The hottest Chinese PV is no longer afraid of doub

2022-07-25
  • Detail

Is China PV really no longer afraid of "double anti"

is China PV really no longer afraid of "double anti"? Recently, the "double anti" of the European Union came again. The European Photovoltaic Manufacturing Association once again submitted a complaint to the European Commission, accusing Chinese photovoltaic enterprises of selling their products to Europe through Malaysia and other places in order to avoid the impact of the "price commitment". Many people have once again "pinched a sweat" for China PV

it is an important goal for the development of China's photovoltaic industry in recent years to stop "blossoming inside the wall and fragrant outside the wall". As we all know, China's photovoltaic industry, which has repeatedly encountered trade barriers abroad, has been given key support by national policies in the past two years. With the rapid start-up of the domestic market, the situation of "two ends" in the photovoltaic industry has eased. "At present, the development of PV ground power stations in China is very good, but there are still many problems in the development of distributed power stations. If the distributed problem can be solved, then the PV capacity consumption is really not a problem." Huangbibin, a researcher at the National Electric Energy Research Institute, told me

the export pattern of PV has been reversed

in August 2013, China and the EU reached a "price commitment" on the price of China's crystalline silicon PV products exported to Europe. Now, these enterprises that initially participated in the price commitment are accused of exporting PV products to Europe through Malaysia and other third countries. At present, the EU has decided to conduct "anti circumvention investigation" on crystalline silicon photovoltaic modules and key parts originating in China. If in the "anti circumvention investigation", it is found that there is a violation of the "price commitment" to evade tariffs, its implementation subject will be removed from the list of enterprises implementing the "price commitment" and heavily taxed

with regard to the EU "double reverse" that may strike again, CSG PV, a photovoltaic enterprise in Dongguan, said that it was under little pressure, because although it was the only photovoltaic enterprise in Dongguan that participated in the price commitment, after several rounds of "double reverse", the market focus had already shifted to the Asian market and domestic market

according to the statistical data provided by sunguangbin, Deputy Secretary General of China Chamber of Commerce for import and export of mechanical and electrical products, in 2014, China's export of solar photovoltaic cells to Europe was US $2.816 billion, a year-on-year decrease of 24.25%, and the proportion of exports even dropped to a low level below 20%, accounting for only 19.55% of China's annual export share of photovoltaic products

at the same time, Asia has become the main export market of China's photovoltaic products, accounting for the largest proportion, reaching US $7.854 billion, a year-on-year increase of 42.73%. In 2014, emerging markets such as Latin America had the largest export growth, with an export volume of 486million US dollars, up 159.21% year-on-year

the development of domestic distributed market is still in its infancy

of course, the reduction of dependence of photovoltaic products on exports benefits from the rapid start of the domestic market. However, the development of domestic photovoltaic market has not been smooth in the past two years. In 2014, the annual PV target of the national energy administration was 14gw, including 8GW distributed and 6Gw ground power stations. Finally, the national photovoltaic power generation capacity reached 10 in 2014. 6Gw, 76% of the annual target has been achieved, of which only 26% of the distribution has been achieved

"the ground power station has developed well because of its benchmark electricity price and clear revenue model. Although the state is also continuously issuing policies, there are still many problems in actual operation." Huangbibin said

Huang bibin believes that, through various efforts, there are no obstacles to the merger of distributed PV, but there are still some obvious problems: for example, the incentive policy is not in place, a certain market scale has not been formed, and it is still in its infancy; Lack of mature business model, difficult to support rapid development, etc

is China PV really no longer afraid of "double anti"? Recently, the "double anti" of the European Union came again. The European Photovoltaic Manufacturing Association once again submitted a complaint to the European Commission, accusing Chinese photovoltaic enterprises of selling their products to Europe through Malaysia and other places in order to avoid the impact of the "price commitment". Many people have once again "pinched a sweat" for China PV

it is an important goal for the development of China's photovoltaic industry in recent years to stop "blossoming inside the wall and fragrant outside the wall". As we all know, China's photovoltaic industry, which has repeatedly encountered trade barriers abroad, has been given key support by national policies in the past two years. With the rapid start-up of the domestic market, the situation of "two ends" in the photovoltaic industry has eased. "At present, the development of PV ground power stations in China is very good, but there are still many problems in the development of distributed power stations. If the distributed problem can be solved, the PV capacity consumption is really not a problem." Huangbibin, a researcher at the National Electric Energy Research Institute, told me

PV lifted the pen to record the value, and the export pattern has been reversed.

according to huangbibin, there are two forms of distributed subsidies worldwide. The first is the initial investment subsidy. The government implements the development strategy of efficient and green plastic granulator. The government gives the initial investment cost subsidy in the form of one-time financial subsidy. At the initial stage of the development of distributed power generation, many countries have adopted such subsidies. Such as Germany and Japan. In the "new sunshine plan" implemented by Japan in 1995, the subsidy for projects in the leading years accounted for 50% of the initial investment. After that, the subsidy for new projects decreased by 10% year by year. It was not until 2005 that the initial investment subsidy was cancelled

after the initial investment subsidy, electricity price subsidy based on power generation has become the choice of many countries. That is, to compensate for high investment with high electricity price, so as to ensure investors to obtain a higher return on investment. In 1990, Germany began to implement a fixed electricity price for photovoltaic distributed generation, which was further improved in 2012. A dynamic decline mechanism for electricity price was established, which solved the problem of rapid expansion of subsidy funds and soaring residential electricity prices caused by too fast photovoltaic installation

China's current policy for distributed PV is the full electricity subsidy policy, and the subsidy price is 0. 42 yuan/degree. In an interview, huangbibin said that when the development reaches a certain stage, China can try to establish a fixed PV price to make the distributed investment income model more obvious

how to solve the problem of financing difficulty

for distributed owners, in addition to the subsidy method to be further improved, whether they can smoothly finance is also a difficult problem. "At present, most distributed power generation users are private enterprises, and their power consumption is easily affected by the economic situation and business conditions. 1. The requirements for installing universal tensile testing machine fixtures. There are contract performance risks such as electricity arrears and user changes, resulting in unstable overall income of distributed projects and insufficient investment attraction. At the same time, banks are also cautious about distributed financing." Huangbibin said

in this regard, in addition to further improving the subsidy policy and clarifying the distributed revenue model, the revenue monitoring method adopted in the construction of Jingke energy ground power station is also worth learning from distributed power stations. Qian Jing, global brand head of Jingke group, said in an interview that in many cases, banks or investors are unable to grasp the actual operation of the project, which increases the investment risk. Jingke's power station operation control center can continuously monitor and manage all its operating power stations in real time. It not only reduces the operation and maintenance costs, but also improves the operation and maintenance results in geometric multiples. All the power station data is also shared with investors and banks through the cloud data center. At any time and anywhere, they can clearly and unobstructed understand the operation of the power station, analyze the achievement of the return on investment, and greatly enhance the confidence of banks and investors in the project quality, management level and the enterprise itself

global glass () Department

Copyright © 2011 JIN SHI