost prices, and thereafter impose tariffs on these enterprises and the EU at the same time launched a fair trade investigations against Chinese solar energy enterprises.

For Suntech, Trina Solar, Yingli, JA Solar and other major Chinese solar cell manufacturers, the booming Chinese market is good news, the products of these enterprises accounted for 80% of the global solar panel production, but they are subject to the impact of the debt burden and excessive expansion, struggling to survive.

Michael Barker said, "China PV Photovoltaic Panels module terminal market preferences different suppliers, pricing and market channels is expected., However, by the threat brought about by the effects of global trade barriers, the biggest challenge faced by the Chinese manufacturer is limited to meet the domestic demand .

American Solar Manufacturing Alliance Federal data analyst said: even if the U.S. year-end sales season is a time when the polycrystalline silicon solar cells and solar panels, U.S. imports from China fell to the lowest in two years.
Solar products imported from China decreased from $ 75 million in November to $ 50.5 million in November, less than $ 278 million in November 2011, a fifth.

Chinese exports of solar panel products to new lows American Solar Manufacturing Alliance said: the decline in imports of Chinese products reflect the market is growing recognition of the risk as well as the cost of imports of Chinese products in the the to levy double reverse tariff of background.
U.S. data show: Chinese solar exports in 2012 declined by one third. In November, the Chinese battery and solar panel imports amounted to $ 1.7 billion, compared with the same period in 2011 of $ 240 million, a decrease of 30%.

Gordon Brinser, president of SolarWorld American branch: the wave of the Chinese government intervention in the U.S. solar market is showing signs of regression. But now is not the time to relax. Many manufacturers are massive layoffs, the financial position of many Western and Chinese manufacturers worrying. Compared to foreign companies and Chinese enterprises is different. When they are suffering from the consequences of illegal trade practices, they can not rely on the government to sustain the company.

2013年1月23日星期三

Japan Kamiya dam to build solar power stations


Hyogo, Japan, the government announced on January 8, 2013, plans to use the county management Kamiya reservoir dam building solar power plants. Capacity will be set in the dam on a total of about 3,000 kilowatts of solar photovoltaic panels, estimated annual generation of approximately 3.3 million kwh. County, dam building solar power station is the first case in Japan.

In order to achieve commercialization, the first will be January 23 Daily by external experts Hyogo "utilities review would" (chairman for Japan circulation the comprehensive policy professor in the Department of Science University Sen-chun Hideo) assessment. Project costs in the new business of more than 1 billion yen, the review will assess the object. Review will be approved, and the County Council agreed to place orders. The current reservoir and pingzhuang Reservoir 1 will be in the right set of solar panels power generation equipment.

Scheduled for integrated design and construction proposals for construction contracting. Notice will be issued in April 2013, the selected contractor, in July started construction in November, and plans to start producing electricity in July 2014, in response to the increase in demand for electricity in the summer.

Kamiya dam building power stations, Hyogo Prefecture, from the investigation began in the fall of 2012. Recognized that the dam will not cause the stability of the dam after the impact, and set a stand set up small solar panels PV panels.
The survey also includes the Hyogo management Kakogawa right now the reservoir and pingzhuang reservoir 1, confirmed the security is scheduled to build solar power plants is also the dam of the two reservoirs.

Gongen Reservoir is the rockfill dam type, pingzhuang a reservoir for the earth dam type. Hyogo Prefecture Enterprise Office, said: "built in small-scale power stations in the two reservoirs Kamiya Reservoir project fee scheduled less than 1 billion yen. Consider Kamiya reservoir power stations simultaneously contracting construction projects."

Planned solar power the Kamiya reservoir rockfill dam built in the rich-cho, Himeji City, Hyogo Prefecture. The embankment is 79 meters high, the dike is 303.4 meters long, with a total water storage capacity of 16.6 million cubic meters. Will be completed in the year 2000 as a hydrophobic Reservoir.

