Photovoltaic Industry Subsidy Policy Leads to Growth

At present, the price of spot transactions from silicon wafers to modules in the photovoltaic industry chain is still low, and most manufacturers are struggling. The current operating rate of domestic photovoltaic companies is less than 30%. SMEs basically stop production, and a few have complete industries. Most large companies in the chain are also in limited or semi-discontinued production.

It is estimated that the installed capacity of the global solar PV market will reach 19 GW in 2011, but the overall industry inventory will exceed half, and the supply is still in excess. 90% of the market rely on overseas Chinese photovoltaic industry especially headache.

Is the policy "pulling on seedlings" in the photovoltaic industry? The answer is yes. At the beginning of December 2011, the four major photovoltaic giants Yingli, Suntech, Tianhe and Seville successively released their third-quarter financial reports. The four companies suffered a loss of 290 million yuan. Their common predicament is overcapacity and shrinking market demand. The reason why this situation occurs is related to the large-scale subsidy policy of local governments. After the policy is tilted, companies have come to gold, and the situation of excess capacity is inevitable.

On December 24, 2011, the “Guidance Catalogue for Foreign Investment Industries” issued by the National Development and Reform Commission and the Ministry of Commerce pointed out that industries such as solar polysilicon should be removed from the list of industries that encourage foreign investment, but at the same time, thin-film batteries, solar collectors, 200 mm Monocrystalline silicon and polished wafer production, solar air conditioning, solar drying equipment, solar cells, and solar power plants are listed as encouraging foreign investment industries.

Experts pointed out that the main task of photovoltaic power generation is to reduce costs and solve the technical problems of power grid acceptance. China has just started pilot projects and demonstrations in large-scale grid-connected photovoltaic power plants, building grid-connected photovoltaic systems, and photovoltaic microgrid systems. There is a considerable distance.