The global distributed power generation systems and competitive strategy of the inverter

Continuous introduction of recent national policies and measures to support distributed generation, encourages units, installation of community and family, the use of photovoltaic power generation system, orderly construction of photovoltaic power plants. From a global perspective, the development of photovoltaic system good countries, such as Germany, Italy, the United States, Australia and other countries, distributed photovoltaic power generation has been the main form of photovoltaic development, accounting for over 80%.

Solid Dulwich PV solar panel inverters have been used in tens of thousands of distributed power generation systems, and has accumulated rich experience. My opinion, the distributed power generation system based on in-depth analysis and forward-looking forecasts global distributed generation,

Conversion efficiency, such as the photovoltaic system, the sunlight by the solar panel converts DC (panel the conversion efficiency, is usually 15% -18%), the DC and then converted into alternating current by the photovoltaic inverter, and the grid connection (inverter conversion efficiency, typically 96% -98.8%); the inverter MPPT tracking efficiency. The conversion efficiency reflects some point, the ability of the system output power. The MPPT tracking efficiency is reflected any point in time, the inverter system can track the maximum power point, the system has a maximum power output capacity.

Efficiency (ie, the conversion efficiency the the MPPT tracking efficiency of both the organic combination) is the primary factor considered by the distributed power generation system to determine the ROI of the system, is the focus of the industry. Therefore become a pillar of the distributed generation system. Solid Dulwich on this indicator reached world-class level. Latest PHOTON test report (December 2012) shows solid Dulwich GW4KW-SS Ranked first in the world in the same power inverter, a full range of global top three Asia-Pacific region, in the domestic counterparts absolutely leading .

Renewable energy generation in general has a gap characteristics, generating instability, poor power quality, wind power, photovoltaic power generation even become a "spam," or even abandoned or deny access. Is an important indicator for measuring power quality THDi, the total current harmonic distortion, the distortion the more powerful, the worse the power solar charge controller quality in accordance with international norms and requirements, THDi can not exceed 5%, otherwise the grid can refuse access. The industry standard is generally 2% to 3%. Solid Dulwich at the international advanced level in the indicators, a full range of less than 1%. As follows:

In accordance with the dynamic point of view, if the current rate of 2% to 3%, 5 years after the harmonic distortion of the power station may decay to 3% -4%, after 10 years may exceed 5%, so that the power station will be barred from access to the grid ( and in the the grid proportion of the increase with the generating capacity of distributed systems, the power grid is likely to improve the the THDi standard). So, THDi distributed generation systems need to focus on the second pillar.

A complete, rational design of distributed power generation system, you need to have the power storage function, that is, the energy storage capability. Because the gap characteristics of distributed power generation systems, leading to their input on the grid is not uniform, a tremendous impact when distributed large-scale power generation connected to the grid when the input is not balanced be grid (grid to protect the stability and reliability power supply.

Therefore, distributed power generation system requirements with storage capabilities, and through its own storage to stabilize itself (or nearest) generating electricity peak load shifting wrong valley phenomenon. In Europe, Germany and other distributed photovoltaic rapid development of the country, have been aware of this problem, and substantive measures to encourage distributed generation system with storage function. Therefore, storage of electricity has become the third pillar of distributed generation.

Management of distributed systems, including "self-management" and "management" two functions. The "self-management" system management system through the inverter, power generation data monitoring, storage, analysis, upgrade, optimization. "Management" side starting from the point of view of the large power grids, the grid after the acceptance of a large-scale distributed generation system, from the angle of the grid unified scheduling, accept its unified scheduling requirements of distributed power generation systems.

Such as the German implementation 2012EEG standard requirements of distributed power generation systems unconditional acceptance of the grid scheduling in grid overload, the grid can be unified to send commands to distributed generation system derating to 60%, 30%, and even direct allowed Stop input grid. Solid Dulwich its full range of PV soalr cell inverters have this "management" capabilities, but also fully compliant with the latest requirements German EEG2012 new energy regulations, by connecting with PM + Solar-Log grid has become rare to have such the strength of the inverter company.

Polysilicon prices rebound in photovoltaic magnates warning

Due to the the global polysilicon oversupply of products sold in China may face the threat of tariffs, Hemlock the will of its factory in Tennessee and Michigan lay off about 400 people. As one of the three global polysilicon manufacturers, Hemlock is a joint venture of Dow Corning Corporation, Shin-Etsu Semiconductor (Shin-Etsu Handotai) and Mitsubishi Materials Group (Mitsubishi Materials Corp.) Established.

