The most burning dilemma is a foregone conclusion.

2022-07-25
  • Detail

PV dilemma is a foregone conclusion. Government and enterprises work together to solve the dilemma

the main reason why the domestic PV industry has caused today's bitter fruit is the overcapacity caused by the blind expansion of the industry. At present, there are about 2000 domestic photovoltaic enterprises, many of which, especially small and medium-sized enterprises, have no core competitiveness

the European and American markets are stuck in a cold winter, favorable domestic policies have been issued, and foreign emerging markets have started. Positive signals are looming

the "double anti" ruling of the United States against Chinese photovoltaic enterprises is still pending, followed by the EU market. 25 enterprises have "formed a group" to file anti-dumping complaints against Chinese photovoltaic products. The negative effects of the "double negatives" in the United States have begun to ferment

the European market has always accounted for more than 90% of the export of domestic photovoltaic products. If this anti-dumping investigation is carried out, it will add to the difficulties of domestic photovoltaic enterprises. However, according to the analysis of some industry experts, the domestic photovoltaic industry, which has taken heavy steps after multiple blows, is facing new opportunities, such as the decline in the cost of dressing machines, the start of emerging markets, and favorable domestic policies. It may be facing the opportunity to get out of the bottom and a meter of sunshine in the cold winter

the photovoltaic industry suffered extreme cold

it is understood that on March 20 and May 18 this year, the U.S. Department of Commerce made two preliminary rulings on "countervailing" and "anti-dumping" against solar panels and their components originating in China, considered that the problems of subsidies and dumping really existed, and announced different tax rates for different Chinese photovoltaic enterprises. The "double anti" policy of the United States has seriously affected China's photovoltaic enterprises and seriously hindered China's export of photovoltaic products

the "double anti" policy of the United States was launched, and 25 enterprises in the European Union proposed to conduct anti-dumping investigations on China's photovoltaic products. Chinese photovoltaic enterprises added ice in the cold winter

liyanshan, Deputy Secretary General of Shandong solar energy industry association, introduced that about 90% of China's photovoltaic products are exported to foreign countries, while Europe is the most important market for China's photovoltaic products. About 70% of China's photovoltaic cell modules are exported to EU countries, with an annual export amount of more than 20billion US dollars. Europe followed the anti-dumping investigation proposed by the United States, which has seriously affected the export of China's photovoltaic products and even wiped out China's photovoltaic enterprises

according to the 2012 China's top 500 loss making companies published by the US Fortune magazine in July, among the 21 loss making China's top 500 enterprises, new energy enterprises accounted for one third, and the 7 new energy enterprises had a cumulative loss of 16.061 billion yuan

the primary reason why the photovoltaic industry has caused today's bitter fruit is the overcapacity caused by the blind expansion of the industry. In addition to the above situation, the common sheet metal damage is also in the process of transportation. Since 2000, with the increasing demand for polysilicon year by year, the strong demand has led to the soaring price of domestic polysilicon. The rich profit return and relatively low access threshold enabled a large number of domestic enterprises to enter the photovoltaic industry around 2006. Although the global economic crisis in 2008 slowed down the pace of the industry, the photovoltaic industry entered a period of rapid outbreak after 2009

it is understood that there are about 2000 photovoltaic enterprises at present, and many enterprises, especially small and medium-sized enterprises, do not have core competitiveness. Statistics show that by 20147, the global PV overcapacity of buried polyethylene pipe fittings for gas will be 10GW, of which 8GW will come from China. By 2012, the overcapacity will rise to 22gw

government and enterprises work together to solve the dilemma

in the face of the ensuing double attacks, the government and photovoltaic enterprises closely observed the situation and took advantage of the situation to play a combination of left and right hands to jointly solve the development dilemma faced by the photovoltaic industry and promote the healthy development of the industry

it is reported that on July 26, Yingli, Suntech, Trina Solar and atlas, the four major Chinese photovoltaic enterprises, on behalf of the photovoltaic power generation promotion alliance and China's photovoltaic industry, officially issued a joint statement in Beijing, strongly calling on the EU to seriously consider launching an "anti-dumping" investigation against China photovoltaic, and calling on the Chinese government to actively safeguard the legitimate rights and interests of domestic enterprises and strive to prevent the EU from filing a case

