PV companies in South Africa

Not only BYD January of this year, Paul Weinan non-engineering department commenced the construction of the 94.5 MW in South Africa De Aar PV ground power station project, the construction period will last one year; same month, Trina teamed Spanish Gestamp, as the two of South Africa's Northern Cape Province large total installed capacity of 30 megawatts of solar cell photovoltaic power plants to the formation of the third quarter of this year, will be delivered; Prior to this, Suntech also signed an agreement with South Africa will build the capacity of 100 megawatts of solar power plants, total investment is expected to reach 350000000-400000000 U.S. dollars.

It is understood that the Chinese-funded PV companies involved in solar PV projects in Africa are generally European companies led project development, and then look for the Chinese photovoltaic solar module to form a production plant. Domestic PV companies and not independent bid.

The threshold is not high, does not mean that the threshold does not. Yang Feng said, local production in South Africa, will have an advantage in the tender of the project, but the price disadvantage than domestic product. Currently, the quickest PV companies Jingke rumors they have rented in South Africa plant upcoming preparations for production. However, Yang Feng, Jingke action too early points.

"BYD also plans to set up a module factory, but will wait until 6-7 months of this year," Yang Feng explained, mainly because the South African government tender schedule dragged on, and did not settle down, recently off than originally planned for six months. And bidding policies may also have new changes still need further observation, waiting for the policy and market environment tend uncertain Otherwise, "Once the the tender policy advantages can not make up for the price disadvantage, it is really not sell the."

Yang Feng told the Herald reporter, BYD hopes to get as much share the one hand, the government tender piece, strive for 100 megawatts per year, while actively expanding private rooftop photovoltaic market. He expects that, after 2035, the South African private rooftop market scale reached 300 trillion -500 MW.

According to the South African government departments the green economy Agreement signed in 2014, South Africa will be in the private residential installation of one million charge controller water heaters; renewable energy utilization will reach 3725 MW by 2016, South Africa; 2020, residential, commercial and industrial building roof to install at least 300,000 solar PV installations.

The Paul Green Billiton solar power generation can look forward to

Today is the last trading day of 2012, Hong Kong stocks before the resumption of trading, the United States can "financial cliff" breakthrough, will directly influence the performance of market conditions, but changed the trend of hot money inflows, the material continued favorable investor deployment bargain Jiancang national policy support plate and stocks, as a priority to collect objects.

Mainland photovoltaic industry in recent years, rapid development, has formed a complete photovoltaic industry system, together with the State Council reiterated that the PV industry as a strategic emerging industries, and to determine the policies and measures to promote the industry, the main development of solar power projects downstream Gogreen assets investment ( 0397) benefit the stock's recent trend has also been rejuvenated, it is worth to continue to keep an eye on.

Paul Green's existing three solar panels power projects, the end of last year, Xuchang, Henan New Area Administrative Committee signed an investment agreement, the development of cooperation, "the National Golden Sun Demonstration Project" to build a total installed capacity of 20 megawatts of solar in district buildings roof photovoltaic power stations, involving funding of about 322 million yuan, the project has been officially put into operation. The large grid station project in Golmud, Qinghai 10 MW ground in this grid operating condition is also good. Government demonstration project, Zhengzhou City, a 20-megawatt rooftop power station projects have been put into operation.

Group and is principally engaged in the solar module power business Sky Solar Holdings entered into a framework agreement. Under the agreement, China Gogreen will have the opportunity to participate through the subscription or purchase solar projects or held by such entity equity investments Sky Solar solar projects. Framework agreement is valid for two years. According to the management, the collaboration would help to consolidate the downstream solar power generation business, can participate in more potential projects.

Paul Green full expansion of solar panel price power generation project, in addition to access to Golden Sun program heavily subsidized, grid and then provide a stable electricity revenue can be regarded as the main benefit from the shares of the national support new energy policy, not to mention the stock current price 0.059 Yuan, PB is only 0.29 times its assets large discount material favorable price laggard.

It is worth mentioning that before Gogreen transformation of high-quality medical examination business and property assets, the future existence of the spin-off condition, the situation once retroactive discount. In terms of stock prices, stock since last week, with 10 antenna officially broke the antenna 20 and further on Friday recovered 50 antenna the trend also report better. There are signs that the recent market hot money increase in hot pursuit of new energy stocks, the rebound potential Gogreen can be expected continuation midline from the "immortals", return cents for the shares is a great opportunity.

Jiangsu to build solar power plants in the United States

Today, Jiangsu Zongyi Group invest in the construction of solar power plants in the United States, New Jersey, received the the initial electricity bill from National Grid.This is the largest solar power station in the eastern United States, is currently the largest project of the national PV industry out of the country.