Pessimistic message: another polysilicon giant Norway's Renewable Energy Corporation (REC) plans solar panels to the American Moses Lake area Siemens law polysilicon capacity reduction of 2400 tons; as the representative of the upstream equipment companies, polysilicon ingot furnace industry leader of refinement Technology also released yesterday cut its forecast for full year results announcement: expected 2012 full year net loss of 130 million to 180 million, while last year's three quarterly expected full-year net loss of 068 million to 073 million.

"New Year's Day after our share price rising for six days this end, we would like to tell investors to be rational, despite the industry had some good news, but last year's loss is inevitable and can not be blindly optimistic and we do not want that stock price volatility is too intense GCL's Jiangsu Zhongneng Silicon Vice President Lv Jinbiao said yesterday in an interview with this reporter.

He believes that the price of polysilicon will not risen to a high position, to more than 20 U.S. dollars / kg reasonable position is very good. Expected the polysilicon price this year will still be slightly lower than last year.

As a deputy director of the NDRC Energy internal occasions has also said that the recent price of polysilicon is short, polysilicon back to $ 20 / kg the possibility of basic.

Global PV solar panel industry rebound rather than the reverse "global PV demand in the future there will be no substantial growth in 2012 range 30-35GW in 2015 can reach 40-50 GW is very good, capacity is still high 6070GW in no significant increase in demand, the price continued to rise is a small probability event. photovoltaic industry is just now in the swelling stage, rather than the expansion phase, after also likely to continue downward. "expert said.

He also believes that China's support policies just delaying the time of industry consolidation is expected to continue downstream industry after a few months, may also, only truly complete reshuffle integration, in order to uplink. Expected to be six months to a year later, this period may have a number of enterprises can not survive, or that some companies take the initiative to sell.

A brokerage researcher also believes that the non-reversing this wave of opportunities for the rebound, the global PV soalr cell capacity doubled impossible to quickly digest. Foreign the PV price doubled not optimistic about the enterprise, but the speculation. It was expected to reverse the industry within 2-3 months, this is unlikely.

"Under the policy, industry and other factors, industry reversal opportunities will again be delayed. The 2013 plate subsequent investment opportunities in the" dual "policy driven and expectations, as well as the results of the advent of the inflection point." The researcher said.

Solar projects selected emerging industry of Shandong provincial standings

Recently, the provincial government office announced the third installment of the provincial list of strategic emerging industries, located in Rushan City, Weihai Macao and China New Energy Co., Ltd. nano flat-plate collector split solar water heater project to the list

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The total investment is 110 million yuan, after the completion of the project, Solar water heaters can produce 300,000 units will successfully resolve the technical problems of domestic split solar panel water heater double bile leakage, heat exchangers and collector cleanup.

Under these provisions, the province each year to support emerging industries of strategic capital of not less than 10 billion yuan, and enjoy income tax relief and other tax and land incentives.

Dingzhou, Hebei Party Committee Propaganda Department revealed on the 18th, as of January 17, the city Guoxiang Breeding Co., Ltd. ecological farming and photovoltaic power generation system is incorporated into the North China Power Grid accumulated power generation of 120 million kWh.

Dingzhou City Guoxiang Breeding Co., Ltd. is a pig, pigs breeding, development, sales as one of the subsidiaries of Baoding Yingli Group. To achieve a low-carbon environment, the development of green energy, the company invested 207 million yuan building a large-scale soalr cell photovoltaic power plant, idle rooftop farms in the country for the first time, the total installed capacity of 10 megawatts a year to provide the community 12 million kWh of clean electricity.

In mid-October 2012, the power generation system successfully incorporated into the North China Power Grid, running in good shape, is expected to generate about 240 million degrees can be accumulated in the 20-year operating period, saving 80,000 tons of coal-fired, 210,000 tons of carbon dioxide emissions, less row of 704 tons of sulfur dioxide to reduce dust emissions by 1,376 tons, and the total emission reduction benefits amounted to 87.15 million yuan.

