Polaris solar PV NET weekly Hots collection (12.19-12.25)

Polaris solar PV net news: policy review

1. Department of energy announce 30 demonstration area of distributed PV applications list (table)

According to the national development and Reform Commission on the release of the first batch of infrastructure encouraging social investment projects in the areas of: notice of (the change Foundation [2014]918) requirements, release included the first national infrastructure sectors 30 to encourage social investment project demonstration area of distributed PV applications list. Related requirements are hereby notified as follows:

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2. Shaanxi Government issued (2014) 37th “views on the model to promote implementation of distributed PV”

On December 19, 2014, the Shaanxi Provincial people’s Government Web site announced the “model advancement of distributed PV implementation advice”, pointed out that for 3 consecutive years from 2014, 100MW distributed each year planning and construction project in Shaanxi Province. Building 6 distributed photovoltaic power generation demonstration area, 50 photovoltaic power generation demonstration towns, cultural tourism town (neighborhood) and model village. In addition, it should be noted, Shaanxi Provincial funds according to 1/w standard, one-time investment grants.

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3. comprehensive Department, National Energy Board on a solar energy development “Thirteen-Five” notification of planning work

According to the National Energy Board “Thirteen-Five” energy planning the programme of work, and for co-ordination of the national solar energy development “Thirteen-Five” planning, preparation, and related matters are hereby notified as follows:

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4. comprehensive Department, National Energy Board on a 2014 PV power projects pick up nets work notice

On December 24, the National Energy Board issued a circular, requiring in 2014 PV power projects pick up nets. Notification, improve the mechanism for photovoltaic power generation project construction management work; do the work of grid-connected PV projects power projects linking correctly handle scale photovoltaic project management problems continued improvement of distributed PV on-grid services, strengthening and operation of photovoltaic power generation network monitoring services, such as five measures.

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Market review

1. “the Incredible Hulk”, solar and ultra high voltage PV Western “fortress besieged” in mind

Siege of the Western region is a photovoltaic power station: the earlier investment of absorptive capacity by grid trapping the money get away, while in the capital circle, and hundreds of billions of dollars in funds waiting for the first flood. Broken walls, only increase the intensity of power grid construction.

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2. the top ten industries in China, “the new normal” annual report – PV articles

PV industry in China in the past depends heavily on exports, strategy shift toward more reliance on domestic demand and fully reflected in the end of 2014, obvious signs of industry recovery. Between 2011-2013, China PV companies have been mired in losses, even bankruptcy situation, today the situation has been reversed.

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3. expanding resources build on seven Central SOEs 5GW photovoltaic power plant

Recently, the PV Green eco-cooperation (PGO) 2014 Conference held in Jiangning district, Nanjing nanrui group Al-Qaeda. 7 common read out at the meeting, head of the biggest Union “Joint Declaration”, reaffirming to enhance communication and cooperation. Also pointed out that medium-term plans of the PGO is developed within five years the total installed capacity of 5GW of photovoltaic power plant.

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4. the “number one” undo behind

United States “double reverse” this “cold waves” struck the Liaoning’s largest photovoltaic industry hangout. PV two-handed backhand brought the news impact of PV industry in Liaoning, reporter faced a problem: more than a month ago, photovoltaic industry is responsible for the entire region of Jinzhou PV industry Development Council was withdrawn. The authority has had a resounding name: “number one”.

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5. “the folk version of” PV roadmap

China’s PV industry how to seize the development opportunities brought about by current environmental woes, may also require more efforts by the industry as a whole and thinking. One of the most critical point is the concept of change, from passive looks forward to policy change initiative through advances in technology, business model innovation, to solve some difficult problems.

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6. northwest province of PV continuing “abandoned” industry anxious renewable portfolio standard

PV power station in Northwest China suffers from an abandoned power rationing, which is particularly serious in Gansu province. Insiders believe he told a reporter, it is necessary as soon as possible for renewable electricity quotas, indigestion problems to resolve after the feast.

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Comment article

1. PV to China a second “double” the final awards: businesses are taxed on how much tax?

United States on December 16, the United States Department of Commerce announced the PV to China two-wheel “double reverse” the final results. According to the announcement, levy respectively Trina He Yu-hui sunny/jinkosolar 26.71% and 78.42% of the anti-dumping duties, respectively, imposed non-responding enterprises and other enterprises involved in the 52.13% and 165.04% of the anti-dumping duties.

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2. Department of energy “secret accounts”: photovoltaic home with new joy at meeting

According to the original plan of our 2014 14GW PV installed capacity will be completed, of which 60% is a distributed PV share. However, the unwilling saviors of distributed PV new deal has not brought about the expected results. The most pessimistic estimate is that PV installed capacity goal for this year is only able to finish half, distributed PV that drags. It is clear that China should find new ways for distributed PV.

