Polaris solar PV NET weekly Hots collection (6.13-6.19)

Polaris solar PV net news: market review

1. West-East power transmission irregular photovoltaic companies complaining of 6.7 billion funds “specifying grid-connected products”

On June 16, according to a report released by the Audit Commission, according to April 2013 to July the State grid and China Southern power grid from West China to East China 21 audit of power transmission and transformation project results and found to comply with the bidding, multi meter, to affiliates conveying interests private investments, acquiring building funds a large “slush fund” and other issues, State-funded 6.683 billion yuan.

Jiangsu a PV industry Executive told reporters that large grid-connected photovoltaic power plant is a limitation of the ground, exceeds the limitation that is not entitled to national counterpart of price subsidies. “At that time the region’s power grid will require you to buy their assigned grid products, these products are sold to you, this tunneling” PV industry pros and cons, ultimately accepted.

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2. Hebei province: the plan will be completed around Taihang mountains wilderness PV power station

Hebei electric power gaps up to 3 million-kilowatt, layout PV or bear the Beijing, Tianjin and Hebei Taihang mountain of new energy supplies.

This reporter has learned, there are already plans to the Taihang mountains surrounding Heath completed photovoltaic plant, make a contribution to energy conservation and emission reduction in Beijing, Tianjin and Hebei region

In mid-June, the peak summer season to happen. The good news is, this year’s “summer peak load” power supply and demand situation, national development and Reform Commission summarized it as “generally easing.”

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3. distributed PV embarrassing business law: the bullish response is muted

According to reports, had been promising, entered the market in response to a few. Now, distributed PV are being put into practice this embarrassing business rules.

On April 8, shunfeng photovoltaic announced the acquisition of Suntech by the Board of Directors voted unanimously on the day, said the 2014 installed grid-connected PV system annual goals, distributed PV is only 600 megawatts, accounted for more than one-fifth.

If distributed PV 1-2 compared to the current situation with the past, is already a considerable capacity of 600 megawatts. But since August 2013, distributed PV-related policies in China as many as 14 more most clearly in March 2014, the National Energy Board clearly stated goal throughout 2014 8 gigawatts of installed. Thus, such as “start distributed PV to declare as much”, “a group of distributed solar projects under way” continuously appeared in the network, making people feel distributed PV market is about to explode, and the prospects are bright.

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4. PV glass brutally hit the scene would be unknown

Although the PV industry are believed to have entered a stage of recovery, but under the influence of such factors as finance, policy, domestic PV market does not continue the good momentum of development. Started slowly because the Terminal market on upstream PV glass failed to form a strong support. Inventories climbed and flat under pressure of demand, prices plummet, from the beginning of this year of 22 Yuan per square meter, down 20.5 Yuan/square meter, or 6.82%. New kiln firing one after another after years PV glass over-supply situation more difficult to mitigate. Data show that as of mid-April, this year, new ignition furnace 3, line 12, capacity of 1550 tons/day; ceased production kilns only one with a capacity of 250 tons/day. It is understood that currently there are still some kiln ignition of intent, once the ignition will further intensify competition in the market.

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5. China PV, serious non-processing trade policy being used

Data show that in 2013, our polysilicon products exported to the countries and regions (polysilicon, ingots, wafers, etc) total 40.9 tons only. Solar module to provide the 6 grams of polysilicon per watt calculation, 2.5GW battery will last for about 15000 tons of polycrystalline silicon. Obviously, our country Taiwan battery produced by raw materials, Basic does not come from the Mainland, is not consumed with County imports from the United States of polycrystalline silicon.

So, from the United States imported polysilicon has gone? Presumably, the vast majority of feed processing (duty-free imports of raw materials, finished products export any overseas market) imports of polycrystalline silicon, was made into a cell or module, sold in the United States other than the overseas market, after all, China’s exports last year totaled more than 16GW of crystalline silicon PV modules.

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Comment article

1. China polysilicon: back-up bag

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. Therefore, the solar industry polysilicon that a sense of blame the resulting, in a Word, because polysilicon production is not the environmental protection industry, so the PV industry are not environmentally-friendly industries.

A hugely magnified things unilaterally disadvantage, information, or information to the recipient receives the time difference to planted the seeds of preconceived notions, to be sentenced to the death penalty, then the lie repeated again and again, and finally into the photovoltaic industry now in some people’s minds–the image of highly polluting industries. For the PV industry, such an approach seems particularly unfair.

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2. solar energy storage: either up or shut up!

Energy storage issue has been hyped as a key technology development of solar energy industry today. However, when Andy – keersuopu (AndyColthorpe) when reporting on this topic, the applications of this technology is still at odds with industry around, and next year will be an important year of energy storage field to prove his worth.

