2013年1月22日星期二

Shaanxi PV is not silence broke perish in silence


The capacity of the domestic photovoltaic industry serious excess capacity, the face of this winter, many PV companies temporarily survive OEM OEM production can not be sustained, the development model needs to be adjusted, but industry insiders believe.

The data show that, over the past five years, the rapid development of the capacity to the rapid expansion of China's photovoltaic industry. At present, China's polysilicon production capacity to occupy about 60% of global wafer production capacity to about 70%, polycrystalline silicon cell production accounted for nearly 70%, the component capacity accounts for about 70%.

Insiders pointed out that: "caused by the photovoltaic capacity overheating, in the final analysis, China's domestic enterprises is not in accordance with the market demand, to determine their own production scale and production layout, considering the lack of industrial policy, corporate over-reliance on overseas markets in overseas markets "collective say 'no' time, the majority of Chinese enterprises still rely on exports force, we can say without a fight."

The survey shows that 1/3 PV solar panel companies in China in the cut, semi-shutdown state, a number of business failures. Polysilicon, for example, since September 2011, 80% of the domestic Chinese enterprises have been discontinued, affected the entire industry to invest more than 50 billion, resulting in more than 5,000 the number of unemployed.

Shaanxi Province is one of the important provinces and international energy industry participants in national level PV industry development. In recent years, Shaanxi solar photovoltaic industry has entered a period of rapid development, "Twelfth Five-Year" period, the soalr cell photovoltaic industry, a pillar industry of Shaanxi.

Shaanxi PV companies in this round of adjustment has also been affected. Shaanxi has more than 10 backbone enterprises and supporting enterprises have hundreds, and now the whole industry is in a small profit or a small loss of state. Insiders said that the face of the industry adjustment period, Shaanxi Province, is to find ways to provide better external environment for the development of stronger support for the photovoltaic business.

Is OEM, but funding is guaranteed, while the capacity to release the companies derive profits, and thus will not be closed down or close down, but the sustainability of this model to be worse. Currently, Shaanxi Province, the photovoltaic industry is still stepping up construction of low-cost inputs formed in 2014 in Shaanxi, high equipment starting point, the price is relatively low, the scale of competitive industries.

To avoid becoming a victim in this adjustment, at the same time want to be the beneficiaries of a few hundred billion industry in Shaanxi, can not just start on this stagnation. The photovoltaic industry restructuring is an inevitable phenomenon of a new industry in the global market is a policy support, this also shows that the technology and the market is immature, imperfect, and hot when enterprises swarm on, which also led to overcapacity. But it is also a must for the photovoltaic industry experienced stage.

Some experts believe that the photovoltaic industry predawn dark, predict next year will be better, point in time is estimated to occur in the second quarter or the third quarter. According to analysis, the 2011 should be the the Shaanxi photovoltaic most difficult year. 2010 just formed a certain scale enterprises encountered adjusted, current price one week or a price fall too quickly, while the corporate decision-making system can not keep up.

Beginning in the second half of 2011, companies are beginning to follow the market. From 2012 to OEM production is unsustainable. Enterprises in 2013, it should be difficult, because the companies do not accumulate, prices and long-term low capital chain will be more tightening.

Enterprise's own efforts to explore the turnaround of the road at the same time, the favorable policies of the national level is the introduction of intensive. Shortly after the total PV solar charge controller installed capacity in the 12th Five-Year Plan "increased to 20GW, the National Energy Board issued" notice "(hereinafter referred to as the" Notice ") on the declaration distributed large-scale application of photovoltaic power generation demonstration area, the future of the country The focus of photovoltaic power generation from the transfer to a spontaneous personal use of distributed power generation mode and an intensive power generation.

The experts said, This photovoltaic business is good. Shaanxi Insiders also said that this is a big plus for difficulties PV companies. National Energy Board had planning for domestic photovoltaic power generation has been mainly to the construction of a large-scale ground power station, but has made it clear in the "12th Five-Year Plan of the latest photovoltaic power generation, distributed generation by 2015, the installed capacity of the large power station are 10GW .

The release of the "notice" is further clear of this policy shift. Domestic photovoltaic power plants to build more in remote areas, weak infrastructure, power grid coverage is not in place, the electricity is difficult offloading. Photovoltaic grid intermittent randomness power grid construction and operating costs, scheduling institutions under greater pressure. Distributed generation can solve photovoltaic grid difficult problem.

Distributed generation can take advantage of the construction of the roof of the large electricity power plants, construction party and electricity parties to cooperate in accordance with the contract energy management mode directly. The notification requirements of the Energy Bureau: provinces (autonomous regions and municipalities) can be combined with new energy demonstration city green energy counties and the construction of new energy micro-grid projects, and step up research on the development of a model to the implementation of the program. The first demonstration area is relatively concentrated in certain cities arrangement. The number of each of the provinces (autonomous regions and municipalities) to declare support no more than three, the declare total installed capacity in principle, more than 500,000 kilowatts.

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