June 14 held a State Council executive
meeting, intends to push the six corrective measures, directed at generating
capacity of the photovoltaic industry plagued acquisitions, payment of
subsidies in place, financing difficulties and other issues. Industry analysis,
follow-up, or will have a greater positive rules have been introduced.
Industry analysts pointed out that the
domestic PV market currently plaguing the crux of investment enthusiasm of full
acquisition of power generating capacity and electricity subsidies issue, grid
"constraints" from last year began to gradually loosen, currently the
most talked about of electricity subsidies are also the fastest introduced this
month. In the recently held SNEC (2013) PV Power Expo Shanghai, the National
Development and Reform Commission deputy director of the Energy Research
Institute Wang Zhongying said that the current tariff subsidy policies have
been parties to form a unified opinion, particularly those involving
distributed photovoltaic electricity subsidies have been clearly conclusive.
Seventh New Energy International Forum upload a message: the fastest in the
final plan on June 30 officially promulgated. Affected by this, the second half
is expected to enter the domestic market volume release phase.
Huai-Jin said: "Now the national
ministries have agreed on photovoltaic power as long as the full amount of the
grid according to income, the maximum threshold for the development of this
industry has gone and now the Internet is the key photovoltaic charges after
pricing how I expected to be more than 1.15 yuan per kWh. "Currently in
the eastern region, the cost of photovoltaic power generation is 1.1 yuan,
while the price of coal-fired electricity is only two cents. "But coal
power generation human health, social and environmental costs but no statistics
come."
4 June evening, the EU Trade Commissioner
De Gucht announced that from June 6 to August 6 on the production of
photovoltaic products from China
of 11.8% imposed provisional anti-dumping duty, after which the rate will rise
to 47.6% . But Samuel Yang told this reporter yesterday, said: "August 6
days later, the EU is unlikely to improve China 's photovoltaic solar controller industry once
again the level of taxation, 11.8% is one of the top European Union could not
have the overall situation, bent, and finally destroy their own interests .
"
Huai-Jin said the real risk is not now the
industry is the EU's dual anti-American, but the pumping of domestic banks
loans. Since last year, the commercial banks in the PV industry overcapacity
grounds, continued to decline a loan or a loan has been paid in advance
withdraw. Industry insiders estimate that next year will be only the domestic
installed capacity of more than 10GW, 30% of its own funds calculated, 10GW of
installed capacity is the amount of available credit facilities is an
astronomical figure. Bank lending value of the photovoltaic industry pumping
industry chain for bad debt problem is serious, could erupt at any node. If the
capital chain rupture, closure of enterprises will be very fast.
Yesterday, the Central share limit, or up
to 7.25% Industrial Solar domestic Little Swan A, photoelectric stake in Air
Sanxin, Jiangsu Sunshine, Arts shares, Leshan Electric Power and other 16 solar panels cost PV stocks rose higher than the broader market. Guotai Junan Securities analysts
believe that: PV States six landing, to support efforts to significantly exceed
expectations. Which extend financial support to protect and charge full terms
of acquisitions exceeded market expectations, follow-up policy landing the
domestic PV market will provide plenty of acceleration power.
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