The dam downstream face south, and the tilt angle of about 26 degrees, suitable for solar power. Will also use part of the downstream side of the ground, set in a range of about 3.2 hectares of solar photovoltaic panels to generate electricity.

Construction of Photovoltaic Panels power plants and power supply equipment required for the project fee of approximately 1.3 billion yen. Management fees plus maintenance and labor charges, for a total of about 2.1 billion yen. The electricity will be sold to the Kansai Electric Power Company. The estimated 20-year period about available income of 2.8 billion yen, a gain of approximately 700 million yen.

Abroad, the report said, the global solar photovoltaic power generation revenue in the next five years total will reach $ 1 trillion in revenues will reach $ 183 billion in 2018. The Pew Charitable Trust study found that the United States needs a national clean energy standard to replace the existing state norms; energy R & D should be doubled compared with the current; clean energy tax rebate policy and incentives should improve.

Clean Energy Action Plan is expected from 2012 to 2018, the cumulative global solar photovoltaic power generation revenues will reach $ 1 trillion, while the total value of $ 1.9 trillion dollars in clean energy generation. Annual global solar revenue is expected to rise from $ 113 billion in 2012 to $ 183 billion after five years, the PV installed capacity will reach 375GW in 2018, the annual installed capacity from 2012 the 32GW growth to 2018 86.3GW.

In the United States, renewable energy in 2018, installed capacity will reach 126GW, including 2012 12GW and 2018 is expected to double the installed capacity, the value of solar power totaled $ 269 billion.

Report that the U.S. is losing an important role in the global clean energy stage play, although the U.S. PV installed capacity in the past two years, doubled, but the newly installed capacity is less than one-third of the additional amount in Italy and Germany, and China is In 2011 more than the United States.

2011 study ranked the world's top fifteen PV modules manufacturers found that First Solar has a market share of 6.7% of the global trade, U.S. market leader, just another U.S. manufacturers Sun Power and Japan's Sharp's cooperation which occupies 2.8% market share among the top 15 ranking into the main manufacturers in China.

The rooftop PV PV applications Newland


WASHINGTON Taizhou Medical Hi-tech Zone, reporters on the 20th came to see the 10 plant roofs covered with blue photovoltaic cells from a tall building, and even up to become an installed capacity of 1.28 MW photovoltaic power station, before the Spring Festival on the grid vote annual generation of 1.5 million kwh.

Last November, after the introduction of small-scale photovoltaic power plants free grid Deal, photovoltaic power plants and process is greatly simplified, more photovoltaic power plants in our province to speed up the progress of construction. Recently for more than two months, only the intention of building photovoltaic power plants under construction in Taizhou there are more than 10. "Song Jianhua, general manager of Taizhou Power Supply Company introduced.

These photovoltaic power solar panel plants were built in the roof, not an area not affect the building the appearance of low construction costs, can also play a PV "dispersed development nearby use of" advantage. Jiangyin the Complex Core photovoltaic technology companies project manager Yao Su Jian introduced recently the company photovoltaic power plants in a shipyard in Jingjiang formal power generation, with 30,000 square meters plant roof, the annual generation of 5,000,000 kwh.

It is reported that the country has just approved the second batch of "Golden Sun" demonstration project, the province harvested 26 demonstration projects, the number of items and installed capacity ranks first, most of the roof power station. The province will also introduced policies to encourage units, communities and households to install rooftop PV power plant.

Recently, Chint Golmud PV power plant two 20MW project passed Qinghai Electric Power Company grid acceptance, and acceptance of Qinghai Development and Reform Commission, the organization of the project, approved grid tariff.

The Chint Golmud 20MW a project is a large ground-based power plant, approved last year, the first grid Qinghai-grid tariff of 1.15 yuan. After about a year of operations at the same time, the generating capacity of the power plant in the solar cell power plant in the same area is relatively high, monthly energy output of about 3.4 million.

The two smooth grid thanks to the strong support of local leaders and Chint project team to play an active goal enterprising spirit, at the same time to ensure the progress of the project to ensure the quality of the entire project. In another development, Chint in Gansu Yongchang 100MW, and Axel 10MW project will officially put into operation recently.

