China's PV power station market exposed more than 10 billion large single

Although the PV industry is cold, the news of local governments and new energy companies signing large-scale power stations is endless. According to recent sources, China's PV installation plan for the 12th Five-Year Plan is basically set to 21GW, and the earliest version of this target is 5GW. A number of securities companies in the new energy industry researcher said that in the long run, photovoltaic power plants will have a good space for development with their advantages of energy conservation, environmental protection and renewable.

Photovoltaic power plant large orders have been reported recently that China's PV 12th Five-Year Plan has a target of 21GW, and the earliest version of this target is 5GW. Lin Boqiang, director of the China Energy Economic Research Center at Xiamen University, told reporters, “In fact, the 20GW is considered to be a reasonable scale.” A number of brokers in the new energy industry researcher also said that in the long run, photovoltaic power plants have their advantages of energy saving, environmental protection and renewable. There will be good room for development.

At the same time, local governments are also accelerating the construction of photovoltaic power plants. Qinghai Province has issued a total of about 1GW of solar photovoltaic power station construction roads this year. On the 17th of the Xinjiang Cooperation and Exchange Conference, six new energy projects with more than 45 billion yuan were signed, of which only Tongwei Group planned to invest 30 billion yuan in 1GW grid-connected power generation projects and 1GW photovoltaic power station projects. In addition, Jiangsu Junon Silicon also signed a 200MW photovoltaic power plant cooperation project in Urumqi earlier this month. The company plans to invest 2.4 billion yuan.

In response, Shi Lishan, deputy director of the New Energy and Renewable Energy Division of the National Energy Administration, recently stated that a number of large-scale photovoltaic power stations have been built in Qinghai, Ningxia, Gansu, and Tibet, and the enthusiasm for establishing power stations elsewhere is also high. However, in the near future, it is not appropriate to build large-scale photovoltaic power plants on a large scale. The empty speech of the Energy Administration has also brought to the outside world the conjecture that the approval of large-scale PV power plants will tighten.

Listed companies frequently use their shots. In fact, many listed companies, including Aerospace, Tecsun, Sinoma, Sunny Power, Variety, and Zhongli Technology, have also been involved in photovoltaic power plant projects in recent years, and have recently been frequently used.

Topsun New Energy announced on the 18th this month that it will invest 260 million yuan to invest in the construction of a 20MW photovoltaic power station in Xinjiang. Three months ago, the company had just spent 7.2 billion yuan to build a 480MW photovoltaic power station in Shaanxi.

In the 12th Five-Year Plan Period, the aerospace and electromechanical industries that have created 14 billion yuan of new energy photovoltaic industry have successively released and are planning to build a photovoltaic power plant. On July 11, Aerospace Electric announced that the company reviewed and approved photovoltaic power plants that will be invested and constructed in Gansu Province with a total installed capacity of 150MW, with a total investment of approximately RMB 1.6 billion, of which 20% will be invested by the company’s own funds and the rest 80 % is solved through commercial loans.

The day before the announcement was announced, Aerospace Electric also announced that it had signed a strategic framework agreement with the Ningxia Merchants Investment Co., Ltd., and plans to invest in a 600MW photovoltaic power station project in Ningxia from 2012 to 2015 with a total investment of RMB 6 billion. As early as 2011, the company had planned to establish a photovoltaic power generation company in Jiayuguan and completed a 500MW photovoltaic power station construction project within five years. "There must be some factor in the digestion of its own capacity." Lin Boqiang commented on the current big wave. Less than a week after the Aerospace Corporation released the large-scale PV power plant, it announced again that it had received a RMB 2 billion long-term loan from the China Development Bank to support the construction of the photovoltaic industry. Why do companies such as aerospace and electromechanical companies insist on entering the field of photovoltaic power plants under great financial pressure? Aerospace Electromechanics said that through the construction of large-scale ground-based photovoltaic power plants, it can greatly stimulate the release of production capacity in all aspects of the space photovoltaic industry chain. Topsun New Energy also stated that through the construction of large-scale ground-based photovoltaic power plants, it will digest part of the company's solar cell module production capacity.

Xu Ruilin, secretary-general of the Jiangsu Photovoltaic Association, said that the industry’s current consensus on overcapacity is that there is a need to increase the development of the domestic market, and the demand growth of the domestic market will be faster than that of previous years, but the extent to which it is approaching depends on the situation. And the international market can not give up.

The 2012 China PV Industry Leaders Summit was held in Beijing. As the highest-profile event in the history of the industry, the convening of this summit is like a dawn, once again illuminating the direction of the domestic photovoltaic industry during the cold wave. The government departments increased the installed capacity of photovoltaic power generation to 21 GW (21 million kilowatts), which is more than four times that of the initial version. This dose of “strengthening the needle” has greatly boosted the confidence of the entire photovoltaic industry. Industry insiders pointed out that whether it is policy support or the recent improvement of the industry's own prosperity, it will be beneficial to the domestic photovoltaic industry.

As far as the current situation is concerned, the upper reaches of China's photovoltaic industry are relatively tight, while the situation of middle and lower reaches is relatively optimistic, especially among some leading companies. Take Jiangsu Xinxin Technology Co., Ltd. as an example. As an earlier domestic enterprise specializing in solar photovoltaic manufacturing, Xinxin Technology has a high industry status and brand reputation. Moreover, since its establishment, the company has attached great importance to R&D technology and promoted sustainable development through technological innovation. In addition to technological innovation, constantly improving its own industrial chain has become another important means for PV companies to survive and seek development. Still taking Xinxin Science and Technology as an example, the company's main business at the beginning of its establishment was the manufacture of crystalline silicon solar cell modules, and it has now developed into a more complete photovoltaic covering “crystal silicon solar cells, crystalline silicon solar cell modules and installation systems and services”. Mid-downstream integrated industrial chain solar photovoltaic suppliers. The integrated industrial chain not only enhances the company's overall competitiveness, but also reduces the risk of a single product structure.

Industry insiders further pointed out that the integrated industrial chain can promote PV companies to obtain profits in all aspects, in particular, the gross margin of the manufacturing and installation systems and service links of crystalline silicon solar cells with high gross profit margin. At the same time, the integrated operation has reduced the cost of intermediate product circulation, sales expenses, etc., and can enhance the company's overall profitability.