Hong-Wei: be careful of PV in PX tragedy

Polaris solar PV net news: “a fellow asked me, said he was at meetings, it was suggested that solar energy is a high energy-consuming and highly polluting, throughout the life cycle, has more power than power generation, solar energy work? And at the time no one can answer this question. “When it comes to domestic misunderstanding of PV, Xu Honghua China renewable energy society has for example.

Why polysilicon said pollution?

Comprehensive energy consumption levels drop significantly, almost half imported from abroad

Environmental issues relating to photovoltaic power generation, has always been a point of contention in the industry, leading to this claim is at the base of raw materials polysilicon.

It is said that PV is the zero pollution, zero emissions, but upstream of the photovoltaic industry, polycrystalline silicon manufacturing and production are highly polluting and high energy-consuming. In a Word, because polysilicon production process is not environmentally friendly, and photovoltaic industries are not green industry.

China poly silicon industry development to date, Siemens, the technology has developed to the fourth generation of modified method. Pollution that is targeted to first generation improved Siemens process views, now has been exaggerated.

In addition, with the production of technical innovation, improving the management level of 2013 comprehensive energy consumption of domestic polysilicon level has decreased from 2009 200kwh~300kwh/kg 130kwh~150kwh/kg, restore the electricity consumption decreased from 120kwh/kg to 60kwh/kg, the declines over 50%, carbon footprint has been reduced.

Meanwhile, according to the 2013 annual report of PV solar grade polysilicon industry shows that 2013 1 in November, China’s import of polysilicon amounted to 72,000 tons in 2013 and the domestic polysilicon production was 82,000 tons, China’s solar industry polysilicon used by nearly half of the imports.

If the polysilicon production is really “high-pollution, high-energy-consuming” industry, why would foreign polysilicon manufacturers continue to insist not to let go and have expanded capacity?

Misconception is that because the publicity is not in place

PV PX to avoid embarrassment

In fact, both industry and in the financial sector, introduction of photovoltaic business, 80% ‘s time is spent on explaining misconceptions about PV. Without exception, must go through: denial of negative opinions, development of positive knowledge, describes the process of photovoltaic business, a constant.

PV meetings in China every year, at which the industry excited mob, they moved by myself, but unfortunately rarely lay there, basically in “play their own” State.

Areas to organise such meetings should be more inviting financial, environmental monitoring and other related personnel participation, only they understand, and they will be meaning out of the PV industry are the best publicity.

Shortly before world public opinion survey Center investigate public attitudes on the PX project, describes the PX project has a significant effect on the national economy. Is the PX project of pollution control, market demand is growing, huge economic value, including Singapore so small, attaches great importance to environmental protection, nation in expanding capacity; while local opposition day, Xiamen, Kunming, Ningbo, and repeated, serious public events occur.

Investigations pointed out that for cognitive PX, 24.6% of respondents indicating awareness, 25.8% understand the people and 21.9% is heard, really don’t know, 27.7% do not know. But in reality, the public through means such as walks, protests, the PX project repeated miscarriages.

Thus, due to inadequate publicity and an epidemic of ignorance, photovoltaic industry woes not only brought one, is made must pay attention to the time.

At present, the PV industry in China is not an entirely market-oriented industries, Government support remains indispensable: publicity, publicity; publicity angle, angle adjustment, there are more forms of propaganda to increase the photovoltaic industry, such as PV enterprises regularly publishes corporate social responsibility report, such as competent authorities entrust a third party research institutes regularly issue PV industry blue book.

Meanwhile, with PV and solar utility coming of the era of mass consumption, the best advocacy is to make the public feel the PV bring benefits. Just like Apple’s iPhone and today’s markets, obtained not only by advertising, relying instead on good customer experience and reputation comes from.

Original title: Red Wei: be careful of PV in PX tragedy

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2014 local key PV module manufacturer start counting (map)

Polaris solar PV net news: on July 25, the United States Commerce Department said applications for SolarWorld’s China PV trade survey results. A preliminary investigation found that from the Chinese mainland and Taiwan import crystalline silicon photovoltaic product dumping, and decided that high tariffs on products involved.

As the main target of the anti-dumping investigation, Taiwan’s leading PV companies are bearing the brunt. In fact, various photovoltaic industry “double reverse” survey of PV modules Giants to “bleeding”, but from the beginning of the Conference the release of tax, people who volunteer to participate in negotiations of big companies certainly benefit Bandit shallow. According to the preliminary results, Chinese mainland enterprises anti-dumping tax rates are as follows: 26.33%, Suntech Power Trina 42.33%, Yuhui solar and jinko 58.87% 42.33%, other enterprises involved in remaining company 165%.

As the photovoltaic industry continued to expand, businesses increasingly improve. And because the finalists to raise the threshold, transform the mode of development, optimization of management structure, scale, efficiency increase into the mainstream. Big bigger, but the strong hengqiang, the law of the jungle in the photovoltaic industry group, enjoy the playing an inferior role. The initial award of anti-dumping, but also for such a phenomenon fueled. Author since 2014 major PV enterprises operating rate of inventory analysis found came in second and third tier of photovoltaic module manufacturer, was very difficult.

2014 PV enterprises operating rate rankings

NO.1 ja

Starts: 90%

Capacity: 2013 1800MW 2014 2800MW

Inventory: 500MW

As Japan and the United Kingdom of strong solar market demand for PV modules, ja 2014 all key financial indicators for the first quarter were being broken. According to the financial reports released by ja, 2014 ja shipments in the first quarter of 638.1MW, including component shipments to 388MW, accounting for 61% of the total shipments in 2013, representing about 57% in the first quarter in 2013, representing a 54% increase in the fourth quarter.

In regional terms, ja the Japan shipments accounted for 32% of the components, which accounted for 26% (primarily solar cells). Another key component of the market is the United Kingdom, due to continuing to supply large utility-scale projects in the country, United Kingdom has accounted for more than half of JA European shipments, while Europe accounted for 15% of the total shipments for the quarter or so. JA has another unique way of development, by getting South Africa with local enterprises to establish joint venture for components and raw materials packaging factory in order to produce export products to the United States. To avoid “double reverse” limit.

According to the company’s plan in 2014, ja solar module production capacity will be increased from 1.8GW to 2.8GW, in addition to solar cell production increased from 2.5GW to 2.8GW, to better match capacity levels, the two projects will be completed by the end of the second quarter. Total cell and module shipments in the second quarter is expected to 670MW to 700MW.

NO.2 solar and jinko and hanwha and Eastern Sunrise

Starts: 85%

These four companies operating rates have reached a level of 85%. It is worth mentioning that, rising in the East as a second gradient of photovoltaic module manufacturer, starts far beyond other enterprises with the gradient.

According to financial results for first quarter of 2014 showed solar Sun, due in February raised $ 255.7 million dollars in funding this year, 2014 Artes 679.4 million dollars of cash balances from the end of last year to reach $ 781 million at the end of the first quarter of this year. The first quarter of 2014, 621 megawatts of solar shipments from last quarter fell to 500 megawatts, higher-than-expected figure of 470-490 MW. Is expected in the second quarter, between Canadian solar PV module shipments between 600-630 MW.

The first quarter of 2014, jinko solar product shipments 581.2 MW, 455.1 MW of photovoltaic modules, wafer 91.1 MW, 34.0 megawatts of photovoltaic cells. Surge in revenue compared with 73%, to us $ 324 million; wafer and PV cell and module shipments surged 72%, from 581 megawatts. ATP Chief Executive Officer Chen Kangping said sitech strong results for the first quarter, opened a good start of the year, it is the company’s fourth consecutive profitable quarter. All financial data is fully in line with earlier expectations.

In order to meet the expected surge in demand, said hanwha energy, its solar cell production increased from 1.3GW to 1.5GW, will increase the output of PV modules from 1.5GW to 2GW, allocating $ 80 million in capital expenditures, which will also include continued automation of PV module assembly line. Hanwha 2014 revenues of us $ 183.1 million in the first quarter, PV module shipments of 324 megawatts, representing 11.9% of 289 megawatts in the same period last year.

Oriental Sunrise Securities Department has said us photovoltaic products to China’s double against corporate influence is limited, the company intends to increase utility investment-led component of the company’s sales. Actively involved in various aspects of China’s pair of reactions to, and increase the opening up of international markets, including the domestic market and increase investment in power station while driving component of the company’s sales. Rising in the East is the second Echelon starts only photovoltaic module manufacturers more than 80% of enterprises.

NO.3 Trina solar and Suntech Power & shengkang

Starts: 80%

Influenced by short-term factors, Trina solar in April issued a warning, announced that sales in the first quarter could be far lower than previously estimated. Expected PV module shipments for 540-570 MW. The company six weeks ago and a far cry from the estimated level of 670-700 MW, accurately, reduces the 20%. According to Trina 1th quarter: earnings per ADR of $ 0.37 compared per ADR a year earlier loss of $ 0.90; revenue increased from $ 260.2 million in the same period last year to jump 71% to $ 444.8 million. According to FactSet Research, analysts had expected the company’s Q1 earnings per ADR, revenue will reach $ 0.03 and $ 441.9 million. It was Trina for the 3rd quarter earnings report card.

Chinese solar panel maker Suntech Power Company announced on May 13, 2014 in Jiangsu shunfeng photovoltaic International Limited’s business strategy. As a member of the shunfeng photovoltaic group, in addition to the manufacture and sales of solar panels outside in the future will also be dedicated to power generation operations, as well as vertically integrated services associated with the PV power station construction. Suntech will expand the production capacity of solar panels. At present, solar panel production capacity of the company’s own factory is about 2.5GW,OEM per annum (OEM) purchase of 1GW, totaled 3.5GW. Plan a few years later increased the capacity to around 5GW.

NO.4 hareon

Starts: 70%

Capacity: 1500MW

As a result of falling demand in the European major PV markets, as well as the integration of the photovoltaic industry and other factors, hareon late April quarterly disclosure shows its 2014 58.54 million dollars loss in the first quarter, far below investors ‘ expectations. According to a quarterly, hareon revenue 1.258 billion dollars in the first quarter, an increase of 46.17% to achieve net profit attributable to shareholders of listed companies lost 58.54 million dollars, a loss of 143 million yuan in the same period of last year.

2013 solar warming-led manufacturing sector rises, particularly domestic scale PV policy favorable, driven by substantial expansion, domestic orders soaring performance along with it to good. Hareon Foundation is still not stable under the industry picks up, big construction of photovoltaic power plants. Hareon give industry a warning of losses, due to the large current photovoltaic power plant suffered “development easier, transfer difficulties”, causing a lot of investment is difficult to achieve gains, harder to deliver the company’s performance, financial chain under pressure.

Hareon set up two joint venture companies and the Japan project company

Hareon May 23 disclosure, the company proposed in Japan established the project company to 2MW of PV power generation projects, and set up joint venture in Dandong, Jiuquan.

Announcements, company a wholly owned subsidiary of hareon Japan Avio plans in Japan-Kochi Gaozhi establish the project company hairun Japan energy limited, for 2MW of PV power generation projects are being built. Will also set up two joint venture companies. Wholly-owned subsidiary hareon (Shanghai) company limited and aotesiwei energy (Taicang) co be established separately invested 500,000 yuan in Dandong run Shen photovoltaic power generation co, the company is mainly engaged in photovoltaic power plant investments.

Hareon intended to set up three photovoltaic subsidiary invested 52 million

Hareon 25th announcement, a wholly owned subsidiary of the company hareon (Shanghai) company limited plans to separately-owned establishment, Handan in huzhou city, Tianjin City, huzhou Po run solar power limited, Tianjin Ze Hui power, Handan runxin photovoltaic power generation company, with registered capital of 50 million Yuan and 1 million Yuan and 1 million Yuan, respectively. Above to set up distributed photovoltaic power plant investment company mainly engaged in business.

NO.5 Yingli

Starts: 65%

As the only Chinese World Cup Sponsor Yingli energy pocketed people’s attention on the field. Third party analyst firm Huawei Germany polling organization TNSEmnid developing brands in Germany popularity survey, respondents 2600, Yingli 17% brand awareness ahead of Lenovo (30%) and Huawei (21%), the top Chinese brands in Germany visibility for third place, first place in the photovoltaic industry. Shengmingzhixia, how high is the cost of it? How else can harvest?

