Polaris solar PV NET weekly Hots collection (5.4-5.8)

Polaris solar PV net news: policy review

1, Anhui provincial energy Board notice on further strengthening the PV power plant project development and management

For ordered advance Anhui Province PV station development construction, promoting Anhui Province new energy industry health development, according to national energy Council on further strengthened PV station construction and run management work of notification (country can new can (2014) No. 445,) and national energy Council on specification PV station investment development order of notification (country can new can (2014) No. 477,), file requirements, combines Anhui Province actual, released related matters notification.

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2, the Suzhou City Government on promoting the sustained and healthy development of PV industry in Suzhou

To implement the energy development strategy of the State to promote PV science and technology progress of enterprises and promote photovoltaic applications, according to national, provincial policy on promoting the sustained and healthy development of the photovoltaic industry, Suzhou reality, put forward many views and identified by the end of 2016, photovoltaic industry, Suzhou city, the annual output value exceeded 50 billion yuan, photovoltaic power generation capacity to more than 300MW.

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Fujian Provincial Development and Reform Commission on clarifying the PV 3, notification of project approval and building management-related matters

According to national energy Council PV station project management provisional approach (country can new can (2013) No. 329,) and the distributed PV power project management provisional approach (country can new can (2013) No. 433,) provides, for specification Fujian province PV power project approval and the construction management, better service enterprise, promoting PV power industry ordered health development, made has related matters notification.

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4, Guangxi Zhuang Autonomous Region, Guangxi Zhuang Autonomous Region, policy on the issuance of notification of interim measures for the management of distributed solar power projects for the record

In order to regulate the management of distributed solar power projects for the record in Guangxi to promote distributed generation applications, agreed by the autonomous regional people’s Government, and distributing the interim measures for the management of distributed solar power projects for the record of the Guangxi Zhuang Autonomous Region informed (Gui Fa changed energy [2014]946), light, earnest implementation.

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Market review

1, the foreign media: European Photovoltaic Industry refer to charge companies to avoid tax

Foreign media said the European Association of manufacturers of solar energy once again complained to the European Commission, accused Chinese competitors products to Europe through third countries, trafficking in an attempt to evade import duties. EUProSun President, Germany solarworld Vice Chairman nicishike said, nearly 30% of photovoltaic products in China through means of evading the EU tariff measures mentioned above.

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2, the PV industry in China by Europe “plot”

Three years later, the sniper struck again on China PV industry in Europe. Sources recently said that European PV Manufacturers Association filed an appeal once again, accusing Chinese companies sought to evade import duties. In September 2012, the EU began for Chinese enterprises to conduct “double reverse” investigation, and ultimately to collect three years of anti-dumping and countervailing duties. Insiders believe that this farce is just prior to the European and American “double reverse” a continuation of China PV industry should take this collaboration to enhance cohesion, to face international competition.

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3, imports of polysilicon prices double ground to suppress domestic enterprise survival

2015 3 April country polysilicon prices have plummeted, from 139,000 yuan/ton decline in the beginning of March until the end of April 120,000 yuan/ton, declined to 13.7%. This predicament of imports was mainly due to both volume and price suppression, polysilicon prices plummeting, polysilicon inventory needs to be digested, businesses ground to survive trouble again, March polysilicon imports thousands of South Korean and American vulnerability is a double bond, specific analyses, please see article.

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4 changes to quota system, electricity is not PV power station are facing challenges

In recent times since the June sunshine solar power investment, Executive Director, written by Yang Peng Libin, President of investment, LLP “Peng 12” Melaleuca in the photovoltaic industry, and pointed out that, with liberalized power generation side and selling side, without protection from the quota system, renewable energy projects, including the PV power plant there will be massive deaths.