Ultra-day sun is brewing production lines relocated to Luoyang, Henan Province, and Jiujiang, Jiangxi, Qinghai, and Shanghai production line but also a little exports compared to the two production lines almost no exports, production at a standstill. "Shanghai one works in a bank sources said.

He said, to move out of all the production equipment, or further exacerbate and contradictions between local banks, Nikai Lu went to Luoyang and local banks have recently consultation. "At present, Luoyang local bank loans overdue, super day solar charge controller sued the court and seized part of the ultra-Day Luoyang assets, at the same time, the ultra-Day is still communicate with the creditor banks such as Everbright and CITIC."

"The only waterfront on photovoltaic power plants, in order to start the components of demand, and thus boost the number of PV upstream component production." Insiders said, "countries will be introduced on subsidies and support specific policies of the PV power plant." It is understood that, Recently, the government is in contact the person in charge of many PV companies, research some market-oriented approach to boost the construction of photovoltaic power plants, programs including the photovoltaic industry fund.

2013年1月22日星期二

Subsidies for photovoltaic power plant standards urgent landing


The rebound in the near future, the domestic price of photovoltaic products ended after nearly nine months of continuous decline, which monocrystalline silicon wafers and single crystal solar cell products to large increases in the most upstream polysilicon material prices rebounded slightly. With the introduction of a series of favorable policies since the end of last year, the entire market rebound potential.

However, due to the photovoltaic winter continued for a long time, the impact, the industry generally believe that the industry as a whole to achieve recovery will take time. "Excess capacity need time to digest, integration within the industry also has not yet truly begin." Crystal Dragon Group News Center Director segment with just an interview with the China Electricity newspaper reporter said, years in the EU "double anti-" The findings also will be China's photovoltaic prospects for the future impact.

"Recent favorable policies have been introduced overseas markets also installed new round of boom, to pick up so that the downstream end-market demand at home and abroad, coupled with the manufacturing industry to go capacity to accelerate the process, the photovoltaic industry to certainly be sustained, but I ZHAO Yong-hong, the Zhejiang Hangzhou solar panel Photovoltaic Industry Association Secretary-General, said in an interview with the China Electric Power Daily News reporter, "early in the third quarter to pick up signs already that the photovoltaic industry already has warmer conditions. winter will continue for some time." not bad.

China Photovoltaic Industry Alliance expert Wang Shijiang told reporters expressed a similar point of view. "Said warmer still too early. Judging from the entire industry, the large-scale merger and reorganization does not occur. Such a large capacity, can consume how much is still a problem. May be the end of the year the market situation can be uncertain. "Despite the obvious effect of good policy, but the segment with just that, the domestic photovoltaic manufacturing overcapacity contradiction very prominent, and also take a long time to digest inventory.

"This also means that at least in recent months, the stimulating effect of the domestic PV solar cell market demand for enterprise product sales is limited." Segment with just pointed the verge of "shuffling" the edge of the small businesses may bailout policies with the recent introduction of a series of do "death throes". This might be a negative impact on the development of the industry as a whole.

It is understood that, in 2008, China's photovoltaic business is less than 100, far more than 500. Overcapacity led to a series of polycrystalline silicon and other photovoltaic products price plunged further intensified competition in the industry, the industry reshuffle is inevitable.

Insiders expect the next few months the photovoltaic industry is expected to usher in a substantive capacity systolic, medium and large production capacity is expected to more than 1 GW exit. The "Fuyoufuqiang is a consensus in the industry.
"Now our production capacity serious excess, but not competitive capacity, must eliminate backward production capacity." Wangshi Jiang said.

In addition to the merger and reorganization within the industry and shuffle, the year the EU "double reverse" the final results of PV solar charge controller companies in China will have a major impact. The industry believes that the EU final results against me, the photovoltaic industry, the road to recovery will be slower.

