Photovoltaic industry access market standard will be introduced

According to relevant media reports, the market access conditions for the photovoltaic industry-wide photovoltaic chain products are expected to be introduced in the first half of the year. In the future, enterprises or projects that do not meet the access requirements will be severely affected by bank loans, land approvals, and environmental assessments. control.

Recently, the unpredictability of the photovoltaic industry has attracted the attention of the industry and society as a whole. The first is the domestic photovoltaic leading enterprise Wuxi Suntech announced the bankruptcy and reorganization, opened the prelude of the photovoltaic industry-wide adjustment, major reshuffle; then the company in Buffett intends to acquire Wuxi Suntech, Europe's thousands of photovoltaic-related companies to exert pressure on the EU not to Under the stimulation of China's PV products such as “double reverse” and other incidents, domestic listed PV companies have performed well on the capital market, and it seems that people have once again seen the dawn of China’s photovoltaic industry’s absolute recovery.

Apart from these disturbing factors and events, objectively speaking, the Chinese PV industry, which has been languishing for several years, is still in the process of deep adjustment and difficult bottoming. The entire industry is not involved in technological innovation, restructuring and integration, changes in business models, cost reduction and efficiency increase, The energy saving and emission reduction and other aspects have made profound reflections and made great efforts. It is still very long to realize that the turnaround of salted fish once again usher in a good light. The introduction of market access conditions for photovoltaic industry-wide products will undoubtedly point the way for the transformation and upgrading of domestic photovoltaic companies.

It is understood that the market access conditions of the photovoltaic industry-wide product chain are the most important part of the opinions of the Ministry of Industry and Information Technology in supporting the solar photovoltaic industry, involving the entire photovoltaic industry chain such as silicon rods, silicon wafers, battery modules and thin film solar energy. The access conditions will propose a series of quantified figures from various perspectives, such as technology research and development, production scale and environmental protection level, as a hard indicator to guide the benign development of the future photovoltaic industry. In the future, enterprises or projects that do not meet the access requirements will be subject to strict controls on bank loans, land approvals, and environmental assessments.

Analysts pointed out that the Ministry of Industry and Information Technology has been pushing the market access standards for the photovoltaic industry. Since the implementation of the polysilicon access conditions introduced in 2012, the industry generally reflected that the market's specifications have been promoted to a certain extent, and companies have used technology research and development to reduce the speed of this efficiency increase. The introduction of entry standards throughout the industry will, on the one hand, accelerate the industrial integration of photovoltaic manufacturing with a clear policy signal, and promote industrial upgrading; on the other hand, with the current lack of policy subsidy funds, the introduction of access conditions It also helps a series of supporting policies to accelerate the tilt to dominant enterprises. Enterprises with obvious technological advantages will be expected to rely on technological advances to reduce costs and expand market share.

According to a technical vice-general of a domestic medium-sized photovoltaic company, last year the company suffered a "order shortage" for the whole year. Although orders were received this year due to the slowly opening door in the domestic market, it was weak and even low in the face of current rising prices of finished products. In the downturn of cost price, the result of these orders may be to increase income without increasing profits.

This can be said to be common to the current domestic photovoltaic industry. Under the general environment where the profit margin of the industry is generally compressed, the only consideration that most manufacturers can take is to reduce costs and increase efficiency. However, under the background of the general tightening of domestic bank loans, photovoltaic companies with high debt liabilities have no longer been able to expand their production capacity, and technological research and development also require funds. What companies can do now is to maintain the status quo.

On the one hand, companies generally lack the ability to achieve breakthroughs and escape difficulties by their own efforts. On the other hand, the country's financial subsidy funds for renewable energy are not sufficient. It is unrealistic to expect extremely limited subsidy funds to drive the large-scale photovoltaic application market. In response to this contradiction, Dr. Wang Shijiang, secretary of the China Photovoltaic Industry Alliance Secretariat, said: “We must support the development of the photovoltaic industry, but we cannot benefit all. At present, the most realistic choice is to support the dominant enterprises to get rid of poverty first, which is also the current promotion of the photovoltaic industry. The necessary actions to integrate and promote the healthy development of the industry."

This seems to imply that in the future, the country's policy of supporting the development of the photovoltaic industry will focus on strengthening the re-emergence of advantageous enterprises, and future subsidies and bank credits may also focus on these companies. The introduction of market access conditions for the entire PV industry product line in the near future will be reflected in this regard.

In addition, since the end of last year, a series of favorable policies to stimulate the recovery of the photovoltaic industry have been introduced, but the key policy of subsidy for electricity prices has not yet been announced. The industry generally expects that while formulating the conditions for market access for photovoltaic industry-wide photovoltaic products, the state will quickly implement the specific policies for subsidizing photovoltaic power prices. After all, subsidies and support at the current stage are not dispensable or quick for the photovoltaic industry. Can be slow, but life and death are critical and imminent.