This became a problem, because the company has lost money for three years. Annual report, 2011 had a loss of $ 500 million, 2012 had a loss of $ 490 million, 2013 had a loss of $ 320 million, three-year loss of $ 1.31 billion.

Yingli components shipments in 2013, an increase of 40% to 3.2GW, in global market share from 7.4% litres in 2012 to 2013, 10%, the second consecutive year shipped the world’s first. According to Yingli’s earnings, the company at the end of March 2014, all book borrowing totaled $ 2.4 billion, the average loan rate was 6.42%, its a quarter needed to pay the interest on the amount totals up to $ 41 million. Coupled with Yingli 2014 first-quarter operating income was $ 432 million, net loss of 55 million dollars, and the first quarter of 2014, only 200 million US dollars worth of cash equivalents, which serves to Yingli’s current financial situation is tight.

Yingli Green Energy announced on April 10, by the effect of weak demand in the Mainland of China, in the off-season Algeria influence of solar modules shipping schedule has been delayed, Q1 shipments of solar modules are probably reduced the season 30-34%, worse than the previous estimate of around quarter of minus 25%. Solar module shipments expected 2014 fiscal year should reach 4.0-4.2GW and 1th quarter of gross margin on estimates from 14-16% to 15.5-16.5%.

NO.6 renesola

Starts: 60%

Capacity: 1800MW

On May 29, renesola announced financial results for first quarter of 2014. Reported renesola strong revenue growth in the first quarter, but with a few losses. However, due to “insulation” in trade disputes, renesola is still full of confidence about the future, and announced plans to foray into the retail market. Reports claim that in the first quarter, renesola revenues grew 46%, to $ 415 million, in large part because sold to upmarket (with Japan) shipments have increased. However, an operating margin of-2.1%, and a net loss of $ 14.6 million, largely due to power outage maintenance facilities resulting in decline in polysilicon production.

Solar module shipments 521.1 MW last quarter was 505.3 MW; solar wafer and module shipments of 710 MW, 784.1 megawatts last quarter. Silicon wafer shipments decline, the total shipments rose only by 7.2%. In addition, the polysilicon production of the enterprise is only for 175MT, about one-tenth in the previous quarter.

Renesola has always stressed that its original equipment manufacturing (OEM) strategy, said the company will expand business in the context of lower capital spending, and under the trade frictions in the future and strive to provide customers with quality products and services. Renesola Chief Executive Li Xianshou noted that OEM strategy remains an important part of the global sales and distribution strategy. Closing date Q1 earnings, renesola overseas OEM capacity exceeding 1.1 GW. Renesola is expected in the second quarter, PV module shipments will fall slightly to 480-500 MW. 2014, shipments of components between 2.3-2.5 GW.

Starts a serious shortage of second and third tier companies

Photovoltaic industry industrial competitive situation has lasted for quite some time, and is generally a shortage of orders, capacity utilization is not high. And because component giant’s merger strategy, small business survival is not easy. Starts below the 30% of the law. Even a considerable part of the enterprise component production is at a standstill.

In capacity shut down businesses in the encyclopedia because of efforts to expand polysilicon business, gravity direction has changed. Daqo new energy after you complete the current expansion to 12000MT, due to increased demand as well as the first quarter of 2014 to achieve higher average sales prices per kg US $ 21.63 (ASP), while 18.67 dollars per kilogram last quarter, the company is planning to more than double polysilicon capacity to 25000MT. Put new energy aimed at worldwide launched a new generation of smart PV module product, the product’s breakthrough integrated MPPT intelligent technology, effectively reduce the loss of mismatch between PV modules to enhance the efficiency of photovoltaic systems, increased generating capacity of up to 20% compared with conventional PV modules.

Original title: 2014 local key PV module manufacturer start counting “map”

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Closer to Taiwan operators duty differential between Chinese solar manufacturers win

Polaris solar PV net news: North American market, future growth is good and for solar manufacturers has been contested. Recent anti-dumping decisions at stake on both sides of the ebb and flow of the solar industry in the North American market, manufacturers achieved a strong position as a follow-up after the decision point. Global market research institutions TrendForce its Green can career at EnergyTrend Research Manager Xu Jiazheng said, due to this anti-dumping tax Taiwan and China of gap is unlikely to, so future China component manufacturers used China business battery proportions will gradually improve, and Taiwan battery manufacturers fear will lost from China of orders, short-term partial empty viewed, as United States industry who in local of products price competitiveness is expected to with of upgrade, and Korea, and Japan, and Malaysia, industry who is expected to sat received fisherman of Lee.

From the tax analysis that this key industry at between 26.33% and 58.87%, combined with previously announced countervailing decisions, a combination of rates falling between 29.3% to 82.38%. Trina mainly based on North American market achieved significant advantages in the tax, the combined tax rate 29.3% is better than the other competitors such as Yingli (47.27%), Suntech (49.24%), ATP (82.38%) and so on. Xu Jiazheng said, 2012 years double anti-judgment determines of related products does not contains in this times judgment within, so China industry who can in two times judgment in the select on itself favourable of conditions for applications, is China industry who can used home battery let products cost down minimum, and used 2012 of double anti-tax for declared, estimates future China component manufacturers used home or China battery of proportions will sharply picked up. While others combined tax rate in 191.93% of Chinese industry, as key markets was not in North America, so the level of taxation is not much influence.

Taiwan manufacturers ceased to be a trade entrepot trade of China’s major relay stations

Xu Jiazheng further stated that in 2012 China-us dual-judgment laid down, Taiwan, another effect of the battery industry to benefit from China’s performance grew, Chinese manufacturers have used this loophole to continue to maintain its low prices in North America, and this fact is likely to be caused by Taiwan businesses in the judgment of the anti-dumping tax rate than expected mainly due. From the cost analysis, plus the anti-dumping duty, Taiwan component costs of imports will rise to US$0.75-0.865/watt and battery costs rose to US$0.445-0.565/watt against United States local components market, efficient products retain only part of the competition.

It is worth mentioning that, in this decision for the United States in a third related products does not have any restrictive condition, Taiwan firms overseas will determine the layout of the key medium-and long-term development. Motech now in Japan and North America production base for China and Crystal have just completed European component layout; eversol and Japan joint venture component plants a head start e-Solar;, along with Yu ready Mexico established components production line, in response to huge business opportunities in the North American market.

This week, the spot market price

Under the influence of slowing demand, the industry has faced pressure on the stock, the market price continues to slide. High efficiency multicrystalline silicon wafer prices have supported but are falling to US$0.952/piece, or 0.1%; standard polysilicon prices fell 0.54% to US$0.928/piece; 0.51% drop in price movements synchronized single crystal silicon wafers, fell to US$1.177/piece. In terms of battery, market transactions are still not active, business inventory pressure, offer relatively more active, Taiwan battery prices continue to decline to US$0.345/watt, or 1.48%; in parts of China, while pressures in domestic and export markets, prices fell 1.18% to US$0.334/watt.

Original title: closer to Taiwan operators duty differential between Chinese solar manufacturers win

Hina, IKEA collaborative pilot photovoltaic business applications

Polaris solar PV net news: the end of July, the country being nearly 40-degree temperatures, and Beijing is no exception. Is located in South West Red rings IKEA roof Chinese workers are laying a thin-film solar modules. The scale 0.437 MW distributed power plant construction, xihongmen IKEA can be provided after completion of about 20% of electricity.

“IKEA China’s 11 shops on the construction of distributed PV conditions are met, 9 roof finish Hina of thin-film solar power system has been installed, there are two homes under construction. Is expected by the end of this year, IKEA, rooftop PV 11 Chinese shops are all power. “Hanergy holding Group Vice-President Zhou Jiesan told reporters that recent Han will also start construction of three stores such as IKEA, Tianjin ground parking lot solar awning, in addition with the construction of IKEA’s first rooftop PV to 50 from several vendors have also started cooperation negotiations.

“About three years”

In June 2012, Hina and IKEA announced the establishment of strategic and cooperative relations. The two sides agreed in the beginning of the three-year collaborative framework, Han could all IKEA stores in China and part of the roof suppliers of roof-mounted solar photovoltaic panels.

Domestic rooftop PV 2 years ago has just started construction, IKEA and the cooperation is very edgy, people cannot help but ask, why should IKEA built rooftop PV?

Hina, IKEA, deeds, is genuinely committed to sustainable development and to walk in front of the multinational retail chains. Early in 2010, should be home released sustainable development report said, will is committed to inspired and help millions of customer created more can continued of home life, provides can help customer through energy, and province water, and reduced waste to reduced family expenditure of products and solution programme; do resources and energy of independent, through ensure main of home supplies of raw materials from can regeneration, and can recycling material or by recycling material made, makes products more can continued……

“In terms of clean energy use, IKEA’s goal is that by 2020, more than more than 300 stores in the world’s entire electricity come from clean sources of energy. Hina is IKEA all store rooftop PV construction enterprises in China. Rooftop PV’s entire electricity cannot be met fully from IKEA, IKEA also built a number of PV ground in other countries, such as power stations and wind farms. “Zhou Jiesan said.

At IKEA and the Chinese “three years of cooperation,” frame, IKEA supplier’s rooftop PV development are also included. Although there is no mandatory requirements suppliers to build rooftop PV, but content of IKEA’s suppliers, green energy use this item, in order to encourage sustainable development, builders can also get very affordable IKEA incentive rewards, such as payment billing cycle adjustment, financial support, etc.

“IKEA has over more than 350 vendors in China, the figure accounted for IKEA’s global suppliers of the group accounted for less than half. Except for sustainable development considerations, but from the perspective of investment income, if the PV system return on investment period of 5 years, after recovering its investment, PV power will enable vendors to reduce electricity costs by 10%-40%, which means that supply chain cost reduction. Both IKEA and the suppliers themselves, are a win-win strategy. “Zhou Jiesan said.

Sustainable development is the cooperation provided

IKEA in China and the Chinese strategic cooperation, both sides are believed to be based on shared development philosophy: commitment to clean energy development and realize sustainable development. Idea sounds a little “virtual”, from a pragmatic point of view, IKEA believes that businesses can survive a curing of the time is a measure of sustainable development criteria, who have many years of hydroelectric operators plus for their identity at this time.

Hina and IKEA sustainability of cooperation embodied in many aspects. Zhou Jiesan told reporters that the IKEA store for shed roofs and parking, the project is not one, built the Han can still charge of rooftop PV life-cycle of operation and maintenance, and IKEA share a certain percentage of government subsidies, both through bundling of interests tries to make cooperation more consistently and firmly.

Relatively speaking, Chinese cooperation with IKEA supplier a slightly more complicated, or questions about current earnings expectations of distributed PV differences, or is every enterprise’s development strategy and on distributed understand different, first round, Han to energy performance contracting propulsion are yet to be sped up. Recent national policy and subsidies all the more clear, who thought it would with IKEA supplier collaboration has played a positive role in promoting.

“Starting from last July, IKEA United Kingdom 18 stores started selling the Han brand family of stand-alone photovoltaic power systems. The system ranges from 3000 Watts to 5000 Watts, has now sold more than 1000 sets. IKEA stores rarely sell third-party branded products, so the special case of Hina, after shows in China, IKEA, who have full approval. “Zhou Jiesan said deeper cooperation so that Chinese can take IKEA’s sales channels, United Kingdom market offers services covering areas of most of the solar energy business, market share is one of the largest solar companies. Other European markets are currently promoting.

Or copy available in commercial applications

The industry view, who have this model of cooperation with IKEA, with typical in domestic business enterprises and their supply chain enterprises carry out project replication possible.

Reasonable grounds for the economy is the strongest copy. There is such a calculation, the current commercial price of electricity than industrial and residential electricity prices, prices vary in different regions, commercial electricity price per unit calculated on a 1.5, then spontaneous use of rooftop PV in commercial enterprises, reducing the cost of that part of the cost of purchasing electricity from the grid. Seen from the subsidy, currently at national level for spontaneous use 0.42 Yuan per unit of distributed PV renewable energy subsidies, provinces, cities, counties and some have layers of subsidies, on average, if calculated according to 0.35 RMB/degrees, spontaneous use of PV in commercial enterprises, can get 2.3 Yuan per degree or even higher returns. Therefore, 4-5 PV payback period is entirely possible.