On energy will be the next stage of development of solar energy industry’s main expectation has always been a steady development, prompting many analysts to expect this technology will break out soon. As the solar feed-in tariff subsidy cuts, energy seems to have become the owners how to use solar power at night, as well as business users how to use solar energy to reduce peak demand charges and other answers to your questions. Meanwhile, reservoirs can also be a lot of analysts think that could become a renewable energy market in the coming years the biggest development solutions: how to deal with the rising proportion of solar energy and wind power in the power grid caused by intermittent power problem?

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3. the PV industry in China started a new stage of transition

At present, the PV industry in China has reached a new stage of transition can also speaks of a transition period. This transition, from the initial stage of rapid development to the medium-term and stable development of phase transitions, is the transition to a new industry is gradually moving towards maturing industries, is a transition from stage to stage of reasonable profit profits. In this transition phase, has begun to produce the shuffling will not end, will only grow. Suntech’s bankruptcy and the Japanese-style debt default also will continue to happen, but there are also a number of new companies will come to the fore, becoming the new tastemakers. To wind and waves, in this transition period, China’s PV industry must adhere to the following policies:

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4. How do I play with distributed PV?

As if overnight, “distributed” became the hottest buzzword in solar circles, both from the National Energy Board to PV installed capacity planning of 2014, or from the investors claimed that GW-class investment plan, we can feel the atmosphere of excitement.

All of this, seems to be distributed in photovoltaic applications and promotion help refuel. Although there are still difficulties to overcome and ruled out for the time being, still has some work to do, but we have reason to believe that distributed photovoltaic definitely next game. In fact, distributed PV in Europe and the United States are already very well established a form of energy applications. In Germany, for example, Germany land area of 350,000 square kilometers, almost equivalent to the sum of China’s Shandong, Jiangsu and Zhejiang provinces, compared to 80 million population, compared to our population in these three provinces can reach 230 million, Germany in 2012, GDP of US $ 3.43 trillion, China’s GDP in the three total 15.15 trillion yuan (calculated according to the current international exchange rate, approximately US $ 2.45 trillion).

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5. discussion on photovoltaic development of container-type inverter

In nearly two years in the construction of PV plants, container inverters have been successfully developed from the unknown, abandoned to the existing mainstream PV inverter solutions. Its characteristic is the use of containers, all equipment is integrated into the plant stage at the inside, field civil engineering needs to be done based on fixed containers. The advantage of this device is to create shorter, shorter construction time, low cost. However, the mature technology of container-type inverter itself and whether it applies to our country, but little noticed, seriously.

In view of the recent container inverter station appears several times in the Midwest power station fault and even cause power station fire broke out, brings to the State property and personal safety hazard, author of container-type development of the inverter, inverter solves the problem which the container and container type inverter exposed some problems on, hope for information and discussion by the industry.

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Enterprise version

1. Yingli energy World Cup Marketing: 8 Chinese PV companies listed Denver Latin American market

Brazil World Cup match was raging, Yingli energy, “China’s Yingli, PV-home” ads in Chinese, in shade appears alternately on the pitch. In fact, Yingli energy at the time of the 2010 World Cup, it is one of the sponsors. At the World Cup amid speculation that Yingli energy had paid 200 million yuan in sponsorship fees, while on the other hand, the reality is–Yingli energy loss for 3 consecutive years. However, due to the confidentiality agreement signed with FIFA, Yingli energy politely declined to disclose the amount.

According to industry analysts told this reporter region rich in solar resources, abundant sunshine, and now Latin America has two-thirds countries develop the clean development mechanism, one-third country has developed a strategy for renewable energy development. This is a vast market of the Chinese PV industry cannot be ignored.

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2. detailed hareon “own-right” story: low-level errors

June 12 in early trading, was unexpected, even by people with a low level of “mistakes”, dividends on the same day ex-dividend hareon became a major focus of the market.

Wait till 2013 for dividends of the ex-dividend date coming hareon shareholders when it faced on June 12 when the ex-dividend date of opening, almost without exception, became appalled.

The same day, SSE will hareon right after the opening reference price fell directly at 7.16 dollars. Hareon before the ex-dividend announcement, after its annual profit-sharing scheme in 2013, the total share capital increase 46.06 million shares, the actual increase is 4.4%. Therefore, in accordance with the rules of Shanghai Stock Exchange, closed before the ex-dividend reference price = price/(1+4.4%).

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3. PV SAIC pioneer samples–large manufacturing enterprises in the development of new energy

Sea truck group to develop photovoltaic projects for the energy industry, was an “accident.”

For a long time, electric power development is “five senior primary” and other energy companies in the world, however, with the development of PV, more and more lay involvement to power development teams in the past.

“The ‘ Golden Sun ‘ fifth we get 50 megawatts of photovoltaic projects, has been successfully put into production in Shanghai and Jiangsu in late 2013. This year, we will also continue to use SAIC under the corporate roof, try development of distributed PV. “SAIC Shanghai Yen duyet technology Zhao Xinhong, General Manager, told reporters.

