Recently, the reporter visited a number of photovoltaic companies found that the recent photovoltaic market warmer, many companies re-start, and gradually turn losses. According to the monitoring data of the China Investment Consulting Industry Research Center, 10% of SMEs nationwide began to resume production in October.
The company welcomes recovery hopes, but the problem of overcapacity in the photovoltaic industry is still serious. Experts believe that companies can speed up the construction of photovoltaic power plants to digest production capacity, but power plants cannot be “built onlyâ€, and only by expanding the application market can they really resolve the problem of excess capacity.
Policy Support Enterprise Resumption
Supported by the New Deal, such as electricity price subsidies, the warm winds of the photovoltaic industry rebounded. The reporter visited a number of photovoltaic companies and found that companies that had been “starved†for quite a while had begun to receive new orders, and many companies that had stopped work had also regrouped and returned to full operations. According to data from the China Investment Consulting Industry Research Center, the country’s 10% of SMEs reopened.
Chen Gang, chairman of Guangdong Ai Kang Solar Energy Technology Co., Ltd., told reporters that the market has obviously recovered recently. In recent months, the company’s orders have been saturated, and many small companies have also resumed production. The installed capacity of this year is expected to be 7-8 GW, or even It may rush to 10GW.
The three quarterly report of photovoltaic companies also continuously released signals of recovery. In the third quarter, the battery module supplier Hairun PV realized a net profit of 34.04 million yuan, turning losses in a single quarter; the company’s aerospace electromechanical company realized a net profit of 200 million yuan in the first three quarters, turning a year-on-year profit into losses; in addition, Zhonghuan shares, Longji shares and sunflowers were net in the first three quarters of the year. Profits also increased significantly, by 1962%, 188.07%, and 123.83% year-on-year respectively.
The recent “excellent†performance of PV companies has caused the market to add value to the PV industry, but some companies are cautiously optimistic about the current “prosperityâ€. "Photovoltaic price subsidy policy has regained confidence in the market." Chen Gang said that the current trend of resumption of work is mainly affected by the downward adjustment of the price of coal-fired electricity on January 1st next year, and companies have rushed to launch the price reduction before the on-grid tariff.
According to the National Development and Reform Commission's policy, photovoltaic power plant projects put into operation on or after January 1, 2014, the distributed photovoltaic power generation system will have more than one amount of electricity for its own use, which will be acquired by power grid companies according to the on-grid tariffs of local coal-fired units. The on-grid electricity price of coal-fired units across the country has been reduced from September 25 this year, with an average reduction of 0.14 yuan/kWh.
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