According to Indonesia, "Antara news agency reported that Indonesia's Energy and Mining Minister Wa Jike speech dedication ceremony of the geothermal power station in Bandung, said Indonesia now the main raw solar charge controller material for fuel used for power generation has become increasingly scarce and expensive, the development of new energy and renewable energy is a priority. The most potential for development of geothermal power in Indonesia, has proven geothermal resources, power generation capacity of 29,000 MW, accounting for about 40% of the world's total geothermal resources, the development of less than 6%, has been listed as the top priority for the development of energy varieties.

The the Indonesia Energy overall plan for the first phase of 10,000 megawatts of electric power engineering is mainly dominated by thermal power plants, energy mainly for fuel oil and coal, accounting for the proportion of Indonesia's energy use by approximately 49% and 24%, the second phase of 10,000 MW power engineering mainly geothermal, hydro and wind power, geothermal power plant installed capacity of 4,900.6 MW hydro power plant installed capacity of 1,800 MW, wind and solar power plant installed capacity of 3,290.4 MW, the second stage of energy production than the first stage more emphasis on environmental protection, and lower carbon emissions.

Sungevity was the dollar funds into

U.S. solar developers Sungevity announced the completion of a series of venture capital and project finance, funds raised up to $ 125 million for the company.

The new injection of capital, including Oakland impact investment fund, Bright Path Capital Partners, led in 2012 to raise equity financing and home-improvement retailer Lowe's $ 40 million.

New equity investors Vision ridge partner company (Vision Ridge Partners), Craton equity partner (CratonEquityPartners) and the Eastern Sun Capital Partners, LLC and other companies are also involved. These funds include the two parties combined total of $ 85 million in new project financing commitments.

Parties: Energy Capital Partners (ECP), a private equity investment firm focused on energy infrastructure, more than 7.5 billion U.S. dollars of capital commitments; another party is an unmanned commercial banks.

Sungevity new project financing will be used to support the development of solar charge controller energy projects across nine states, the company set up a business in Arizona, California, Colorado, Connecticut, Delaware, Maryland, Massachusetts, New Jersey and New York . The company is also Europe through Netherlands Zonline, doing business through a joint venture called Sungevity Australia in Australia.

Sungevity's CEO, Andrew said: "We have the ability to invest heavily to attract a large number of well-known investors, this is a strong confidence in the support, indicating that the growth mode of our highly scalable and customer-centric empirically recognized.

"We believe that the injection of new funds will take us into another phase of the growth period, enables us to fulfill our mission, to build the world's most dynamic customer base, and bring sunshine to their lives."

Bright Path Capital Management partner Rob Davenport (Rob Davenport), said: "Although the news of solar panel manufacturing industry makes sadly, but the downstream market, especially the residential solar market to continue to maintain a rapid growth momentum . "

It is reported that the U.S. and European companies on the acquisition of the Chinese PV companies Western monopoly capital has always been to suppress the common practice of the industry in developing countries. Chinese PV companies fast development in recent years, due to the main market of the Chinese PV companies in developed countries in Europe and the United States, in the process of the financial crisis, Western countries generally held up the banner of the "dual" of the Chinese PV companies set a lot of foreign trade barriers, leading Chinese enterprises operating difficulties.

At this time Western monopoly capital to kill a Parthian shot from chestnuts, cheap form of control over Chinese enterprises, finally worked so hard to establish the photovoltaic business so Western monopoly capital control. When foreign giants full control of the painful experience of China's soybean industry is the Chinese people should earnestly learn the best lessons.

Negotiate the acquisition of the cable with megavoltage love "and" SMA is also widely negotiations with the largest of several inverter enterprise cooperation, Chinese enterprises in order to reflect the sincerity of the prototype, technical information, business contracts, financial data without fortification be provided to the other party. SMA opportunity to collect the intelligence of their Chinese counterparts, many Chinese enterprises have become the victims from behind the merger, which makes a lot of Chinese solar cell energy enterprises annoyed.

Because SMA in the global inverter market share of 40%, its focus shifted to China, the share is not less than 40%, megavoltage love cable accounted for 10% to 15% share of domestic Taken together, more than 50%, great monopoly suspect. And the SMA to take the opportunity to steal Chinese peers trade secrets, is absolutely advantageous position in the competition will be. This requires the Ministry of Commerce to strict antitrust investigation in order to protect the related industries in China, leaving enough space for the development of local enterprises.