Conversion ideas, brought about the development of new power. 3 years ago, when the majority of photovoltaic enterprises are still lying in the "home" subsidized, Jiangsu Zongyi Group keenly aware of the crisis of domestic crowding together of the development of the solar panel photovoltaic industry. Another way to find rice on "Group Chairman Zan Shengda sights to the United States, after three years of back and forth negotiations, and finally, in October last year, set up solar power plants in the exotic land, with a total investment of more than 70 million U.S. dollars. 

Jiangsu Zongyi Group General Manager Zeng Ming excitedly said: "After the completion of the power plant, 30% of the total cost of the U.S. federal government will be a one-time subsidy of about $ 21 million, more than 10 million power plant annual electricity bill of a conservative estimate of revenue and new energy carbon means (SREO) subsidies dollars. 3-5 years will be able to recover the full investment, under the laws of the United States, you can also sturdily and electricity can get all of 20 years as of the end of 2012, the solar cell power station built by the Arts Group in overseas over 50, and all power generation merged into the local power grid. "

The new report published by Frost & Sullivan: utility scale power plants in the United States market to attract an investment of $ 20.44 billion in 2016. The report says: solar charge controller is coming out from the shadow of traditional energy sources in the United States.

In the past seven days, the famous investor Warren Buffett's Mid American Renewables company Met Life Insurance and Citi institutions institutions photovoltaic power plant project investment shows its confidence in the U.S. utility-scale power plant market. The market has been a report of a vote of confidence.The report said: solar accounted for the vast majority of the United States the vast majority of new energy generation capacity, and solar stocks will grow.

U.S. solar industry in 2016 will attract more than 200 billion U.S. dollars of investment Frost & Sullivan released today, the U.S. utility-scale solar power plants.The report pointed out: utility-scale solar power plant in 2011 to attract investment of $ 1.91 billion in 2016, grew to $ 20.44 billion.

Photovoltaic technology monopoly utility-scale solar market. In the data in the report, Frost & Sullivan pointed out that the development of concentrating solar thermal power generation is also beginning to take shape. The strong growth prospects, and some states have created investment and the share of renewable energy standards, including California. However, the news release noted: the RPS caused by the penetration of photovoltaic power generation and massive increase in investment in photovoltaic power generation. With no increase in the average sales price of PV modules, the amount of investment does not rise.

Frost & Sullivan analyst Georgina Benedetti: project financing restrictions will lead to the extension of solar project in March 2013 after 1 in the near future uncertainty.Banks, and investors are willing to investment in photovoltaic power plants, they must believe that photovoltaic power plants run long enough to be able to generate revenue. The use of mature technology, well-known project developers in obtaining financing advantage.

PV home key policy with maneuverability

Chongqing Business Daily: domestic photovoltaic industry crisis, the State Council has made clear on many occasions to be addressed. The introduction of the policy, the main highlights of what? Feng: I think the biggest one bright spot is that the New Deal proposed to accelerate the market development of the domestic application. This is a big problem in the development of the photovoltaic industry, the early Chinese photovoltaic industry with the higher price affordability market development in Europe, and its benefits. However, with the increase in production capacity, faced with the question of demand and supply coordination.

Development Goals, China, after several rounds of amendments, the constant increase in the cumulative installed capacity of 21 million kilowatts, the last to be achieved by 2015, equivalent to an increase of nearly 10 times more than it is now. On the domestic application of market development, I pay more attention to the distributed application, if the application of resources of the whole society is mobilized, our goal for 2015 may be a breakthrough, the key is to some of the policies to be put in place, and dispersed the extent and scale of things can be completed as soon as possible.

Chongqing Business Daily: New Deal explicitly encourages units, installation of community and family, the use of photovoltaic mppt solar charge controller power generation system, orderly construction of photovoltaic power plants. Whether to release a signal, "the PV home", "PV countryside will become a trend for future photovoltaic applications of the domestic market? How to promote specific?

Feng: photovoltaic development in two ways, one is centralized power generation, is to do power plants, large-scale power generation, alternative decentralized use of solar and building integrated solar roof, solar curtain wall, so that each families can both solar users may also send electricity back to the grid.

The difficult is distributed utilization, the key or operability stronger. For example, if a family would like to install photovoltaic mppt charge controller power generation should be looking for? Meanwhile, concentrating solar power feed-in tariff of about a dollar, conventional thermal power less than fifty cents, a difference of about double the distributed power generation due to its lower power generation benefits, the cost of power generation is higher than the centralized power generation.

So in terms of the user, the high cost of solar photovoltaic solar panel power generation problems to be solved. Solve by residential building under construction in a residential or office developers to build solar power equipment, the government should have a certain subsidies. Very well in other countries, for the policy of subsidies for households to install solar photovoltaic power generation, such as in Japan, Germany and other countries, half of the installation costs are subsidized by the government, and the other half to pay for their own. This regard should put the appropriate policies, the only way to make use of distributed development.

