Domestic and international spreads are 30%, and PV module factories prefer export rather than domestic sales.
After the wind farm was forced to “bath the sun†due to the grid connection problem, some photovoltaic power plants also encountered the dilemma of “sun-bathing†due to the lack of solar panels. The industry believes that the domestic PV emission policy "does not follow the market rules" is the main reason.
Photovoltaic electric field "bathing the sun"
At the annual meeting of the China Renewable Energy Professional Committee of the China Resources Comprehensive Utilization Association held recently, Liang Zhipeng, deputy director of the New Energy and Renewable Energy Department of the National Energy Administration, pointed out that due to the current domestic PV module manufacturers dissatisfied with the government's price of the panel. As a result, photovoltaic power generation projects have to "bath the sun" because they do not purchase the panels.
Liang Zhipeng, for example, Qinghai Province, one of the provinces with the richest solar energy resources in the country, said that many photovoltaic power generation projects in the province have been completed, but they cannot buy battery panels. Many domestic manufacturers are reluctant to supply batteries for these projects. I would rather sell the battery to the international market, causing many domestic projects to sign the contract and then tear up the contract. I would rather lose money in accordance with the contract law and would not do it.
The same concern with Liang Zhipeng is Zhao Shu, president of the Xining Solar Energy Association. Zhao Shu told the "First Financial Daily" that the current PV power generation project in Qinghai Province requires most of the price of the panel to be 11 to 12 yuan / watt, and for PV manufacturers that mainly export to the European and American markets, this price Not only is it unattractive, but it also makes the company lose money. “So, although domestic solar panels are not out of stock, they are not in line with the price of power plants.â€
The executives of a photovoltaic manufacturing company confirmed the above statement in an interview with this newspaper. According to the source, the provinces such as Qinghai, Tibet, Inner Mongolia, Xinjiang, and Gansu, which are rich in light resources in China, are facing the dilemma of “there is no (battery) board in the factory. This phenomenon is not uncommon.
According to the person, since the current price of solar panels in the international market is 15 to 16 yuan / watt, the average price is about 5 yuan higher than the domestic price of 11 to 12 yuan / watt, the price difference is about 30%, so manufacturers are generally Not interested in domestic photovoltaic power generation projects. The source told this newspaper that in the bidding for the government's photovoltaic power generation project, the bidders are all national large-scale power central enterprises. These enterprises reduce the price for the bidding success without cost, and also lack understanding of the real-time market, and communicate with the manufacturers. Very limited. Under this bidding method, the price of the winning bid is often so low that the manufacturer is unacceptable, so the photovoltaic power generation project can only "bath the sun."
"Therefore, domestic component companies have also learned to take advantage of the loopholes." The above-mentioned person told this newspaper, "They signed an intention contract with these bidding central enterprises. As long as the price is too low, they will not supply them and will turn and sell them abroad."
It is understood that solar panels are divided into three quality grades A, B and C according to the performance of conversion rate and other performance. Among them, the conversion rate of A and other products is 15%, and B and so on are reduced by about 3% from the previous one. The A-grade products are currently all exported to the international market, and the remaining B-grade products and C-grade products may be supplied to the domestic market. The above-mentioned PV manufacturing enterprise executives told this newspaper.
Meng Xianyu, vice chairman of the China Solar Energy Association's solar energy branch, also pointed out that although China's solar panel production is equivalent to 2.5 times the demand of Europe and the United States, the real sale to the domestic market is a backlog of low-quality products.
Subsidies need to be improved
In view of the above phenomenon of letting the photovoltaic power project “sun-bathingâ€, some PV manufacturers believe that the “Golden Sun†subsidy policy has not achieved the desired effect for more than a year, but is out of touch with the market. It is also an important the reason.
The “Golden Sun Demonstration Project†is a policy implemented by the country in 2009 to support domestic technological progress and scale development of the photovoltaic power generation industry and to foster strategic emerging industries. However, the subsidy is a subsidy for bidding, and the bidders have no incentive to reduce the cost of upstream enterprises after receiving subsidies. Therefore, this policy does not directly benefit manufacturers of photovoltaic modules, which has led to the lack of incentives for manufacturers to supply photovoltaic power generation projects.
Deputy Director Liang Zhipeng said that the domestic PV market is not doing nothing under the encouragement of relevant support policies. In 2010, the domestic installed capacity of photovoltaic power generation was increased by 500,000 kilowatts. By 2009, there were only 300,000 kilowatts of installed capacity, and the growth rate was relatively fast. However, domestic manufacturers did not appreciate it. "When the market is not good and cannot be sold, the country should start the market. Once the market starts up, they will not see the domestic market and feel that the international market is very good."
Yang Lai, senior business commissioner of the International Affairs Department of the All-China Chamber of Commerce and Industry of the All-China Chamber of Commerce and Industry, said that the new energy industry relies on policies to eat. The reasonable price of electricity is not introduced, and it has not been done. We should learn from the German fixed electricity price policy and change the bidding situation in China. Only when the funds are limited, will there be room for profit.
At the same time, the above-mentioned PV company executives told this newspaper: "The 'Golden Sun' subsidy is too small to be profitable. A small-scale enterprise does not value the domestic market because it is unwilling to make money, and small manufacturers mostly give big enterprises. As an OEM (OEM), only a few will rely on low-quality products for the subsidies of the 'Golden Sun' project."
