Recently, the National Energy New energy and renewables Shi Lishan, deputy director of the China Securities Journal in an interview with reporters, said the cost of photovoltaic energy production is too high, difficult for State subsidies, grid-connected solar electricity is difficult to determine the short term. inspiron 2600 battery
All policies are indications that many companies are looking grid solar photovoltaic charging policy introduced this year is difficult. This message has probably been a lot of enthusiasm in the chain of the photovoltaic industry investors not to flick. Xu Jian-Ying Li Energy Director-General said that this means that at least the last two years the market of solar photovoltaic will be based platform, the industry will continue to rely on exports. However, too much relying on export markets “outside the hot-cold”, the internal development of the photovoltaic industry will inevitably face the risk of fluctuations in international economic and commercial transactions.
Support policies hesitation stems from “can not afford to fill”
Shi Lishan, said that the cost of current investment in installed PV capacity is around 18,000 yuan per kilowatt, while the investment cost of conventional thermal power of about 3000-4000 yuan per kilowatt photovoltaic electricity price of conventional thermal energy more than triple the size of PV The greatest obstacle to development is still too expensive. g5266, hd438
A photovoltaic business people said it was for this reason that led the Government of the grid connected photovoltaic electricity prices and corporate psychological psychological price differs greatly from that.
2009 Dunhuang grid connected photovoltaic project to determine the tender concession 1.09 yuan / kWh, in fact, may be regarded as the net result of the government. But, said Shi Lishan, Dunhuang offer price of 1.09 yuan project, is high, the Financial impossible to find funds for both grants must fall 0.7 -0.8 yuan Can be extended any trade.
Not long ago, Suntech and the person in charge said that if electricity prices lower than the 1.44 yuan / kWh, basic that I could do. Most business-to-grid-connected price expectations of photovoltaic solar electricity are 1.3 Yuan RMB -1.5.
Grid at the right price is difficult to bridge the differences between expectations in the same time, the subsidy policy of the Government of the photovoltaic industry are also “riding a tiger. f2024b, f4486b , Ministry of Finance, in collaboration with other sectors in 2009 introduced two subsidy policy for the photovoltaic industry, namely the “Solar Roofs Plan” and “Golden Sun works.”
“The fiscal state of the photovoltaic power generation needs of more than 70 billion yuan to subsidize. NDRC researcher at the Institute of Energy Research, photovoltaics expert If Wang Cheng said that under the current development of photovoltaic solar energy by 2020 to reach a total capacity of 1.8 thousand trillion W target, the state subsidies are more than 100 billion yuan. This is obviously beyond the capacity of financial aid.
My Government, through the collection of additional means of renewable energy to implement subsidies to renewable energy. It is understood that China’s current renewable energy credits, but experiencing a further increase, but the total is still limited, it is necessary to meet wind energy, photovoltaic power generation at high speed of growth is powerless to change things. If we continue to stimulate additional renewable energy will inevitably lead to greater pressure on consumers.
Now a new round of eight provinces grid connected photovoltaic tender concession project will take place soon will bid to determine the appropriate price range.sony vgp-bps13 , The industry is expected, because the relatively high cost of photovoltaic power generation, such a tender concession is likely to persist for several years.
The industry’s highly anticipated grid connected photovoltaic electricity costs are high for reasons trapped in a “stranded”. Delay in the cost of the Internet can be established, the period of investment recovery may be prolonged indefinitely. For domestic investors PV, there is a fundamental improvement of the market is difficult and can be more energy and vision to invest in foreign markets.
PV exports continue to be “overwhelmed”
LDK Solar in the interview acceptance China Securities, said that recent international PV market demand, the better, and recently the company has received international orders for higher prices, the company has full capacity, the price of the silicon phase of high-quality increase from the previous low of nearly 20%.
It is understood that the past month, six silicon wafers inch of each piece of 25 RMB (about 3.5 U.S. dollars) shot up to 27 yuan, an increase of 8%. Earlier this year, all prices play is also less than $ 3 in early March of the rose to 3.5 U.S. dollars.
The recent surge in prices of platelets stimulate domestic PV manufacturers, many companies increase the amount of orders, the lively atmosphere of the production seems to internal network connected solar electricity, “dystocia” in the number of hedge funds have generated some bad. sony vgp-bps9a
Analysts estimate that the short-term shortage of silicon, with Germany in the third quarter of this year reduced the amount of subsidies directly related to PV. In addition, Italy, Czech Republic, Japan, the United States and other countries of the PV market share began to increase.
LDK Solar concerned that the short term, high-quality silicon and battery in the shortage is relatively OK, after all, can bring new capacity will not be too fast, but we must guard against a new round of ‘rapid expansion of production capacity, future investment needs rational, there are brands, quality and price competitiveness of enterprises will be expected to win in this slice of the market.
2009 data show that exports of U.S. dollars China’s solar PV 15.44 billion, up 147.75%, with exports to the European market of about 8.79 billion U.S. dollars, an increase of 489 %. PV exports have become an important force for economic growth is one.
Yingli Group, concerned that at current photovoltaic products from the company about 9 in Chengdu on export sales. According to experts, about 98% capacity of PV industry in China production dependent on exports from the export structure of photovoltaic products from China, can also be seen, the solar cells and export components of the battery represented respectively 60%, pa3399u-2brs , exports of solar power accounted for only 24.5%.
PV Chamber of Commerce in China mechanical and electrical products chief of the Sun Guangbin said that because the economic situation has improved and the international PV market recovery to begin this year, exports of the industry growth Chinese PV will not be less than 15%. China Electrical and Mechanical Services Association predicts that global demand for solar energy will grow more than 25%, while the solar cell and module manufacturers should receive about 15% of the average profit margin.
“Inside the Cold Outside hot” market should prevent any harm to high risk
Despite the increase in export volume of PV products in China, it is difficult to change in the short term “market-out, raw materials abroad, technology abroad,” the status quo now almost all technical equipment and Jiucheng depend on imported raw materials for more than 98% of sales depending on exports. Analysts fear that a large number of photovoltaic products for export at low prices in China, Germany, Japan and Other countries should increase the threshold to limit the access of foreign products.
Sun Guangbin said, most companies lack the photovoltaic quality and good brand, given the financial crisis, the oversupply in all solar products, photovoltaic products in China may still be eliminated.
In fact, exports of photovoltaic products from China in 2009 despite growth,thinkpad r52 battery , but the average price for export is declining, until January 2010, such as changes in the international photovoltaic product offerings and demand began to improve. This also means that domestic firms to international photovoltaic products lack the basic pricing.
In addition, energy companies in the United Kingdom have people involved, the greater concern is that most current domestic photovoltaic companies for export benefits with low cost, significantly low price, easily affect product quality, while the case of quality problems, is likely to result in major exporting countries of punitive trade measures.
Of Chemical Metallurgy, Chinese Academy of Engineering Materials Engineering data show that China’s production of photovoltaic cells in transit for less than 1%, so that over-reliance on exports, the trade industry is facing an enormous risk, once the international market have changed, the impact on the industry can imagine.
Guangbin Sun said that the current international production of photovoltaic technology modernization fastest moves in the optimization of the whole industrial chain, the automatic orientation of development, a1175 , a1185 , the PV industry in China is based mainly on the imported production line, and the whole industry chain operations man, this situation urgently change.
A photovoltaic company, said that while the company’s products can be used to form low-cost advantages in export but must wait until the next sustained growth in the domestic market has actually started looking forward subsidies for grid connected solar electricity can be introduced as soon as possible.