Photovoltaic industry has a good market environment

The arrival of the new year, bathed in the policy "sunshine", more photovoltaic power into the power grid, China's photovoltaic industry is picking up. After the "double-opposition" in Europe entered the "quota era", the domestic market started rapidly under the stimulus of the New Deal, the emerging markets such as the US and Japan advanced by leaps and bounds, and industry profits concentrated on the downstream of the power plant. China's photovoltaic industry ushered in a new round of development. opportunity. However, experts reminded us that under the overall optimistic trend, we should also realize that in the future, China's photovoltaic industry will still face the challenges of overcapacity and financing difficulties.

The State Grid “supports, welcomes, and services” distributed photovoltaic power generation, and the rationalization of industry mechanisms still needs time. How to develop a larger market?

【background】

The National Energy Administration had previously issued a plan for 2014 new PV installation quotas, totaling 12 GW, of which 8 GW is distributed and 4 GW is on the ground, and is detailed to various provinces, autonomous regions and municipalities directly under the Central Government. In 2013, China's photovoltaic installed capacity was about 8.5 GW. The application of distributed photovoltaics was encouraged in the preplan. The construction of ground power stations also triggered a new wave of investment and the domestic market will grow rapidly.

Expert Views Zhao Yuwen, Vice Chairman, China Renewable Energy Society The development of the photovoltaic industry is particularly sensitive to changes in the economic environment, and the industry growth rate will fluctuate. From 2011 to 2012, China's photovoltaic industry was affected by changes in the international market and entered a low period. Among them, Europe and the United States launched a "double reverse (anti-dumping, countervailing) investigation" on China's export of solar panels, as well as the uncertain economic environment in Europe, and brought a big blow to China's photovoltaic industry.

However, in 2013, the market environment for the development of China's photovoltaic industry was eased: In July of that year, both China and the EU reached a price commitment for the dispute over China’s exports of photovoltaic products to Europe, and the domestic market began to grow. The overall development trend was good.

On this basis, in 2014, under the support of the country's successively issuing relevant favorable policies and supporting measures of the State Grid Corporation of China, China's photovoltaic manufacturing industry and the market will continue to develop, and the development situation is gradually getting better. This is optimistic. At the same time, related policies and rules such as distributed photovoltaics still need to be widely popularized.

At present, China's distributed photovoltaic development has adopted an increase in electricity price subsidies, but this form of subsidy is not entirely pure market behavior. Therefore, photovoltaic companies may encounter difficulties in financing. Maintaining a relatively balanced development of the domestic market and manufacturing industry is the fundamental way out. It will take some time before we can open up financing channels and rationalize the relationship between various supporting policies and measures. To develop the photovoltaic industry, it is necessary to scientifically start and develop the photovoltaic market in China. This requires us to have a very clear and scientific policy that conforms to the laws of the market.