Dark horse died suddenly in groups GCL integration between the two cities worst loss of complex rate evaporation 28 billion

Polaris solar PV net news: closed at noon, GCL integration falling 5.02%,ST plates-2.02%; also, pick Hat concept-2.13%.

10:28, resumption of inflationary 2,600% GCL integration-8.01%. 18th 19.4 highs appeared, straight down, now at 8.8 Yuan, down from 10.98 Yuan complex licences and evaporation 28 billion yuan. ST plates-1.81% currently, 6th consecutive straight dive, “dark horse potential” died suddenly in groups.

GCL integrated boom behind on the photovoltaic industry trend in the first half

Once the delisting of the company *ST Super after a day after a bankruptcy reorganization, renamed Concord integrated return to a-share, three trading days shares shot up more than 10 times, and was dubbed by the media “ghost shares,” said. However, GCL integrated behind the share price soaring, other than idle speculation, a fact that Concord integrated profitability improved markedly in the first half of the PV industry.

Despite the lower-than-expected domestic GDP growth for the first half of 7%, but on the photovoltaic industry trend. Data issued by the National Energy Board, new PV installed capacity of 7.73GW first half of 2015, including new PV installed capacity 6.69GW, new distributed solar PV installed capacity 1.04GW.

11 fund companies ahead of concern

Striking is that in earlier in July, the listed companies have been 3rd 7 intensive survey and research focus of all is the date of resumption.

According to statistics, 2015, the bodies to the GCL integrated research only in July of this 7 times. From July 6 to 8th this year, GCL integrated institutional research 7, July 6 3 times, July 7, 3 times, on July 8, 1 is when the week is most frequently listed by institutional research company.

3 of July 6 survey, appears fund companies have the Galaxy Fund, Thai Fund, up Morgan funds, Bank funds, the Hua an Fund, Fortune SGAM Fund, Wah Fu Hai Franklin funds, country funds. July 7, 3 survey, public fund only occurs on a Central Fund. A research on July 8, appears fund companies are shipping funds, Everbright Pramerica Fund.

Participation in the investment company has a minority on July 6 bin Yuan capital, Shanghai, Shanghai muduo investment Shanghai Cheng fang, Shanghai Park, information management investments. July 7, 3 survey, only city city, an investment company in Shanghai, Hee Sun Jingru city, to participate in research. On July 8, 1 survey, no investment companies appeared.

But it is worth noting that, on August 12, GCL integration because there are no price limits announced unusual transactions in securities information, no body buys and sells top 5 seats in special seats, and big deals.

Original title: dark horse died suddenly in groups GCL integration between the two cities worst loss of complex rate evaporation 28 billion

First half of 2015 India PV market review

Polaris solar PV net news: India now faces a 400 million people lack electricity and coal to major power generation domestic pollution and issues such as international pressure to cut emissions, speed up clean energy development necessary to solve this problem.

India Prime Minister MODI came to actively promote solar development, committed to make each and every term of “at least lit a lamp.”

+ Natural conditions of good policy to promote India PV development

India become 2015 attracted the attention of global PV investment hot spot is inseparable from its own solar conditions, coupled with India has introduced solar support policies of the Government, such as system PV targets and annual implementation plan and to further promote India PV market hot trends.

First half of 2015 India PV market developments

“Hot spot” there are still constraints

India became the world’s most attractive solar markets at the same time, but there are some constraints, photovoltaic companies falter.

India PV development began to take shape

With India PV market development of hot at the same time, future India PV market trends have started to appear.

Original title: first half of 2015 India PV market review

Mexico new energy ready to set sail

Polaris solar PV net news: over the past 10 years, Mexico’s solar and wind energy industry to achieve triple-digit growth rates, even more than the pace of development of renewable energy in many developed countries. With the advancement of energy reform, Mexico renewable energy industry can maintain the momentum of this rapid growth?

Mexico roads with solar panels

Renewable energy world website wrote that diversity of renewable energy resources, the growing electric power demand, macroeconomic stability, coupled with high electricity prices have have made Mexico one of the most attractive renewable energy investments.