PV industry can not passively wait for

Second, the focus on technology research and development to reduce costs. In macroscopic said the new energy industry chain can be divided into three aspects, namely research and development, equipment manufacturing and utilization. Domestic solar companies are mainly concentrated in the photovoltaic cell module production equipment manufacturers, the mode of operation is relatively extensive R & D and terminal utilization has lagged far behind.

Refining technology is a core technology of crystalline silicon photovoltaic industry chain, China needs to increase the competitiveness of this technology compared with Europe and the United States, Japan and other developed countries. In the increasingly unfavorable trade situation, solar panel companies should avoid blind expansion, strengthen management, and strive to minimize the loss. And the long term, solar energy enterprises in the future to seek sustainable development should focus on the accumulation of its own technology to improve the capability of independent innovation.

Although the accumulated technology and breakthroughs need a long time to bear fruit, however, the domestic photovoltaic enterprises also have some favorable conditions. On the one hand, part of an early start in the domestic solar charge controller companies have some independent technical, these enterprises can further strengthen the independent research and development to improve the level of technology is to enhance their own voice in the industry as a whole.

On the other hand, for the lack of capital and technology R & D capabilities of the enterprise, but also should consider strengthening R & D, equipment and research and development are mutually supportive. Strengthen research and development, and production of photovoltaic products with differentiated to avoid trade protection, the to help photovoltaic industry a right way out of the dilemma.

In addition, the cost and has been the main problem of restricting our scale solar power to solve these two problems will greatly enhance the digestion of the domestic market for PV solar cell products. Subject to the constraints of the photovoltaic product end-use cost, photovoltaic power generation capacity in China's new energy in the energy mix proportion of small (0.27% in 2011), also shows that the domestic photovoltaic product development potential from another angle.

Similar to the problem of wind power grid difficult is also a key factor in limiting PV development. The dual investigation in the U.S. and European markets will enable domestic market expanded Forced to domestic reform and subsidies, including the grid.

Recently released by the State Grid Corporation of views on doing distributed photovoltaic grid service work on the active commitment: Access System program to develop the national grid will be distributed photovoltaic power generation projects, and network testing, debugging the whole process does not fee-based services, while supporting distributed photovoltaic power generation to access low voltage distribution network, acquisition of surplus electricity in full accordance with national policy, perhaps and network problems can be solved.

Overall, in the face of the current crisis, in the short run enterprises are only efforts to reduce the cost of operation and management, in support of the government tide over the difficulties, the operating loss to a minimum, try to hold onto existing international market share. The long term, in order to avoid similar crises in the emergence of the development of the domestic photovoltaic industry to have a clear development plan with goals, accelerate technological innovation, in doing foreign markets, the expansion of domestic market demand, the fate of the enterprise development in their own hands, this is the key to solve the problem.

Henan diamond ultra raise project delays dragged down by the photovoltaic industry

Pibi PV industry on the downstream impact still further release, the National Development and Reform Commission for the new energy policy, the means Pibi PV industry, there may be new opportunities. Polycrystalline diamond Co., Ltd., Zhengzhou announcement said the company's photovoltaic industry micron diamond line project to be completed by September 30, 2013 will be postponed, but will not change the total investment of the project and the scale of construction.

Yu diamond Secretary of the Board Zhang Kai told reporters that the project delays because the current situation is not optimistic about the industry of the photovoltaic industry, with the National Development and Reform Commission further clear support for the survival and development of the photovoltaic industry, the photovoltaic industry outlook remains can be expected, so the project although extension, but the scale of investment remains unchanged.

Great Wall Securities Zhengzhou general manager of the sales department Song Guanghui Although the project was postponed, but the total size of no change, Yu diamond prospects remain favorable for the photovoltaic industry;, even to the time the photovoltaic industry, the status quo does not change, Henan diamond will master the More initiative.

Photovoltaic winter as the photovoltaic industry winter continues, the gap between the strength of photovoltaic enterprises gradually highlight the photovoltaic industry M & A window of opportunity opens.

Since the second half of 2011, the PV market is rapidly changing, the first U.S. "double reverse" policy followed by the anti-dumping investigation initiated by the EU for polycrystalline silicon PV solar panel modules and critical components, leading PV manufacturers performance quarter by quarter decline operating pressure suddenly increased.

