Polaris solar PV NET weekly Hots collection (1.9-1.15)

Polaris solar PV net news: policy review

1, ICBC on PV and other emerging energy industry credit guidance (revised in 2014)

Fixed renewable electricity industry as ICBC’s aggressive entry into the sector. Overall credit principle is: moderate access, merit support. ICBC should in integrated considered Internet conditions, and engineering cost, and shareholders strength, factors of based Shang, optimization customer and project, priority support meet national nuclear security planning, and nuclear power development planning and by plus home approved of nuclear power project, preferred support wind resources more rich, and grid access and elimination na conditions better of area of wind electric project, focus support is located in solar resources rich area grid type solar power project.

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2, the “bomb” wind power, photovoltaic projects in Gansu to approve all file permissions delegation

In order to regulate wind power, photovoltaic power generation project construction in Gansu province, promoting the healthy development of the new energy order, according to the Gansu Provincial Government the 65th meeting of spirits for further decentralization of approval authority, the province’s wind power, photovoltaic power generation project management related matters notice.

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3, on advancing the implementation of distributed PV development in Hunan province

On promoting the healthy development of the photovoltaic industry, according to the State Department advises, Hunan province, with provincial consent, Hunan province, is now promoting development of distributed PV implementation.

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4, Shenzhen City, Shenzhen municipal development and Reform Commission on organization and implementation of new energy industry development fund in 2015, the first support program notifications

To implement the new energy industry development planning and policy, Shenzhen City development and Reform Commission decided to set up special funds for the development of new energy industry 2015 group support program, post a notice on the matter.

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5, appointed in Jiangxi province, the Department of energy organization declared 2015 photovoltaic products notice of application demonstration project

Accelerate application of PV products, promoting the healthy development of the photovoltaic industry, photovoltaic power generation project construction in Jiangxi province on November 20 Conference, scheduled for 2015 in major parks and major enterprises in the province supports a number of PV Application demonstration projects on a selective basis, now the post a notice requirement.

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Market review

1, 11, distributed PV subsidy policy in China

With the environmental and energy issues become more prominent, national support photovoltaic power generation but also increasing. Since August 2013, the national development and Reform Commission, will be distributed nationwide photovoltaic subsidy standards for 0.42 Yuan/degrees, the provinces throughout the country also rolled out the subsidies on the basis of this policy. This table summarizes from 2013 to distributed PV subsidy policy of the country’s 11 provinces.

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2, photovoltaic flagging reselling chaos: 20MW can sell 8 million

Persistence of distributed PV industry “flagging” resell, new benchmark financing and price policies implemented in place, difficulties in construction and other issues still plaguing businesses, affected the healthy development of the industry, through the improvement of the implementation of the policy on provision of assistance urgently.

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3 and governance sectors of industry overcapacity in PV manufacturing industry threshold elevation

12th, the Ministry website released the photovoltaic manufacturing industry standard conditions (2015) for public comment. Late last year, the Ministry also issued a circular on further views on the photovoltaic market environment of merger and reorganization of enterprises and other documents. Industry analysts said that standard more strict conditions for photovoltaic manufacturing index, prompting the PV manufacturing industry to improve technology, helps to promote the healthy development of the photovoltaic industry.

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4, PV and the financial giant’s “love time”

Power plant is the most benefit this solar cycle links both high growth and high profitability. However, the Bank distributing loans has not yet been released, is not acceptable to station receipts as collateral for the loan, must be real collateral. Distributed solar power station, the operational risk is higher than the ground station, faces financing bottlenecks. Future PV market will be the road to energy financing, financing models and channels downstream power station platform innovations are needed.

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5, attention: interpretation of PV mergers policy do not fly!

Recently, industrial and information Department introduced of on further optimization PV Enterprise merger restructuring market environment of views (following referred to views) once released, on by industry widely concern, also appeared has “Ministry will focus support 15 home PV giant”, and “polysilicon aspects target has basic completed, focus in battery component aspects”, serious misunderstanding, and misinterpreted views of views, these claims more is not mark!

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6, photovoltaic industrial applications end-“rise” capital or new layout

On January 14, the vertically integrated photovoltaic solar developers SPI Announces that its global operations headquarters in Shanghai, and signed a strategic cooperation agreement with southern railway group will be PV applications to further develop new business. Insiders believe that PV industry experience, “winter”, the has now bottomed out, is expected to take end requirements emerging from crisis and usher in a new development opportunity.

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Comment article

1, renewable energy quota system is expected to be issued in the first quarter plus UHV and distributed PV

Latest edition of the renewable portfolio standard has been submitted to the State Council. Final version of the way data are adjusted accordingly, guiding ideas are “above the energy planning, and won’t let you reach the” incentives and punitive measures by reference to energy saving and emission reduction and carbon trading schemes, official documents are expected in reforms after the launch.