In fact, Mexico despite sitting on the world’s leading wind and solar resources, but this industry doesn’t work very well. Data show that in 2013, Mexico total electricity installed capacity of top spot occupied by thermal power. 75% power installed capacity of thermal power in the country, followed by hydroelectric power, but only to the Mexico national electricity installed capacity of 19%. Such as wind power, solar power and other renewable power, Mexico accounted for less than 6% of electricity.

However, while absolute scale is still very low, but Mexico wind power, solar power has begun to accelerate. Today, Mexico local development environment gives the best opportunity in renewable power. It is understood that Mexico official figures show, the next 10 years the country needs to add about 22 gigawatts of electricity. The Mexican Government also adjusted the structure of the national power generation source target, in pursuit of the 35% electricity from clean energy by 2025.

For some countries, renewable power is the biggest problem is the price too high. However, Mexico seems “pressure”. It is understood that Mexico’s electricity prices are very high, even more than many other developed countries. Analysts estimate Mexico commercial and residential electricity prices without subsidies than the United States were 25%, and industrial electricity prices is even more than the United States about 85% higher. In recent years, the declining cost of wind power and solar power, as a result, due to higher electricity prices, Mexico became a minority can easily achieve solar, wind power and cheap Internet access countries.

Good Internet access environment, coupled with rich resources of wind energy, solar energy, making Mexico as the world’s renewable energy investment in the eyes of one of the most attractive markets. Meanwhile, Mexico is the world’s first without relying on special price subsidies, tax credits or other subsidies to develop large-scale market of renewable energy projects.

Mexico renewable energy development, in fact, also benefited from the country’s drastic reforms in the energy field in recent years. Mexico adopted reforms to streamline the approval process for new power projects, and established a wholesale electricity market, allowing large industrial customers to buy power directly from the wholesale markets; while also creating new clean energy certificate distribution system. Through these reforms, Mexico did not give any financial incentives or preferential price, but still contribute significantly to the development of new renewable power projects.

Figures show that Mexico wind farms generating cost has been comparable to gas-fired power plant price of about 75 dollars/MWh, and is expected to fall further in the coming years. Many analysts say future offshore wind power is expected to become Mexico’s most attractive areas. Within the next 25 years, offshore wind projects each year to Mexico attracted about $ 2 billion of investments accounted for ink power during this period with a total investment of about 1/3. Mexico will achieve the total wind power installed capacity doubled, reached 152 GW in 2040.

Mexico’s solar market is also full of potential. Some analysts expected, Mexico’s strongest growth is expected in the next 5 years to become Latin America’s solar energy market. Mexico number solar developers in the country has soared since 2010, from 46, jumped to more than 600. The industry expects Mexico solar power installed capacity is expected to be about 67 megawatts from the end of 2014, rising more than 1300 megawatts by 2018. Among them, most of the added capacity will come from utility-scale project, a small amount will come from the commercial and residential projects.

However, insiders said that Mexico renewable energy developments should not be too optimistic, although the implementation of energy reforms in the country, but the specific reform measures have been implemented, there are still many uncertain factors in the process. For example, referred to the establishment of wholesale electricity market in the reform, but the rules have not yet been finalized.

Meanwhile, is questioned by many professionals in the real value of new clean energy certificates came into effect in 2018. Some developers believe that Government’s 5% clean or renewable electricity percentage threshold is too low, would lead to many large cogeneration projects and efficient fossil fuel power generation projects, also with smaller renewable energy projects like access to clean energy certification.

In addition, Mexico renewable power development itself is faced with many challenges. Reform does not solve all the problems, one of which is some areas rich in renewable resources, lack of transmission capacity problems; in addition, enjoy heavily subsidized retail electricity price, also make consumers reluctant to sign long-term contracts, so as to make it difficult for small renewable energy projects to attract investment at the right price. Of course, also has a legacy of Government inefficient, bureaucratic corruption, regional security problems and other problems, influence on Mexico to foreign investment attraction. But overall, the industry remains bullish on Mexico renewable energy future development prospects, believe the upside potential is greater than the risk.

