Guo Electric power 2.5 billion and then wave the big national team to accelerate the PV enclosure

Absrtact: As an important branch of new energy, the domestic PV industry has shown a rebound momentum, it is a good time for industrial investment. As an important branch of new energy, the domestic PV industry has shown a rebound momentum, is a good time for industrial investment.　　A few days ago, the state electric power issued a notice, the company intends to invest 2.53 billion yuan in Inner Mongolia joint venture construction capacity of 10,000 tons of polysilicon projects, this is following its establishment in Ningxia last October capacity of 5000 tons Polysilicon project company, Power generation giant in the photovoltaic industry another big investment.　　In addition to state power, Huadian Group, Datang Group, Shenhua Group and other national teams, since the end of last year, have increased investment in the photovoltaic industry, the "national team" has debut in the Photovoltaic field, coupled with the country's new energy development strategy to promote the photovoltaic industry is ushering in a new round of investment boom. At the same time, the state of the new energy support rules are being introduced, following the Ministry of Finance in March this year to introduce subsidies policy, the National Development and Reform Commission, the State Electricity Regulatory committee recently issued a notice, the state will allocate 2.2 billion yuan for renewable energy price subsidy in the second half of 2008.　　The expectation of more favorable policies has become the common aspiration of the new energy industry. The boom-trough national team's large-scale admission to the PV industry is now at its most difficult time. Polysilicon prices from September or October last year about 500 U.S. dollars per kilogram, fell to the recent spot price of 50 to 70 U.S. dollars per kilogram, and has shown overcapacity signs. Wang, chief strategy analyst at the new era, said the domestic polysilicon production capacity in 2008 was about 15,000 tonnes, which was expected to reach 25,000 tonnes in 2009.　　The price of polysilicon is plunging, and the trend is hard to reverse in the short term. However, often the industry trough period is the best time to invest.　　A few days ago, the Hong Kong listed company China Poly GCL Energy Holdings Co., Ltd. announced that it will be 26.35 billion yuan acquisition of Jiangsu China Silicon Technology Development Co., Ltd. 100% stake in the face of capital problems in Jiangsu can inject funds, is because see this.　　And the national team of large-scale admission, but also shows the development of the photovoltaic industry confidence. China Guodian Electric Power group movement faster, has been established in October 2008 in Ningxia Polysilicon Project company, investment 5 billion yuan, two phases of construction, an annual output of 5000 tons of polycrystalline silicon.　　In addition to the proposed investment of 2.53 billion yuan joint venture to build polysilicon projects, the group plans in 2011 PV cells reached 300M W, 2012 reached 600M W. Huadian Group in Shanghai Putuo 1.4M W Solar project is also about to be constructed, will also be in Qinghai, Gansu, Inner Mongolia do prophase work. Datang Group participated in the Dunhuang Concession project in March this year, has completed the preliminary Feasibility study report, the relevant documents are being approved.　　China Shenhua Group has done the preliminary research and the test project in the solar energy aspect, the next step will carry on the scientific research 1M W and the roof 1M w plan in Hebei province Shangyi area. In fact, betting on solaris not only the national team, once the Taiwan chip panel giant now collective outbreak of "solar fever", friends Tatsu Photoelectric board recently passed will participate in Japan's upstream polysilicon and silicon wafer professional manufacturers M.setek cash increase plan, is expected to invest in the amount of 125 million U.S. dollars to gradually gain more than half the equity. This will be an important step in reaching the energy industry. Prior to that, the company set up a "friend Tatsu Energy Technology Corporation" in mid-May by the way of 100%. Chip boss TSMC, chairman of TSMC, predicts that by 2018 the company will have a new solar business of more than $2 billion trillion, contributing to TSMC's 1.5% revenue growth. Hon Hai, Formosa Plastics are interested in the solar market.　　Up to now, Taiwan has 76 companies to enter the solar cell industry. The policy support pushes the domestic demand market despite the big project unceasingly, but is affected by the financial crisis, the national PV enterprise is impacted obviously. Yuwen, vice chairman of China Renewable Energy Association and Director of PV Branch, said the country should start the PV domestic market as soon as possible. "As long as 1/3 of PV products are installed in China, the impact of the financial crisis will not be apparent." In the long run, if the policy support is in place, the photovoltaic industry still has huge development space. "To start domestic demand, in March this year, the Ministry of Finance and the Ministry of construction proposed" solar roof plan "to meet the conditions of solar photovoltaic Construction application demonstration project to grant a maximum of 20 yuan/watt subsidy. Wei Guangpu, director of the Photovoltaic Professional Committee of Shanghai Solar Energy Society and professor of Shanghai University, said the subsidy covered half of all the cost of generating electricity, including battery material and power plants, although it was mainly for terminal applications, but the opening of the downstream product market meant that upstream could also be fully developed.　　In June, the head of the National Energy Administration said new energy planning at the national level would be in place, and wind and PV would occupy a significant portion of the new energy plan. "A series of policy support has injected a boost to the PV industry. "Zhongyuan Securities Panhang said that from the experience of the world, the PV subsidy policy after the introduction of the domestic market has played a great role in promoting." Citic Securities and East China Sea securities that 20 yuan/watt subsidy can be roughly covered by the 40-50% system cost, compared with the developed countries such as Europe and the United States, subsidies are basically equivalent, will greatly stimulate the domestic demand for photovoltaic applications.　　This will help guide the industrial capital to intervene, carry on the large-scale construction, thus stimulates the domestic PV industry the demand. Although the photovoltaic investment project is entering a new round of investment peak, but the Chinese Renewable Energy Society secretary Meng said that the current restrictions on the development of photovoltaic industry is the most important factor is the Internet price problem has not been resolved. "Only when the photovoltaic pricing system is fixed, some wait-and-see companies will really act, when the PV industry will likely grow into a blowout." "Our correspondent Gao Lingyun China PV Industry Development Roadmap 2008 and the past environment: policy absence Government attitude: the pattern of the industry of fend for themselves: production power, small consumer, export-oriented, Enterprise Yihongershang 2009-2015 environment: Policy complement the Government's attitude: vigorously support the industrial structure: production power, consumption power, domestic and foreign two markets, supporting the dominant enterprises bigger and stronger than 2015 years after the environment: policy abdication Government attitude: market-oriented competition industry pattern: production power, consumption power, the formation of a few leading enterprises Industry control the whole industry pattern