But slightly awkward at the moment is when the industry share this formula with many commercial enterprises, is seeing more hesitant and watching eyes. Insiders told reporters that they had had contact with international retail chains like Carrefour, Wal-Mart, also had talked to family, such as the family-friendly chain, although they agree that distributed photovoltaic roof is the future development direction, but had still not made up my mind, actively to promote such as IKEA.

“IKEA about 0.3 0.4 MW rooftop PV scale, shed more about 2-megawatts. Calculated in accordance with the life cycle of 25, IKEA could be recovered in about 4 years, and clearly was earnings over the remaining 20 years. “Zhou Jiesan said, distributed PV also need to develop a sense of security, a sense of identity and a long-term perspective, but he remained hopeful.

Original title: Hina, IKEA collaborative pilot photovoltaic business applications

Tianwei group debt ratio appeared near 95% of State-owned enterprises bond risk

Arctic star solar PV network news: Reporter latest was informed that, this year II quarter yilai, Baoding tianwei Group Limited (Xia said “tianwei group”) continuous reception has ICBC, and Societe Generale Bank, several claims Bank Hebei branch or head office led of visited, except understanding enterprise situation, and communication cooperation outside, another causes is, 2013 yilai, tianwei group has has more pen loan and the guarantees late, part claims Bank has will its resorted to court.

Tianwei group, founded in 1958, the predecessor of the Baoding transformer plant, restructured in 1995 to become a high-tech enterprise groups, the main industry for two blocks of power transmission and transformation, new energy, 2008 became the China ordnance equipment Group Corporation (hereinafter “group of soldiers loaded”), a wholly owned holding company.

As the main new energy photovoltaic “national team” enterprises, the Group also failed to shake off since 2012 the plight of a sharp deterioration in the operating environment of the photovoltaic industry. The end of 2013, the Group entrusted to the parent company installed group finance company loans were delinquent, then pulls the default screen. According to statistics from journalists, as of July 23, involving group of overdue loans and guarantees at least 4, involving about 2 billion dollars.

In this regard, the joint credit in a track rating in the newest issue, tianwei group downgraded credit rating from AA to a, and the ratings Outlook to negative, while “Granville MTN1 11 days”, “11 tianwei MTN2″ bond credit rating from AA lowered a in two phases.

“With a background in Central State-owned enterprises, a rating is rare, if not may consider holding the central aid, bond has a hefty facing payment difficulties. “A brokerage bond investment manager, told reporters.

Freely in the joint credit rating report, the group very weak practical long-and short-term debt-paying ability, dependence on group of soldiers loaded external support.

Reporters combed tianwei group financial statements found in almost three years, the company’s continuing large losses starting from 2011, three years since the loss of 1.1 billion dollars, 3.3 billion dollars, 6.3 billion yuan, respectively, financial deterioration easily bring to mind before the reorganisation of Suntech.

Joint credit in 2013, tianwei group multiple loans overdue, and PV inventory, provision of construction work, and provision for impairment losses of billions of assets, loss increase. In addition, tianwei new energy subsidiary’s debt were still provision for impairment loss, the follow-up should grow.

Impact of asset impairment, tianwei group in March this year the asset-liability ratio has soared to 94.86%. More noteworthy is that this part of tianwei Group (parent company), its parent company has been in insolvency situations. Among them, the end of 2013 was 5.87 billion yuan in total assets, total liabilities 7.588 billion yuan.

At present, the Group Headquarters (parent company) credit amounted to 1.98 billion yuan, and all have been used. End of 2013 highly nervous, tianwei group and even a rare financing through the trust, ProMED trust launched a 300 million dollar trust plan.

In addition it matures step by pressing, the group management there is currently no sign of fundamental change. Reporter was informed that the PV of tianwei Sichuan Sun in 2013, the company has been partially shut down, tianwei new energy holding the United States NASDAQ company Hoku solar industry downturn, have also recently delisted.

A worth concern of place is, as currently, to variable now funds tianwei group has will Baoding tianwei special variable electrical 100% equity, and five mine tianwei steel 45% equity, and Baoding tianwei investment management company 100% equity, and tianwei new energy systems engineering (Beijing) 100% equity, and zhongtian constant investment 80% equity and tianwei (Anshan) China rule electrical 51% equity transfer to soldiers loaded group another full funding subsidiary.

And tianwei group installed group finance company commissioned huge 1.52 billion yuan of loans overdue, soldiers loaded group tianwei group has been holding the judicial freeze tianwei baobian 25.66% shares of listed companies.

“These firms are the group in power transmission, electrical and other major enterprises, if soldiers group, after the access to these resources, arguing that the platform has no strategic significance of tianwei group, nor does it preclude tianwei group restructuring possibilities. “The investment manager considers that.

He also said, and therefore can not underestimate the risk of tianwei group these two bonds, which is rare in the domestic background of central credit risks.

Original title: tianwei group debt ratio appeared near 95% of State-owned enterprises bond risk

Sharp transfer of all thin-film solar cell joint venture stake in Europe will continue to provide technical

Polaris solar PV net news: sharp announced on July 24, will be transferred to the company in Italy’s thin-film solar cell (amorphous silicon solar panels) production and sale of all the shares of the joint venture. New dynamic 24,000 sharp of sharp on July 11 announced on July 24, will be transferred to the company in Italy’s thin-film solar cell (amorphous silicon solar panels) production and sale of all the shares of the joint venture. Sharp said on July 11, even exit the European photovoltaic power generation business, will also continue to develop thin-film solar cell production and sales operations. News release that but on the 24th, the company will also withdraw from the production and sales of solar cells.

In July 2010, sharp and Italy green energy company (EGP) and ST Microelectronics (STM) three companies joint venture to set up a thin-film solar cell production company 3SunS.r.l … Headquartered in Italy city of Catania. As of March 31, 2014, company capital of 35 million euros, total assets of $ 250 million euros.

This time the EGP in consultation with STM, STM holds all shares (33.3%), transferred to the EGP. Meanwhile, EGP also asked sharp to transfer its holdings in whole equity (33.3%), sharp accepted the request. 3SunS.r.l. in the future to continue its business as a wholly owned subsidiary of the EGP.

Sharpe had been to 3SunS.r.l. provision of evaporation on glass substrate manufacturing amorphous (non-crystalline) silicon thin-film solar cell production technology. Allegedly, 3SunS.r.l. the EGP’s wholly owned subsidiary, sharp will continue to provide the technology.

Original title: sharp transfer of all thin-film solar cell joint venture stake in Europe will continue to provide technical

Polaris solar PV NET July 29 news review

Polaris solar PV net news: Polaris solar PV NET July 29 news, Kyocera three grid Patent Wars: who will be next hanwha QCells? Electrical Chamber of Commerce publication United States I PV product second “double reverse” early anti-dumping investigations ahead of Conference declarations, Trina, “ambush”: in the United States “double reverse” bonded stock up before, as follows:

Kyocera three grid Patent Wars: who will be next hanwha QCells?

Electrical Chamber of Commerce publication United States I PV product second “double reverse” the anti-dumping investigation preliminary statement

Trina ahead of an “ambush”: in the United States “double reverse” former bonded stock

Inventory: the first half of 2014 on “road to bankruptcy and restructuring” of PV enterprises

The United States “clenching” PV for what?

PV double tax rate due to the new light said 90% market opens up

Department of energy: the second half of the key supervisory grid-connected distributed generation acquired 8 work

598 households in PV power plant in Nanchang received subsidies standards 3/pk w

Contributions built the roof PV power station would be given a million rewards

Set 2014, Jiangsu Province, one of the first grid-connected photovoltaic feed-in tariff

Xiuzhou PV “font size” demonstration effect gradually zoom in

Puzzle of China’s PV development: PV power generation when the market?

Distributed PV plants financing predicament and solution

Sichuan Folk PV “age” survey: eating crabs fate?

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Said PV “double reverse” after the initial award of those wonderful things

Polaris solar PV net news: “double reverse” investigation, refers to comes from one (or several) countries or regions of the same product at the same time anti-dumping and countervailing duty investigations. Since 2004, Canada to my barbecue products for the first time launched “double reverse” survey, as of November 2009, I have been suffering from “double reverse” investigation of 37. Among them, the United States since November 2006 I launched “double reverse” investigation a total of 23 cases, especially since the outbreak of the financial crisis, in 2009 alone, United States on me with 10 “double reverse” investigation. China’s solar industry has not been able to get rid of “double reverse” entanglement.

On July 25, the United States Commerce Department reported initial Awards: imports from the Chinese mainland and Taiwan part of photovoltaic products in the area of the existence of dumping practices and determine the corresponding dumping duty rate. Taiwan photovoltaic industry battered, but the Taiwan Photovoltaic Association has said that he was calm. Trina solar as one of the surveyed companies, at the beginning of the Conference before they are ready to deal with the “miraculous”. Even more interesting is that “double reverse” as a protected United States launched an investigation into local companies, Germany appeal began at the request of SolarWord.

On October 18, 2011, Germany SolarWorld United States Branch in conjunction with other 6 manufacturers to the United States Commerce Department formally proposed for China PV product “double reverse” investigation request.

On November 8, 2011, United States Department of Commerce officially registered Chinese solar cell “double reverse” investigation.

On March 20, 2012, United States Department of Commerce announced countervailing photovoltaic products to China preliminary results of the survey, it decided to levy on imports of Chinese Solar Panel 2.90%~4.73% countervailing duties and taxes dating back 90 days. Suntech countervailing duty of 2.9%, Trina at 4.73%, other Chinese companies to countervailing duty of 3.61%.

United States “double reverse” preliminary result Germany SolarWord overjoyed

On July 25, the United States Commerce Department said applications for SolarWorld’s China PV trade survey results. A preliminary investigation found that from the Chinese mainland and Taiwan import crystalline silicon photovoltaic product dumping, and decided that high tariffs on products involved.

Although the CASE (United States and cheap solar Union), as well as a number of other organizations to pay for the lawsuit had made hard efforts, SolarWorld is still a great victory. As far as SolarWorld said the decision blocked the Chinese PV manufacturers use units of factory production of solar cell manufacturing component then evade, circumvent United States tariff loophole.

Following are preliminary results:

1. Trina, renesola/apt according to preliminary rulings, will be 26.33% and 58.87% respectively of the anti-dumping duties;

2.42 the other exporters will be subject to an average rate of tariff of 42.33%;

3. Taiwan’s findings: the mandatory respondent Yu Jing and Motech are subject to preliminary antidumping duty of 27.59% and 44.18%, respectively. Other Taiwan manufacturers and exporters will be subject to anti-dumping duty of 35.89% on average.


Chinese companies affected

In response to SolarWorld United States Branch of the appeal, United States Department of Commerce on January 23 this year on crystalline silicon photovoltaic product imported from China launched anti-dumping and countervailing duties (“double”) to investigate. On June 3, 2014, United States Department of Commerce announced that China imported from crystalline silicon solar module anti-subsidy investigation and preliminary rulings. Initially determined China exports to the United States of crystalline silicon photovoltaic products to make excessive government subsidies, subsidies for 18.56% to 35.21%. Following the assessment of manufacturers and products, Suntech is levy a tariff of 35.21% up. By Trina 18.56%, complaints of other solar plants in China, initially determined rate of 26.89%.

Two successive victories, SolarWorld overjoyed. Praised the United States Department of Commerce authorities to “resolve” with most companies having to pay 47% integrated tariff effective immediately when the statement, SolarWorld did not forget a sop.

Mukesh-Durrani (MukeshDulani) said, “I and my workers to the United States in conflicts between domestic enterprises and foreign enterprises, the Government again was very pleased with the role played, remove obstacles to fair competition for domestic products. “He also said,” we have to compete with dumped products, today’s Bill will have on United States expansion and upgrading of the manufacturing industry is of great significance. ”

United States preliminary results giving an Germany Enterprise beamed, makes people feel helpless.

