The big changes in the PV industry have been carried out when the old nobles struggled with continuous losses

The big changes in the photovoltaic industry were carried out when the old nobles struggled with continuous losses. The decline of the European market, the double impact and the tightening of domestic credit policy, are the main reasons for the decline of the old aristocracy. But at the same time, the new nobles are taking the opportunity to rise.

At a PV industry forum held in Shanghai on August 2, two camps produced an interesting confrontation. On the one hand, the old aristocracy as the representative of enterprises in the dwelt enterprises face financial pressure, and on the other hand, aerospace electromechanical chairman Xujiesheng in the speech confidently said, "Aerospace electromechanical manufacturing is basking in the sun singing the cash cow", so that the representatives of the old aristocracy under the table to laugh and cry.

The start of the domestic market and the new aristocracy backed by the strong backing of the central enterprises, so that the rise of the new aristocracy accounted for the best of the people and.

A new nobleman who doesn't worry about money

The rise of the new aristocracy, first of all from the domestic PV market to start the opportunity.

July 2013, the State Council issued a "State Council on the promotion of the healthy development of the photovoltaic industry," (Guo (2013)24, the industry referred to as "State Eight"), which mentioned that by 2015, the total installed capacity of China's PV market will be greater than 35GW. This means that 2015 years ago, there would be 10GW of installed capacity each year.

In stark contrast to the start of the domestic market, the European market is shrinking every year. According to forecasts from HSBC, the percentage of European markets in the world's total PV capacity will fall from 68% in 2011 to 32% in 2013, and that figure will fall to 25% by 2015 years. At the same time, China's market share of the world's total PV capacity will rise from 11% in 2011 to 27% in 2013, and will continue to remain at 23% per cent in the 2015-year period, as well as the entire European market. By 2013, China and Europe will also become the world's largest two PV installation market.

The old aristocracy in the photovoltaic industry found that the market was no longer theirs when the Chinese market started.

According to the statistical data provided by aerospace, the 2012 China PV System Integrator rankings, from the first to the sixth, respectively, the CLP, the special transformer electrician, China National Power Group, Jiangsu FA Group, the Sino-Canton Nuclear and Shanghai Solar Technology Co. Shanghai Solar Energy Technology Co., Ltd. for aerospace machinery and electricity under the operation of the EPC business entity. These six companies constitute the current domestic power plant business, the first camp, including the five major power companies and central enterprises.

And early in the offshore listed in the middle of the leading enterprises, in the domestic PV power station market is difficult to get projects. An industry analyst told reporters, in Suntech and LDK as the representative of the middle of the leading enterprises, in the domestic power plant development link to do the best is the Crystal branch of energy and Yingli New energy. But the share of the two companies is also very small. "The most important thing for a power plant project in the country is the amount of money and government relations." The analyst said.

In this regard, aerospace electromechanical chairman Xujiesheng that the reason aerospace electromechanical can be in the domestic power plant market to do sixth place, very important reason is aerospace electromechanical brand trustworthy. and aerospace electrical and mechanical and national institutions and local government good relations, in the project acquisition can obtain government support.

Xujiesheng also told reporters, photovoltaic manufacturing enterprises directly invested in the construction of the total size of the plant in 5GW above, the precipitation of funds 50 billion. In terms of financing, aerospace electrical and mechanical can build both at home and abroad financing platform, but also backed by aerospace group to provide financial support, with the National Bank to maintain good credit channels.

New PV Industry Alliance

The goal is to target the long-term holders of photovoltaic power plant investment new energy, there are more ambitious goals. At the same meeting, investment new Energy chairman Li told reporters that the new energy investment is to create a "Photovoltaic Industry Alliance", the new alliance will include large state-owned enterprises and industry giants, and will rely on Huawei and the state power to build the software and hardware platform respectively.

Reporter See, in this PV industry Alliance sketch, the core circle is to invest new energy, medium nuclear build, poly GCL, poly New Energy composition of EPC Construction party. In the middle of the Social Security Fund, the National Bank, China investment, the state Grid, Huawei and Tenghui of the composition of investors and operators. The outer ring is based on the Three Gorges Group, Zhongke letter, medium and broad nuclear and aerospace electrical and mechanical operation of the maintenance side. Enter this luxury list, including the power plant development process from the development, financing, construction, operation of the various parts, will become the future of China's photovoltaic industry giant aircraft carrier.

The reporter also found that the PV industry Alliance at the same time the figure of Huawei, marking the formal entry of Huawei into the field of photovoltaic. According to Li, Huawei will also develop a mobile phone as a terminal intelligent management platform for PV power projects. "In the future, users can directly use their mobile phones to view the power generation and operation of their rooftop photovoltaic projects, which is what we want to achieve." Li explained to the reporter.

And the investment of new energy such as power plant holders, but also in the domestic cultivation of their own photovoltaic supply chain. such as Litenghui is one of the most important partners in the new energy investment. Wang Bushing, chairman of Litenghui, told reporters that the new energy will be acquired this year in Litenghui 500MW to 700MW power plant projects.

In retrospect, the history of Litenghui, its 1.5MW capacity was established in 2011 years, at this time, the phenomenon of photovoltaic capacity has been highlighted. The newer production lines also make Litenghui have the best technology and cost.