Domestic PV Power Station market screen opens

Absrtact: The protagonist of PV industry is changing. With the domestic policies to promote the implementation of photovoltaic applications, the development of domestic photovoltaic power station is slowly opening the curtain. The trend of a new round of large-scale investment in China's PV market is already very obvious. National Development and Reform Commission

The protagonist of the PV industry is changing.

With the domestic policies to promote the implementation of photovoltaic applications, the development of domestic photovoltaic power station is slowly opening the curtain.

"The trend of a new round of large-scale investment in China's PV market is already very clear. "The National Development and Reform Commission Energy Research Institute researcher Sicheng said, but this round is no longer a private enterprise, but the central enterprise."

In the past, the main character of China's PV industry is basically "two out", private enterprises dominate. In 2006 Suntech listed as the symbol, a short period of two years China's PV industry to achieve the world's first position, in the photovoltaic industry, a rapid rise of a group of star enterprises, such as Suntech, LDK, Solarfun, Trina, Solar, Yingli and so on. However, in the past two years, as the photovoltaic industry has experienced the market of roller coaster, these scenery temporary private enterprises All black and blue.

With the start of the domestic market, with the five major power and China-Canton nuclear, Three Gorges Group, national aircraft, China Airlines, such as the representative of the central enterprises are rapidly seizing the PV power station market, the vitality of the enterprise is subject to the capital chain problems in the domestic PV market is passively become marginalized role.

Central enterprises to seize photovoltaic power station

The recent PV industry has been a positive policy. The Ministry of Finance issued a circular on the distribution of photovoltaic power in accordance with the policy of electricity subsidies and other related issues, the explicit subsidies to generate electricity. In addition, August 2, Zhipeng, deputy director of the National Energy Agency's New and Renewable energy division, said during the International Solar energy Competition and International Solar Summit Forum held in Datong, "distributed subsidy policy will be introduced at the latest by the end of August this year, with subsidized prices, PV grid-connected and so on." ”

All sorts of good, in recent period of time domestic photovoltaic power station investment spewing out, photovoltaic industry another wave of investment tide is starting.

August 5, China Construction industry Group and Ningxia Autonomous Region Government signed a strategic cooperation framework agreement, with 20 billion yuan to complete the Ningxia region 2500MW Desert eco-photovoltaic power plant construction.

According to the agreement, the two sides will also be in agriculture and forestry machinery, construction machinery, CNC machine tool research and development and manufacturing, and to desert photovoltaic, solar energy and other clean energy power plant construction as the carrier, the development of sandy areas of modern agriculture, forestry and tourism.

August 6, AVIC Industrial group announced that in the next 3 years, in Beijing, Shanghai and other 11 provinces 20 cities in the plant will invest 3.8 billion yuan, the construction of 400 MW distributed power generation system, all completed in the year after the output can reach 440 million degrees.

Distributed generation is regarded as the most promising field in the PV industry, while AVIC Industrial group has won the largest single project in China.

The big enterprises of the Big Show. What makes the whole industry vibrate is that the National Energy Bureau has a clear mandate by the end of 2015 to completely resolve the 2.73 million electricity-free population of the country, of which photovoltaic independent power supply to solve 1.19 million people. To this end, in three years our country will start the related project Total 583, the total investment 29.4 billion yuan. The construction and operation of the above projects will be done by Huaneng, Datang, Guo, Huadian, CLP, energy-saving, China-Canton Nuclear, Three Gorges Group of 8 central Enterprises, the private enterprise for a cup of soup.

Talking about why 8 electric power enterprises have been selected to undertake the photovoltaic independent power supply project to solve the electricity-free population, the Energy bureau director Xinxiong said, "The project is mostly in the remote areas of the West, project investment is big, construction is difficult, the economic benefit is poor, and these power enterprise social responsibility is strong, ”

Private enterprises lose in the capital chain

After all kinds of crisis, China's photovoltaic industry finally began to show. But once they woke up, the main photovoltaic seats have been shifted.

"Now the private photovoltaic enterprises do not want to participate in the construction of power stations, we have seen the opportunity, but we do not have the money, the bank is not a bit relaxed on the photovoltaic enterprise loans, so can only look at the central enterprises to expand massively." "A private photovoltaic enterprise executives said helplessly.

The above-mentioned enterprise Personage said, the photovoltaic power station invests long, the performance is stable, but needs the capital quantity to be very big, "the power plant asset needs to hold for a long time, to the capital chain pressure is very big, the current private enterprise's capital chain is generally tense, therefore helpless." ”

and corresponding to it, the central enterprises are faced with another scene.

Regarding the fund question, at present the main focus type power station Aerospace electromechanical general manager Xujiesheng in recent one industry forum admits, "Now the power station financing is very difficult, we as the central enterprise, indeed has certain superiority." ”

Xujiesheng said that all photovoltaic power plant projects now require a one-year joint and several liability guarantee, which is not a common enterprise can do. "We can get 10 billion of the credit, but private enterprises are very difficult." ”

In the past, local governments, which have been throwing olive branches at private photovoltaic companies, have also changed their attitudes rapidly.

"Before we went to the local government to talk about cooperation, they are very enthusiastic, but now they have changed a face." "The local governments are now focusing on the central government," sighs the senior executives at the photovoltaic company. ”

Perhaps should not blame local government's reality, after all, private photovoltaic enterprises poke a pile of financial problems or mess. The corresponding central enterprises, not only the financial situation is good, but also can bring other additional investment.

In fact, as early as the PV crisis in the last year, all walks of life on a large number of private photovoltaic enterprises in the future of the way is full of controversy.

In view of the current situation, the path of injection by the local government has gradually been abandoned, instead of reducing government intervention to the enterprise itself as the leading implementation of industry integration. However, under the pressure of bank credit, there are only a handful of private photovoltaic enterprises capable of leading the merger and reorganization.

For the future outcome of a large number of photovoltaic enterprises, China Renewable Energy Society, vice chairman of the Meng bluntly said, "Photovoltaic is a technology-dependent industry, technology and technology to update quickly, so the integration of PV industry prospects are not optimistic, the best backward production is the end of their own bankruptcy." ”

In this context, the strength of a large number of central enterprises into the Bureau, a group of private companies were squeezed out to promote the industry "exchange" seems to have been inevitable.

However, not all private enterprises have voluntarily abandoned the position of photovoltaic power station.

At the beginning of July, Yingli signed a 200 MW PV power plant Agreement with the government of Henan Zhumadian, and in the agreement with Yunnan province, it plans 3 GW PV projects in Yunnan in the next 3 years.

"The National policy direction is to build photovoltaic power plants and distributed photovoltaic power generation, now the leading enterprises to enter, which shows that the investment in power plants is profitable." Liang, deputy director of the president's office, said.

In order to adapt to the new changes in the domestic photovoltaic industry, Yingli has formulated a "334" strategy, that is, the future of Yingli PV Products market distribution will be 30% ground, 30% roof, 40% distributed.