Recently, the National Development and Reform Commission and the National Energy Administration issued the Guiding Opinions on Improving the Scale Management of Photovoltaic Power Generation and Implementing the Project of Configuring the Competition Mode. The introduction of the New Deal, mainly to correct the industry chaos, strengthen the supervision and regulation of the photovoltaic industry to prevent bad money driven by the phenomenon of good money.
In recent years, the installed capacity of photovoltaic power generation in our country has increased substantially. At the same time of development, there are some problems such as unscientific allocation of photovoltaic power generation projects and chaotic management order in some areas, which hinders the further progress of the photovoltaic industry. Therefore, the New Deal adopts competitive approach to allocate projects to promote industrial technology upgrading, reduce the cost of photovoltaic electricity and reduce the reliance on subsidies.
Since 2013, China's new installed capacity of photovoltaic power has exceeded 10 million kilowatts each year for three years in a row, exceeding 15 million kilowatts last year. As of the end of 2015, the accumulated installed capacity of photovoltaic in China reached 43 million KW, surpassing Germany to become a global large-scale photovoltaic market.
This year, the investment enthusiasm of photovoltaic power plants diminished. According to the Prospective Industry Research Institute released "2016-2021 China's photovoltaic industry investment and financing prospects and strategic analysis report" data show that only the first quarter of 2016, the country's new photovoltaic power generation installed capacity reached 7.14 million kilowatts, is the new 2015 Nearly half of the increase, 70% in 2014. After several ups and downs photovoltaic industry, after a cold winter, to complete the industrial upgrading, ushered in a more clear development prospects.
In fact, the photovoltaic industry started to improve last year, and many companies turned losses into profits. Among the top 20 PV module manufacturers, the business basically involved the development of downstream power plants. The profitability was significantly enhanced and the utilization rate of capacity was greatly improved. According to the survey on the operation of 33 large-scale enterprises, the average profit margin was 4.7% and an increase of 30% over the same period of last year. At present, there is strong demand for photovoltaic market both at home and abroad, the development of new technologies and new products will be accelerated and the level of intelligence will also be gradually raised.
Although the overall production and operation of the photovoltaic industry has tended to improve, it still faces many problems. First, the industry financing difficulties, higher financing costs, especially for small and medium-sized photovoltaic industry, banks widespread credit crunching situation, resulting in high debt burden of photovoltaic companies, operating risks increased.
Comparison of the difficulty of various types of power supply investment
Second, investment in R & D is not enough. New technologies and new products are developing at a slower pace and lack of reserves. Moreover, the technology roadmap shows a single line. Third, the industrial structure needs to be further optimized. The concentration of batteries, components and other industries is still low. Enhance.
This is a good time for the photovoltaic power generation industry as China strongly encourages the development of photovoltaic power generation with a bright future and strong demand. However, at the same time, there is still a lot of room for improvement in solar energy industry due to serious overcapacity in production capacity and high cost of photovoltaic power generation. However, the historical development shows that cleaner and greener energy will become a hot spot. With the encouragement of the government, the photovoltaic power generation industry is sure to usher in rapid development.
In the 13th Five-Year Plan, the PV installed capacity is 150GW, including 70GW distributed photovoltaic power plants and 80GW centralized photovoltaic power plants. According to this goal, China's average annual demand for photovoltaic equipment will exceed 20GW in the next five years, During the "12th Five-Year Plan" period of about 10-15GW, we can see the determination and enthusiasm of government enterprises in developing PV.
Under the background of vigorously developing a low-carbon green economy in the country, the photovoltaic industry can be described as favorable policies, good technologies, favorable environment, favorable social conditions and favorable future prospects.
Exploring the Development Space of Photovoltaic Power Plants during the Thirteenth Five-year PlanPrevious
Photovoltaic industry "One Belt One Road" business opportunities