Photovoltaic Market Stabilizes Enterprises to Accelerate Transformation and Upgrade

PV prices show signs of stabilizing. PVinsights data shows that last week, PV product prices still showed a downward trend, but the decline was limited. As the photovoltaic industry is about to enter the traditional peak season, and the continuous destocking process is gradually coming to an end, the photovoltaic industry has a higher probability of stabilizing in the third quarter. At present, the operating conditions of domestic photovoltaic manufacturers are very different. The continuous decline in prices caused customers to be more critical of their product requirements. Earlier companies that had obtained industry access qualifications had formed a good brand image. At present, orders and sales are in good condition. By comparison, companies in Jiangsu and Zhejiang have established relatively late companies with small scales. It has been difficult to obtain orders at the moment, and at the same time, the sharp drop in gross profit level has made it difficult for the company to make profits.

The polysilicon industry will begin to review the first batch of applications for approval next month. The Ministry of Industry and Information Technology of China will issue “Application Report for Polysilicon Industry Access” to provinces and cities, requesting verification of the materials approved by the first application company, and will be conducted before July 15. The audit results and materials are submitted to the Ministry of Industry and Information Technology. The Ministry of Industry and Information Technology will organize experts and entrust relevant testing organizations to review and inspect the application materials, and then publish the list of polysilicon companies that meet the conditions of accession in the form of announcements together with relevant ministries and commissions.

Concerns over the potential overcapacity of polysilicon have promoted the introduction of the “Report”, and China’s polysilicon industry access conditions will enter into a substantive operation stage from next month. The degree of standardization of the industry development will gradually increase, and polycrystalline silicon leading enterprises that have already become large-scale production will obviously benefit.

Energy Bureau: 2015 Photovoltaic Power Level Pricing Internet Access On June 9th, a seminar on the scale of solar power development was held. The Deputy Director of the New Energy and Renewable Energy Division of the National Energy Administration, Liang Zhipeng, said that the Energy Bureau had preliminary considerations until 2015. China's solar power generation will achieve user-friendly access to the Internet. By 2020, the price of solar power will be basically the same as traditional fossil energy.

At present, the price of solar power in China is about 1 yuan per kilowatt-hour without considering the cost of land, in which the price of photovoltaic power generation is reduced to 0.73 yuan, but it is still 3-4 times the price of coal-fired power generation, and it is related to wind power. It is about 50% higher than it is.

By 2015, achieving parity Internet access at the user-side price level means that the price of solar power will drop by around 0.2 yuan during the 12th Five-Year Plan period, which means that the cost of solar-generated electricity will be reduced to less than 0.8 yuan per kilowatt-hour. The price of power generation dropped to around 0.5 yuan, which is equal to the current price of wind power.

According to the data released by the Energy Bureau at the meeting, by the end of 2010, the cumulative capacity of China's photovoltaic power generation was 860,000 kilowatts, of which grid-connected photovoltaics were 700,000 kilowatts, and off-grid photovoltaics were 160,000 kilowatts; that year added 580,000 kilowatts, of which grid-connected photovoltaics 55 million kilowatts.

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