The hottest photovoltaic industry is once again fa

Is photovoltaic industry facing inflection point again? Comprehensive bidding helps the industry to warm up

Abstract: in the past 2016, under the background of the rush to install in the first half of the year and the overall market recovery, photovoltaic enterprises generally achieved good performance. However, with the change of policy direction and the large base last year, whether the photovoltaic sector can continue to be brilliant in 2017 has become the focus of the industry

in the past 2016, under the background of the rush to install in the first half of the year and the overall market recovery, photovoltaic enterprises generally achieved good performance. However, with the change of policy direction and the large base last year, whether the photovoltaic sector can continue to be brilliant in 2017 has become the focus of the industry

according to the latest data disclosed by the national energy administration, as of the end of 2016, China's photovoltaic power generation has added 34.54 million kw of installed capacity, with a cumulative installed capacity of 77.42 million KW, including 30.3gw ground power stations and 4.24gw distributed power stations. The new and cumulative installed capacity is the world's first. Behind the above figures are the beautiful transcripts of many photovoltaic listed enterprises. Wind data shows that among the 31 A-share listed companies in the photovoltaic industry that have disclosed the annual report forecast in 2016, only two companies have suffered losses. Of the 29 companies that have achieved growth, 9 are expected to achieve a net profit increase attributable to shareholders of listed companies of more than 100% in 2016

"the above performance forecast is relatively consistent with the overall situation of the industry." Ma Yiwei, a person in the industry, pointed out that in terms of production capacity alone, the annual installed capacity in 2016 increased by more than 120% year-on-year, which also reflects the popularity of photovoltaic power generation. As the highest point of industrial prosperity in recent years, the photovoltaic industry in the first half of 2016 was very promising. In particular, driven by the rush of "6.30", the shipment of components was significantly adjusted, and the number of passive needle compression spring screws increased. However, with the rapid decline in the second half of the year, especially from September to the end of November, the photovoltaic price level is rising again

so where will the photovoltaic industry go during the "13th five year plan"? The "roadmap for the development of China's photovoltaic industry (2016 Edition)" issued a few days ago gives us the answer. Different from the previous emphasis on expanding production capacity, the development path of photovoltaic in the next five years will focus on improving quality and efficiency. While helping to reduce the cost of photovoltaic power generation, it will expand diversified applications and give full play to the role of national subsidies. Under this idea, the rapid reduction of system costs in the photovoltaic application market has accelerated the pace of parity in the photovoltaic industry, and made comprehensive bidding a key word in the photovoltaic industry in 2017

in order to promote the photovoltaic industry to reduce costs faster, it is reported that in 2016, eight leading bases adopted the bidding mode for public bidding, and the average price of each project was 20 cents lower than that of the local photovoltaic benchmark, which is expected to save subsidies of more than 1billion yuan. At the same time, there are many advantages, such as showing the competitiveness of photovoltaic, forcing technological progress, and eliminating reselling. "Bidding is the inevitable choice." Xing Yiteng further pointed out that the bidding mode was not adopted for ordinary projects in 2016, and the bidding mode will also be enforced for ordinary projects this year

at the same time, in the previously released notice on adjusting the benchmark electricity price of onshore wind power for photovoltaic power generation, the photovoltaic competition mechanism is also adjusted: all regions are encouraged to determine the owners and prices of new energy projects such as photovoltaic power generation through market competition such as bidding, but the price formed through market competition should not be higher than the benchmark electricity price of new energy power generation in similar resource areas stipulated by the state. Under such a situation, Wang Bohua, Secretary General of China Photovoltaic Industry Association, believes that price decline will become the main theme. Recently, large enterprises have traded at the price of 2.9 yuan/watt. The cost will drop rapidly, and many enterprises expect it to fall below 0.3 US dollars/watt in 2017. The key lies in the large-scale application of diamond wire cutting silicon chip + black silicon flocking

in the view of many industry veterans, by reforming the project management mode, allocating photovoltaic power generation projects in a competitive manner, and appropriately increasing the weight of electricity price in competitive allocation, it will effectively promote the decline of photovoltaic power generation electricity price level and promote the realization of photovoltaic power generation parity on schedule. The Competitive Allocation subsidy plan is equivalent to bidding, which can force enterprises to continuously reduce the cost of photovoltaic power generation by developing and utilizing new technologies and strengthening management, so that photovoltaic power generation can enter the era of parity as soon as possible and become the main force of future energy supply

in addition, Wang Weiwei, director of the electronic information department of the Ministry of industry and information technology, said that the next step would be to vigorously promote the application of photovoltaic technology in the park, which is easy to cast into complex shapes. The new industrial demonstration base requires that the power consumption of non-aqueous renewable energy should not be less than 1%. This idea is also reflected in financial policy. Liuhongbo, director of the first evaluation Bureau of China Development Bank, introduced that the important areas of CDB's financial support in 2017 were distributed photovoltaic and "photovoltaic +" applications, photovoltaic leader demonstration base, photovoltaic poverty alleviation, photovoltaic power generation going out, energy micro electricity, and multi-energy new aluminum alloy materials, which provided more flexible choices and complementarities for the design of new vehicles, so as to achieve the purpose of energy conservation and emission reduction