PV module processing gaps in who’s going to fill?

Polaris solar PV net news: United States Department of Commerce today announced final results, finds crystalline silicon photovoltaic products imported from mainland China dumping and subsidies, the United States will impose “countervailing (anti-dumping countervailing)” tariffs while China Taiwan crystalline silicon photovoltaic products dumped imports, will levy anti-dumping duties. Meanwhile, from the first day 2012 “double reverse” to start, PV enterprises in Quanzhou will gradually adjust their layout, he moved to distributed power plant construction in China. From Quanzhou customs statistical data, in January-October this year, the city’s exports of photovoltaic cells only 99.91 million Yuan, down more than 50% from a year earlier, this round of “double reverse” in Quanzhou is more like a smoke outside the besieged city.

By participating in distributed solar power projects, local photovoltaic companies to get a lot of room for development. (Lin Jinfeng/photo)

United States market growth domestic PV strategic shift

Recently, the United States Commerce Department final results found, manufacturers in mainland China, the dumping margin is 26.71% to 165.04% subsidy ranges from 27.64% to 49.79%, Taiwan manufacturers ‘ dumping margins between 11.45% and 27.55%. According to us statistics, 2013 crystalline silicon photovoltaic products imported from mainland China totaled US $ 1.5 billion, China’s Taiwan-related products imported amounted to 657 million dollars.

Number of domestic PV industry believes that this “double reverse” effect is much smaller than in 2012 for the first time in “double reverse” after that, the domestic PV manufacturers started trying to “eggs in different baskets”, the share of exports to the us have fallen sharply, the market shifted to Japan and the United Kingdom developed or emerging markets such as China’s domestic market.

However, the United States is still in a period of rapid growth of the photovoltaic industry. United States solar industry research firm Solarbuzz reports recently published, in 2014, the United States solar market will be 10 times the growth rate of the next 5 years, United States PV market is expected to average annual growth of more than 30%. Global solar PV market in terms of size, United States has become one of the world’s fastest growing photovoltaic market. Combined with the United States Government in domestic construction of photovoltaic power plant 30% of tax, which is valid until 2016, so even with the added heavy duty components in China, construction of power stations remained profitable.

Quan Qi beauty “double reverse” desensitization building power stations that would “eat”

Talking about United States “double reverse” investigation, land of sunshine (Fujian) Xu Xinhu, Chairman of new energy is very calm, “don’t hear ‘ double ‘ sensitive, now of China PV industry in Europe and America have become less attractive, the biggest PV market in China. ”

“A few years ago in Quanzhou photovoltaic products exported to Europe’s market share probably around 70% is now under 30%. “Xu Xin Hu, this is a conservative estimate, the actual figure is probably much lower. Small amount of PV industry in Quanzhou enterprises in small quantities, including the Sun, Jin Baoli (Quanzhou) Technology Co Ltd, Southampton Deluxe told reporters more than photovoltaic, PV enterprises, enterprises to focus most on the domestic photovoltaic power stations construction.

Solar cell, battery packs through projects promoting the development of enterprises, such as product sales, starting from the second half of last year, several middle and lower domestic PV manufacturers orders increased sharply. Xu Xinhu, told reporters that within two or three months towards the end of last year, corporate orders and even reached its capacity of 10 times – demand from domestic PV enterprises or PV terminals.

In July of this year, Fujian Provincial Development and Reform Commission issued a notification on the 2014 construction of photovoltaic power generation plans, pointing out that our province’s photovoltaic power generation capacity of 350 megawatts this year, of which 50 MW of PV power station, distributed PV 300 megawatts. Distributed in photovoltaic power generation plan allocation table, when assigning to amount to 80 megawatts in Quanzhou, for participation in distributed solar power than any other project in 8 cities, land of sunshine, luxury optical are taking part in the project.

Immediate priority is to improve the industrial chain to fill gap PV module processing

Quanzhou, the thorniest issue at the moment is not the United States “dogged”, but its industrial chain short Board. Due to the small amount of PV industry in Fujian province, PV industry chain has obvious flaws, businesses are more concentrated in the middle reaches of the solar cell and PV power station Terminal, acute shortage of PV module production capacity and raw materials.

As with most PV enterprises in the province, southern main scope of business is also the Sun Earth solar cell production and photovoltaic applications Terminal, company Chairman Xu Xinhu, told reporters that at present, they produce most of the cell sent to Jiangsu and Zhejiang provinces are processed into components and then shipped back to Fujian. To this end, enterprises need to pay shipping cost 10%.

“Fujian province, only about 30 MW of component production capacity, which was 350 megawatts of installed capacity in the province this year, Fujian more than 90% PV gap to rely on that is outside the province. “Xu xinhu said. According to the solar energy development “Twelve-Five” programme, every year, there are about 70%-80% distributed projects capacity growth. At that rate, if it does not improve PV industry in Fujian province, the gap is only going to get bigger. In fact, the local subsidy policies of the local photovoltaic companies generally call for delay in introduction, is also based on consideration of capital outflows, but deviated from the original intent and help local photovoltaic companies.

Despite the sunshine, luxury companies such as optoelectronics, Jin Baoli at hand there are power stations are under construction, and to maintain the basic balance, and up to hundreds of millions of dollars building a distributed power project investment, recovery period of eight to 10 years, most companies cannot afford. In this situation, some PV companies have chosen to project shares jointly with the State-owned enterprises to invest and set to ease funding pressures. At present, the land of sunshine, Deluxe electro-optical two enterprises are involved in part of the province is based on this form of distributed PV power plant project.

“However, this cooperation, after all, is short term. “A photovoltaic industry in Quanzhou said if this provincial capacity is still unable to keep up, companies could consider themselves building a components manufacturing plant to fill that gap. Based on the current market, the component’s output is equivalent to 1.5 times of the solar cell, PV module manufacturers in the province still has a lot of room for development.

Original title: PV module processing gaps in who’s going to fill?

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