Original title: Mexico new energy ready to set sail

Beijing distributed PV incentive funds management

Polaris solar PV net news: business (2015), 1533th

Beijing Municipal Bureau of Beijing municipal development and Reform Commission of Beijing municipality on management measures of distributed PV incentive funds notified


To promote the development of Beijing distributed photovoltaic, optimizing energy structure, in accordance with the People’s Republic of China renewable energy law and the opinions of the State Council on promoting the healthy development of the photovoltaic industry and the People’s Republic of China Law on budget, we enacted the measures for the management of Beijing distributed PV incentive funds. Is issued, please comply.

Annex: Beijing distributed PV incentive funds management

Beijing Municipal Bureau of Beijing Municipal Commission of development and reform

The August 18, 2015

Business (2015) 1533th annex

Beijing distributed PV incentive funds management

Article in order to further speed up the development, distributed photovoltaic, optimizing energy structure, in accordance with the People’s Republic of China renewable energy law, the People’s Republic of China budget law and the opinions of the State Council on promoting the healthy development of the photovoltaic industry and the interim measures for the management of distributed solar power projects in Beijing, the relevant provisions of, the formulation of the approach.

Article scope and rewards

(A) the scope of application. This approach applies within the jurisdiction of Beijing construction of distributed solar power projects, specifically refers to the construction at or near the site where the user is running, a spontaneous use of user-oriented, extra charge Internet access and distribution system characterized by a balance of photovoltaic power generation facilities.

(B) the rewards and standards. For the period January 1, 2015, until December 31, 2019 of distributed photovoltaic grid-connected power generation projects, municipal finance project actual electricity generation incentives reward standard for 0.3 Yuan per kWh (tax), the rewards for each project for a period of 5 years, reward objects for distributed power generation enterprises or natural persons.

This way the financial reward fund settlement deadline is December 31, 2024.

Article incentive project application procedure

Beijing distributed PV incentive funds to declare work carried out twice a year, of which, distributed PV enterprises on July 10 of each year, and January 10 of the following year, declared to the local county development and Reform Committee on January 1-June 30 and on July 1, 1 – December 31 Awards application, natural persons to invest in the project at this time by the County power company applied to the local districts and counties on behalf of the national development and Reform Commission.

(A) incentive program eligibility criteria and materials required

Distributed PV power generation projects applying for incentives should comply with the following conditions and submitted corresponding application materials (see specific formats 1, 2):

1. projects in the district, where development and Reform Commission has been completed for the record, completion of grid-connected and complete acceptance of grid access, distributed PV projects are required for reporting Awards declaration form (Enterprise);

2. distributed photovoltaic power plant investment project for the construction of the Beijing new energy and renewable energy online monitoring system (hereinafter “monitoring systems”, www.Re-BJ.com) completing the complete project information, and monitor online, the Declaration submitted when Beijing new energy monitoring system access and renewable certificate.

Natural person investment and construction of distributed PV Project Awards, distributed PV projects submitted to the counties where electricity branch Awards application form (natural person), the power to apply for incentives for companies.

(B) award project audit report

County development and Reform Commission, in conjunction with district and County power company to audit reporting project, after July 30 and January 31 of the following year the County distributed PV incentive application submit to the city’s development and Reform Commission.

(C) bonus items to confirm

Reported by the municipal development and Reform Commission of the County to apply for bonus items for review and preliminary audit results monitoring system Web site publicity, publicity for 5 working days, after the announcement on August 31 of each year and February 28 of the following year to determine when the issue of distributed PV subsidy programs reward list (hereinafter referred to as the awards list).

Is included in the award list of distributed solar power projects during the award period is not necessary to repeat declarations.

Article fourth award funds disbursed

(A) funds reporting. Municipal electric power company after the announcement of the reward list separately each year on September 30 and March 31 of the following year, semi-annual should enjoy the rewards of distributed solar power projects generating reported to the municipal development and Reform Commission, issued by the municipal development and Reform Commission after review comments submitted to the Municipal Finance Bureau.

(B) the allocation of funds. Reward Fund approved by the City Department of Finance according to the award criteria and the allocation to the municipal power company. Municipal power companies within 15 working days of receiving the financial reward fund will award funds disbursed to distributed PV enterprises or natural persons.

