Dickens wrote in "Tale of Two Cities": "This is a spring full of hope and a desperate winter." With the rapid development of the photovoltaic industry, the "excess" theory of the industry has been raised, and some people even worry that photovoltaics are being The Spring of Development has rushed into the "winter surplus."
Does the photovoltaic industry enter the “excess winter� Can you still have a strong vitality? Xinhua News Agency surveyed the detachment to go to Jiangxi, Shaanxi and other photovoltaic industry development bases, to understand the status quo of industrial development, and explore the problems behind the "overheated" appearance.
Japan’s “Doujin†implies the worry of excess industry?
"As long as we open the operation, we have a profit of 2 million yuan a day." Yuxi, president of Jiangxi Xinyu Ruijing Solar Technology Co., Ltd. told reporters.
Behind him, 11 production lines are running in an orderly and orderly manner, and a thin, foil-like solar cell on the conveyor belt is coming to the forefront with a rolling profit. This small factory with only two production lines in early 2008 has now ranked among the top five in the country.
"At present, all the production lines of the company are fully produced at full capacity, and the products are still in short supply." Yu said, "The 17 lines will be put into production next year, and the total sales will easily exceed 10 billion yuan."
Sun Guangbin, head of the China Electromechanical Chamber of Commerce's solar photovoltaic branch, told reporters that unlike traditional manufacturing, the current profit margin of PV mid-range products is conservatively estimated at no less than 15%, and higher profit margins make enterprises rush.
In the course of the investigation, the reporter learned that in Xinyu City, like Ruijing, there are 22 PV companies that have grown up in just a few years. As of August this year, Xinyu's wafer production capacity has exceeded 2,000 megawatts and solar cells are nearly 500 megawatts. It is estimated that the photovoltaic industry's main business revenue will exceed 20 billion yuan this year.
In fact, the rise of the photovoltaic industry in Xinyu City is only a microcosm of the development of China's photovoltaic industry. There are currently 54 PV industry-related enterprises in Shaanxi Province, and the products cover almost all aspects of the PV industry chain; Jiangsu Province's solar photovoltaic cell production accounts for more than 20% of the world, the whole country. More than 60%; more and more photovoltaic industry clusters are blooming everywhere in China.
The data shows that the number of companies currently engaged in the photovoltaic industry in China has reached more than 580. In 2009, polysilicon, wafer, solar cell and module production capacity accounted for 25%, 65%, 51% and 61% of the global total capacity, respectively.
However, due to the low investment in component manufacturing, the short construction period, the low technology and capital threshold, and the closest to the market, a large number of enterprises gather in this segment, making the polysilicon products highly competitive. For a time, there are more and more concerns about the “excess†of the photovoltaic industry.
"What I am really worried about now is that this industry will become 'short-lived'." Although the company is now "doing money", Yu Yu is worried about future production direction. "Overseas packaging capacity is overcapacity, downstream products are fiercely competitive, and the international market is ups and downs." Ups and downs, which makes it difficult for us to make long-term plans. If profits are greatly reduced in the future, we may give up this industry."
How to crack the consumption of small countries?
Is the photovoltaic industry really entering an era of excess? During the investigation in Shaanxi, many local PV companies were given different answers.
“I think the current PV industry is not facing the problem of overcapacity.†Feng Hua, director of the general manager office of Xi’an Longji Silicon Materials Co., Ltd., “In contrast, our capacity building is too slow, and slicing and silicon rods are in short supply. ."
In the 10,000-square-meter factory in Longji, Xi'an, hundreds of workers were busy around 66 slicers. The 100 million pieces of polycrystalline silicon produced each year are sold here and abroad.
"The debate over whether there is excess is in fact largely due to the pattern of 'two heads outside' in this industry. That is to say, raw materials are imported from abroad, and almost 95% of the products are sold abroad, too dependent on the international market, and the external winds are moving. It is easy to affect the survival of domestic enterprises." Sun Guangbin told reporters.
From January to September this year, China's PV products exports exceeded US$20.7 billion, an increase of about 110% year-on-year. This means that the average growth rate of exports in the past three years has exceeded 100%.
Feng Hua said: "We are a big country in production, but a small country of consumption. At present, less than 1% of the PV modules produced in China are used in China. 90% of our products are exported to foreign countries and become the porters of the international market. 'And 'Assembler', but we would like to see our products play a role in China."
Industry experts said that the current domestic market has not been fully activated, and the economies of scale of the entire industry have not been fully utilized, which is the most important factor restricting the development of the domestic photovoltaic industry. "If the domestic market can be further developed, it will be beneficial to reduce the overall cost of domestic PV products, and will promote the international competitiveness of domestic products." Sun Guangbin said.