Several of the largest PV companies in China are faced with the crisis of survival, before large Suntech, LDK are faced with a debt crisis, the brink of bankruptcy.

In fact, bankers told reporters in Luoyang, Henan Province photovoltaic businesses are more concentrated, most PV companies have part or all production. Pending sales of silicon wafers were piled up in the warehouse of such enterprises.

In September last year, LDK solar cell and its photovoltaic cutting material suppliers Xindaxin material restructuring agreement signed three solar rooftop power plant of its subsidiary for 1.4 billion transferred to the new Daxin Materials to offset the full amount of debtors models.

As of June 30 last year, LDK solar charge controller owe Xindaxin receivables material has reached 180 million yuan, Xindaxin material and as the first big customer, LDK also supply a new Daxin Materials 2011 24% of all receivables.

The plight of the photovoltaic business, a direct threat to the survival status of upstream companies such as photovoltaic cutting material.

Xindaxin material "committed" before Pingdingshan Shenma marketing and net profit in the first three quarters of 2012 were sharply reduced its revenue 672 254 506.79 yuan, a decrease of 53.88% over the same period last year, operating profits -3617 890.61 yuan, a year-on-year decrease of 102.28%. Net profit 30.24 008.38 yuan, a year-on-year decrease of 97.86 percent from last year.

PV industry in the countryside obstacles

Wangrun Chuan pointed out that, in rural areas, promotion of photovoltaic power generation on a large scale, will face a lot of economic problems. He said that even a simple household cost of photovoltaic power plants into just a few thousand dollars, but it is still limited income levels of rural households are no small expenditure.

And this is only a one-time initial investment, repair the running maintenance services business currently supporting many enterprises also belong to the blank, let alone go to rural areas. More critical, because not all self-occupied, the excess power to be included in the local rural power grid, as well as approval and technical obstacles related to grid, and electricity subsidies are more complex.

Analysis, the Wei PV research institutions Solarbuzz chief analyst Han Qiming Although the industry for the rural market for photovoltaic power generation endurance, there are many doubts, but the main application areas of distributed photovoltaic power generation in the city industrial park and public institutions roof, residential building is not roof power station suitable for construction.

Therefore, to encourage families to install photovoltaic power solar panel 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.

In accordance with the experience of the domestic, such as in energy conservation enterprises, an area of ​​half an acre of rural plastic greenhouses fitted with the total investment of a few kilowatts of photovoltaic power generation system to be 12 to 130,000 yuan, the provincial finance 3-40000 yuan subsidy, farmers 2-30000 yuan investment in the rest of the resolved rely on bank loans, the consolidated doing, the the agricultural greenhouses power station development return on investment cycle of 5-6 years, it is still affordable range for developers. Therefore, the of photovoltaic rural market in some areas for now still has economic and development prospects.

"PV countryside" obstacles "PV  solar cell countryside future development is not everywhere are flowers surround the broad road. It is foreseeable that in the future, a considerable part of the farmers built photovoltaic power generation equipment will not be completely spontaneous personal use, production, life outside of the surplus power will be merged into the local power grid in exchange for economic benefits, excess electricity into the local rural power grid when it comes to net approvals and technical obstacles indeed photovoltaic countryside "urgent need to resolve the thorny issue, but also will become the biggest stumbling block and network problems.

Recently, accelerate distributed the photovoltaic Internet, the State Grid Corporation has been issued in the end of October this year, "well distributed photovoltaic power generation and network services (hereinafter referred to as the" Notice ").

"Notice" requirement, the public power grid renovation costs for individual outlets does not exceed the total installed capacity of 6 MW grid caused by power grid enterprises access systems engineering cost depends on the grid and non-grid-two by grid enterprises and the responsibility of the owners. , However, and not only network still wants to sell electricity, the owner need only equipped with two-way smart meters.

Reporter cited text Jianhua: "countries should be building codes, subsidies and other aspects of overall planning to jointly promote and project reporting, docking and qualification approval to the introduction of more detailed operational methods."

The key issues restricting the development of China PV solar panel industry is still, rationalize and subsidies in place in the system, rather than the lack of application markets.

The final analysis, the PV countryside "is the only way for the development of China's photovoltaic industry, but let the dream into reality and allow enterprises to build affordable, farmers can afford, there is clearly subject to various conditions ripe. View on the current situation, the rush to the countryside surviving risk PV companies need to be cautious.