Preliminary results of hurt “one of us”

After the preliminary results were announced, sparked ridicule. Funny thing is, the party complaining of the defendant United States Department of Commerce, Americans are also among the complaining:

United States solar industry groups have different views. Countervailing when preliminary rulings, CASE (United States and cheap solar Union) defended the “PV industry needs to market growth. To achieve this goal, SolarWorld has to come to the negotiating table, and the American solar industry in search of global solar industry chain and win-win way. We pleaded with the White House summoned both sides to the negotiations, urging SolarWorld recognise their own, joined United States industry with support to the solar energy industries Association (SEIA) work. ”

United States PV products to China, “hot pursuit”, the abuse of trade remedy measures, not only for the two sides constitute obstacles to free trade in the new energy market, also drew questions and criticism from the international community. Chinese companies at the forefront, actively organized defenses, in the United States playing at the same time, strive to break new ground in other markets.

Embarrassing is that the United States Department of Commerce’s practices in its domestic troubles of boos. Solar energy industries Association, warned that many United States solar manufacturers rely on global PV supply chain, United States practices can also damage the United States solar industry downstream business interests. United States cheap solar Union also issued a statement, calling it the entire United States solar industry is a “major setback” because it would move the United States solar energy product prices and reduced related jobs.

“The United States Department of Commerce’s approach is not conducive to Chinese firms, on United States domestic installers, operators and terminal which impaired the interests of consumers, can be said to be defending the appeals business, but contrary to the wishes of the industry. “The analyst, who asked not to be named, said Sue.

Yingli official micro-blog also said: this is the American foot.

Taiwan unable to sit still for Taiwan Photovoltaic Industry Association said to bow to us very calm

Preliminary results came out, Taiwan fried hair. Taiwan media have published an article saying, Taiwan firms had an average rate of more than 30%, higher than expected, the impact of solar companies ‘ share price plummeted that day erased more than 10 billion new Taiwan dollars (about 0.206 Yuan 1 NT).

Taiwan stock trading Monday, and solar energy related shares all the clouds, many units is a synchronous gap, there fell, which became Taiwan stock market decline of one of the main reasons the same day. Taiwan media are “Taiwan Straits battery manufacturers”, “solar factory anti-dumping duty is higher than expected, dealers dumbfounded”, “solar future losses and price wars” and other titles to cover it. Taiwan solar energy industry experts say “factory rates high, below trade glasses, solar companies having plunged into gloom. “Taiwan Motech will face 44.18% ‘s highest taxes.

Taiwan solar energy plant was United States initial anti-dumping levy heavy taxes in order to find out, plants intended at the beginning of August to the United States Commerce Department proposes to terminate the anti-dumping investigation “price agreements”, hoping to avoid heavy taxes terminates antidumping investigations program as a whole, but also after United States Department of Commerce agreed to just go.

For the Taiwan and mainland Chinese companies involved, Director of Yingli Green Energy Law Fan Zhenhua said on 28th United States of China PV make a double reverse decision again, but for the Mainland and Taiwan battery how to distinguish, there is no clear information. General, United States Department of Commerce in the case of double-reverse, China’s domestic enterprises involved in large numbers, the Commerce Department cannot go over all corporate information, and calculating taxes. It is usually based on United States exports rank, pick two as obligatory responding enterprises to cooperate with the investigation. These enterprises involved will have a tax, other companies will get an average tax rate. He said that United States Department of Commerce before China PV double reverse ruling is consistent with the cell of origin certification, the cell of origin determines the origin of assembled products. Therefore, many enterprises from Taiwan imported batteries, and then assembled in the Mainland, finished components are considered to be Taiwan. This just prior to bypass the United States double limit of PV products to China. Now, however, Taiwan was also included in the scope of the investigation, city, companies need to take advantage of market distribution and other factors, consider the purchase of batteries from third countries.

One Taiwan senior media people 28th said, Taiwan industry who think, this may is United States intends to to this to combat Taiwan “turned single” of initiatives, past city Enterprise 2012 due to United States double anti-, gradually will lost beauty orders turned to Taiwan factory, Taiwan factory performance by boost, but also so into anti-dumping storm, this year United States Commerce started the items survey, city manufacturers is double anti-, Taiwan enterprises is is anti-dumping.

Deplored, in the media, Taiwan Hong Chuanxian, solar industry Federation and the new Sun Executive said global markets unit production around 40GW, United States per cent global market share of only more than 10% around 5GW, meaning there are other 35GW market opens up.

Even into the United States market is blocked, Hong Chuanxian pointed out that industry efforts to acquire non-United States regions, such as Europe and Japan orders to compensate. To continue sales of products, could also take a different strategy to supply, such as putting the batteries of the land, by operators other than the OEM, then the component sales, Taiwan battery products are sold to other regions.

Danone technology in a statement said, although the market recently as a result of waiting for the United States anti-dumping initial wait-and-see, and demand is not strong impact caused Silicon prices decline, but Danone products focused on high performance chips, and selective and fragmented customer marketing models of new orders, so their operations affected by relatively small, in the company’s production continued to operate normally.

Shuo Wo electronic also said, double anti-tax determines Hou, short-term between due to market section adjustment, although inevitably market fluctuations, also will limit future capacity expanded, but can stimulus emerging market and the city domestic demand market needs, especially city domestic demand is expected to fast growth, and Shuo Wo conductive slurry in Taiwan, and city yiwai market city accounted for rate more high, is expected to benefit part turned single, will not by single market effects, on needs long-term of growth still optimistic its into.

Response to “double reverse” Trina tricks

A response to “the double”, each enterprise is racked our brains for headaches when Trina just broke into our field of vision, and can only be described with strange tactics. It is understood that the United States listed company Trina solar (TSL.NYSE) recently in domestic warehouses stock PV modules, this practice is extraordinary. Some people speculate, may be to increase the company’s sales in the second quarter, or “double reverse” destined for United States and elsewhere.

This site to get a copy of the data displayed, starting from May this year Trina or significantly increased the amount of bonded stock PV modules, in May and June there were 159 MW 415.3 MW quantities in the warehouse, compared to March, in April to 170.2, 48.9 MW MW has increased significantly. JA Solar in May and June of stockpile totals less than 40 MW.

A photovoltaic traders said Trina accumulation such a large number of components in the industry are fairly uncommon. “Most companies are not going to do it. “He speculated, Trina June bonded hoarding may be” part of the production and inventory in the past, “posed. Trina 2013 annual shipments of 2.58G Watts, in line with its earlier forecasts, will increase the number of 1G w 2014 years, monthly shipments of less than 300 MW.

He was surprised because: under normal circumstances, a number of PV modules if you want to sent to foreign countries, there are specific ports (such as Netherlands Rotterdam, Germany Hamburg Port), and then through his own transport and shipping, transporting it to the exact location of the warehouse. And placed in a bonded warehouse without specific sales locations, has no sales or to pay a certain amount of storage costs, but not necessary.

Other PV company CFO said the goods placed in storage is very strange, which is basically unable to verify income. “The earnings confirm shipment revenue there are a few conditions: the contract between buyer and seller; the seller to the buyer to provide goods and services; confirm this payment is recoverable by the seller. Trina here for this lot (bonded) cannot recognize revenue, I do not know what they want. ”

Trina solar stock, than the United States a second “double” CD rates determined at the beginning of time (July 25) morning. Why hoard so many products? It’s likely that the careful distribution of the company’s results.

Because United States latest second “double” rate data have come out, in crystalline silicon companies from the Chinese mainland, most photovoltaic company at 42.33% or 58.87%, these two rates is beyond the profitability of many companies. Allows the Chinese PV industry the way not many: select non-Taiwan battery component to United States or sold at a first rate “continental battery, continental components.”

A number of industry sources, Trina may be capitalizing on the opportunity, will stock the warehouse in photovoltaic module products.

When assessed by a tax, Trina’s better than other PV manufacturers in the United States low near 7%, converted to profit, may be better than others in the industry 5%~6% more profit margin. Meanwhile, Trina solar itself produces large scale, together with the company in the United States market is still pretty good, so it is possible to seize the United States market.

So when other PV companies may be secondary “double reverse” when higher taxes, reduced shipments, Trina were all made in the bonded customs, ready to ship United States. “The fact is that a lot of stock in the bonded, could not be sent back to the mainland Chinese market, these goods can only be sent to the United States and the rest of Europe and all of Asia. “PV provider described earlier explanations.

PV “double reverse” a global photovoltaic industry has messed up and was happy it was unhappy. United States solar Association, an expression of displeasure, Germany SolarWorld face lit up with pleasure. Taiwan photovoltaic industry has been hard hit by photovoltaic Association is optimistic. Is composed of mainland Chinese PV companies, currently there is no Grand gestures. Solar stage, United States Department of Commerce announced preliminary rulings as a result of the situation, they did not anticipate.

Original title: say PV “double reverse” after the initial award of those wonderful things

June polysilicon processing trade imports surge to avoid “double reverse” overwhelmingly dominant

Polaris solar PV net news: in June for processing trade imported polysilicon remain absolutely dominates, still account for as much as 80.1%! June by processing trade way imports polysilicon than May imports total even high out 10.3%, which from United States imports polysilicon 1936 tons, chain growth 64.8%, removed is not “double anti-” range within of 150 tons semiconductor with polysilicon through general trade way imports outside, other 1786 tons all through processing trade way avoid “double anti-” tax, eventually led June single months total imports volume surge to 9566 tons, chain sharply increased 37.7%.

According to the latest customs statistics show: June 2014 9566 tons polysilicon imports, sharply increased 37.7% per cent, a record monthly imports record over the years. 7662 tons of polysilicon by way of processing trade imports, in the proportion of total imports in June alone reached 80.1%! Still over 80% of polycrystalline silicon is by way of processing trade imports and monthly through the processing trade imports total imports in May compared with poly silicon 10.3% more volume. While South Korea and Europe polysilicon through Taiwan by way of processing trade entrepot 736 tons entering the domestic polysilicon, 7.7% per cent of total imports. Processing trade and transit of Taiwan has become avoiding a “double reverse” two major ways to tax, this trade-off, take turns driving up imports of polysilicon.

1 – June imported 45932 tons, an increase of 17.4%. Through processing trade imports 34068 tons, accounting for 74.2% of the total aggregate import. By Taiwan imports of entrepot trade of 4765 tons, 10.4% per cent of total imports. Import prices: June monthly imports averaged 22.26 dollars/kg, slipped slightly to 0.49% per cent, import price of US $ 21.78 per kg in the first half, up 18.5%.

Original title: June polysilicon sharp surge in imports for processing trade to avoid “double reverse” overwhelmingly dominant

China exports United States PV module fully blocked

Polaris solar PV net news: last month after the release of countervailing duties, on July 25, the United States Commerce Department’s photovoltaic products to China early anti-dumping calculations, identified from the Chinese mainland and Taiwan import crystalline silicon photovoltaic product dumping, which imposed the highest anti-dumping tariffs reached 165.04%.

The Commerce Department issued a statement, the US side initially determined crystalline silicon photovoltaic product dumping from China, which in mainland China, the dumping margin is 26.33% to 165.04%, Taiwan products a dumping margin of 27.59% to 44.18%. Based on the preliminary results, the Commerce Department will notify the Customs and border protection authorities collect cash deposit from related products producers and exporters.

After the release of anti-dumping duties, according to estimates, the “double reverse” the lowest tax rate of merger is Trina, 29.3%; Yingli Green energy, solar, hanwha is 47.27%; Suntech is 49.24%; other enterprise without responding to 191%. Coverage includes all of mainland China and Taiwan-made components and cells. If this rate of implementation of the final award, Chinese exports to the United States of PV modules will be blocked.

According to us trade relief procedures, and the Commerce Department anti-dumping final awards will be made in December this year, United States International Trade Commission make final will be in January next year. If they make a positive decision, finds crystalline silicon photovoltaic products imported from China to the United States caused material injury to the domestic industry or threat, United States Customs will levy anti-dumping duties. And this is the United States second on China’s exports to the United States of photovoltaic products for “double reverse” investigation.

