Polaris solar PV net news: “If you want to use one word to describe the PV industry in 2016, which is ‘ escapades ‘,” February 16 “2016 review and prospect of 2017 situation of development of the photovoltaic industry seminar”, Deputy researcher of the national energy Administration’s new Energy Division Xing Yi Teng said.
In the year 2016, photovoltaic industry followed by experienced “630” Installing tide resulting surge capacity, “frontrunner” low price competition of the base file, the first photovoltaic poverty alleviation issued starting from the second half of constant twists and turns of price adjustment.
In such cases, the photovoltaic industry produced a report “report cards”. By the end of 2016, China PV power capacity 34.54GW, ground power station 30.3GW, distributed power station 4.24GW, a total installed capacity of 77.42GW, new and cumulative installed capacity is the world’s first, with a new machine for 4 consecutive years ranked first in the world.
China PV Industry Association Secretary-General Wang Bohua said that growth, digestion project is one of the important achievement last year in previous years. 2017 China PV market will maintain a good development trend, total demand this year is still large. National leaders will still be distributed forward technology base, poverty alleviation, project requirements, such as, in the General project (12.6GW), leads the technology base (5.5GW), PV poverty alleviation (4.81GW), add index (10GW), distributed PV and other factors, driven by growth will accelerate, installed more than 20GW expected this year. The domestic market showed a trend of tight after the first song, first three quarters tight, four-quarter more.
2017 of PV industry development trend is established in “Thirteen-Five” under the framework of the. If you say “Twelve-Five” ‘s main task is to expand the scale, that “Thirteen-Five” is not only the unilateral expansion of scale, but on developing low cost, reducing cost and increasing efficiency, give full play to the role of State subsidies.
Cut before 2016 China PV on-grid price in the world at a very high level, coupled with the first half of “630” Installing surge stimulus, rapid development of PV makes serious renewable energy subsidies more a deficit already stretched thin. According to statistics, 2015 energy gap reached 40 billion yuan of subsidies, 2016 shortfall rises to 60 billion yuan.
In addition, existing within the PV industry “resell flagging” (“flagging” generally refers to the relevant departments to carry out preliminary project approval) is the Department of energy issued a prohibition of the sale of project documents and related interests, but the effect is very limited. Xing Yiteng, “says (in effect) a lot of subsidies are speculative people, brokers and local calls for the investment in support industries, supporting industries there is duplicate of inefficient investment, so most of the subsidies did not play. ”
Last year through the “frontrunner” base project in the domestic photovoltaic industry kicked off the “bidding” brings a lot of unexpected results. First on the issue of subsidies, said Xing Yiteng, declared in the last year reached 5 million-kilowatt “leader” in the base, each project on average than local benchmark prices drop 2 cents, all measured down to save state subsidies of 1.5 billion yuan each year.
Secondly by way of project bidding, so that prices reflect true costs, no extra profit to resell, Xing Yiteng thinks this is to prevent “scalping flagging” the only way.
Xing Yiteng said 2017 PV focus can be summed up as “a priority, a comprehensive, two systems and two”.
This year we will continue to give priority to supporting distributed PV development, combined to change distributed close to elimination on direct transactions; the full implementation of the competitive allocation of items, large to enterprise challenges last year only in the “leader” base was introduced, but not mandatory, but encouraged.
According to the industry standard is ambiguous, inconsistent problems, to build industry-standard systems, and monitoring and evaluation system, standardize easier industry-standard, to abandon the light, dissolve, grid access, supporting investment in monitoring.
In addition, in 2017 will focus on “the leader” base, make adjustments to the index, base itself to competition, Sunshine resources, land tax, grid access, as well as indicators of local government services will be the main consideration. Poverty alleviation is an important object in the development of priority supporting village-level power stations.
According to Chinese Photovoltaic Industry Association statistics, last year the manufacturing end of the photovoltaic industry showing a scale continues to expand, costs continued to decline, and technology features.
According to China PV Industry Association statistics, 2016 in polysilicon aspects, China annual production about 194,000 tons, compared growth 17.6%, annual solar level polysilicon imports volume about 136,000 tons (containing silicon ingots), part enterprise cost has fell to 70 Yuan/kg following, new 5000 tons level electronic level polysilicon factory, high quality products has in semiconductor field bulk application; wafer aspects, annual production over 63GW, compared growth 31% above, Each chip costs fell to 1.4 Yuan, polycrystalline diamond wire cutting applications faster, increase single crystal material and speed also improved.
Battery tablets aspects, annual production over 49GW, compared growth 19.5% above, part Enterprise processing cost has fell to 0.5 Yuan/w following, PERC, and black silicon, technology achieved scale production, single more Crystal efficiency respectively reached 20.5% and 19%; component aspects, last year production over 53GW, compared growth 15.7% above, continuous 10 years global first, part Enterprise processing cost fell to 2.45 Yuan/w following, half tablets, and MBB, and stack w, technology constantly emerged, Increasing degree of automation components production.
Back in 2016 PV market development, market structure and structural change must have occurred. Market focus gradually from the Northwest to the Central and Eastern regions. 2016 new installed capacity in the Northwest 9.74GW, accounted for 28% of the 9 provinces over 1GW installed in the East.
Market structure away from the ground station to the distributed transfer. 2016 distributed PV new installed capacity of 4.24GW in China in 2015, representing a new 1.39GW up 200%. After August 2016, distributed grid per month is around 50% per cent. Among them, Zhejiang, Shandong, Jiangsu, Guangdong and other coastal identities released distributed home front, Ningxia, Shanxi and rely on additional larger scale a power station to help.
Original title: the biggest utility failed to achieve the 2017 solar PV subsidies added capacity will be more than 20GW