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5, PV capital games started

In recent days, British media reported news sparked widespread concern in the photovoltaic industry, according to the report, Chinese solar companies need to raise tens of billions of dollars in funding this year to achieve the desired expansion of capacity. According to the National Energy Board recently announced the solar installed capacity 2015 target calculated 17.8 GW plan 2014 its capacity increase of installed capacity of nearly 70%. Industry experts say this means that large State-owned enterprises and debt-laden private enterprises with a total investment of more than $ 23 billion, with most of the money will come from State-owned banks and domestic bond and equity markets.

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6, photovoltaic industrial park defeat: hundreds turned out then I do not know

In 2012, is the photovoltaic industrial park construction more than a year, many Governments build photovoltaic industrial park, has reached more than 300 enterprises. “Speed on” after many photovoltaic industrial park the naught, is empty at the beginning of the completion of these parks, is itself a shell, not so much, not so much demand, enterprises actually materialize.

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Comment article

1, the Buffett investment opportunities: distributed generation or the next target

In this shareholders ‘ meeting, focusing on topics ranging from distributed energy to daily consumption, Buffett Chinese investors a lot of inspiration from both ends of the floor. Among them, Warren Buffett himself particularly focused on distributed energy companies on the future investment opportunities at this year’s shareholder meeting asked whether the distributed generation of an existing utility systems will be threatened, he said: “distributed energy resources we have always been very concerned, the best defense is a very low-cost energy. In our country there are few who truly used solar energy. ”

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2 channel, PV financing loan details

Photovoltaic industry into the positive development of all long overdue phase, are getting ready. Photovoltaic application is however an industry subject to capital and policy, when an investor when calculating the return on investment, revealed that all the investment of free funds, annual return of only around 10% (even less than one o’clock); and if 70% even more than through bank loans, even if interest rates are slightly more than 7%, 20% per cent own funds annual returns can be achieved. So PV investors financing options is a must.

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3, Hong Wei: photovoltaic power plant investment really make money?

On May 3, “51” holiday of PV industry in a storm of exclamations, rolled out social for large State-owned China Guangdong Nuclear Investment in PV markets “PV treasure”, its annual income up to 13%! See this news, numerous problems in Hung-Wei myself, also conducted a cursory study of this product, the conclusion is the first instinct: such a high return on investment promotion, not conducive to the healthy development of the photovoltaic industry.

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4, the list, why is it so controversial domestic inverter manufacturers collective fraud?

A PV industry Web site recently released a PV industry rankings of the top 20, including power stations, EPC and modules, inverters and other categories. Inverter company shipments in this data has caused an uproar within the industry. In the top 20 in the enterprises of inverter shipments up to 20.12G Watts, far exceeding the “grid-connected capacity 10.6G w inverter output 3G w” and 13.6G Watts. Many inverter business executives have said that someone lied inverter manufacturers.

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5, the LDK to create “+ Internet new energy” is a “myth” or a gimmick?

In August 2014, once RSVPs PV mogul resigned as LDK LDK LDK Chairman, Dim and off. After just 5 months, he is super cool concept “Internet + PV of” green energy high profile return to treasure wealth management products. It is understood that the Green treasures on-line 3 months, has launched 18 projects, with sales of more than 200 million Yuan, against the dollar assets of the international version is coming soon. But observers believe that under the current situation, distributed PV dilemma is difficult to break, green treasure of sustainable high yield “myth” is hard to sustain.

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Enterprise version

1, hareon huge loss of nearly 1 billion yuan Huai Yang “redemption”

Hareon solar annual report data show that hareon 2014 annual losses of nearly 950 million Yuan. Because 2013-2014 had two consecutive years of losses, hareon stock exchange delisting risk warnings to be implemented. Since April 24, hareon “wear star hats” becomes “*ST sea run”. Puzzling is that multiple enforcement actions, frequent hareon solar PV market layout, map of its investment in Shanxi, Inner Mongolia, Yunnan, Shaanxi, Shandong, Jiangsu, as well as India, and Singapore, Mauritius and other countries and regions, waiting to rise from the ashes.

