Abstract On June 30, 2016, China's PV benchmark price was re-adjusted, and the surge in rush to install directly stimulated the explosive growth of PV market shipments and installed capacity in the first half of the year, which greatly boosted the PV industry's performance. "6•30" grab...
On June 30, 2016, China's PV benchmarking price was re-adjusted, which triggered the explosive growth of the photovoltaic market and the explosive growth of installed capacity in the first half of the year, which greatly boosted the PV industry's performance. The end of the “6•30” rush to install the tide marks the beginning of China's solar photovoltaic market, and the scene of the domestic PV market is hard to repeat. With the return of PV policy in the second half of the year, the new round of overcapacity will start to hit again, and PV companies will usher in a new test. In the face of the recent diving of PV module prices, where will China's PV companies go?
The price of PV modules has been falling. After the end of “6·30”, the price of PV modules continued to fall. In the bidding project of “Shanyang Yangquan Front Runner Base” on August 29, a low price of 0.61 yuan/kwh was reported, which caused the industry to be in turmoil. Recently, the outflow of the 2.85GW PV module bidding price has caused the industry to exclaim, among which the leader of the high-efficiency single crystal module price fell below 3.2 yuan / watt, the lowest price of ordinary components to 3.05 yuan / watt.
Not only that, on August 17, 2016, the National Electric Power Investment Group Corporation's 54th batch of centralized bidding (the second batch of photovoltaic module equipment) results in a bid opening record table shows: KPK backplane polycrystalline components The minimum bid price is 3.05 yuan / watt, and the lowest bid price of the TPT backplane polycrystalline component is 3.05 yuan / watt. The minimum bid price for KPK backplane monocrystalline modules is 3.08 yuan / watt, and the lowest bid price for TPT backplane monocrystalline modules is 3.13 yuan / watt. The bidding price of polysilicon components is generally around 3.25 yuan / watt, and the price of many enterprises has reached 3.07 yuan / watt and 3.09 yuan / watt. The bid price is the new low after the low price of China Guangdong Nuclear Power 500MW tender.
At the same time, the silicon chip also fell too fast due to the downstream battery, the price fell to 0.8 US dollars per piece, and even approached the new low of 0.78 US dollars. In the future, component prices continue to face downward pressure.
The sluggishness of component prices has made the industry worried. People can't help but wonder whether the speed of PV power generation can keep up with the decline in component prices. What is even more worrying is that many large-scale PV companies have announced the expansion of production due to the rush of the first half of the year. Under the circumstance of refusing to solve the problem and severely limiting the power cut, a new round of overcapacity seems to be difficult. avoid.
The decline of PV modules is an inevitable trend for the price of PV modules to fall off the cliff. Some experts in the industry said that the decline of PV modules is an inevitable trend and an industry requirement. Because new energy sources should be applied on a large scale, it is necessary to reduce the cost of electricity and the cost of electricity. Lower, component prices must also decline - but the current "cliff-type" decline in PV module prices, the industry is still destructive, component prices should be flat, down, and is beneficial to the development of the industry.
The expert analysis believes that the manufacturing enterprise in the second half of the year may be more "uncomfortable", but for downstream power station investors, this is a good news as component prices fall and costs decrease. But at the same time, we must also see that at present, the state advocates taking indicators through competition, and finally determines the distribution of indicators through comprehensive factors such as “electric price” baton. Therefore, in the current dilemma of the photovoltaic industry, PV companies urgently need to upgrade their competitiveness in order to survive.
Where is the future of PV companies? For China's PV industry, 2016 is a year of opportunities and challenges. At the beginning of the year, the opportunity was greater than the challenge, so the entire photovoltaic industry triumphed all the way. However, after the first half of the rush to install, the subsidies will be officially lowered, and the challenges facing the photovoltaic industry are greater than opportunities. PV module prices have fallen, overcapacity, subsidy cuts, light abandonment, power cuts, and double-anti-sanctions have all plagued PV companies. In the second half of the year, the prospects of China's PV companies are worrisome, and the future of PV companies will go.
The conclusion is faced with many difficulties. PV companies want to have a place in the PV market. They need to rationally look at the market competition mechanism and urgently pay attention to the extreme risks brought by the decline in demand and overcapacity. Experts called for an objective and rational view of the decline in the price of photovoltaic products, stop the expansion of any capacity, focus on its own cash flow, strictly control inventory, and shrink commercial credit. Through sufficient market competition, PV companies can break the deadlock and make the whole industry more competitive, and the goal of affordable Internet access can be realized as soon as possible.

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