Article fifth supervision and management

(A) the City Department of finance is responsible for the implementation of distributed solar power projects incentive funds, the municipal development and Reform Commission is responsible for the use of special funds for monitoring and performance evaluation.

Bonus funds must be earmarked no unit shall be permitted for any reason, hoax, swindle, intercept or misappropriate reward money. Violation of provisions, in accordance with the financial illegal activities penalties and regulations (promulgated by Decree No. 427) and other relevant provisions, shall be subject to relevant entities and persons responsible.

(B) the municipal development and Reform Commission is responsible for co-ordinating promoting the development of distributed PV projects in the city, determined the awards list, and to monitor health.

County development and Reform Commission is responsible for promoting the development of the County distributed PV projects, in charge of the District of distributed PV incentive project reporting and audit and monitoring management of distributed PV projects.

(C) the municipal power company is in charge of the city distributed grid-connected PV power projects for power grid connection and metering, handle the city distributed PV projects award eligibility and disbursement of funds. Counties power company to handle the investment construction of distributed PV project records and the reporting of the reward list.

Five, the way to come into effect as of the date of, the municipal Bureau of the municipal development and Reform Commission is responsible for the interpretation.

Attachment: 1. distributed PV projects reward fund returns

2. online monitoring system for Beijing new energy and renewable energy certificate

Original title: Beijing Municipal Bureau of Beijing municipal development and Reform Commission of Beijing municipality on management measures of distributed PV incentive funds notified

What is the way out of China PV industry? “Financial reform” and “reform” two way

Polaris solar PV net news: July 30, 2015, three of China’s most influential PV Association jointly submitted three policy documents relating to promoting the development of the photovoltaic industry, not only proposes to adjust 2020 PV installed capacity target from 100 million-kilowatt to 200 million-kilowatt, as well as additional renewable electricity price levy should be strengthened.

Just half a month later, to “manufacture of silicon based thin-film solar module production equipment and complete production lines” for the main income, known as “the world’s largest, leading technology,” Chinese film energy group, issued a profit warning. And the company’s actual control Li Hejun, following after Shi zhengrong, a flag-bearer of Chinese photovoltaic industry.

In fact, compared to cheap, stable thermal power and hydropower, photovoltaic business profitability is not self-evident. But beneath the huge electricity subsidies for a long time to feed, at the end of June 2015, China PV power installed capacity has reached 35.78 million-kilowatt.

“According to PV this year 16 million-kilowatt new generation capacity gauge only PV devices installed in 2015, will be in the next 20 years, a total subsidy of about 150 billion yuan. “The Sino-German Center for renewable energy cooperation of China renewable energy society Executive Director Tao Guangyuan said that the photovoltaic subsidy will become unbearable.

A criminologist, immediately created a mouth, and numerous. Tao Guangyuan’s calculations are reliable? PV subsidies? When was China “unbearable weight”?

Treasury and national NDRC already on PV power subsidies made has detailed of provides: for different area of ground power station, respectively implementation each kWh 1 Yuan, and 0.95 Yuan and 0.9 Yuan of Internet benchmark electric price; and for distributed PV power use Hou of remaining power, is by desulfurization coal electric Internet price acquisition, while implemented each degrees electric 0.42 Yuan of national subsidies standard, part area another has place subsidies.

Tianjin electric power to the national grid company officials told the economic reporters, although around the on-grid price is different, but the traditional coal-fired electricity price generally between 0.3-0.4 Yuan per kilowatt hour, and grid PV power required to pay an additional acquisition costs, will be granted by the State financial subsidies.

According to the National Energy Board’s statistics, by the end of 2014, PV cumulative installed capacity of 28.05 million-kilowatt, where the PV power station 23.38 million-kilowatt, distributed by 4.67 million-kilowatt, when it was generating capacity of about 25 billion-kilowatt. If not for elimination on photovoltaic building and rebuilding investment in transmission and distribution networks, and general subsidies for PV 2014 expenditure should be at least 10 billion yuan.