In November 2011, the United States of Chinese photovoltaic cell start “double reverse” investigation, and decided in December 2012 29.18% to 254.66% of the anti-dumping duties and countervailing duties, higher rates make it harder for Chinese companies to the United States exports in the domestic photovoltaic products.

China’s Ministry of Commerce official says, the US PV products to China again this year to launch “double reverse” investigation, aimed at comprehensive and strict restrictions on Chinese exports to the United States of crystalline silicon photovoltaic products. China once again urges the US side to abide by the law and rules, objectively and impartially handled investigations into the case, against the abuse of trade remedy measures.

However, the World Trade Organization (WTO) on July 15 in two with the United States in a trade dispute between China and India’s ruling, saying the United States from imposing customs duties on Chinese steel products and solar panels improperly requesting United States Government must abide by the rules of international trade. China will also “double reverse” continued talks with the United States, to redress this conduct harmful to the interests of both sides.

Original title: China PV exports United States fully blocked, the negative impact will not be too big

SolarWorld preliminary results for first half of 2014: shipments surge 53%

Polaris solar PV net news: Germany SolarWorldAG solar panel manufacturer recently announced preliminary results for first half of 2014. According to preliminary results expected shipments soared to 53% in the first half, to 357 MW. The company stressed that big boost in shipments mainly from the United States and the United Kingdom, and France photovoltaic business by leaps and bounds.

Component business growth

Report pointed out that although the strong growth in overseas sales of PV modules, PV system sales are still lower than expected, primarily from Germany solar market’s weakness.

In view of the significant growth in components business, SolarWorld expected first-half sales up 13% from 201 million euros in the same period last year, to 228 million euros. However, under the influence of product mix shift, which is expected to total revenue slightly below expectations.

Preliminary earnings forecast by 36 million euros of one-time non-cash impairment (resulting from cooperation agreements with suppliers of raw materials) and the acquisition of BoschSolarEnergy assets, driven first half, SolarWorld, before interest, taxes, depreciation and amortization earnings (EBITDA) increased to 101 million euros, compared to 37 million euros in the same period last year. In addition, unadjusted earnings before interest and taxes (EBIT) increased to 81 million euros, 59 million euros in the same period of last year, but only after the adjustment of-19 million euros.

After paying 34 million euros of the total credit and interest, SolarWorld to 159 million euros of liquidity by the end of the first quarter of 2014; end of the first quarter of last year, liquidity is 183 million euro.

High order volume and dynamics of order total

SolarWorld said the company’s current orders at a high level, order total in a dynamic situation. For this reason, the companies are expected to meet the expected increase in shipments in the second half.

SolarWorld expected 2014 EBITDA million euros

As far as SolarWorld predicted that by the end of 2014, company EBITDA is expected to reach billions of euros, expressed in 2015 and operating profits are still positive.

Original title: SolarWorld preliminary results for first half of 2014: shipments surge 53%

Scientists create new “ink” or printable solar PV cells

Polaris solar PV net news: news on July 28, according to media reports, new technology uses steam rather than a liquid, the temperature was less than 120 degrees, the “relatively benign” environment so that people can be general, not treated as paper, cloth, plastic substrate, printed solar cells on it. MIT scientists have developed a new “ink”, it is deposited on the surface of paper or other soft fabric, printed photovoltaic cells.

Latest technology and most of the method of manufacturing a solar cell is very different now. New technology uses steam rather than a liquid, temperature less than 120 degrees Celsius, these “relatively benign” environment so that people can be general, not treated as paper, cloth, plastic substrate, printed solar cells on it.

New technologies offer a cheap way to mass-produce solar cells. This technique called chemical vapor deposition is more complicated than printing regular documents, to print out an array of photovoltaic cells on paper, you need 5 layer of material deposited on this piece of paper, and this process must be conducted in a vacuum.

Latest technology you can use ordinary, untreated paper, including printing paper, tissue paper, carbon paper, and even newspapers, and it works very well, even after the paper is folded into paper airplanes, solar cells are still able to work on it. Scientists are also PET plastics, and printing out a piece of a thin solar cells, and fold open the 1000 times, and its performance is not affected.

Latest the conversion efficiency of solar cells is about 1% on this paper, but scientists believe that as they continue to improve on this material, conversion efficiency can be greatly improved. Massachusetts Institute of technology’s research is very exciting, solar research, many scientists are focused on the development of solar cells, in fact, the small solar applications is very wide.

Original title: scientists create new “ink” or printable solar PV cells

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What is the three grid solar cell patents?

Polaris solar PV net news: revolves around a patented, solar cell industry has set off a vast complex. This is made by Kyocera in March 2012, known as “triple grating patent” (No. 4953562) of solar cell module-related patents.

“Three grid line” refers to the crystalline silicon-type solar cells on the surface of the rough electrodes (main grille wire electrode) increased from 2 to 3, and the grid lines and fine electrodes (fine grating electrodes) widths and configurations to implement optimization techniques. Said the technology could increase the solar cell to light an area at the same time, help reduce resistance, increase the efficiency of solar modules.

3 the grid lines as one of the core technologies of solar cell modules, before there were many Kyocera solar cell manufacturers. Around three grid-related patents, Kyocera recently launched a lawsuit against competitors.

On July 10, 2014, Kyocera infringed its patent by three grid lines in Tokyo District Court filed patent infringement lawsuits against HanwhaQCELLSJapan. HanwhaQCELLSJapan is the Korea Han hua Group (Hanwha) for 2012, Germany HanwhaQCELLS company born out of solar cell manufacturer q-cells Japan company. Kyocera had been dealing with HanwhaQCELLSJapan issues related to patent infringement, but the negotiations hope to make progress, it was decided to sue.

Also possible back-to-back to bring others to court

For Kyocera’s prosecution, HanwhaQCELLSJapan July 18, Kyocera said it had received a complaint, and published a comment on Petitions. HanwhaQCELLSJapan said Kyocera litigation object (Enterprise owned by hanwha group) part of the HanwhaSolarOne company, which manufactured products, was not subject to any demands to cease the infringement. HanwhaQCELLSJapan also said that three grid lines “Kyocera before applying for a patent, at least on research papers have been published in 1990, that you are aware of the technology. Kyocera claims quite one-sided. “

Allegedly, in addition to HanwhaQCELLSJapan, Kyocera or patents around three grid lines launched similar negotiations with other solar cell module manufacturer. Therefore, other manufacturers can also be the new action object. Kyocera says will be based on representations of, for other solar module manufacturers, as well as operating the sales of solar cell module and power enterprises filed patent infringement lawsuits to claim damages and to stop the infringing act.

Three fence lines in 2012 when it patented the technology already is widely used, and as such, patents give business suffered a huge downturn. Price offensive by rising Asian solar cell manufacturers, the patent can be effective means of fighting? In the early entry into force of the patent, the issue has been a major concern.

Original title: what is the three grid solar cell patents?

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SolarWorld: is “won” or “Mama”?

Polaris solar PV net news: on July 25, the United States Commerce Department said applications for SolarWorld’s China PV trade survey results. A preliminary investigation found that from the Chinese mainland and Taiwan import crystalline silicon photovoltaic product dumping, and decided that high tariffs on products involved.

Despite the CASE, as well as a number of other organizations to pay for the lawsuit had made hard efforts, SolarWorld is still a great victory. As far as SolarWorld said the decision blocked the Chinese PV manufacturers use units of factory production of solar cell manufacturing component then evade, circumvent United States tariff loophole.

Following are preliminary results:

1. Trina, renesola/apt according to preliminary rulings, will be 26.33% and 58.87% respectively of the anti-dumping duties;

2.42 the other exporters will be subject to an average rate of tariff of 42.33%;

3. Taiwan’s findings: the mandatory respondent Yu Jing and Motech are subject to preliminary antidumping duty of 27.59% and 44.18%, respectively. Other Taiwan manufacturers and exporters will be subject to anti-dumping duty of 35.89% on average.

In response to SolarWorld United States Branch of the appeal, United States Department of Commerce on January 23 this year on crystalline silicon photovoltaic product imported from China launched anti-dumping and countervailing duties (“double”) to investigate. On June 3, 2014, United States Department of Commerce announced that China imported from crystalline silicon solar module anti-subsidy investigation and preliminary rulings. Initially determined China exports to the United States of crystalline silicon photovoltaic products to make excessive government subsidies, subsidies for 18.56% to 35.21%. Following the assessment of manufacturers and products, Suntech (WuxiSuntech) was 35.21% the tariff maximum. Trina (TrinaSolar) by 18.56%, complaints of other solar plants in China, initially determined rate of 26.89%.

Two successive victories, SolarWorld overjoyed. Praised the United States Department of Commerce authorities to “resolve” with most companies having to pay 47% integrated tariff effective immediately when the statement, SolarWorld did not forget a sop.

Mukesh ˙ Durrani (MukeshDulani) said, “I and my workers to the United States in conflicts between domestic enterprises and foreign enterprises, the Government again was very pleased with the role played, the domestic product, remove obstacles to fair competition. “He also said,” we have to compete with dumped products, today’s Bill will have on United States expansion and upgrading of the manufacturing industry is of great significance. ”

However, the United States Department of Commerce’s decision, United States solar industry groups have different views. Countervailing when preliminary rulings, CASE (United States and cheap solar Union) defended the “PV industry needs to market growth. To achieve this goal, SolarWorld has to come to the negotiating table, and the American solar industry in search of global solar industry chain and win-win way. We pleaded with the White House summoned both sides to the negotiations, urging SolarWorld recognise their own, joined United States industry with support to the solar energy industries Association (SEIA) work. ”

“Imposing punitive tariffs very destructive, would increase United States solar customers cost and delay the United States the pace of solar installations. “SEIA RhoneResch, President and CEO said,” and this tax for SolarWorld, the founder of benefit from 2012 in the case of rare-and we can detect. ”

The preliminary results, SEIA said the upgrade again for trade disputes lay hidden, and reaffirmed the position of a negotiated settlement. Indications that the “anti-dumping” initial award was a victory for SolarCity, but they have “betrayed” signs, and in the end, it falls far short of the ultimate goal. The solar industry and the influence of marketing and feedback, also blew it.

Influence of geometry?

Following the 2012 imposed on Chinese products “double reverse” tariffs, PV product shipments imported from China have been on a downward trend. This is the United States of trade for the second time against the Chinese PV industry. But last only for photovoltaic cells, and this covers the entire crystalline silicon photovoltaic products.

According to statistics, 2013 County area of crystalline silicon solar module output worth 1.49 billion US dollars, less than half of 2011. While Taiwan’s exports to the United States grew to $ 657 million. Although from 2011 to 2013 Super 50% decline in the value of PV modules imported from China, but the United States market is increasing the 1.85 gigawatts in 2011 to 2013 4.34 GW.

2013, China supplied the United States component needs 31%, distributed solar market has more than 50%, so to speak, “double reverse” is not only cause harm to Chinese enterprises and is growing on the United States market is a huge crisis. Confidence and enthusiasm so dispirited, SolarWorld has little benefit and may even continue to shrinking sales.

Chinese enterprises are no longer young

In fact, in the first photovoltaic “double reverse”, the worldwide photovoltaic supply will have to have a profound understanding of the crisis. Their responses are more sophisticated.

With China Ministry of series stern of aimed at optimization industry chain, and “purification” excess capacity of regulations note telling of “card”, and “brush”, and EU, and United States area on China PV products of heavy tax class received, PV manufacturer were is suffered has huge loss, caused continuous several quarter liabilities losses, is also let China once served for Golden of “capacity expansion on the” thought completely change came. Increased capacity is no longer manufacturers increased shipments only (at least not preferred), different suppliers, with obviously different strategies.

Diversification of supply policy is reflected not only between different companies, as shown in the following table, even with the vendor, for different geographical areas of the market will also have different markets. Renesola, for example.

