Photovoltaic industry is in urgent need of development

Following the Shanghai SNEC exhibition in May, on May 31, the photovoltaic industry once again ushered in a major event - 2012 China Solar Photovoltaic Industry Annual Conference and China Photovoltaic Industry Alliance Third Member Conference held in Changsha. The meeting was a high-level meeting held since the establishment of the China Photovoltaic Industry Alliance in 2009. Major leaders of relevant departments such as the Ministry of Industry and Information Technology, the Ministry of Commerce, the China Photovoltaic Industry Alliance, the China Resources Comprehensive Utilization Association, the Energy Development Research Institute of the National Development and Reform Commission, and the high-level representatives of domestic famous photovoltaic companies including Jiangsu Zhongneng, Suntech, LDK, 48, and CSR Zhuzhou. In response to the difficulties faced by China's photovoltaic industry at this stage, it discussed how to “activate the domestic demand market” and discussed countermeasures, and put forward sound recommendations for the development of the photovoltaic industry.

Wu Shijing, deputy director of the Ministry of Industry and Information Technology Electronic Division, pointed out at the meeting that although China has become a major photovoltaic power industry, it is facing unprecedented difficulties at this stage. With the global economy continuing to slump, various countries adversely affecting the photovoltaic industry's preferential policies, and the rise of international trade protectionism, many of the problems in China's photovoltaic industry have also been exposed. Therefore, reducing costs and technological innovation have become a reality. The inevitable choice of the industry. At the same time, Shi Shijing disclosed that on May 30, the State Council had approved the “National Twelfth Five-Year Strategic Emerging Industrial Planning” to specify the direction of the solar PV industry and make specific deployments, which will boost the photovoltaic industry to usher in new developments. opportunity.

At the meeting, "Double Opposites" was also the topic of concern in the photovoltaic industry. Liu Danyang, deputy director of the Bureau of Import and Export Fair Trade of the Ministry of Commerce, said in an interview that the domestic photovoltaic industry cannot ignore the demonstration effect of the US "double reverse". Once the U.S. "double opposition" has passed the final ruling, the EU will inevitably follow, and the impact on the domestic photovoltaic industry will be extremely destructive. At the same time, it must be recognized that the "double reverse" trade friction in the photovoltaic industry will be a Long-term situation. "From the WTO rules, the current period of "double reverse" is 5 years. After 5 years, the "double reverse" investigation team will once again determine the five-year limit for China's photovoltaic cells and continue to investigate whether China's photovoltaic products are still in the United States. The industry has caused damage. If we think that China's cancellation of restrictions will cause damage or threat to the United States, the 'double reaction' will be carried on for another five years, and so on, this is a problem that needs China's photovoltaic industry to continue to cope with.' Liu Danyang said .

Li Junfeng, director of the Renewable Energy Special Committee of the China Resources Comprehensive Utilization Association, said that China also wants to counter the United States, but no solution has been found. "The reason lies in the fact that products like large companies like Siemens are all manufactured in China. How does this happen? This also gives us an important revelation for our photovoltaic companies. Only an internationalized layout can effectively avoid trade barriers, but for now, China's photovoltaic companies only have an international market and there is no internationalized layout," said Li Junfeng.

Wang Bohua, secretary-general of the China Photovoltaic Industry Alliance, analyzed the development status and characteristics of the photovoltaic industry. First of all, the development of the photovoltaic industry showed five obvious trends. “From a macro point of view, the global photovoltaic industry is divided into three stages: technology-driven period, rapid development period, and market saturation period. Although some countries are reducing subsidies for the photovoltaic industry, as the prices of photovoltaic products have fallen sharply, the industry has invested The attraction is still very large, indicating that the photovoltaic industry at this stage is still in a period of rapid development.” Wang Bohua said, “Second, the integration of the photovoltaic industry is inevitably very difficult. The threshold for entry into the photovoltaic industry is low, but the exit threshold is very low. High, the restructuring between enterprises is also not easy to carry out, the integration will be mainly based on natural elimination; Third, the market competition will be fierce, mainly due to the pressure on companies to reduce costs, which is caused by the very limited space to reduce costs; Fourth, the vertical integration model is undergoing market tests, and the scale effect and specialized production advantages have gradually emerged. Fifth, the industry is presenting a trend of exporting technology and management to foreign countries.” Wang Bohua said, “Now the photovoltaic industry appears” The trend of shifting the market for the factory to 'outward shift' is also a great risk, and companies need to be cautious. Choose. "

At the meeting, Wang Sicheng, a researcher at the Energy Research Institute of the National Development and Reform Commission, pointed out that although the government and the photovoltaic industry have made great efforts to promote the development of the industry, it is still difficult to change the status quo of the photovoltaic industry in connection with the network. Many problems are caused by the coordination of multiple departments. . “Actually, all departments are working hard, and now the development of the entire photovoltaic industry is not a financial issue, nor is it a technical issue, but rather the coordination and communication capabilities of various departments are not enough. If the government departments can coordinate well and use existing funds, domestic The goal of the network is fully achievable, said Wang Sicheng.

When Zhang Guangchun, Vice President of Suntech Power introduced the rooftop PV power station development project, he pointed out that to change the predicament of the grid being unable to access or illegally access, the power system reform must be carried out. "This requires us to solve the problem at the national level. If the upper level does not solve the substantive issues, what the following management system will do is illegal, we can't do it." Zhang Guangchun said, "The National Electricity Law was implemented in 1996. It has been 16 years since the emergence of new energy sources such as solar energy, which also required that the “Electricity Law” should keep pace with the times and establish a real power market between generating electricity and electricity.”