The next 20 years, or trillion yuan subsidy

China can renewable energy learned in the de can renewable energy cooperation Center implementation director Tao Guangyuan is wrote pointed out that: to annual added 16 million-kilowatt PV installed, and units PV power power of average electricity 1200-kilowatt Shi/kW years, and average subsidies 0.4 Yuan/kWh, and subsidies years 20 years meter; so, regardless of folding now interest rate, for only in 2015 installation of PV power equipment, will in future of 20 years in the, total subsidies 16,000,000 kW x1200 kWh/ Kilowatt year x0.4 x20 year = 153,600,000,000 yuan/kWh, or 153.6 billion yuan.

Tao Guangyuan pointed out to reporters when interpreting the estimates of the economic ground power subsidies about 0.5 Yuan per kWh, more distributed, local subsidies can not win meter. “I use 0.4 Yuan terms, is very conservative. ”

He also stressed: “subsidy when it happens, terminate, otherwise all the PV industry will face the risk of collapse. “According to the commonly known as PV” eight “of the several opinions of the State Council on promoting the healthy development of the photovoltaic industry, tariff and subsidy of the Executive term in principle for 20 years. If you then take into account the improvement of transmission and distribution network and new, within the next 20 years, “1 trillion yuan of subsidy will always need”.

Surge capacity, arrears of subsidies of billions of Yuan

However, while there are promises to pay the amount of subsidy, granted by the real situation is far removed from the.

Ministry of public figures: in 2014, the photovoltaic subsidy–the main source of renewable electricity price accounts for the additional revenue for 49.138 billion yuan, 104.5% of the target; spending accounts for 50.817 billion yuan, 96.1% of the target; in total expenditures, Central level expenditure 40.107 billion yuan, only 5.2 billion yuan of subsidies for solar power generation, not only far lower than the subsidy for wind power of 27.5 billion yuan, even lower than the benefits of biomass power generation 7.407 billion yuan.

In fact, as the Government funds a renewable electricity price attached with effect from January 1, 2012, to exception of the Tibet Autonomous Region, the provinces (regions and municipalities) levied on electricity sales after deducting the agricultural production of electricity, electricity price subsidies earmarked for renewable energy generation. But as early as in 2006, the national development and Reform Commission issued the renewable electricity price and trial procedures for cost-sharing management requiring renewable power generation project electricity price than local costs such as part of the new benchmark coal price, national power unity by imposing price additional solutions.

In the past 10 years, renewable electricity prices accompanied by a rose and rose, soared from 2006 to 0.001 Yuan/kWh to 0.015 Yuan/kWh (including surcharges levied on residential electricity consumption has remained at 0.001 Yuan/kWh), but gaps still exist.

“According to our survey of 15 photovoltaic power station operators, only their solar subsidies in arrears had exceeded 10 billion yuan. “China PV industry association President Wang Bohua at the recently opened” 2015 development of PV industry in the first half and prospects for the second half of “seminar on record.

Wang Bohua, phenomenon due to the subsidy occurs due to additional renewable electricity price collection is inadequate. He said “2014 actual collection of just more than 40 billion yuan (close to 70 billion yuan), with more than 30 billion yuan to subsidize wind power, leaving solar subsidies in short supply. ”

Although Wang Bohua and publicly available data vary slightly, but as can be seen, in 2014, in renewable electricity price additional income exceeded, spending slightly less than case, the gap remained nearly 1.7 billion yuan of income and expenditure.

In this case, Chinese Photovoltaic Industry Association, the China renewable energy society and the circular economy of China renewable energy industries Association joint submission of the PV electricity shortage and recommendation, explicitly recommended to attach the renewable electricity prices from 1.5 cents/kWh up to 2.5 cents/kWh.

Conversely, China PV industry steps towards too big. Installed capacity, which is scheduled to “Twelve-Five” the final goal of only 5GW, with the goal to improve, up to the first half of this year, installed capacity has reached 35GW generation 2014 PV power generation grew by more than 200%, but subsidies but did not achieve the same percentage growth, gap is a reason.