Encounter barriers to trade in the traditional markets of Europe and the United States and other pioneering the emerging markets of domestic and foreign PV companies in this winter and a straw. PV 10 million kilowatts of installed capacity targets and the development of distributed energy in the national energy work conference held earlier this month, a new initiative to lead the industry out of the woods.

ZHAO Yong pointed out that, in addition to the development of distributed energy enterprises should "pluralistic" development. According to its introduction, the PV companies in Hangzhou, Zhejiang region, product diversification, species differentiation, and low-price competition among enterprises, the vast majority of enterprises are safe in this winter.

Recently, the domestic component suppliers have set foot in the domestic construction of photovoltaic power plants, a new step towards transformation. Or to traditional power generation state-owned building photovoltaic power plants supply PV modules, or direct investment in the construction of photovoltaic power plants for the production of photovoltaic modules to find a new way out, to some extent eased the impact of Europe and the United States "double reverse" of the enterprise. A photovoltaic business people said, "the rise of the domestic photovoltaic power plant market, reducing the dependence of the photovoltaic industry for export, and enhance China's photovoltaic industry in international voice and game chips, there is conducive to long-term healthy development of the PV industry in China."

The photovoltaic enterprises should rely on the core technology to break through the barrier


BP Jia Solar Energy Co., Ltd. is located in Xi'an Economic and Technological Development Zone last year in Xi'an Economic Development Zone four plant roof construction of a total installed capacity of 1.2 MW and a designed annual production of about 1.2 million kwh of clean electricity photovoltaic power generation projects. The project is expected to savings of about 408 tons of standard coal, 1,101 tons of carbon dioxide emissions.

The project uses the self-occupied, surplus electricity to the Internet's operation, the annual corporate electricity savings of about 82 million, and 8.6 million operating income from the sale of feed-in tariff available.

Insiders said that the project and network operation, the to demonstration importance of to explore distributed photovoltaic power generation construction, operation, management experience, to promote large-scale application of photovoltaic power generation. Limited power of distributed photovoltaic power generation from the current point of view, as conventional electricity or inadequate to promote the need to look at specific occasions should be said, but as technology development, prospects are good.

The photovoltaic enterprises should rely on the core technology checkpoints to extend downstream industry chain development of power plants and distributed generation are as good of the development of photovoltaic industry, but for the development of the domestic photovoltaic industry, is still problematic.
Experts believe that the implementation of policies also involved in many ways with, there are a lot of things and details to be done in China at present is not yet suitable for large-scale development of distributed photovoltaic power generation.

The reason for domestic solar panel resource-rich areas and consumption areas showing significant regional differences between the lack of a good system of coordination. With rich solar energy resources in Northwest China is lagging behind the level of economic development, and less demand for electricity, and difficult to carry out short-term commercial operation of distributed generation.

In addition, the supporting infrastructure is seriously inadequate, greatly influenced the effect of the actual operation of the photovoltaic power generation projects. Poor grid, substations and other important facilities of the photovoltaic industry, the Western Area Power timely delivery, in the eastern part of solar power is difficult and real-time network, China has built the photovoltaic power plant operators are not performing well, lower corporate profitability.

The PV industry in our province predicament efforts in three areas. One is to establish steady domestic PV soalr cell market, to provide a stable market support for industrial development; second is to strengthen the research and development of photovoltaic technology, improve the core competitiveness of China's photovoltaic industry; accelerate the power system reform, opening up user end of the electricity markets, cultivate distributed photovoltaic power generation market, to provide institutional guarantees for the development of the photovoltaic industry.

The photovoltaic power generation companies in order to restore its former glory, it must develop its own core technologies, must not only follow, not just act as a processing role, otherwise there is no way out.

The development of the next generation of thin film technology small solar panels photovoltaic cell technology possible is the key photovoltaic power generation enterprises to enhance their technological strength. In this area and abroad about the same starting point, and not much technical gap.

