PV industry trends

Recently, the National Development and Reform Commission issued to the part of government agencies and photovoltaic power generation companies under the draft to improve the photovoltaic power price policy notice "(hereinafter referred to as" the draft "), a new embodiment of photovoltaic electricity price. In the draft for the large ground-based power plants, according to the lighting conditions of the country into four categories of resource area, sub-regional development of Internet benchmark price change in the past the country "one size fits all" 1 yuan / kWh standard.

The same time, "the draft" to encourage market-oriented pricing and bidding, which means that sell electricity grid will be competing low-cost "for Internet license. Distributed photovoltaic solar panel manufacturers electricity price subsidy price of 0.35 yuan / kWh, not only lower than previous market expectations of 0.4 to 0.6 yuan / kWh, and is limited to self-occupied part of the Internet does not include more than electricity. After all hot private sale of electricity to the state, still only in accordance with the local benchmark for coal-fired power grid tariff sold, can not enjoy subsidies.

This will force the power station operators have Yajian the cost of compressed margins, had to face the pressure of short-term ice-breaking development for the entire PV power plant industry. On the other hand, the subsidy funds still come from renewable energy development fund, pass-by power grid enterprises distributed photovoltaic solar grid tie inverter power generation projects. Present, the encounter arrears has the grid changed hands subsidies are commonplace, and some subsidies for renewable energy or even not yet released for the development of photovoltaic power generation industry, which had caused financial pressure.

Throughout the international market, the EU anti-double 3-month period for prosecution will be gradually reflected in the second quarter, according to the statement before: "The original sin of the photovoltaic industry is China's photovoltaic products, over-reliance on overseas markets, rather than overcapacity." Data show that China's photovoltaic production capacity in the proportion of the world's total production capacity has reached 80% of the Chinese PV application market accounted for only 0.8% of the global market. The proportion of the poor against the background of the gap between supply and demand imbalance in the status quo of China's photovoltaic industry inside and outside. The domestic market lag caused the root causes of domestic photovoltaic industry phased overcapacity and suffered double reverse in Europe and the United States.

Export this backing into an iceberg, the domestic photovoltaic industry will face the risk of collapse, a large number of PV companies escape the close down. State subsidies for photovoltaic power generation efforts as well as expected, aimed at reducing the dependence of the photovoltaic business policy, and to phase out backward efficiency or small-scale manufacturers and integrators, in the long term, this policy can create a healthier, more robust industry environment; however, the blow suffered by the industry as a whole in the short term will be unable to predict, to some extent, may be a direct result of the wait-and-see and stagnation of industrial development.

After all, the size of subsidies will directly affect the profits of the photovoltaic power plant project, an indirect impact on the upper reaches of the solar cell. The government does not seem to want to before excess capacity fully eliminated, excessive subsidies to the domestic market. Distributed self-occupied subsidy intensity was significantly lower than the expected rate of return is seriously low, indicating that the national integration of the industry, and promote cost down the degree of attention, higher than the degree of attention on the activation of the domestic market, the short term, the promotion of distributed photovoltaic will face greater pressure.

This year tariff subsidy policy, the annual installed capacity of 10GW target may be more difficult to achieve, and various travel for the photovoltaic industry enterprises, there is no doubt, for the photovoltaic power generation industry in 2013, will be another challenging year for who have to compete in photovoltaic, become the final winner of this marathon?