2013年6月17日星期一

Deal or photovoltaic subsidies introduced by the end


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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