1. the European and American markets: by way of cooperation with local factories, through dealers who sell components to install them directly or power plant developers, 2. China market:–with their peers as way as sitech, businesses directly to the downstream power station expansion, development and construction of photovoltaic power plants, use all domestic package;

3. the Japan market: establishing a joint venture packaging plant capacity of 80MW component and Japan demand for its own brand, expand its presence in Japan roof power station market share;

Through these means, renesola went from the world’s leading high-end market wholesale to retailers turn that aimed at by this method at the end of 2014 to complete at least half of sales. Current photovoltaic suppliers exhibiting sophisticated and complex strategy, current PV market a sign of increasingly complex and diversified. This is the excess capacity in the past two years, “double reverse” a positive outcome of the crisis.

Developers of inoculations

Shortly after the preliminary results of countervailing, United States largest residential solar developers to take an extremely attractive solutions. On June 18, 2014, SolarCity announced that it will spend $ 350 million acquisition of solar module manufacturer (the Cylons) Silevo, scheduled for the next two years to build capacity beyond 1GW plant in New York State, to create “the world’s largest” solar panel factory–SolarWorld with fire seems to have led to the “prehistoric giants”.

“Double back” or make throw SolarCity component suppliers under their own “play”

SolarCity regardless of the Chinese PV modules, motivation of play components manufacturing, is ready for the PV modules in China exports to the United States the potential risks. SolarCity PV module supply to “sinicized” decision as early as expected. On June 3, 2014, the United States Commerce Department said preliminary determination that Chinese exports to the United States of crystalline silicon photovoltaic products to make excessive government subsidies, subsidies for 18.56% to 35.21%.

SolarCity document, said: “as the price of solar panels as well as the United States Government may raise taxes on imported solar panels for additional results, the company’s operations and financial condition could be hurt. “In addition, SolarCity solar panels were taken from a variety of responses.

Original title: SolarWorld: is “won” or “Mama”?

Push digital information technology and photovoltaic technology, integration and innovation to accelerate our country from photovoltaic power to solar power

Polaris solar PV net news: first, the beginning of China PV industry international competitiveness

In 2013, the global photovoltaic market growth 24%, reaching 38.7 gigawatts. China’s solar power firm, component lasts more than 50% per cent of market share in recent years. In the world’s top solar module suppliers, seven corporate headquarters or a large manufacture operations centers located in China, Yingli Green energy to 3.25 gigawatts of photovoltaic module shipments on top. Meanwhile, as another important product of the photovoltaic industry, PV inverter 2013 Chinese shipments also reached a record of 13GW, occupies about one-third.

State Council in July 2013 to make the several opinions of the State Council on promoting the healthy development of the photovoltaic industry’s decision points out the PV industry in China is 7 strategic emerging industries, one of the few internationally competitive industries of strategic importance, with particular emphasis on scientific and technological innovation, through innovation to promote the sustained and healthy development of the photovoltaic industry as a whole.

Second, from the PV manufacturing to photovoltaic applications power

China’s manufacturing on a large scale, but have been relatively modest in size. Solving the on-grid price policy in 2011, Qinghai province and subsequently spread throughout the country by 2013 is further adjusted in accordance with three types of benchmark pricing for different Internet resources area, which directly contributed to the fast-rising domestic photovoltaic power stations the size of the ground in 2013, when its capacity is 12GW, ranked first in the world. In 2014 the State not only has a lot of ground station, planning for distributed power ratio is more than a ground station, and connect to various related policies, development of the photovoltaic industry provides a much broader market. Believe the near future cumulative installed capacity in China will become the world’s first, from manufacturing towards power.

Third, speed up technology integration and innovation, from solar power to solar power

With the rising of national PV installed capacity, rapid increase in the stock of power stations, is expected by 2015 over 35GW of installed capacity. Up to now, many large companies are operating photovoltaic plants already exceeds GW level, distributed in different parts of the country and even the world, with multiple manufacturers, various types of modules, inverters, etc. So, how the station can continue to guarantee the achievement of the expected output, achieving stable and reliable operation and easy maintenance easy maintenance is becoming increasingly important.

Photovoltaic power plant is a long-term investment in more than 25 years, only achieve design goals throughout the entire life cycle of generation and maintenance in order to protect the interests of owners, provide investors with confidence. To ensure electricity, try to avoid short-barrel effect, use fine management of multiple MPPT and tracking technology and each group can be strings or modules, inverters and other components using high speed network transmission of information to the monitoring center, and cloud computing technologies, such as remote maintenance. To achieve those needs to the latest information technology and photovoltaic power generation technology for cross-boundary integration and technological innovation.

Party and State leaders have proposed the implementation of innovation-driven strategies and attaches great importance to technological innovation in the energy sector. June 13, CPC Central Committee General Secretary, and President XI presided over held of central financial led group sixth times Conference in the on promoted energy production and consumption revolution, from consumption, and supply, and technology, and system, 4 a aspects of revolution and the strengthened international cooperation, proposed 5 points requirements, which mentioned has energy revolution, proposed has respectively promoted technology innovation, and industry innovation, and commercial mode innovation, and with other field high-tech close combines, put energy technology and associated industry foster into led China industry upgrade of new growth.

Innovation, is to break the existing trade barriers, break technical barrier to break the original pattern of interests, truly in accordance with the development needs of the system and planning from the top overall solutions and design, technology integration in many different fields of application, which is an important strategic direction for our development in the future. Solar and other green energy over the past decade has been rapid development of unconventional, wisdom, the Internet and other information technologies over the past few decades at Moore’s speed rapid development of fusion of both green and wisdom are solve future energy problems relies on the major direction, which is also a new global energy revolution, the technology revolution, the new trend of the third industrial revolution. Wisdom is the future of large ground grid-connected power station, also distributed system also includes a number of off-grid system in the construction of an important and indispensable technical direction. Through this technology, to better allow us to improve electricity generation, improved security, stability, and improve the quality of power supply and better use of solar energy and other alternative energy’s role in the electric power system as a whole.

Digital information, communication and Internet technology, China has achieved an international leader in some, especially companies such as Huawei already have deep accumulation in this regard, Huawei has launched smart PV solutions, industry’s first digital information technology, Internet technology and photovoltaic technologies. Smart PV station Fusion has latest of chip, and software, and wireless communications technology, and cloud computing, technology, from system angle achieved also of land, and also of Sun, and also of component can issued more of power, if can upgrade electricity 5%, on means with internal investment proceeds rate (IRR) improve 2%-3%, like from 10% improve to 12%, on investment proceeds of upgrade is very considerable of, on firm investors confidence and promoting industry sustainable development is often value of; while, also achieved component , Inverter and other information for multimedia real-time monitoring and intelligent remote monitoring and maintenance system, or even implement unified monitoring and operation and maintenance of photovoltaic power station in the world, the sustained power output guarantee, and reduce operation and maintenance costs are very helpful.

Combines green and wisdom of smart PV represents the future direction, is also an important foundation for the smart grid. We also call upon the company as the world’s leading ICT vendors, once in the photovoltaic field, using cross-border advantage and PV industry excellent enterprise with wide open cooperation to strengthen collaborative innovation to help more enterprises to launch smart energy solutions, and promoting faster and better development of national PV industry to upgrade the proportion of renewable energy in our energy use. Expanding the share of renewable energy to address major environmental issues such as smog and climate change challenges, and contribute to the healthy and sustainable development of the industry.

Vigorously development smart PV station, and and other can renewable energy, and storage can, combines, as water light complementary, even and other industry combines, as agricultural light complementary, and fishing light complementary,, maximum using all can with resources power, maximum protection ecological even repair ecological, eventually power national of PV industry health continued development, for we national of ecological civilization construction made more big of contribution. Not too distant future, and everywhere is the wisdom of clean green energy, Director of blue sky and white clouds, green hills and blue waters. China will also benefit from solar power to solar power.

Original title: push digital information technology and photovoltaic technology, integration and innovation, accelerating from photovoltaic power to solar power

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Zhejiang Yiwu’s largest single cumulative 5.23 million kilowatts of photovoltaic power generation system (photo)

Polaris solar PV net news: as of late July, international trade city, Yiwu, Zhejiang Province, four districts of rooftop solar photovoltaic power plant has accumulated power of 5.23 million, largest single photovoltaic power generation system as the center of Zhejiang Province, the “green roof” is also an example of renewable energy. The solar photovoltaic power plant is a classic will combine PV and architecture engineering, Yiwu city, “low carbon economy” icon. When completed in 2009, is the country’s single largest solar photovoltaic power generation system, was also declared a national renewable energy demonstration projects. This rooftop PV plants divided into 8 regions, a total of 7000 volts panels, with a total area of 14,000 square meters, 1.295 MW of installed capacity, on February 26, 2010, on-grid power generation, primary market channel for lighting.



Original title: Zhejiang Yiwu’s largest single photovoltaic power systems power more than 5 million degrees

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Google opens $ 1 million to find a laptop size inverter

Polaris solar PV net news: Google Internet giant and increasingly active in clean technology participants (Google) is a narrow “ordinary” solar inverters to a laptop computer the size of a proposal to provide a $ 1 million reward.

And the Institute of electrical and Electronics Engineers (IEEE), Google is inviting to its “small box” application for challenge, it said, it might be a power supply of “radical change”.

The challenge set up by Google, aimed at narrowing the kW DC-AC inverter specifications – “specifications for a picnic cooler size” – to the small laptop size, about current specification of one-tenth.

Google and the IEEE published a specification document stated that the proposed inverter detailed standards that must be met. Including the conversion efficiency of at least 95%, and the ability to maintain a temperature not exceeding 60 degrees Celsius, so that all portions of the box can touch. In short, the inverter must not be more than 40 cubic inches.

The competition was launched in a blog post, Google said, the challenge will render many design barriers.

The post said: “whoever is successful, will help to change the future of electricity. A smaller inverters can be helpful to create low-cost micro-grids to remote areas of the world. Or allow you to power through your electric car batteries, keep the Lantern. Or promote the progress we never even thought of. ”

First application deadline is July 22, 2015.

Original title: Google opens $ 1 million to find a laptop size inverter

PV overcapacity to be colleagues cast work together

Polaris solar PV net news: PV has a negligible proportion of power in China’s energy structure, PV overcapacity continues to be regarded as the core issue of the photovoltaic industry in the industry. The key breakthrough this contradiction is able to break through the PV industry relies on a “subsidy” and survival of the business model. China PV market did not “help not fools”, which required interaction between Government, enterprises and financial institutions and efforts.

Excess capacity: the revolution has not succeeded yet, comrades should still work hard

The evening of July 11, 2014, Denon 2014.5 opto-electronic publishing-annual announcements, the company expects first-half net profit attributable to shareholders of listed companies lost $ 50 million ~5500 million, compared to a loss of 6.39 million Yuan.

Company 2014.5 annual loss, of which non-recurring profit and loss effect on net profit of approximately-50,000 yuan. Preliminary effect of shrinking demand and overcapacity of the photovoltaic industry, the company was not optimistic.

CPIA data display in 2013, cells and modules in China link capacity reached 41GW and 42GW yield 25GW and 27.4GW respectively, capacity utilization is only 61% and 65%.

And in the current situation of polysilicon production, Shenzhou silicon industry in Inner Mongolia, Sichuan Yongxiang polysilicon companies, businesses started or ready to work, TBEA 12,000 tons in a State of full capacity, 2014 extension issue daqo new energy capacity doubled, extending from 6200 tons to 12,000 tons. Second half of the year, along with the Jiangsu zhongneng, TBEA, the Luoyang Zhonggui high-branch and daqo new energy polycrystalline silicon companies started shipping, polysilicon production will reach 70,000 to 80,000 tons, 2014 annual polysilicon production is expected to increase to 100%.

Solar Panel, solar solar energy have been in Canada Ontario build factory capacity of 330 megawatts by the end of 2013 increased from 530 megawatts on January 31, 2014. Jinko energy through the acquisition of Eagle’s nest and optical, add new 500 MW capacity, 500 megawatt wafer capacity, as well as 100 MW capacity. After Trina in the near future to upgrade production lines, 2.4 gigawatts of capacity by 2013 medium-term to 3.3 GW now. Sadie think-tank, Institute of electronics and information industry predicted that 2014 global production continued to show growth, at 52 per cent for the full year GW, is expected to exceed 28 gigawatts of photovoltaic modules.