In addition, the national strategy for climate change research and of Li junfeng, Director of the Center for international cooperation, told the economic journalist, PV in arrears are also related to subsidies and the approval process was too complex. “Grid company collected additional renewable electricity price, handed over to finance relevant bodies to check each of a PV power plant generating capacity, should have as much money, be clear to you. That year could have been closed, results were delayed for two years. ”

Even worse is that with grid-connected PV installed capacity and the surge, China began to appear “abandoned”. According to the statistics of the National Energy Board, in January-June this year, when national cumulative PV power capacity is 19 billion-kilowatt, is less than 1% per cent of current electricity; “abandoned” when electricity reached 1.8 billion-kilowatt, at an alarming rate.

One is the growing burden of subsidies, are gradually rising on the other side of “abandoned” quantity. The photovoltaic subsidy how? China PV industry and how to go?

What is the way out of China PV industry?

“From conventional energy sources to renewable, which is already a global consensus, beyond reproach. The issue is to be discussed, under the current technology, the advancement of renewable energy should go more quickly? Many years later, to become the main energy? “The State grid Energy Research Institute Deputy Chief Economist Bai Jianhua said.

He also told the economic journalist, whether it is wind or photovoltaic, year 2000 hours the following generation of the time, five thousand or six thousand hours of coal and electricity, power density is very low. “Even coal, under the influence of peak, will also become relatively low density. Accordingly, all types of generator capacity would increase significantly, investments in transmission and distribution networks will increase. ”

German renewable energy cooperation in the China renewable energy society Center Executive Director Tao Guangyuan seems, Beijing is the most sensible approach: each year new PV installed capacity remained at a low level in order to ensure the survival of PV industry and subsidies tilted to the PV research and development, promoting the development of photovoltaic technology to significantly reduce costs. Wait until the cost of photovoltaic power generation dropped to (taking into account the environmental and climate protection factor) coal cost around, then gradually increase the annual PV installed capacity.

Industry expert who declined to be named told the economic journalist, photovoltaic industry too much expansion, but did not take into account the degree of development of core technology, and when technology changes, initial investment of sunk costs is difficult to measure. “Renewable energy generation, the biggest problem is unstable, therefore, for energy storage technology is very high. I have consulted many energy experts, no one can say, 10 years or 20 years later, energy storage problems can be solved. ”

“PV subsidy policy is defective”

Tao Guangyuan also pointed out that, although replaced by the photovoltaic power generation coal-fired power stations, could significantly reduce carbon dioxide emissions, but in the case of relatively high subsidies, solar instead of coal is not economic. “Photovoltaic can be reduced by about 0.8 kg of carbon dioxide emissions per kWh, subsidy is about 0.4 Yuan/kWh, equivalent to photovoltaic power generation costs to cut carbon dioxide emissions by about 500 Yuan/ton; now China carbon exchange traded at 30-60 Yuan/ton carbon dioxide emission reduction, moreover, international carbon trading prices only 20 Yuan/tons. ”

The comparison was a national climate change strategy and strongly opposed by Li junfeng, Director of the Center for international cooperation. “An estimated 40 billion tons of annual global greenhouse gas emissions, of which 30 billion tons of carbon dioxide, I spent $ 150 billion to buy, let people all over the world without carbon, possible? ”

Li junfeng believes that development of renewable energy, is an expression of civilization and progress, cannot be measured with money its value. “The United States a high environmental cost, coal and electricity cost the most but has not included environmental costs, led to coal-fired power is the cheapest. China should, through taxes or other means, including environmental costs. ”

“Compared to solar subsidies, I think, the subsidies for coal in China is a problem. “Li junfeng points out that ever since the 70 ‘s of last century, United States through the strict requirements of coal-fired power plants, coal use from 50% into 30%. “Access to United States when I asked their leader in the energy sector: ‘ you were out of coal-fired power plants, to subsidize it? They threw up, do not know what I mean. ‘ Out of business, and the Government have to do with? ‘ “Against China, desulfurization subsidy money, denitrification to subsidize a sum of money. “What’s behind what subsidies and eventually led to a vicious circle. ”

However, Li junfeng also admitted that China’s PV subsidy policy is indeed flawed.

