Multiple policies intensively introduced to make the photovoltaic industry usher in a turnaround

In recent years, the rapid development of China's photovoltaic industry has formed a relatively complete photovoltaic manufacturing industry system. The current major problems are: a serious overcapacity, over-reliance on external demand, and general business difficulties. However, the photovoltaic industry is a strategic emerging industry. The development of the photovoltaic industry is of great significance to adjusting the energy structure, promoting the reform of energy production and consumption methods, and promoting the construction of ecological civilization. The meeting proposed that, in accordance with the ideas of innovation of institutional mechanisms, improvement of policies and measures, expansion of consumer markets, regulation of market order, promotion of industrial restructuring, and reduction of power generation costs, overall consideration should be given to comprehensive consideration in order to increase industrial competitiveness.

The supporting policies have been launched one after another. The policy information supporting the photovoltaic industry has been gradually introduced. The total installed capacity of photovoltaic power generation in the 12th Five-Year Plan has also been raised. A series of supportive policies such as photovoltaics to the countryside will also be gradually launched.

Turning to the Chinese PV industry, which accounts for 50% of the world's production capacity in the domestic market, 90% of its products were exported to Europe before last year. After Europe and the United States set up trade barriers for China's photovoltaic products, the opening of China's domestic photovoltaic application market was regarded as the key to the rescue of China's photovoltaic companies, and distributed photovoltaic installation applications were highly hoped.

Wu Dacheng, secretary general of the Photovoltaic Committee of the Chinese Renewable Energy Society, said that the government is currently drawing photovoltaic applications through multiple projects. Among them, only distributed photovoltaic power generation may exceed 20 GW by 2015, and the cumulative installed capacity in 2015 is expected to reach 40. Giva. Wu reached an estimate that the installed capacity of photovoltaic systems in the next five years and ten years will greatly exceed the current total goals.

According to Wu Dacheng, the regulatory authorities are working out three important detailed measures for the photovoltaic industry: "Distributed Power Generation Management Measures", "Guidelines for Promoting Photovoltaic Development" and "Distributed Power Generation Demonstration Area Implementation Measures and Standards for Electricity Price Subsidy". All three methods will give the photovoltaic industry support in policy.

With regard to subsidy funds, in addition to the 7 billion yuan allocated by the central government, 3157 megawatts of photovoltaic power generation demonstrations are supported. In 2012, the central government allocated a total of 13 billion yuan in funds, and the total scale of domestic applications for photovoltaic power generation was 5,200 megabytes. watt.

It takes time to get out of the dilemma and it is still a time of freezing. The plight of China's photovoltaic industry stems from the bitter consequences of years of unorderly development and blind expansion.

Since the introduction of photovoltaic grid-connected policies including the "100,000-kilo Rooftop Plan" in Germany in 2004, the export of photovoltaic modules in China has started to proliferate, and disorderly development has begun. With the blind support of local governments, China's photovoltaic industry has entered the market. Fast lane and out of control. China's photovoltaic industry, which was rushing all the way, did not stop in front of the US subprime mortgage crisis in 2008.

Under the “four trillion” stimulus plan and the central and local strategic emerging industries revitalization plan, in just a few years, more than 300 cities in China announced their commitment to the development of the photovoltaic industry, and more than 100 cities will build photovoltaics. Industry Base.

However, 2011 is a turning point in the photovoltaic industry. With Germany and Italy cutting subsidies for photovoltaic power generation, polysilicon prices have dropped sharply since May, dropping rapidly from 700,000 yuan per ton to 210,000 to 250,000 yuan, a drop of nearly 70%. The consequences of overcapacity began to appear. The capacity and demand ratio in the photovoltaic industry has risen from 41:16.7 in 2010 to 63:21 at the time.

In addition, the United States and Europe have started a “double counter” investigation of China’s photovoltaic industry. This is tantamount to a fatal blow to the Chinese PV industry, which relies heavily on exports.

On the one hand, it has long been a surplus of production capacity. On the other hand, it is the ever-shrinking export market and the great trading boom. As of December 2012, the price of PV modules has dropped from US$3.8/watt before 2008 to the current US$0.6/watt.

China's photovoltaic industry is in a mess. According to statistics from China Non-ferrous Metals Industry Association Silicon Industry Branch, three of the seven polycrystalline silicon companies listed on the A-share market have stopped production. From a national point of view, among the 43 polysilicon companies that have already put into production, only 7 to 8 companies are still under construction. The rest have closed production lines and the production rate has exceeded 80%.

“The problems brought about by the blind expansion in recent years must have a digestive process. Even if there are national support policies, many companies will inevitably be eliminated and the photovoltaic industry in China will be out of the woods.