The most popular domestic policies benefit the tra

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Domestic policies are conducive to the transformation of photovoltaic enterprises from export to domestic sales. "If 15%-20% of China's existing roofs are installed with solar energy, there will be a 10trillion market." Li Hejun, chairman of the board of directors of hanergy holding group, said. For those Chinese photovoltaic enterprises struggling on the death line, this big cake comes at the right time

on October 26, Guodian released the opinions on doing a good job in distributed photovoltaic power generation and service. From November 1, domestic distributed photovoltaic power generation projects will be able to enjoy free services throughout the process. The scope of application of this service includes "located near the user, the generated energy is used locally, the surplus is connected to the power at the voltage level of 10kV and below, and the total installed capacity of a single parallel point does not exceed 6MW." According to calculation, this scope can cover all roof and photoelectric building integration projects

according to this available post-processing heat treatment to obtain the most suitable peek film crystallinity operation mode, the part of distributed photovoltaic power generation project connected to public power will be paid by electricity, and users only need to invest in photovoltaic power generation equipment and a small amount of cable lines for their own use. After the power generation project is put into operation, the power generation capacity can be used by itself, the surplus power can be sold, and the government's photovoltaic subsidy price of 1 yuan/kWh can be enjoyed. In case of insufficient power generation, the user will be compensated by electricity

the new deal is conducive to opening up the domestic market.

before the whole process of the project needs to be as stable as possible, the photovoltaic industry needs to face the industry reality that is hard to return. According to the data, in 2011, the total demand of the global PV market was about 30 GW, and the domestic market was about 3 GW, accounting for only 10% of the world. However, the domestic PV capacity accounted for 80%-90% of the world. Since 2011, more than 80% of domestic photovoltaic enterprises have been in the situation of shutdown due to the shrinking overseas market caused by the European and American anti-dumping measures

there are many reflections on why the photovoltaic industry is in trouble. However, it is undeniable that more than 90% of the production capacity of the domestic photovoltaic industry is exported to overseas markets, forming a serious dependence on overseas markets. However, the main bottleneck of the domestic photovoltaic power generation market is the problem of consolidation

nowadays, the main purpose of the new deal for distributed power stations is to remove policy obstacles for the merger of distributed photovoltaic power stations, so that the domestic photovoltaic industry, which is too dependent on the overseas market, can see a glimmer of hope for opening up the domestic market

"the introduction of the policy is conducive to stimulating domestic demand. By selling a series of upstream products without the influence of humidity, we can find out where the core demand of the domestic market is, so as to find a more suitable development mode and drive the development of the entire industrial chain." Zengweiqiang, an analyst at Nissen securities, told the securities times

Zhang Zhengling, spokesman of State Grid, said when interpreting the opinion that the opinion made commitments in terms of service process, integration engineering and technical principles of intervention system, which reduced the development cost of distributed photovoltaic projects to the greatest extent, simplified the handling process, and improved the operation efficiency of these projects

the Polaris solar PV related person who has long paid attention to the photovoltaic industry also told the Securities Times: "compared with last year, the biggest difference between this year's consolidation measures is that the distributed photovoltaic power generation is actively committed by the State Grid, and its attitude has changed fundamentally. In terms of initiative, it is better than last year's policy for the consolidation of centralized power stations, so it can better solve the consolidation problems."

more than 30% of the export capacity has been clearly put forward in the 12th Five Year Plan for the development of solar power generation in China. By the end of 2015, China's installed capacity of solar power generation will reach more than 21 GW. At the same time, the plan proposes to "give priority to the development of distributed solar power generation based on local consumption. At the end of the period, the total installed capacity of distributed photovoltaic power generation will be built in the central and eastern regions with a total installed capacity of 10 GW." According to the calculation of 15000 yuan per kW of installed capacity of distributed photovoltaic system, the distributed photovoltaic power generation project will need to invest about 150billion yuan by 2015

however, this forecast tends to be conservative. In the notice on applying for large-scale application demonstration area of distributed photovoltaic power generation issued by the national energy administration, the installed capacity of distributed power generation will reach at least 15 GW during the "12th Five Year Plan" period according to the specified total amount of application; Moreover, the relevant person in charge of the national energy administration has said that the total installed capacity of 21 GW by the end of 2015 is only taken as the planning target, which can be regarded as the minimum figure, and will be completed as much as possible

according to this calculation, the total investment of distributed photovoltaic power station project may be close to 200billion yuan in the next three years. This investment is obviously very attractive for photovoltaic enterprises struggling on the death line. In 2011, the export volume of China's photovoltaic industry was 35.82 billion US dollars, about 223.7 billion yuan. It can be inferred that the domestic distributed photovoltaic power station project will absorb one third of the export capacity of the photovoltaic industry each year, i.e. about 75billion yuan, in the next three years, which is not specifically designed for safety valve enterprises. This will, to a great extent, mitigate the damage caused to the domestic photovoltaic industry by the European and American photovoltaic "double anti" policies

meanwhile, the whole PV industry chain will enjoy the benefits brought by this investment. According to the conservative calculation of 3-year 10 GW distributed photovoltaic power generation system, taking only the polysilicon link as an example, the domestic polysilicon production capacity will reach 200000 tons in 2012. According to the calculation that 6 grams of polysilicon are required for each additional 1W of installed capacity, the average annual increase of 3 GW of installed capacity can digest 18000 tons of polysilicon, that is, 9% of the total domestic polysilicon production capacity. At present, 80% of polysilicon enterprises in China have stopped production, which shows that the demand pull effect of distributed generation market is obvious

listed companies plan to actively layout

wind data show that in the first three quarters of this year, the current liabilities of photovoltaic listed companies increased by 21.05% year-on-year; Moreover, the companies with negative net cash flow from financing activities doubled compared with the same period last year, which shows the operating pressure of Listed Companies in the photovoltaic industry. Although it is an outstanding individual in the photovoltaic industry, listed companies are also facing great competitive pressure in the current downturn of the industry, and the startup of distributed photovoltaic power stations is also a great opportunity for them

"CSG is paying close attention to relevant policies and solving problems, which is very good news for the whole industry, and the company is willing to build distributed photovoltaic power stations." Zhou Hong, Secretary of CSG a[7.482.33% stock bar Research Report], told me. In fact, except CSG a, other listed companies are also optimistic about the supporting role of distributed generation projects in the industry. Among them, Chaori sun [5..69%], Hairun PV [6..77%] and sunflower [6.850.44%] have clearly expressed their interest in participating in the distributed photovoltaic power generation market

not only that, Yingli Green new energy, as the industry leader, is also optimistic about the domestic distributed generation market. Wangzhixin, head of the company's publicity department, disclosed to the securities times that in the past, more than 60% of Yingli group's products needed to be exported to Europe, and the domestic market only accounted for 23%. Now, driven by favorable policies, it is expected that the Chinese market share will rise to 36.71% by the end of the year

Qian Jing, global brand director of Jingke Energy Co., Ltd., also said: "in 2011, the company's sales volume was more than 7 billion yuan, and the overseas market accounted for more than 80%, of which Europe accounted for the vast majority of the overseas market. However, we are gradually shifting our focus to the domestic market. In the third and fourth quarters of this year, it is expected that the company's sales in the domestic and foreign markets will be equally divided." The new deal will enable photovoltaic enterprises to transfer export to domestic sales. Zhonghua glass () Department

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