Chongqing build innovative photovoltaic industry business model

The photovoltaic industry is ushering in the winter turnaround. December 19, the State Council executive meeting, identified five new policies to promote the healthy development of the PV industry: to encourage units, installation of community and family, use of photovoltaic power generation systems; adjust the grid tariffs and subsidies;

After a decade of development, the photovoltaic solar cell industry is facing a bottleneck from prosperity to decline? How to take this opportunity to revive? The photovoltaic products popularity in the lives of the people? Yesterday, the Industrial Economics Research Department of the Development Research Center of the State Council of Ministers Feng said in an exclusive interview with Chinese Commercial News reporters, overcapacity, and the impact of imported products are the main obstacles facing the domestic photovoltaic industry should improve industry access threshold, and develop distributed applications market. 

Chongqing Business Daily: the 19th executive meeting of the State Council proposed five measures to promote PV development, what is the background of the policy introduced? Feng: focus on the development of the field as a national strategic emerging industry, the photovoltaic industry is showing this trend: the rapid formation of a huge scale in the past few years, with a strong competitive edge in the international, technology continues to progress at the same time, costs decline faster . But it is precisely because the past too much emphasis on the pace of development, China's photovoltaic solar panel industry is facing some teething problems, so the government needs to solve the plight of certain policies. 

Chongqing Business Daily: What is the main problem facing the current development of China's photovoltaic industry? Feng: mainly two aspects, one of photovoltaic battery pack electric serious excess production capacity. By the end of last year, probably accounts for about 60% of the global PV capacity. Plus the United States implemented the Chinese photovoltaic products exports punitive tariffs, resulting in decreased our export competitiveness. In addition, some parts of Europe, part of photovoltaic subsidy policy do the adjustment, exports of environmental degradation, making our enterprises are facing difficulties.

Second polysilicon solar photovoltaic solar charge controller need to rely on imports, facing the impact of imports of low-cost polysilicon. Now imported polysilicon price is about $ 15 per kilogram, while the domestic polysilicon production cost control also 17 to $ 18 better than imports CIF. The relatively low prices of imported products, on the one hand, there is the possibility of dumping on the international, on the other hand is the domestic polysilicon production enterprises mainly rely on imported equipment, high cost and difficult to further reduce.

In addition, the domestic solar PV industry, particularly low barriers to entry of the PV power industry, corporate good and bad coexist, the existence of many companies, this industry is an urgent need to re-shuffle.

Yu Huaguang the volt fear into 12 Mengsui IPO PV companies

January 24, 2013, Henan Yuhua Guang volt New Materials Co., Ltd. (hereinafter referred "Yuhua Guang volts") would have passed a year and two months, but according to the GEM SFC has recently announced issued regulatory Radical IPO reporting companies basic information table information display, Yu Huaguang volts is still in the "trial will be" state.

Photovoltaic industry, experienced industry winter since 2012, has been Henderson PV, Huang Ming Solar, brilliant solar-terrestrial solar, fast photovoltaic Oubei Li, Haiyang, Tianneng, on machine CNC, thinking up PV, 11, Yingjie electrical the solar industry enterprise Mengsui IPO on the way.

From the situation recently announced the industry's business performance forecast net profit fell into the general state of the industry. In this regard, an investment bank to the 21st century, the photovoltaic industry is a sensitive period, type of industry enterprises IPO "missed a good time.", In accordance with the present situation of view, the withdrawal of the material is a large probability event.

Since 2011, subject to the impact of subsidies for mppt charge controller photovoltaic power generation policy adjustments of other countries, as well as factors such as the macroeconomic situation, the whole industry chain of the photovoltaic industry has suffered some impact. Continuous explosive growth years of photovoltaic industry enterprises in 2012 suffered a general decline in performance. 

Although Yu Huaguang volt not publicly detailed results of the year 2012, mainly engaged in R & D, production and sales of super white rolled glass used in crystalline silicon solar cell modules, but as one of the main products of the company for solar inverter encapsulation with the original glass and tempered glass for the company, its industry related companies recently released results notice situation, still feeling the industry's chill.

Looking back on the third quarter of 2012, the photovoltaic industry-wide sales revenue of 24.892 billion yuan, a year-on-year decline of 18.55%; consolidated gross profit margin of 15.43% year-on-year decline of 7.17%. Battery components are the hardest hit, the basic link in the first three quarters of silicon - battery - components across the board losses, overall revenues of 16.25 billion yuan, a year-on-year decline of 34.87%, a net profit of $ -11.96 million, consolidated gross profit margin of 12.37%, year-on-year decline of 5.72 percentage points.

From the recently released 2012 results notice things stand, the love-Tek, Dragon Optical, Xindaxin materials, aerospace electromechanical, optoelectronic shares escape the loss of a Caucasian. Meanwhile, the shares, Central, Star Technology, Almaden, Takamoto shares Jingyuntong through five 2012 results are expected to fall more than half.