“The current balance of supply and demand in the market is still relatively fragile, if the blind expansion of enterprises, and expansion, I am afraid again of overcapacity, PV industry could return to 2012″ winter “. “Hua Jiang said. In addition, trade protectionism in some countries also pose challenges to China PV industry development.

The traditional goal of European market share fell sharply. 2012 the EU accounting for about 70% exports of photovoltaic products in China, 2013 reduced to about 30%, early 2014 the ratio continued to decline, to 22.6%, the EU has fallen for photovoltaic products export of China’s third-largest market, living in Japan and Africa. Japan markets since subsidies are too high, a heavier burden of the Government, may at any time terminate benefits; emerging markets such as India, and South Africa and other countries and regions, there are considerable uncertainties.

Given this year PV industry of polysilicon market needs improve, and battery pieces production continues to growth, and PV market continued expanded, led to many idle capacity of complex produced and added capacity production, coupled with Europe States trade barriers, situation, although PV industry ushered in has warmer, part leading enterprise also ended has continuous multiple quarter losses of situation, began profit, but capacity excess of fundamental contradictions does not get solution, capacity excess problem still is hanging in PV industry head Shang of a put sword, at any time are has outbreak of May.

So what is the resulting overcapacity in fundamental contradiction? How to solve?

China PV industry Alliance secretariat Dr Wang Shijiang, said “due to the high cost, photovoltaic industry is still in the ‘ boot support ‘, needs various cost-sharing: one is to rely on subsidies from the Government, the second is the long-term involvement of banks or insurance companies, three are PV companies to their own progress. ”

Government policy to guide the subsidy required to implement

In smog-ridden environment under pressure, photovoltaic power generation as scattered clouds, improve the living environment of the resort is touted by industry both inside and outside and pursuit. August 2013, the Chinese Government with unprecedented efforts to put forward a comprehensive policy to promote PV industry development, making this industry also became the focus of various capital compete to.

Last year, at the third plenary session, new Chinese leaders established the “letting the market plays a decisive role in the allocation of resources” direction of reform, and excess capacity problem is lack of market mechanism in itself leads to serious consequences. Look, a new Government has resolutely determined to cure problems of overcapacity.

This requires the Government to play the role of market mechanism to resolve the overcapacity, especially highlight the principal role of enterprises, but this does not mean, to wash its hands over to resolve the overcapacity in the market, much less optimistic that, enterprises could contribute to solving the problem of overcapacity. Market regulation with spontaneity, blindness, lag, often results in resolving the long cycle of overcapacity, and prone to repeated, eventually became more complex, accumulating contradictions will more and more.

Therefore, dissolving the excess capacity in the belief that market forces, but the combination of respect for the laws of the market and improving macro-control, focus on strengthening macro-control and market supervision, integrated use of legal, economic and administrative means, forming resolve the overcapacity problems together. Meanwhile, also want to deepen reform and institutional innovation in key areas, speed up the transformation of government functions, conducive to market competitive mechanisms, effective institutional mechanisms to resolve the overcapacity environment, eventually established dissolve the overcapacity problems of long-term mechanism.

Current PV market is still the policy guidance of the market. Since national NDRC last year clear national range within distributed PV subsidies standard for 0.42 Yuan/degrees Hou, currently national has has multiple provinces have launched place version of distributed PV subsidies policy; industrial and information Department also has released has two batch meet PV manufacturing industry specification conditions of enterprise list, guide industry specification development, and based on this list, guide national development Bank, financial institutions on focus enterprise of focus project for focus support.

Distributed PV power of promotion and development application more is heavy in the of heavy: June 2013 yilai, National Energy Council has introduced has distributed PV power demonstration district work programme, and on carried out distributed PV power application demonstration district construction of notification, and on issued distributed PV power project management provisional approach of notification, series support policy, each local Government also have issued has promoting distributed PV industry development of implementation approach.

However, despite policy continuously positive levels, but yields are low, financing, distributed PV for rooftops are hard to find, such as three challenges still exist, distributed throughout the project does not go well. National grid shows in 2014, grid-connected PV capacity in China in the first half of 2.33GW, and Department of energy earlier this year set the tone of the annual target of 14GW lags, which distributed grid-connected PV is less than 0.5GW, which is set at the beginning of 8GW. These data reflect the construction of distributed PV remains optimistic.

While the implementation of this policy there is a significant correlation, Hebei enterprises, solar photovoltaic project, a former provincial development and Reform Commission for approval, now changed into a filing system, but progress is still very slow, companies waited for more than a year. The reason, changed after recording system still needs to be relevant departments “nod”, still the decentralization of its competence. Plus is also a relevant technical evaluations, assessments, and some even became “two Governments”, seriously affecting the processing progress, benefit not available to hand.

On July 16, Li presided over a State Council Executive meeting, hear reports on policy measures to promote the supervision of the State Council and deploy pay close attention to the implementation of corrective action, and stressed the need to strengthen responsibility, do solid work, seek practical results. This article from OFweek solar PV NET

“Implementation” is Li keqiang met 18 times in the first half of the year Executive meeting of key words. Reporters combed some preliminary findings, Li 18 times before the Executive meeting of the State Council, involving the deployment of 4 steady growth, promoting reform involves deployment of 14 times, involves adjusting the structure of deployed 6 times, involves deployment of the Hui people’s livelihood 22 times, and “implementation” is the high frequency words, and these policies are key to landing.

Policies not only here, but also through city and County and township. Policies not only decisive and effective, hard-hitting, implement policies more quick and uncompromising. Of inadequate policies and measures implemented, the implementation of accountability, accountability seriously, according to the law for admonishing interviews, criticized or given administrative punishments.

This year, the sense of some ministries and local governments are under pressure from an unprecedented government self-regulation and the “right hand” restraint has never been as strong as it is today.

Financial companies: a detailed analysis of bold investments

Develop when PV power installed capacity at the beginning, the leadership of the Department of energy and the experts took pains, in case of fully consider the power to dissolve, 8GW 6GW installed and distributed machine has developed the ground targets. From the first quarter’s situation, this goal was installed hot and distributed capacity of severe cold embarrassing situation.

Although all related government agencies and enterprises for the PV industry support, but after nearly 10 years of industrial unrest, the relevant agencies to the PV industry’s thoughts and perceptions of risk and more mature. And financial sectors as many industry experts blame PV installed capacity objective to achieve the maximum goal.

Why distributed PV in cold? In the photovoltaic industry through a variety of channels to urge financial support when Government and PV companies should reflect on why to PV this both to the future of the financial industry but also for the benefit of mankind’s industries are so hesitant and wait-and-see?

For the PV industry, either ground power or distributed power plant, the main causes of financial indecision has the following several points:

, Terrestrial photovoltaic power plants

Although ground power station financial model looks very nice, but there are fatal flaws. Northwest’s ground station in terms of financial forecasting, better than traditional power generation industry. It is regrettable that, none of these financial models calculate the power loss in the course of operating the station. If 15% return on investment forecast can get capital returns, the current structural fault power brownouts and Northwest provinces every year only 10%, the return estimate you will need to do. On top of that, and something different to the traditional power is that value of PV technology innovation, progressive impairment annually. That is, the same installed capacity of traditional power point, 5 years later would sell for the same price. However, photovoltaic power plant, after 5 years, due to technology reasons, in addition to fees and price remains the same as the value of, the device on the power station itself basically belongs to the obsolete equipment, there is no full realisation possible.

Bowing to strong pressure from cash flow, and some shoddy, dumped in the PV power plant will not be able to sell equipment, using Bank loans to cash costs of production. Calls for this is also called for financial support to photovoltaic power generation equipment enterprises mainly of important reasons. However, the survey system with the support of the financial sectors in perfect loan, very low likelihood of being deceived. Because the plant’s long-term guarantee of quality is hard to come by.

Second, distributed PV power station

Distributed PV financial model, even more beautiful than her ground station, but why are financiers given the cold shoulder? The main reasons are as follows: article from OFweek solar PV NET

Golden Sun demonstration project with vigour, with government subsidies, launched a nationwide literacy campaign of clean energy. I have to say, regardless of whether the Golden Sun demonstration project is successful, mobilised by the Government at all levels and enterprises into a new awareness of energy industries total enlightenment. However, solar subsidies has repeatedly delayed, coupled with previous spontaneous personal use designed for environmental philosophy deficiency in the system, making a lot of Golden Sun project or no income, power itself to make ends meet, this has resulted in prohibitive investment financial companies for this type of project.

Distributed power stations facing great uncertainty of income. As Chinese society has not yet entered the credit society, on distributed power plants generally and are faced with tariffs are not receiving what should do what, roof renovation, housing demolition, the main electricity companies do so on a range of issues. Financial models designed for up to 20 or even 25 years long return period had few investment companies to completely avoid these risks. With so much uncertainty, the financial sector’s wait-and-see stop-quite understandable.

Yang Peng Libin, President of investment, LLP has ideas about tackling such a situation:

Recommends that the Government strictly limits the development of surface plant scale. As regards the current photovoltaic technology, itself generating capacity of small PV power station, long distance transportation, multiple levels of step-up and step-down unit standby loss, stable power supply and other reasons greatly reduces the efficiency of energy use. Ground power station should be in accordance with the principle of yixiaodingchan, slightly ahead of the development of practical size, power and ensure that all production project to full capacity.

Recommends that the Government clear when PV power station in technical renovation and equipment upgrades, as long as does not exceed the original capacity of installed capacity, reserve 20 electricity prices unchanged. Encouraging enterprises to upgrade their old photovoltaic devices.

Subsidies as soon as possible, in accordance with national commitments, liquidate the Golden Sun project, perfect state credit. Because most of Golden Sun demonstration project takes up a very nice roof resources, in order to avoid a waste of resources, and encourage powerful enterprises activate and transform a variety of inadequate generation of photovoltaic plant.

Recommended distributed generation charges collected by grid enterprises, you may consider giving power 1-2 money management fees. In accordance with national policies, measurement of electricity subsidies, either for personal use or on a margin line spontaneously, are identified by the power grid company. So power companies not to increase the workload of the technical, only increase the workload on financial management, should be the most convenient, fast, authoritative and credible electricity collection units.

Giving all after record, complete the power acceptance of distributed PV power plant (including the Golden Sun demonstration project) presented certificates of title, and also guarantee the plant’s electricity subsidies for electricity prices unchanged for 20 years. Issuing proof of ownership of power stations at the same time, clear power plant investment companies because the plant after the Government approved need renovation, demolition, relocation, in compensation from the Government for a fee at the same time, enjoy the right to rebuild new distributed power plants, while electricity prices keep the residual operating time to 20 years.

With this policy support, would eliminate the vast majority of the financial sector worries, photovoltaic power generation will enter the stage of rapid development.

Enterprise: merger and reorganization optimization, development technology and reduce costs

CPIA data display in 2013, cells and modules in China link capacity reached 41GW and 42GW yield 25GW and 27.4GW respectively, capacity utilization is only 61% and 65%.

“Seen from the numbers, production capacity is larger than the domestic market demand, but it is actually a structural surplus. “China PV industry association Deputy Secretary-General Wang Shijiang said.

On one hand, from the perspective of global PV industry development trends, PV industry in China, with perfect supporting industries with comparative advantages such as economies of scale, will become the global PV module manufacturing bases. If the solar module capacity of domestic and global demand than probably in balance of supply and demand, and even inadequate.

The other hand, my major solar module capacity utilization were higher, or insufficient capacity of some enterprises, need to seek third-party Foundry. Such as Yingli capacity is 2.45GW, but shipments reached 3.2GW Trina 2.4GW capacity, shipment volume is up to 2.5GW. While some small solar module business because in terms of size, technology, brands and less competitive enterprises, capacity utilization is grossly inadequate, some enterprises have gradually been large corporate mergers.