After the wind farm was forced to “bath the sun†due to the grid connection problem, some photovoltaic power plants also encountered the dilemma of “sun-bathing†due to the lack of solar panels. The industry believes that the domestic PV emission policy "does not follow the market rules" is the main reason.
Photovoltaic electric field "bathing the sun"
At the annual meeting of the China Renewable Energy Professional Committee of the China Resources Comprehensive Utilization Association held recently, Liang Zhipeng, deputy director of the New Energy and Renewable Energy Department of the National Energy Administration, pointed out that due to the current domestic PV module manufacturers dissatisfied with the government's price of the panel. As a result, photovoltaic power generation projects have to "bath the sun" because they do not purchase the panels.
Liang Zhipeng, for example, Qinghai Province, one of the provinces with the richest solar energy resources in the country, said that many photovoltaic power generation projects in the province have been completed, but they cannot buy battery panels. Many domestic manufacturers are reluctant to supply batteries for these projects. I would rather sell the battery to the international market, causing many domestic projects to sign the contract and then tear up the contract. I would rather lose money in accordance with the contract law and would not do it.
The same concern with Liang Zhipeng is Zhao Shu, president of the Xining Solar Energy Association. Zhao Shu told the "First Financial Daily" that the current PV power generation project in Qinghai Province requires most of the price of the panel to be 11 to 12 yuan / watt, and for PV manufacturers that mainly export to the European and American markets, this price Not only is it unattractive, but it also makes the company lose money. “So, although domestic solar panels are not out of stock, they are not in line with the price of power plants.â€
The executives of a photovoltaic manufacturing company confirmed the above statement in an interview with this newspaper. According to the source, the provinces such as Qinghai, Tibet, Inner Mongolia, Xinjiang, and Gansu, which are rich in light resources in China, are facing the dilemma of “there is no (battery) board in the factory. This phenomenon is not uncommon.
According to the person, since the current price of solar panels in the international market is 15 to 16 yuan / watt, the average price is about 5 yuan higher than the domestic price of 11 to 12 yuan / watt, the price difference is about 30%, so manufacturers are generally Not interested in domestic photovoltaic power generation projects. The source told this newspaper that in the bidding for the government's photovoltaic power generation project, the bidders are all national large-scale power central enterprises. These enterprises reduce the price for the bidding success without cost, and also lack understanding of the real-time market, and communicate with the manufacturers. Very limited. Under this bidding method, the price of the winning bid is often so low that the manufacturer is unacceptable, so the photovoltaic power generation project can only "bath the sun."
"Therefore, domestic component companies have also learned to take advantage of the loopholes." The above-mentioned person told this newspaper, "They signed an intention contract with these bidding central enterprises. As long as the price is too low, they will not supply them and will turn and sell them abroad."
It is understood that solar panels are divided into three quality grades A, B and C according to the performance of conversion rate and other performance. Among them, the conversion rate of A and other products is 15%, and B and so on are reduced by about 3% from the previous one. The A-grade products are currently all exported to the international market, and the remaining B-grade products and C-grade products may be supplied to the domestic market. The above-mentioned PV manufacturing enterprise executives told this newspaper.
Meng Xianyu, vice chairman of the China Solar Energy Association's solar energy branch, also pointed out that although China's solar panel production is equivalent to 2.5 times the demand of Europe and the United States, the real sale to the domestic market is a backlog of low-quality products.
Subsidies need to be improved
In view of the above phenomenon of letting the photovoltaic power project “sun-bathingâ€, some PV manufacturers believe that the “Golden Sun†subsidy policy has not achieved the desired effect for more than a year, but is out of touch with the market. It is also an important the reason.
The “Golden Sun Demonstration Project†is a policy implemented by the country in 2009 to support domestic technological progress and scale development of the photovoltaic power generation industry and to foster strategic emerging industries. However, the subsidy is a subsidy for bidding, and the bidders have no incentive to reduce the cost of upstream enterprises after receiving subsidies. Therefore, this policy does not directly benefit manufacturers of photovoltaic modules, which has led to the lack of incentives for manufacturers to supply photovoltaic power generation projects.
Deputy Director Liang Zhipeng said that the domestic PV market is not doing nothing under the encouragement of relevant support policies. In 2010, the domestic installed capacity of photovoltaic power generation was increased by 500,000 kilowatts. By 2009, there were only 300,000 kilowatts of installed capacity, and the growth rate was relatively fast. However, domestic manufacturers did not appreciate it. "When the market is not good and cannot be sold, the country should start the market. Once the market starts up, they will not see the domestic market and feel that the international market is very good."
Yang Lai, senior business commissioner of the International Affairs Department of the All-China Chamber of Commerce and Industry of the All-China Chamber of Commerce and Industry, said that the new energy industry relies on policies to eat. The reasonable price of electricity is not introduced, and it has not been done. We should learn from the German fixed electricity price policy and change the bidding situation in China. Only when the funds are limited, will there be room for profit.
At the same time, the above-mentioned PV company executives told this newspaper: "The 'Golden Sun' subsidy is too small to be profitable. A small-scale enterprise does not value the domestic market because it is unwilling to make money, and small manufacturers mostly give big enterprises. As an OEM (OEM), only a few will rely on low-quality products for the subsidies of the 'Golden Sun' project."
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