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4. Trust launched China’s first solar power station for the British wealth management products “blue-T001”

Recently, by yingda international trust company limited (hereinafter referred to as “British trust”) launched a “blue sky,-T001” new energy plan quietly assembled funds trust on the line. It is reported that “blue skies,-T001” investment promotion period is from June 20, 2014, on July 6, 2014, British trust said according to the Fund-raising may end prematurely or extend, total size does not exceed three billion yuan of funds raised, raised in three installments, the first one hundred million million million scale, time scale one billion, end of scale million million. It is reported that “blue skies,-T001” raised more than one billion yuan for the first time, declared until British trust trust scheme was established.

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5. Tak: national component price increases to 4.8/w do not participate in low-price competition

On June 16, Suntech CEO Mr Luo Xin today predict the development of photovoltaic industry will change China’s energy structure, Suntech will continue to play an important role.

Luo Xin said Suntech’s high quality products in the Chinese market will not be less than the price of 4.8 yuan per watt (tax), the announcement Suntech was again clear in China’s domestic market and the world will not be involved in vicious competition trend of low quality and low price.

It is understood that China is now the world’s lowest PV module ASP market because it has the world’s largest photovoltaic module manufacturing group and keen competition in the local market products, photovoltaic products also led to the market price decreases again, and was once shipped, the more losses the larger situation.

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Character articles

1. Wu xinxiong: stick to PV installed 10GW target firmly

2014 in order to conscientiously implement the State Council on promoting the healthy development of the photovoltaic industry opinions, summarize and popularize typical experiences of construction of photovoltaic power generation, effectively expanding the domestic market, solving the bottleneck of healthy development of the photovoltaic industry and constraints, promote sustainable and healthy development of the industry, on June 12, the National Energy Board in Beijing organized construction of photovoltaic power generation and industrial development forum. Deputy Director of the national development and Reform Commission, the national energy administration Wu xinxiong attended the meeting and made a speech, Deputy Director of the national energy administration Liu Qi presided over the meeting.

Wu xinxiong said that central leadership attached great importance to the PV industry so far this year have made important instructions, and instructions for us doing the building of photovoltaic power generation, promote healthy development of PV industry in the right direction, sets clear requirements. We must to in-depth learning grasp, more deep to grasp vigorously development PV industry and PV application for optimization energy structure, and achieved green low carbon development, further foster and grow has international competitiveness of strategy industries and achieved industry and application organic combines, and foster new of economic growth, and promoting economic continued health development of major significance, real unity, condensed consensus, put Central, and State of decision deployment falls to practice.

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2. Hai Yang Xue Liming: transition to a solar-thermal power generation strategy

Listed for 3 years, to raise 3 times, financing amounted to nearly 400 million dollars. Using these funds, Hai Duong made it through in the PV industry downturn, and established companies turn to solar thermal power generation by photovoltaic power generation base.

Company Chairman Xue Liming said in an exclusive interview with Xinhua recently, Hai Duong has been hoping for investors to create a good mechanism for withdrawal or transfer of shares, the company has started to prepare the relevant material, bid to become the first new sanban companies to take market transfers. After the bidding rules for the transfer of clear, the company will also actively consider bidding transfers. On the new tier system innovation, actively involved in pioneering in Haiyang, the company is considering issuing preferred shares and corporate bonds [-0.03%], to raise funds in the future will be mainly devoted to companies focus more on solar thermal power generation sector.

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3. Li Hejun: interpretation of responsibility for the actions of China to become the world leader in new energy industries

“Global new energy development, China would surely take practical action to become the front-runner. “Federation of industry and Commerce Deputy President, and full Alliance new energy Chamber of Commerce President, and Han can holding group Directors Council President Li Hejun in recently held of global new energy development report 2014 unveiled ceremony Shang said, China 2013 to over 61 billion dollars of annual new energy total investment, and near 200 Kat w of new energy power cumulative total installed volume, and Copper Indium Gallium se film solar component 20.5% of global Supreme certification conversion efficiency, from investment, and application and the technology aspects lay has China new energy powers of status.

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4. Wang Sicheng: PV power generation business model analysis

Everyone these days most of the discussion is “distributed PV generation system”, generalized distributed PV systems not only distributed grid-connected photovoltaic systems, including off-grid PV systems, more rigorously defined as follows:

Distributed generation (DistributedGeneration, referred to as DG): distributed generation usually refers to the thousands of Watts of power to dozens of megawatts of small, modular, distributed, arranged in a user nearby, local absorptive, non-delivery of power generation units. Includes: a liquid or gaseous-fuelled internal combustion engines, micro gas turbines, cogeneration and fuel cell power system, solar photovoltaics, wind power, biomass power generation.

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