30% of Zhejiang PV companies will be eliminated in the next 3 years

The Zhejiang photovoltaic industry, which has always depended on exports, may get rid of this embarrassing situation in the future.

Recently, the price of solar photovoltaic power generation that has been pending has finally come to an end. The National Development and Reform Commission has formally introduced a nationwide unified benchmark price for photovoltaic power generation on the Internet. It will set the time limit for project approval to be 1.15 yuan per kilowatt-hour (tax included, the same below). ) and 1 yuan per kWh.

According to industry insiders, this move may open the era of commercialization of domestic photovoltaic power generation. Since the beginning of this year, with the adjustment of various countries’ policies, the market for international PV market has begun to decline, and the lack of power in the end market has caused the bubble that has accumulated since the second half of last year to quickly burst.

Under this circumstance, the acceleration of the domestic market will be tantamount to injecting a potent booster for many photovoltaic companies in Zhejiang.

Domestic photovoltaic market starts to "speed up"

At the beginning of this month, the National Development and Reform Commission issued the "Notice on Perfecting the On-grid Electricity Pricing Policy for Solar Photovoltaic Power Generation." "The photovoltaic power generation on-grid tariff was approved for construction before July 1, 2011 and completed and put into production on December 31, 2011. We have not yet approved the price. For the solar photovoltaic power generation project, the on-grid tariff was uniformly approved at 1.15 yuan per kilowatt-hour.

Solar photovoltaic power generation projects approved on or after July 1, 2011, and solar photovoltaic power generation projects approved before July 1, 2011 but not yet completed and put into operation as of December 31, 2011, except for Tibet, still perform 1.15 per kilowatt-hour. In addition to the on-grid tariffs of the yuan, the on-grid tariffs of Other provinces (autonomous regions and municipalities) were all implemented at the rate of 1 yuan per kilowatt-hour. ”

Prior to this, the on-grid tariffs for solar photovoltaic power generation projects were all determined by the “one matter, one discussion” bidding method. In the 13 projects of the second round of solar photovoltaic concession bidding conducted in August last year, the minimum on-grid price was 0.7288 yuan/kWh, and the maximum on-grid tariff was 0.9907 yuan per ten million yuan.

Since the solar power station project will be built at least for 25 years, the introduction of a fixed on-grid tariff will help investors to form a stable return on investment. “It indicates that the pace of domestic PV market has been accelerated,” said Qiu Zengwei, vice president of Zhejiang Zhengtai Solar Energy Technology Co., Ltd.

Zheng Cheng, Chairman of Wenzhou Jingri Photovoltaic Technology Co., Ltd. believes that the National Development and Reform Commission has made clear the benchmark price for photovoltaic power generation, which is a good signal for supporting and developing the domestic photovoltaic industry. “We are full of confidence in entering the domestic market.”

“Unified Pricing” Improves Investment Efficiency of Enterprises In recent years, Zhejiang Capital has shown a clear preference for the photovoltaic industry. According to statistics, in September last year, the number of photovoltaic companies in Zhejiang was 78, and by March of this year, this figure had become 176. "At present, the number of photovoltaic companies in Zhejiang has exceeded 200." Shen Fuxin, secretary general of the Provincial Solar Energy Industry Association, said.

It is understood that the vast majority of newly-added photovoltaic companies come from private capital, and many companies are from the traditional industries of shoes, clothing, steel, etc., to cross the border and intend to seize the commanding heights of the emerging photovoltaic industry.

At present, over 95% of photovoltaic module products in Zhejiang are exported. "Not to say that we do not want to be a domestic market. On the contrary, we are very optimistic about the prospects of the domestic market and have been waiting for relevant policies and measures to be put in place soon." Zheng Ce said.

Yan Huiguang CEO Li Xianshou introduced that in the second round of 13 bidding projects for photovoltaic power plants last year, the lowest winning bid price reached 0.7288 yuan per kilowatt-hour. According to the current investment cost of photovoltaic power plants, the electricity prices established by the National Development and Reform Commission allow companies to have considerable investment benefits. The rate of return is about 7.5%, which is already attractive for long-term investment.

Shen Fuxin, the capital of each road, said that in the next draft of photovoltaic power generation, the province will fully consider various cost factors. At the same time, the original subsidy policy still applies until local policies are introduced. In addition, the National Development and Reform Commission will, in the future, make timely adjustments to the benchmarking price based on changes in investment costs and technical progress.

Yanhui Sunshine, as the leader of private enterprises in Zhejiang photovoltaic industry, participated in the Qinghai Photovoltaic 930 Program and assumed the construction of 20 megawatts of photovoltaic power plants. Li Xianshou believes that the unification of on-grid tariffs will make the sunshine hours at the location of the photovoltaic power generation project the key to profitability. Therefore, in the western region where the sunshine duration is sufficient, such as Tibet, Xinjiang, Inner Mongolia and other places where the sunshine duration is as long as 3,000 hours, it will become the core area where each capital will compete.

This view was approved by Qiu Zengwei. According to Chou Zhanwei, the "national version" of photovoltaic power prices landed, mainly for large-scale photovoltaic power stations, the company currently allows the construction of more than 100 megawatts of projects in the country, mainly concentrated in Gansu, Qinghai, Ningxia and Inner Mongolia and other places, " The company's domestic sales share has risen from 5% last year to 15% today."

"However, due to the excessively rapid development of the photovoltaic industry, the current production capacity is already in excess." Shen Fuxin said that in the next two to three years, the photovoltaic industry in Zhejiang and even in China will have an industry reshuffle, with more than 30% of PV companies in particular. It is the fate of small businesses that are being eliminated.

If the "national version" of the photovoltaic power price is approved for construction before July 1, 2011 and completed and put into production on December 31, 2011, the on-grid tariff shall be uniformly approved at 1.15 yuan (including tax) per kilowatt-hour;

Solar photovoltaic power generation projects approved on July 1 and later, and solar photovoltaic power generation projects approved before July 1, 2011 but not yet completed and put into operation as of December 31, 2011, except for Tibet, still perform 1.15 yuan per kilowatt-hour ( Excluding the on-grid tariffs including tax), the on-grid tariffs in other provinces are all implemented at the rate of 1 yuan (including tax) per kilowatt-hour.

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