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Mobile WebSiteThe National Development and Reform Commission, the Ministry of Finance, and the National Energy Administration jointly issued the "Notice on Related Matters Relating to Photovoltaic Power Generation in 2018" (hereinafter referred to as the "Notice"), reducing subsidies and limiting the scale, which will become the development of photovoltaic power generation in the future. The basic idea. It is worth noting that under the powerful policy closure, the new round of industry reshuffle has accelerated and companies are seeking to break through.
Strong policy to close the ropes
Out of the “double reverse” low in Europe and the United States in 2012, China’s PV industry has been ranked first in the world for the fifth consecutive year since 2013, and the cumulative installed capacity has been ranked first in the world for three consecutive years. Many mainstream analysts believe that 2018 will still be a feast for the industry.
However, everyone's expected advancement was interrupted by policies. “There are problems with the abandonment of photovoltaic power generation and the continued expansion of subsidies, which directly affect the healthy and orderly development of the photovoltaic industry. It is necessary to adjust the development thinking according to the new situation and new requirements and improve development policies.” New Energy Division, National Energy Administration and National Development The head of the Reform Commission's Price Division pointed out.
The current development of photovoltaic power generation in China needs to shift from expanding the scale to improving quality and efficiency, and advancing technological advancement. From the perspective of being more conducive to healthy and sustainable development, it is necessary to promote technological advancement, reduce the cost of power generation, reduce the dependence on subsidies, and optimize development. Scale, improve the quality of operations, promote the orderly development of the industry, high-quality development. This is the basic idea for the development of photovoltaic power generation this year and in the future.
A new round of reshuffle strikes
While domestic demand has been suppressed, the expansion of photovoltaic capacity has continued. After the implementation of scale management for distributed photovoltaics, challenges and opportunities exist for the enterprise. Although the cost of manpower and resources has increased, Trina Solar will use its advantages in management efficiency to make better arrangements for the household PV market. The situation of oversupply of the industry in the industry will surely happen. Under such circumstances, there will inevitably be a round of adjustments that will bring about crowding out of the industry. Some capacity that is not competitive and does not meet the future development trend will be eliminated. The photovoltaic industry will eventually form several giants.
Now that PV is a market economy, it will eliminate low-quality production capacity and promote the healthy development of the photovoltaic industry. In the next two to three years, there will be a new round of reshuffling integration. In fact, this sign has already appeared. China's first-tier component companies are currently full production, and some have been scheduled for production until the third quarter, which is mostly driven by overseas orders. Most small and medium-sized enterprises, due to the low utilization rate of capacity in the domestic market, have noticeably reduced production or even stopped production of three- and four-wire components.