Therefore, the component PV module overcapacity should be providing structural surplus, namely low capacity (for example, some SMEs) excess, and not enough high-end capacity (demand for large enterprises in the Foundry). “Judging from the photovoltaic market developments, demand is steadily increasing, even if the excess is excess capacity also changes. From a global perspective, in the context of manufacturing sector to move closer to China, China’s capacity corresponds to the global market demand, supply and demand is not so tense. “Wang Shijiang emphasized,” so there is a supply and demand problem should be dialectically module. ”

To further strengthen and perfect the PV manufacturing industry management, promote orderly conditions for the effective implementation of the PV manufacturing industry to promote PV industrial structural adjustment and upgrading, Ministry of industry and information technology, launched in October last year the PV manufacturing industry standards notice of interim measures for the Administration, and June 23 announcement on December 30 last year and this year was in line with the PV manufacturing industry specification list of the conditions of the two groups of enterprises.

“Mergers are effective ways to optimize memory capacity can significantly accelerate the exit of backward production capacity. “Sadie said Jiang hua, a researcher at a think-tank,” guided by the policies of, merger and reorganization of enterprises will increasingly strong, there have been more than major mergers. ”

For example: in May this year, GCL-poly earlier this month after the takeover of the sentai group, the company name was changed to Concord energy.

GCL-poly earlier with China Minsheng investment group funds, if necessary, will give priority to the financing of GCL-poly and Concord new energy.

In April this year, Trina announced on 14th and Shenzhen Jie Jia Wei-innovative energy equipment company limited (hereinafter referred to as “Agile Flextronics”) reached an agreement to acquire its wholly owned subsidiary located in xiantao Hubei Hong-Yuan photovoltaic technology limited 51% equity, agile Flextronics 49% holds the remaining stake. After the merger, Hong-Yuan in Hubei Hubei Trina solar limited will be renamed. New venture will expand on the original battery capacity expected by 2014, Hubei Trina solar cell production capacity will be increased to 420 megawatts.

For now, merger and reorganization of enterprises in China have such types:

One is superior enterprises in acquiring smaller companies. Sitech group close to merger the Eagle’s nest group, access to the solar cell production capacity of 500MW; TRW merger its OEM factory Dong Yun PV obtained almost 400MW of solar module capacity.

Second, by means of capital operation, inventory of high quality companies. Changzhou shunfeng photovoltaic PV $ 3 billion acquisition of Suntech, Suntech brand continues to grow and develop, while shareholder LDK LDK, its silicon wafer businesses to expand. It is worth mentioning that, so buy Suntech’s specific programme is based on an average reimbursement ratio of around 31%, Wuxi Suntech use a total of $ 3 billion to pay off as much as $ 9.4 billion in loans.

Third, downstream on mergers and acquisitions, through industrial chain. Tongwei group 870 million yuan in Sichuan mergers has arisen now solar cell factory in Hefei, through the polysilicon to the solar module segment. At present, the integration of tongwei group still operating in Sichuan xinguang Silicon poly silicon and tianwei new energy solar module business. In addition, rising to 550 million dollar acquisition of Jiangsu in the East, Wick material limited 100% equity into PV PV modules supporting materials EVA film business.

Four is the global mergers and acquisitions. Hina has acquired the United States and Germany’s CIGS plant, in obtaining advanced technology also led to the globalization of production. Zhejiang zhengtai group Germany veteran crystalline silicon solar company Conergy to avoid EU double reverse. Sanan optoelectronics company CPV battery manufacturer-PV bought Israel ZenithSolar all assets of the company, including its intellectual property, inventory and equipment, have earned their cogeneration based on CPV technology products.

Wu is through mergers and acquisitions or cooperation in layout optimization of global production capacity. Renesola company by way of investment and mergers and acquisitions, and layout has a number of production plants all over the world, in order to avoid potential trade barriers. Some businesses and other enterprises in the area of cooperation to build a solid system of Foundry.

Six government-led mergers. Qinghai province, through policy support and guidance, and promoting enterprises around the upper reaches of the Yellow River in the province, such as utilities, Asia silicon for merger and reorganization of enterprises, and encourage enterprises to hold together for warmth, and improved ability to withstand market risks.

“Because of their different starting point, so the means of merger and reorganization of enterprises and also have their own characteristics. “Hua Jiang said,” but no matter how the process and momentum of the disorderly development of PV industry in China has been significantly curbed. Mergers at the same time, domestic companies are stepping up internal reform efforts, some backward production capacity gradually began to withdraw. ”

From another point of view of enterprise development: the key lies in the reduced cost of PV.

Han Li Hejun, Chairman Board that “overcapacity” is a false dichotomy. By 2035 the clean energy will replace the 50% of primary energy, while China’s total PV installed capacity relative to the object is still inadequate.

Today, the proportion of photovoltaic power in China’s energy structure is still insignificant, PV overcapacity continues to be regarded as the core issue of the photovoltaic industry in the industry. The key breakthrough this contradiction is able to break through the PV industry relies on a “subsidy” and survival of the business model.

PV manufacturers want to get rid of “subsidies” and “Internet” constraints, core technology development and cost reduction. Such as BIPV photovoltaic glass can be both building materials and power functions, can be arbitrary like ordinary glass cutting and low price, and if, energy storage technology development so that each building and each family has its own energy storage systems, so even if PV is not Internet access, have also been massive promotion and development.

I think that if you set PV overcapacity problem solving compared the process to a child process, then the Government plays a “life coach” role, it teaches through policy guidance, macro-control “child” what is right. Financial institutions act as “parent” role, as the “kids” provides a solid material support to “children” fall in the growth, even if the fall can also climb up. As a “child” for businesses, with studious spirit of Confucianism “learn less, still feared loss of the”. Mergers and reorganizations, technical breakthroughs, and reduce the cost of photovoltaic power generation. To get rid of “Mentor” support and “parents” care for and grow. Photovoltaic industry in the “children” mature, PV market has matured, excess capacity can be effectively controlled. But the current situation, “Mentor”, “parent” and “child” still need to do everything we can, cooperation and effort between the three are indispensable.

Original title: PV overcapacity to be colleagues cast work together

New energy network scheduling-undefined field station equipment appraisal

Polaris solar PV net news: recently, the National Energy Board issued joint circular of the State administration for industry and Commerce official wind farms and grid-connected PV power plant scheduling agreements and purchase electricity for sale model in order to meet the needs of renewable energy developments. At this point, announced in December 2003 that the network scheduling Protocol (demonstration text) put an end to wind farms and photovoltaic power plant “part period”, and along with the issuance of the new model, new energy fields also have their own code of network scheduling.

“New energy policies, forms, equipment characteristics, as well as generate power from grid management and commissioning thermal power differs, with thermal power of that model text does not apply to the incorporation of new energy and purchasing and selling, there must be suitable for the development of new energy deals. New version of the model, stations monitoring, prediction and control equipment and other relevant State regulations and industry standards involved, compared to industry standards, it is a legal text, is more binding. “China electric power Research Institute renewable energy Liu Chun, Deputy Director of the Institute, said in an interview.

Added a number of devices running contents

Although China as represented by the wind turbine and solar PV installed capacity of renewable energy continues to increase each year, but the new grid-connected energy rate remains low, and become important industry issues.

Beginning in 2011, the country has issued a series of norms and standards for wind power, photovoltaics, to progressively improve the problems of new energy grid.

Wind power, for example, the State has issued interim measures for the administration of the wind power prediction and the large grid-connected wind farm design technical specifications 18 key technologies such as wind power industry standards, as well as the technical regulations for wind farm into power system.

And the new of demonstration text of announced from grid scheduling agreement terminology explained, and grid conditions, and scheduling run, and following electric protection and the security automatically device, and scheduling automation, aspects of requirements, clear has wind farm, and PV station and grid party of responsibilities and obligations, has legal effectiveness, for maintenance wind power field, and PV station and grid enterprise of lawful rights and interests of, promoting power system security quality economic run. Conducive to further regulate the utilities and wind power, photovoltaic power company’s grid dispatching behavior, improve energy structure adjustment. Thus, national grid-connected renewable energy emphasis is evident.

In addition, the new version of the model, and added a number of equipment operation testing content. Liu Chun in carefully read has the demonstration text Hou, on China power reported reporter said, to wind power field grid scheduling agreement (demonstration text) (GF-2014-0516) for cases, which “wind farm has installation measuring wind Tower, configuration wind real-time forecast system and by points bit scheduling institutions requirements accurate upload wind speed, and wind, and temperatures, and pressure, meteorological data; equipped with wind electric power forecast system, forecast range and precision meet assessment requirements. “Real-time forecast system in past of standard in the no clear proposed, and equipped with wind electric power forecast system, forecast range and precision meet assessment requirements, previously wind electric power forecast system all of industry standard, including wind electric forecast system function specification, and wind electric grid of national standards GB/T19963,, requirements configuration wind electric power forecast system, but no proposed on forecast precision assessment of requirements.

As another example, reactive power regulation capabilities of wind turbine meet voltage regulation and reactive compensation equipment needs and type selection of reactive power compensation equipment in accordance with the relevant standards and responsiveness (factory result should be verified), and network protection control strategies are needed to meet the assessment requirements.

This would run multiple devices included in the scope of examination, is not only good for the stable operation of the wind turbine monitoring after a new energy grid to ensure network security. In addition, is the new energy grid-connected operation control system and support system quality and reliability of the assessment, in order to promote equipment manufacturers to improve quality and efficiency.

Increased supervision network scheduling

“A new model for grid automation system has put forward higher requirements, what on-grid connected how to coordinate scheduling requires network interaction with the new energy power generation. But still not in effect. Network scheduling grid requests in this regard, start small, no regulatory mechanism, now along with the development new energy grid, grid will increase the monitoring of network scheduling requirements. Issuance of the new model, for grid-connected renewable energy implementation and monitoring more standard. “Beijing Dong Runhuan Technology Corp network scheduling product Director Zhou Yunwei said.

At present, the blackouts and other problems facing the desert wind, abandoned light, between the power company and the new energy power generation enterprises often is public and that the public is justified, both sides. China’s massive investment in new energy and power to dissolve contradictions between the lag has caused safety concerns to the power, also brought a new energy issues such as operational inefficiencies. The introduction of the new network scheduling agreements text, to regulate the incorporation of new energy sources such as wind power management, improving network capacity of new energy sources such as wind power.

In addition, because new energy such as wind power, solar power access standards to improve and lead to device manufacturers to enhance the related indicators for monitoring operation of equipment in order to meet the requirements of the new energy grid. Most companies believe that this is a plus for the company. Signing of the agreement will phase out outdated technology small business, regulate competition in the industry.

Lin boqiang, Director of the Centre for energy economic research at Xiamen University, said: “new model make the grid more standardized, grid-connected renewable energy plays a catalytic role in reduction of incorporation has been part of the problem, companies have already committed, the Government has been working to solve the problem of grid-connected.

But the incorporation issue was not simply pull the line up, also the local market capacity, timeliness of transmission outside the wind-rich areas, the road is smooth, and so on. New energy instability, there are technical and scheduling issues, simply through regulation to solve the problem more difficult, touching on some operational problems, the new energy grid to be used after, which impact on the power grid will also need power grid and power generation companies to solve step by step. ”

Original title: new energy network scheduling-undefined field station equipment appraisal

National development and Reform Commission on “accelerating the promotion of healthy development of the solar thermal power industry” to reply

Polaris solar PV net news: in March, national solar thermal industry technology innovation Strategic Alliance through Shandong Jin Jing (Holdings) limited gang representatives submitted to the 12 session of the national people’s Congress meeting on “accelerating the promotion of healthy development of the solar thermal power industry” proposal, recently received the replies given by the national development and Reform Commission (the change proposal “2014″, 26th).

Explicitly States in the answer file will be given to the development of the solar thermal power industry must be supported. Next, the national development planning will be based on solar thermal power generation launched a number of pilot projects, in areas such as technology and equipment requests, filtering out localization of advanced technology and equipment through horizontal comparison of high and low cost demonstration projects, actively supporting its development, to encourage the progress of solar-thermal power generation technology and equipment, industrial. On this basis, timely and introduce policies to support unified price of solar-thermal power, and gradually to the PV benchmark price is excessive, promote healthy development of solar-thermal power generation industry.

Original title: national development and Reform Commission on “accelerating the promotion of healthy development of the solar thermal power industry” to reply