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2, tianwei debt improved sources said CCB will be imposed on the group loans

Recently, the Baoding tianwei group said it could not honour 85.5 million yuan of interest this year, becoming the first domestic bond default by State-owned enterprises in the country, just broken in the market led by State-owned enterprises bonds against “good” more than when still warm, but sources said China Construction Bank loans against tianwei group. Insiders believe that breaking the rigid payment is not realistic any time soon.

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3, the Supreme Court dismissed the appeal has arisen now LDK contracts trade dispute case upheld

According to the people’s Court daily reported that on April 30, was entrusted by the Supreme People’s Court, people’s Court of Guangxi Zhuang Autonomous Region, LDK LDK Solar Technology Ltd and Guangxi Yuchai machinery company limited contract dispute of the case publicly. The Supreme People’s Court trial finals-d companies of the second ground of appeal not valid, facts are clearly established by the judgment of first instance, the law was correctly applied, should be maintained. Therefore, dismissed the appeal and upheld the.

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4, the main occupation cannot stop bleeding Yingli reluctantly sold the short term debt

On April 29, Yingli SNEC international solar PV Exhibition in Shanghai, announced news that excite investors, said the company was ahead of the central securities depository and Clearing Corporation Limited pay 1.27 billion yuan to reimburse Ying Li, China of the three-year note issued in May 2012, all principal and interest due, this also means that much attention of Yingli’s debt crisis.

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5, Salvation, *ST wide summer: to inject quality assets into the photovoltaic industry

“Yinguangxia event” broke out 14 years around its disposal the aftermath, most long and tortuous restructuring story of China’s capital markets have arisen. Today, the former “first unit in Ningxia” *ST third impact reorganization of the guangxia, instead of restructuring the assets, the trust and confidence of investors than restructuring. Then, after restructuring the company’s business prospects? *ST Guang Xia with the previous cut, to get out of “yinguangxia trap”?

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Character articles

1, Zheng JianMing downwind speeches inside out: after the acquisition of Suntech’s larger strategy game

Buy Suntech compared to the radical and beyond in the PV field, followed by a long period of time, shunfeng photovoltaic seemed very low-key, even the company changed its name to “wind for clean energy” from a major event, nor does it give any description in the media. However, reporters from all parties to understand the situation, Zheng JianMing seems to be “next great chess”-layout based on low-temperature geothermal power, wind power, photovoltaics, water power, and other clean energy low carbon cities of the whole integrated solution.

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2, Hung Wei-PV: carrying a burden to someone 1 time to get ahead of others Yang Huaijin

Know Yang Huaijin PV entrepreneur is an idealistic, just don’t know he’s older than the Red judgement of “ideal”. For the same “ideal” because it “ideal” red Wei has yet to forget the distance between ideals and reality, so inevitably this super idealist worried. Old red eye in the Huai Yang, long life on the road, who are advised not to carry 1 time times heavier burden than others: not only enriching people’s cultural life, but also enrich people’s material life.

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3, the new Fortune 500 rich list released: Li Hejun topped the average net worth of the recapitalisations

New Fortune 500 rich list this year’s wealth indicators hitting new highs, the list threshold of 200 million dollars higher than last year (RMB, same below), up to 4 billion dollars. List of average wealth of 11.31 billion yuan, which is 500 average exceeded tens of billions of dollars of wealth to the rich. Along with the rise of environmental protection and new energy sectors, founder and Chairman of Chinese films the generation of the solar unit 165.5 billion Yuan Li Hejun’s richest billionaire won.

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4, under the dome, “SSE” person: Green thinking of Chen Jianguo

“And God said let there be light, and there will be a light of the world. To surpass Sun electric light better benefit to the people. “In the interview, surpass Sun electric Chen Jianguo, Chairman of the phrase” day “in the phrase in the past. Recalling the history of surpass Sun electric, seems to reflect a word–“off the beaten path. “It is this spirit of dare to do, surpass Sun electric from a traditional motor soft starting of enterprise’s successful transition to a new energy photovoltaic industry leader.

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