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The photovoltaic sector needs to be calm after the carnival. The industry will face severe challenges this year.

January 11, 2019 06:56
Author: Chen Jue

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Summary
[Photovoltaic plate needs to calm down after the carnival this year, the industry will face severe challenges] Yesterday, the National Energy Administration actively promoted the wind power, photovoltaic power generation unsubsidized parity online notice ignited the enthusiasm of the A-share photovoltaic sector, sunflower, easy to become new energy, Long-term PV stocks such as Longji shares have been trading at daily limit. After the carnival, you still need to return to calm. Many industry insiders reminded that this year is not only the "non-subsidy" first year of PV development, but also the integration year of survival of the fittest, big waves, and industrial restructuring. The industry is about to face the severe challenges that have never been encountered before. (Shanghai Securities News)

Yesterday, the National Energy Administration ignited the enthusiasm of the A-share PV sector by actively promoting the non-subsidized parity of wind power and photovoltaic power generation. The number of PV concept stocks such as Sunflower, Yicheng Xinneng and Longji shares rose daily. After the carnival, you still need to return to calm. Many industry insiders reminded that this year is not only the "non-subsidy" first year of photovoltaic development, but also the survival of the fittest, the big waves, and the industry.ReorganizationIn the year of integration, the industry is about to face the severe challenges that have never been encountered.

In the “Fourth Photovoltaic Industry Chain Innovation Cooperation Summit Forum” hosted by the Asian Photovoltaic Industry Association, Zhu Xiangshan, Chairman of the Asian Photovoltaic Industry Association and Chairman of the GCL Energy Board of Directors, said that 2018 is a step in the rapid development of China's PV industry. Into the important turning point of high quality development. Appropriate “deceleration” is conducive to optimizing the scale of the industry, improving the quality of industrial development, and promoting the re-integration of the industry. In the end, the photovoltaic industry will form a leading enterprise, the industrial chain has a fine division of labor, complementary advantages, misplaced management, and orderly development. The industry concentration will be higher and higher, and the industrial chain cooperation will become closer and closer.

Wang Bohua, vice chairman and secretary general of China Photovoltaic Industry Association, introduced at the forum that from January to October 2018, the total export value of domestic PV products reached US$14.7 billion, up 12.1% year-on-year. The export volume of silicon wafers and cell modules was realized. Significant year-on-year growth, in which the components of the first 10 months of exports have exceeded the full year of 2017. He predicted that the domestic new installed capacity will reach 40GW last year, and the export value of photovoltaic products will exceed 15.5 billion US dollars, an increase of nearly 7% compared with 2017.

But for this year's market situation, Wang Bohua said it is difficult to judge. In his view, 2019 will be a time-changing and unpredictable market adjustment year. It is also a technological innovation year with new and new technologies, and an integrated year of survival of the fittest, big waves, and industrial restructuring. It is foreseeable that the Chinese PV industry is about to face the severe challenges that have never been encountered before.

"2019 is the 'non-subsidy' first year of PV development. Photovoltaic will enter an era of high efficiency in improving quality and efficiency, an era of innovative application in cross-border development, and a more rational and more rhythmic high-quality development era. We have reason to believe that The photovoltaic industry will gradually recover from this year and return to a rational, healthy and orderly development track." Zhu Gongshan said.

He said that he hopes that the upstream and downstream of the PV industry chain will continue to strengthen cooperation and create a closer innovation community, technology community and development community, providing a continuous source of endogenous power for the long-term sustainable and healthy development of the industry. Specifically, the industry must first strengthen the "chain development", in accordance with the "build chain", "complement chain" and "strong chain" thinking, develop "big photovoltaic" to avoid duplication of investment, disorderly competition, homogenization competition. At the same time, in the era of great division of labor and cooperation, we must break through stereotypes and jointly carry out innovative research. Finally, it is necessary to innovate through cooperation mode, develop the group, realize its own benefits, partner reciprocity, and industrial prosperity.

Shen Hui, director of the Solar Energy Research Institute of Sun Yat-Sen University, said in an interview with the Shanghai Stock Exchange reporter that the large-scale affordable Internet access will come, but it must be achieved step by step. At present, the western region has basically been able to achieve parity. In areas with different lighting conditions, the time to reach a cheap Internet is not the same.

Yang Liyou, general manager of Jinneng Clean Energy Technology Co., Ltd., said in an interview with the Shanghai Stock Exchange that China's photovoltaic power generation is undergoing a transition period from subsidies to affordable Internet access. Although it is only one step away from parity, the photovoltaic industry is a capital-intensive industry. The sustainability and stability of the policy will directly affect the financing of the project and the company. At present, the subsidy for renewable energy subsidies is still very large. It is hoped that the quota system policy will be implemented and implemented as soon as possible, reducing the pressure on renewable energy subsidies and promoting the consumption of renewable energy.

"China's land area is large, and the situation is different in different places. Therefore, in addition to the country's general guidelines for the introduction of photovoltaics, local governments should also introduce local policies according to their own circumstances, whether it is land policy or subsidies need to be detailed. The localities cooperate with each other, and enterprises must cooperate with the government to promote the sustainable development of the photovoltaic industry.” Zhuang Yinghong, director of the global market of Dongfang Risheng, told the Shanghai Securities Journal.

(Article source: Shanghai Securities News)

                (Editor: DF407)

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