It is understood, has matured compared to crystalline silicon technology, the next generation of thin-film battery technology from energy consumption and pollution than crystalline silicon is considered to be the next mainstream photovoltaic technology, has begun to attract a high degree of attention of all countries.

2013年1月21日星期一

The PV inversion dream since the nude beach at low tide, who will


Last week, the industry strong optimism the price of silicon material, monocrystalline silicon wafers for two consecutive weeks, in addition to the national energy work conference, 2013 PV installed capacity of 10GW, small prices.

Price just move, we heard that Asia Silicon and Luoyang Sino-silicon these two broad polysilicon giant announced the resumption of production, and low-cost sales. Silicon material prices also difficult, even if the double reverse trend continues, and its capacity to go the pace will slow down, not worth the candle.

Combined with recent plate transaction, we believe that the strong optimism in the market, on the one hand, the slight fluctuations in the downward trend is recognized as a reversal (see the depth of our industry. "20,121,031 - PV solar charge controller industry investment strategy - the industry's late autumn, power plant development in the spring"), major negative while ignoring the recent possible: 1) grab loading soon to be over by early February, will return to the market in February Depression.

Listed company defaulting on its debt, the impact of the bankruptcy, delisting is not reflected in the number of listed companies may be substantial breach of contract and for impairment provision in the annual report, it is estimated that the hardest hit especially silicon, device link. 3) China's imports of silicon material ingots double reverse, it is significant Oolong behavior of silicon material (mainly GCL) short-term positive, but silicon, battery manufacturers profitability and shipments will cause more big pressure, the news will be determined in late February.

We are optimistic about the power solar panel plant investment usher in positive: 10GW installed capacity target of 2013 to formalize, Golden Sun and promote the growth of distributed generation in the short term is limited, the ground station will usher in a period of rapid development, continue to recommend to the technological headed power plant developers.

The photovoltaic market Lively: the polysilicon prices rose slightly, according to the PV solar cell Insights, nearly two weeks polysilicon than rose slightly, the cumulative increase of 3 to 5%. We think: Price is clearly up for the cost-driven, or aspects of polysilicon> silicon> Battery. And part of the profits of wafers, cells are diluted, real positive silicon material.

Price fluctuations reason, in addition to foreign polysilicon double reverse expectations, is nothing more than three superimposed doomsday grab loading effect: 1) the European double reverse retroactive period March; 2) Japanese rumors down subsidies; 3) domestic last year project closeout. The estimated grab loading soon to be over by early February, will return to the market in February Depression.

Ministry of Environmental Protection recently held 2012 annual total amount of major pollutants emission reduction verification accounted for video conferencing, to make arrangements for the year 2012 the total amount of major pollutants emission reduction verification accounting work, said Zhang Lijun, Vice Minister of the Ministry of Environmental Protection, the four pollutants is expected to be completed by annual targets, especially nitrogen oxides, is expected to be the turning point for the first time.

We believe that: 1) denitrification the subsidy intensity lower than expected, denitration industrial chain profit margins by squeezing. Prices are lower than expected, but lower subsidies will not have the "12th Five-Year period denitration transformation of the overall progress of the formation of too much negative impact, but industry profit margins squeezed. 2) denitrification market outbreak is imminent, you can choose to have higher defense industry segments. We believe that strong, the denitration industry chain professional, high barriers to entry, industry segments such as monitoring equipment is relatively small risk, higher performance uncertainty. The key recommendation Denitration the CEMS leading companies in the field of snow Dillon.

Transmission and distribution market Lively: State Grid 2012 grid investment of 305.4 billion yuan, electricity sales increased 5.2% year-on-year
We believe that: 1) grid investments in 2012 an increase of 1.3% is expected in 2013 year-on-year growth of about 4%, which UHVDC or will enter the building intensive period. 2) grid investment growth remain low, the total pressure of the electrical equipment industry, we are optimistic about the structural opportunities: the tight distribution network and to maintain prosperity intelligent substation in conjunction with the general direction of the people's livelihood and urbanization.