PV policy may trigger a new round of competition

PV policy may trigger a new round of competition The photovoltaic industry has never been as concerned as it is today. After successively experiencing the trade barriers of the United States, the European Union, and India, restarting the domestic photovoltaic market has become the most realistic option, and a series of warm winter policies have been frequently introduced. However, vigorous incentives may trigger a new round of competition. Therefore, under the dual influence of the internal and external environment, transformation and innovation have become topics that are difficult to avoid when PV companies return to the peak.

Sunshine policy has been intensively launched Since this year, incentives for the photovoltaic industry have been introduced in succession, especially in the second half of the year.

On December 11, the Ministry of Finance announced that according to the spirit of the State Council, in order to promote the healthy development of the photovoltaic industry, the central government has allocated a total of 7 billion yuan of funds to support the demonstration of 3,157 megawatts of photovoltaic power generation applications. At this point, plus the 6 billion yuan allocated by the Ministry of Finance at the beginning of the year, in 2012 the central government allocated a total of 13 billion yuan in funds.

On the same day, the Ministry of Science and Technology announced the list of the second batch of Golden Sun demonstration projects in 2012. The total installed capacity of the project reached 2.83 GW, and the subsidy standard was, in principle, 5.5 yuan per watt.

At the same time, the Ministry of Commerce is also stepping up efforts to formulate a new policy to boost foreign aid in the photovoltaic industry. It will focus on more than 40 countries in Africa and drive Chinese companies to go global. In addition, there is news that the Ministry of Industry and Information Technology plans to push the photovoltaics to the countryside.

However, it is even more of a concern that on December 19, the State Council executive meeting was devoted to the study of photovoltaic industry issues. The meeting put forward five policy measures to promote the development of the photovoltaic industry, including accelerating industrial restructuring and technological progress; standardizing the order of industrial development; actively exploring the domestic market for photovoltaic applications; improving supporting policies and playing a role in market mechanisms; Local protection. Among them, in opening up the domestic application market, the New Deal emphasized the promotion of distributed photovoltaic power generation, encouraging units, communities and families to install and use photovoltaic power generation systems, and to promote the construction of photovoltaic power stations in an orderly manner. On the financial and tax subsidies that are generally concerned by enterprises, the same VAT preferential policies for wind power and photovoltaic power plant projects have been clarified. This is the first time that the country has put forward a classified electricity price and a preferential VAT policy for the photovoltaic industry.

In fact, a series of photovoltaic policies began in July this year, the National Energy Administration issued a notice on the printing of solar power development "12th Five-Year Plan." Since then, the new policies for photovoltaic favorability have been introduced frequently, especially if the National Energy Administration issued the “Notification on the Application of Distributed Photovoltaic Generation Scale Application Demonstration Area” in September. The State Grid Corporation of China released “On Distributed Photovoltaic Generation and Grid Connection in late October. "Relevant opinions", the National Development Bank delineated "six large and six small" 12 photovoltaic companies and so on.

The implementation details are highly anticipated. There is no doubt that a series of favorable policies has made the entire industry look forward to the future. However, in an interview with the China Electric Power News reporter, many corporate stakeholders have similar expectations regarding the details of the policy and when it will be launched.

Wang Haisheng, chief analyst of Minsheng Securities' new energy industry, said, “The most noteworthy issue is how to determine the on-grid price of the sub-district, as well as the duration of the subsidy. At present, the agreement between grid companies and photovoltaic distributed generation units generally only stays verbally. Determining the on-grid tariff requires a more explicit agreement."

According to industry insiders, the currently announced guiding policies still have a lot of “expanding” space. Specific areas such as corporate land use, government appraisal, electricity price subsidy, and electricity consumption statistics have yet to be refined. “For the market, the current policy still remains at the guidance level.” Even some photovoltaic company executives stated that “the supporting policies issued by various ministries and commissions are the driving force for the real launch of the photovoltaic market.” China Power News reporter interviewed several photovoltaic companies to understand As a result, most companies are still waiting to see the domestic terminal market. “We don't want to enter and dare not to enter, we are still waiting for further clarification of the policy.” There are even photovoltaic company executives worried that the dividends started in the domestic market may not fall on them. Instead, it was acquired by power station developers and operators.

They appealed to solve the fair distribution first and then make cakes. “At the national level, the most important significance of the top-level design of the photovoltaic industry is its guidance to the industry and its confidence in the market. As for specific measures, distributed generation that can be applied in both urban and rural areas is definitely one of the priorities for current support. Photovoltaic power plants are more effective in development zones with higher industrial and commercial electricity prices,” said Meng Xianji, deputy director of the China Renewable Energy Society, in an interview with the China Electric Power News reporter.

The new round of competition will be triggered by the dual role of favorable policies and international trade frictions. Nowadays, more and more photovoltaic companies are eyeing the domestic tightly. It can be foreseen that as the domestic market gradually opens, a new round of competition will intensify.

“According to the weather and the Spring Festival holidays and other reasons, the development of the photovoltaic industry may be even more sluggish.” Experts predict that the first quarter of next year will be the most difficult season for the entire photovoltaic industry. Therefore, for today's PV companies, the transformation and development are urgently needed.

In an interview with reporters, the Yingli Group staff said that after the meeting of the State Council Standing Conference on photovoltaics, Ms. Miao Liansheng, chairman of Yingli Group, convened a meeting of all senior executives of the company for the first time to study and study the spirit of the executive meeting of the State Council. Formulated a corresponding corporate strategy.

In addition, it was previously reported that Yingli Group had limited its market share of photovoltaic products to 30% of the ground, 30% of roofs, and 40% of decentralized and independent types.

"With the opening of the domestic market, in addition to the increase in application-side projects, new project cooperation methods and markets will also be created. Companies can also tap opportunities from these and seek new business models." Experts said that in the new round of competition Enterprises should be more cautious and use their own strengths to develop distinctive strategies.

It is worth noting that, in view of the current situation of the photovoltaic market, most experts say that photovoltaic companies need to pay attention to two points: First, the business model. At present, many companies have begun to transition. For example, companies such as Tianhe and Artes have transformed from simple product sales to system-integrated enterprises. The component business has dropped from 80% to 90% of all businesses to 50% or even 30%. The second is the cost.

Future products need to make breakthroughs in technological innovation and reach a balance between efficient products and low cost.

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