Opening up the domestic market and broadening the new space for the development of the photovoltaic industry
Under the background of global development of low-carbon economy and promotion of energy conservation and emission reduction, the renewable energy industry such as optoelectronics will become an important force in transforming the development mode during the 12th Five-Year Plan period. The "Twelfth Five-Year Plan" proposal also emphasizes the development of strategic emerging industries and the active and orderly development of a number of emerging industries including energy conservation, environmental protection and new energy. Recently, the "Decision of the State Council on Accelerating the Cultivation and Development of Strategic Emerging Industries" also clearly proposed to develop a diversified solar photovoltaic solar thermal power generation market.
Liu Hua, deputy researcher of the Nanchang Development and Reform Commission of Jiangxi Province, believes that the so-called strategic emerging industry is to open up new growth points for economic development. “Strategic products must find the market, and this is where the vitality of emerging industries lies.â€
In the survey, the reporter found that many regions have realized the importance of opening up the domestic market for the development of emerging industries.
On the 400-acre deserted land of the solar photovoltaic industry demonstration park in Jingbian County, Yulin City, Shaanxi Province, the reporter saw 1610 south-family metal frames with a 39-degree angle solar module. The Jingbian Photovoltaic Industrial Park will be planned to construct a total installed capacity of 200 MW. After completion, it will effectively drive the local PV industry chain products to be utilized and transformed locally.
Lei Qiang, the person in charge of the project between the metal frames, told the reporter that this batch is the first solar power project in the province invested by Shaanxi Photovoltaic Industry Co., Ltd. The first phase of the project is installed at 10 MW. It will be fully rolled out in September this year. Power generation began in the month.
At present, the photovoltaic industry parks in Shaanxi are mushrooming like this. The solar photovoltaic industry in Shaanxi is gradually forming a good trend of “demand to drive the market, market to drive applications, and applications to promote the industryâ€.
However, Lei Qiang told reporters that as the end of the market, photovoltaic power generation still faces problems such as insufficient supply of polysilicon raw materials, weak independent research and development capabilities, and high cost of power generation and Internet access.
In this regard, industry experts have called for the government to introduce policies to actively promote the promotion of photovoltaic power generation systems, and further cultivate the domestic market; and further reduce the cost of photovoltaic power generation through technological advancement and expansion of the scale of application of high technology.
“However, even if the cost of generating electricity is high, many companies are now paying for it. Because everyone has seen that with the continuous application of research and development results, the production technology of upstream polysilicon materials is also increasing, and the cost of photovoltaic power generation will come. The lower the value; in addition, as a strategic emerging industry, the policy can also be strongly supported. The photovoltaic industry is still infinite prospects, need to seize the market." Lei Qiang said.
Does the photovoltaic industry enter the “excess winter� Can you still have a strong vitality? Xinhua News Agency surveyed the detachment to go to Jiangxi, Shaanxi and other photovoltaic industry development bases, to understand the status quo of industrial development, and explore the problems behind the "overheated" appearance.
Japan’s “Doujin†implies the worry of excess industry?
"As long as we open the operation, we have a profit of 2 million yuan a day." Yuxi, president of Jiangxi Xinyu Ruijing Solar Technology Co., Ltd. told reporters.
Behind him, 11 production lines are running in an orderly and orderly manner, and a thin, foil-like solar cell on the conveyor belt is coming to the forefront with a rolling profit. This small factory with only two production lines in early 2008 has now ranked among the top five in the country.
"At present, all the production lines of the company are fully produced at full capacity, and the products are still in short supply." Yu said, "The 17 lines will be put into production next year, and the total sales will easily exceed 10 billion yuan."
Sun Guangbin, head of the China Electromechanical Chamber of Commerce's solar photovoltaic branch, told reporters that unlike traditional manufacturing, the current profit margin of PV mid-range products is conservatively estimated at no less than 15%, and higher profit margins make enterprises rush.
In the course of the investigation, the reporter learned that in Xinyu City, like Ruijing, there are 22 PV companies that have grown up in just a few years. As of August this year, Xinyu's wafer production capacity has exceeded 2,000 megawatts and solar cells are nearly 500 megawatts. It is estimated that the photovoltaic industry's main business revenue will exceed 20 billion yuan this year.
In fact, the rise of the photovoltaic industry in Xinyu City is only a microcosm of the development of China's photovoltaic industry. There are currently 54 PV industry-related enterprises in Shaanxi Province, and the products cover almost all aspects of the PV industry chain; Jiangsu Province's solar photovoltaic cell production accounts for more than 20% of the world, the whole country. More than 60%; more and more photovoltaic industry clusters are blooming everywhere in China.
The data shows that the number of companies currently engaged in the photovoltaic industry in China has reached more than 580. In 2009, polysilicon, wafer, solar cell and module production capacity accounted for 25%, 65%, 51% and 61% of the global total capacity, respectively.