in view of the blocked export of photovoltaic products, domestic photovoltaic enterprises set up other exports and turned to explore the domestic market and some emerging markets. In order to encourage domestic market development and expand domestic demand, the government has launched the "golden sun demonstration project", "photovoltaic building application demonstration project" and "energy-saving products benefiting the people project", mainly in the form of financial subsidies for solar power generation, advanced projects in the photovoltaic industry and the use of solar energy water heaters. For example, a subsidy of 100 to 400 yuan is given to buy a water heater to benefit consumers

in the past, there were many places about various standards and sampling methods for samples. In fact, within one month, the state has successively issued two policy documents, the 12th Five Year Plan for the development of national strategic emerging industries and the 12th Five Year Plan for the development of renewable energy, both of which emphasize the need to vigorously develop new energy distributed power generation systems, In particular, the solar photovoltaic industry has been listed as the most important field for the development of distributed power generation, and the breakthrough of photovoltaic distributed power generation Jedi is already on the way

the head of Santai group Yutai optoelectronics Co., Ltd. suggested that the current situation is grim. If the situation cannot be fundamentally reversed by the actions of one or two enterprises alone, domestic photovoltaic enterprises should quickly establish an industrial alliance to jointly deal with various industrial problems under the unified command of the industrial alliance, so that foreign industries can understand the strength and determination of the Chinese industry

according to the relevant person in charge of Linuo group, Linuo group now mainly chooses to provide power generation to power engineering companies and domestic power stations, and relies on the production of components and power engineering to reduce the impact caused by the reduction of exports

liyanshan introduced that at present, photovoltaic enterprises have shifted the focus of foreign markets from Europe and the United States to emerging markets in Southeast Asia, Africa, South America and other countries and regions. The markets in East Asia and South Asia are making efforts to develop, which will take a long time. However, as long as they persist, their prospects are very bright

positive signals are beginning to show

"the industry continues to be depressed, and the price of photovoltaic products also continues to fall. The current price has dropped by about 40% compared with the same period last year, which has had a serious impact on many enterprises." Xuchongqing, deputy director of Energy Research Institute of Shandong Academy of Sciences, introduced. According to his analysis, the sharp drop in prices may not be a bad thing. This has brought about a drop in the actual installation cost, which will accelerate the construction of domestic photovoltaic power stations to a certain extent

liyanshan also said that the export of photovoltaic products to Europe and the United States will not be greatly eased in the short term, and the cost of photovoltaic cells has dropped seriously recently. Although it is not necessarily beneficial for photovoltaic enterprises, it is a good thing for users. It is widely used in various metals, non-metals, composite materials, medicine, food, wood, copper, aluminum, plastic profiles, wires and cables, paper, film, rubber, textiles The testing of tensile performance indicators in aerospace and other industries is conducive to the development of the domestic market and will make up for the losses of the photovoltaic industry to a large extent

recently, the 12th Five Year Plan for renewable energy development issued by the national development and Reform Commission proposed that renewable energy power generation will become an important power source in the power system. In 2015, China's solar power generation will reach 21million kW, more than double the original planned 10million kW. At present, the installed capacity of solar power generation in China is only about 2million kW, providing a broad space for development in the future

at the same time, new positive signals began to appear in the development of foreign markets. The export of photovoltaic industry in our province gradually increased from US $120million in the fourth quarter of last year to US $140million in the first quarter and US $150million in the second quarter of this year, showing a trend of stabilization and recovery

xuchongqing believes that although there are signs of gradual recovery of production in the photovoltaic industry, the recovery of the entire industry may take longer, and there will be no explosive growth in the past, but will return to a stage of rational growth

he also suggested that domestic photovoltaic enterprises should work hard to improve their internal skills, improve their management and operation level, break through key technical problems in the industry, form a technical system with their own intellectual property rights, and accumulate capital, talents, technology and other elements to build a foundation for sustainable development in the future

Copyright © 2011 JIN SHI