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3. policies to support distributed PV knock open the Bank doors?

The intensive introduction of distributed PV support policy does not seem to knock on doors of banks. PV enterprises, especially private photovoltaic companies still don’t get the money. Shanghai new energy industry Association Chairman Zhu Yuanhao said, “many PV companies have let the banks eat the suffering, so (Bank) of PV is actually very scared, more cautious. ”

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4. insurance brokers say that those people did not think of the photovoltaic industry

Bounce energy see energy, is a good point. Aon-insurance broker Executive Director renewable Xiang Jing said at the meeting, from the point of view of the insurance industry, said the problems of distributed PV, and insurance operations are difficult and give PV professionals and investors a warning. To avoid risks, can find new opportunities, it’s up to you.

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5. the rise of PV from the Tesla enterprise policy: with a short Board to win the competition

In the traditional mode of thinking, to think people are better at existing Government under customary or competitive advantage. But under a contrarian, “short Board” is just another possible innovative breakthrough, the rise of digital technology, Tesla’s breakthrough. So the question came, and as a “weak” attackers, photovoltaic power generation can learn from something?

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6. the PV module quality problem for the PV industry to sound an alarm

PV has been shown a yellow card. AQSIQ announced 2014 antireflection glass solar PV modules for the 3rd quarter survey shows that rate is only 76.7%. Substandard products will result in photovoltaic power stations the ability to combat natural disasters and power efficiency.

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Enterprise version

1. Sequoia Capital invested why PV projects selected this small businesses for the first time?

In March of 2011, guruiwate became the first Chinese photovoltaic industry – is the only one to get from Sequoia Capital portfolio companies, whenever their feelings, Ding Yongqiang replied: “the biggest feeling is that companies are finally starting to make money. “In fact, very few people know, and outsider guruiwate get from Sequoia Capital’s investment, in fact, the opposite-is guruiwate has been selected in many investors Sequoia Capital! How is this a business?

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2.2014 Suntech Power how?

From dire straits, to the bankruptcy reorganization, to be born again, all the ups and downs. Suntech’s tough life, bring people’s thinking is multi-faceted. Among them, the use of “Government” and “market” explore and practice of both hands, particularly thought-provoking.

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3. interview the people voted in the Board of Directors Vice Chairman Li Yinheng: people voted in what to invest in?

Since the RUC May register, August, new zhongmin vote several months progress? PV, steel, aviation, has shown great interest in traditional industries of zhongmin cast, is in full swing, the rise of the Internet and other emerging industries to see how? China’s economy under the new normal pattern, zhongmin’s overall investment strategy is what? Focus on going out of zhongmin cast, overseas investment strategy, what is it? In this regard, zhongmin investment and Vice Chairman of the Board of Directors of Li Yinheng responded.

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4. aluminium polished 4 volt asset relief sale in subsidiaries

Mired in the a-share market, “King of loss” of the aluminum Corporation of China, think of new approaches in poverty. The night of December 18, Aluminum Corporation of China announced that, to be converted into a subsidiary of Shandong branch, at the same time, the company will also aluminum in Ningxia Energy Group Limited is a member of four of its subsidiaries in the silicon industry property right exchange up for sale.

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5. Zhen FA group $ 50 million bargain-buying the United States listed company

Excess capacity keeps PV industry slump, however, PV power generation projects that would let many PV companies bad rebirth. Yesterday, coming from the municipal foreign economic and trade news, zhenfa Chongqing overseas investments limited acquired United States STR Holdings in listed companies, with 51% equity share as STR’s biggest shareholder.

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Character articles

1. Miao Liansheng more and more “reliable”?

On November 26, the old red forward two pieces of information on Twitter, instant reminiscences of old red Miao Liansheng too much memory. Yingli has shipped the world’s first photovoltaic modules for two consecutive years, according to the character of the old vaccine, a position he is no easy assignment, but after all he is selling. At this point, the old red eyes old seedlings was not short but tall, because he’s doing more and more “reliable”.

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2. the LDK “wrong”?

Today, the old red had to admit that LDK has brought about in the past. Beginning in 2011, to famous old red solar entrepreneurs are sorted, and sustained attention. LDK has always been in the third array, starting at the front, then backing away. Because it believed his success more on “the good life”, difficult to get into in the eyes of old red “big business” series. In the eyes of old red, PV of this capital intensive industry, not to make tactical errors, but without losing the aggressiveness can be called “great entrepreneurs”.

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