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 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.
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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