2013年4月16日星期二

The Chinese PV ability to learn to avoid the pitfalls Suntech lessons


Latest upward for the solar photovoltaic industry, the National Energy Board in 2015 installed capacity of power generation target of 35GW. Government regulatory agencies to make every effort to convince Grid Corporation allowed to meet the conditions of distributed photovoltaic power generation projects and networks, distributed photovoltaic power generation capacity target for 2013 for the 10 GW. However, excess production capacity in 2013 pattern does not appear fundamentally changed.

Shi Yubo, "two sessions", Deputy Chairman of the State Electricity Regulatory Commission, suggested that the government should pay attention to the planning of photovoltaic power generation, reasonably determine the phased goals, photovoltaic power generation and other power resources the ability to regulate adapted to match the grid system construction, concentration and dispersed development, try to consider local consumption, to avoid long-distance high-power transmission. The western region has built a large number of photovoltaic power generation system, it was suggested that the construction of UHV power transmission system as soon as possible to resolve the current nest electricity and timely transmission problems.

Zhu Changlin, general manager of Beijing Electric Power bluntly, do not rush to the promotion of photovoltaic power generation, we must first large-scale promotion of solar cell energy applications. The face of the predicaments of the photovoltaic industry, government stimulus appears to be some long overdue. But an objective analysis, in the hottest time of the photovoltaic industry in 2010, even sell stockings langsha, selling down jacket Bosideng Government encouraged to enter this field. Later, of course, see the miserable situation of these enterprises still awake, take the initiative to withdraw from. Even if the central government two years ago, the changes in the international market is expected to be able to accurately put in place ahead of stimulus measures to open up the domestic market, those accustomed to shot forehead of local government in the GDP-oriented way of thinking, and will definitely support continue to invest heavily photovoltaic industry, boost production capacity. The end result will still like now bad, and may be harder to clean up the mess.

March 20, Wuxi City Intermediate People's Court ruled that based on the "Bankruptcy Law" on Suntech bankruptcy reorganization. Wuxi League of Nations to take over some or all of Suntech. As of the end of February, the foreign currency credit balance of nine creditor banks Suntech has reached 7.1 billion. The Suntech catastrophe befell other reason than: management decisions often mistakes; does not consider the consequences of over-expansion; gained nothing in loss meters loopholes behavior. Of course, the blind support of the local government with the connivance of the blame. Rome was not built in a day.

Zhengrong Shi is not PV solar panel price prosperity and carried away a few years ago; if not the local government for the performance blind support, forcing several large state-owned banks and by virtue of the power of a number of huge lending; Europe and the United States "dual" worse; ... ... if it were not for these "if", Suntech may not be to such abjection. But the reality is the reality, the market is so cruel.

PV as a new energy industry, and its development in the world from not open the encouragement and support of their respective governments. However, many local governments in China means land, subsidies and loans entirely out of the black yarn promoted short-term administrative interests, which not only embodies the lack of market subsidy standards also led daring to dare to show contempt for the market - "do not wear underwear swimming naked in the sea ": irresponsible to spend money, rush on the project, rather than pre-thorough market research; did not focus on technological innovation; fall into the vicious circle of price competition, overcapacity.

In 2013 "two sessions", that is, "Shi Building collapse long ago, there are still several high-ranking officials of local government du jour to strengthen the rational support for local PV companies, plans to local "PV dream. The Suntech bankruptcy reorganization event on the future of the Chinese local government support hundreds of photovoltaic industrial park should be a wake-up call.

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