However, due to the low investment in component manufacturing, the short construction period, the low technology and capital threshold, and the closest to the market, a large number of enterprises gather in this segment, making the polysilicon products highly competitive. For a time, there are more and more concerns about the “excess†of the photovoltaic industry.
"What I am really worried about now is that this industry will become 'short-lived'." Although the company is now "doing money", Yu Yu is worried about future production direction. "Overseas packaging capacity is overcapacity, downstream products are fiercely competitive, and the international market is ups and downs." Ups and downs, which makes it difficult for us to make long-term plans. If profits are greatly reduced in the future, we may give up this industry."
How to crack the consumption of small countries?
Is the photovoltaic industry really entering an era of excess? During the investigation in Shaanxi, many local PV companies were given different answers.
“I think the current PV industry is not facing the problem of overcapacity.†Feng Hua, director of the general manager office of Xi’an Longji Silicon Materials Co., Ltd., “In contrast, our capacity building is too slow, and slicing and silicon rods are in short supply. ."
In the 10,000-square-meter factory in Longji, Xi'an, hundreds of workers were busy around 66 slicers. The 100 million pieces of polycrystalline silicon produced each year are sold here and abroad.
"The debate over whether there is excess is in fact largely due to the pattern of 'two heads outside' in this industry. That is to say, raw materials are imported from abroad, and almost 95% of the products are sold abroad, too dependent on the international market, and the external winds are moving. It is easy to affect the survival of domestic enterprises." Sun Guangbin told reporters.
From January to September this year, China's PV products exports exceeded US$20.7 billion, an increase of about 110% year-on-year. This means that the average growth rate of exports in the past three years has exceeded 100%.
Feng Hua said: "We are a big country in production, but a small country of consumption. At present, less than 1% of the PV modules produced in China are used in China. 90% of our products are exported to foreign countries and become the porters of the international market. 'And 'Assembler', but we would like to see our products play a role in China."
Industry experts said that the current domestic market has not been fully activated, and the economies of scale of the entire industry have not been fully utilized, which is the most important factor restricting the development of the domestic photovoltaic industry. "If the domestic market can be further developed, it will be beneficial to reduce the overall cost of domestic PV products, and will promote the international competitiveness of domestic products." Sun Guangbin said.
Opening up the domestic market and broadening the new space for the development of the photovoltaic industry
Under the background of global development of low-carbon economy and promotion of energy conservation and emission reduction, the renewable energy industry such as optoelectronics will become an important force in transforming the development mode during the 12th Five-Year Plan period. The "Twelfth Five-Year Plan" proposal also emphasizes the development of strategic emerging industries and the active and orderly development of a number of emerging industries including energy conservation, environmental protection and new energy. Recently, the "Decision of the State Council on Accelerating the Cultivation and Development of Strategic Emerging Industries" also clearly proposed to develop a diversified solar photovoltaic solar thermal power generation market.
Liu Hua, deputy researcher of the Nanchang Development and Reform Commission of Jiangxi Province, believes that the so-called strategic emerging industry is to open up new growth points for economic development. “Strategic products must find the market, and this is where the vitality of emerging industries lies.â€
In the survey, the reporter found that many regions have realized the importance of opening up the domestic market for the development of emerging industries.
On the 400-acre deserted land of the solar photovoltaic industry demonstration park in Jingbian County, Yulin City, Shaanxi Province, the reporter saw 1610 south-family metal frames with a 39-degree angle solar module. The Jingbian Photovoltaic Industrial Park will be planned to construct a total installed capacity of 200 MW. After completion, it will effectively drive the local PV industry chain products to be utilized and transformed locally.
Lei Qiang, the person in charge of the project between the metal frames, told the reporter that this batch is the first solar power project in the province invested by Shaanxi Photovoltaic Industry Co., Ltd. The first phase of the project is installed at 10 MW. It will be fully rolled out in September this year. Power generation began in the month.
At present, the photovoltaic industry parks in Shaanxi are mushrooming like this. The solar photovoltaic industry in Shaanxi is gradually forming a good trend of “demand to drive the market, market to drive applications, and applications to promote the industryâ€.
However, Lei Qiang told reporters that as the end of the market, photovoltaic power generation still faces problems such as insufficient supply of polysilicon raw materials, weak independent research and development capabilities, and high cost of power generation and Internet access.
In this regard, industry experts have called for the government to introduce policies to actively promote the promotion of photovoltaic power generation systems, and further cultivate the domestic market; and further reduce the cost of photovoltaic power generation through technological advancement and expansion of the scale of application of high technology.
“However, even if the cost of generating electricity is high, many companies are now paying for it. Because everyone has seen that with the continuous application of research and development results, the production technology of upstream polysilicon materials is also increasing, and the cost of photovoltaic power generation will come. The lower the value; in addition, as a strategic emerging industry, the policy can also be strongly supported. The photovoltaic industry is still infinite prospects, need to seize the market." Lei Qiang said.
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