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2, 250 billion mess up the top-level design of PV industry lopsided

China’s solar industry has accumulated 250 billion yuan worth of assets, and 180 billion yuan of investment opportunity to enter, and so huge amounts of money have long been out in a field with no industry standard.

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3, place to monitor files being illegal and who will monitor?

Local regulators issued such a manifestly “biased” nature of the document repeatedly to “vulnerable groups” threaten, without regard to laws and principles, to the detriment of the prestige and credibility of government departments, is not conducive to the reform.

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4, PV Guy: boring Subversion we talk about skills, Catherine?

Around the Internet of energy, PV Lady seems to be divided into two gates: the Shaolin and Wudang. Shaolin, the idea that don’t pull those useless’s subversion of the photovoltaic industry, the Internet thinking, solid practice the most important Wu finds that combines PV, finance, Internet technology, mothers no longer have to worry about my profit.

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5, Chen Jianguo: discussion on distributed PV market-oriented ways of its further development

Since the acquisition, and Li Xinzheng, the Central Government decided in the eastern area and in promoting the planning and implementation of distributed PV is definitely a correct strategic decisions. This is to capture new sources of fundamentally healthy, as well as the pulse of long-term, sustainable development.

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Enterprise version

1, hailing the “world’s first in five years,” people voted in the decrypted PV chess game

On August 21 last year, zhongmin vote aggregation 59 private enterprise funded “Golden bit angry.” Board Chairman Dong wenbiao anchors the zhongmin voted to promote economic transformation and upgrading in industry consolidation, PV, steel and ships, three current relative excess industrial capacity was chosen as the main direction. Along with the Ningxia tongxin debut PV power projects as a first single entities to invest, the mystery of capital barons of photovoltaic layout began to surface. Zhongmin voted goal within five years to become the new boss of energy, photovoltaic industry, do the world’s first in five years.

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2, the solar sight greatly improved State-owned power group company may lose 400 million

After 2013 in the solar industry has picked up after years of intensive policy support, and even praised by industry “since the 2008 financial crisis makes the industry’s most exciting times.” Is in such a condition, guodian Corporation subsidiary technology environment protection group showed a performance warning.

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3, power stations or 50 billion funding gap PV Business Bank “gate” support

According to the national planning of photovoltaic plant 14G Watts of total goal amount to calculate, the size of the financial needs of around 80 billion to 100 billion yuan, but actual Bank provides funding of 20 billion to 30 billion dollars, has a great gap in the middle.

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4, 1 billion of investment in technology and high-speed ride, such as power stations operating in North China platform

Set up a photovoltaic power plant investment operating companies, has become the common goal of every company. In addition to the Green Giant, SPI, jinko, GCL, such as new energy, zhongmin cast, technology in domestic listed companies—13th night also announced that will work with a partner invested 1 billion yuan, set out to build their own power plant investment platform.

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5, *ST ultra-life and death

The first termination of bankruptcy proceedings of private listed companies in Shanghai, or mean *ST Suri the most difficult time has passed, and fueled hopes to market. Transition from assets to inject silicon wafer technology systems integration, *ST Suri restructuring prospects, development depends on how the transition is completely transformed.

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6, Dragon photoelectric last minute “narrow escape”

Bursts of 20 risk prompted a suspension of the listing, once considered a possible suspension of the listing on the gem is the first Dragon photoelectric ushered in the transfer of the unit, at the last minute, like energy to help 110 million Yuan, not only give Dragon optical are expected to succeed, close calls, also promoted itself as a Denon optoelectronics new actual control. While such practices are off-limits to gem companies are bypassing the backdoor listing, bring in new shareholders has opened up a new path.

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Character articles

Plan 1, Zhang Guobao, talk about Thirteen-Five: reforming energy pricing and subsidies

China’s wind power, solar energy industry has been the highest in the world, but the current benchmark fixed by the Government to develop wind power, solar electricity prices, including higher benchmark coal-fired electricity price in the local part, levied by the financial subsidy for renewable energy fund in full, the lack of competition and restricts the development of wind power, solar scale also allows subsidy funds to sustain.

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2, Wu Jianlong large holdings of sunflower originally intended in this

Wu Jianlong of the actual control to be underweight announcement not to exceed 150 million shares, market of sunflower whether owners of the actual control concerns. On this matter, the company concerned told reporters, after Wu Jianlong holdings, dropped to 12% per cent stake, but does not change the actual control of the company. Wu Jianlong reduction intentions, is the individual’s foreign investment, followed by lent to companies below the Bank’s benchmark rate.

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