Just released results on January 15, 2013 notice of amendment announcement refinement technology, for example, in its 2012 annual revised loss will amount to a staggering 130 million to 180 million yuan. If the time back, the refinement of science and technology in 2011 net profit was 4.01 billion yuan, just one year's time, the decline in performance at least 132.41%. In 2010, the figure was 91,181,300 yuan.

Look at the the Chaori sun Ultra-day sun before published in the 2012 full year performance forecast bulletin-cum-stock transaction will be faced with the announcement of the delisting risk warning processing, announced that it expects 2012 annual attributable to shareholders of listed companies net profit of 900 million loss - 11 billion yuan, 1542.67% -1907.71% decline over the previous year.

Performance forecast situation now published the photovoltaic industry enterprises downturn has been reflected in the performance of the industries and enterprises table is quite obvious. When most businesses are caught in the decline in performance and even the loss of the quagmire, Yu Huaguang volts could be thriving in the winter in the industry, it is doubtful.

January 8, 2013, the China Securities Regulatory Commission was held in Beijing "initial public offering (IPO) trial enterprise 2012 annual financial report special inspection work conference" to make the mobilization and deployment of special inspection work, which also referred to in "self-examination of the GEM companies, if the GEM starting year 2012 operating results declined, does not comply with the conditions of issue, the issuer and the sponsor should withdraw the issue of the listing application as soon as possible."

Stringent verification of orders issued, has always maintained that the need to propose more stringent requirements of the GEM companies with a high growth.The entire PV industry boom is still worrying.

Chinese solar PV industry needs to adjust to international competition strategy

Hung Wei: Not long ago, I Liansheng Miao, Yingli do a dialogue titled "recognized by the market is the the photovoltaic company's core competitiveness, this is his own word in the dialogue. I feel great, consistent with his habit of thinking and style of language, accurately summarized the development of China PV industry decades judge, so I put it as the title references. This is one of the main contents of the series want to explore dialogue with new energy.

Our point of view is entirely consistent dialogue: PV solar panel industry in China after a decade of development is the core competitiveness, as long as through the "double reverse" and industry consolidation, the international competitiveness of the Chinese PV industry will improve and strengthen the future also will do better. 

Weeks Huangyuan: If you think that the current PV industry in China already have the core competitiveness of the future, we will make an optimistic estimate.Unfortunately, I think, is not optimistic about the future. We must not be taken lightly because of the remarkable achievements made in the past in the international market, the problems on the PV industry in China. Comb through history's judgment on the current situation, the core competitiveness of the Chinese PV industry is clearly inadequate.

I've been to a lot of first-class PV solar cell companies see there are mostly armed with imported equipment production lines, especially in the precision manufacturing sector barely see the domestically produced equipment. If the Chinese photovoltaic products competitive in the international market, the competitiveness mainly by imports of advanced equipment, cheap labor, and local governments in the land, taxation, financing and other aspects of supportive policies. From this perspective: the core competitiveness of the Chinese PV industry is seriously lacking. 

Of course, I never said PV companies in China do not have the technology. In some aspects of the industry chain, we have already done, and done quite well. I Suntech, Yingli, Artes, GCL enterprise, have seen a large number of domestic equipment, such as package links laminator. Key technology and equipment, compared with foreign advanced level, there are still a big gap.

Hung Wei: the competitiveness of the Chinese PV industry is large part reflected in the cheap labor and the support of the local government, I agree. However, recognizes only 65% ​​of the global market share of China PV mppt solar charge controller industry, does not recognize the core competitiveness is inconsistent with the facts; recognizes only the core competitiveness does not recognize certain technological competitiveness logical barrier. 

The differences in the number of problems or the nature of the problem, I think a number of issues. The early development of the industry, all equipment may rely on imports. As the industry continues to grow, the competitiveness of the Chinese people's own technology and domestic equipment in the share of the market share is also rising, and will continue to accelerate the advancement.

There is an interesting phenomenon: the well-known international manufacturer of crystalline silicon ingot furnace GTsolar recently announced its withdrawal from the areas of production of ingot furnace. This is not only that it is to upgrade the demand is a result of the limited impact of the global equipment needs, the other is also one of the reasons for continuous improvement of its main products demand countries - China, the market share of domestic equipment.

The key point of the problem is that: If the core competitiveness of the Chinese PV industry is just cheap labor and local government support, the "dual" substantial increase in tariffs of the exporting country, the original cost competitiveness should not exist, it would which means that China's PV industry should quit the stage of history? The said core competitiveness of China PV industry how to answer this conclusion? My view is that the "dual" PV industry in China will be more powerful, so in addition to cheap labor and government support, the Chinese PV industry is still strong technology and other factors that constitute the core competitiveness.