“At first when price subsidies, I was one of the drafters. In accordance with Germany’s approach, in fact, PV subsidy policy is extremely simple. In addition to the price, regardless of anything the Government. From the additional fees charged to the ‘ subsidies ‘ granted, are arranged by grid itself. To be honest, apart from the power grid, who does not know how much supplementation. ”

“We are learning to Germany practice results out now ‘ unitary moth ‘. “Li junfeng said grid handed surcharge, related Department rechecked, and calculate the subsidy amount, then layers of approval. “To solve this problem, or to be returned to the simple way, to the power to do it. ”

“Financial reform” and “reform”, PV two way

“A lot of people ask me: ‘ why United States PV so cheap? Why we can’t do that? ‘ I said: ‘ there is no conspiracy here, is entirely our own problems. ‘ “Li junfeng told economic reporters, United States current PV prices 8.1 cents/kWh (about 0.5 Yuan per kWh), and until the” Thirteen-Five “period, China PV price drops below 0.7 Yuan/kWh. Such sharp price difference exists, the most important factors influencing Bank loan interest rates are different.

“American financing rate is 2% and we are 8%. “Li junfeng said, assuming a power station 10000 Yuan loans in China, year power 1200 hours, so only the financial cost of a every year is 800 Yuan, the financial cost can be as high as 0.6 Yuan per hour. “So when China PV industry 9 cents when the price of electricity sales, not to make money, and Americans are 5 cents has been able to make money. Therefore, to reduce the cost of photovoltaic power generation, the financial system must be reformed. ”

Tao Guangyuan were of the view that even if renewable energy such as wind, solar power costs down, but if the lack of scenery electro volatility responses, there still will be difficult. “By the year 2020, and situations that may occur are: one, the scenery is enough to meet the needs of power users. But even so, it is impossible to completely give up fossil fuel power generation, electricity is difficult to guarantee the stability of the system. “This means that, with the development of renewable energy beyond 2020, China’s surplus electricity is likely to occur, causing huge waste of power. How to eliminate fluctuations in scenery, is to promote renewable energy development the core issue that cannot be avoided.

Solution is not.

In this year’s “two sessions”, shortly after the CPC Central Committee adopted the reformation of electric power “Nineth”, which clearly stated: to meet the market requirements of the electricity pricing mechanism, stimulates internal vitality of enterprises, the market plays a decisive role in the allocation of resources.

Tao Guangyuan believes that establishment of a market-oriented price mechanism, will no doubt help to eliminate the excess of scenery. “Excessive fluctuation of electricity price should be, so that our industries can use them. “Not only reduces production costs and relieve the excess electricity. “Germany has begun to cancel the PV fixed price, we will from now on, to establish a similar mechanism. ”

Germany how to eliminate excess PV power consumption?

It is said that in the field of photovoltaic power generation, Germany “yesterday” was “today”, Germany’s “today” about China’s “tomorrow”.

The beginning of this century, the need for energy conservation and renewable energy development, Germany Energy Department was founded. Today, renewable electricity generation accounted for Germany’s electricity 31%, in which the photovoltaic 6.9%. However, solar power subsidies reach Germany’s total renewable energy subsidies as much as 50%.

It turns out that in 2008, Germany began to implement a new renewable energy law. Which provides that in the next 3 years, the PV on-grid prices, decreased 8%. The Germans did not expect is that very low cost of Chinese enterprises, was expected to increase 3GW PV installed capacity, results achieved the 7GW. The end result is surplus renewable electricity generation down Germany some time average price (even to a “negative Valence”).

The other hand, fixed-price policy for renewable energy Internet, fixed price and the average price difference has expanded, additional charges are directly pushed up electricity prices. “Germany now the average transaction price of only 3.8 cents per kilowatt hour, even lower than the current coal price in China. However, renewable energy surcharge attached to the cost of each unit is as high as 6.2 cents. “Tao Guangyuan said.

Meanwhile, after large-scale distributed PV grid connected, with voltage and device overloading problems network, which even affects the safe and stable operation of power grid. Germany had to cut solar subsidies while trying to eliminate the excess amount of photovoltaic power generation.

Tao Guangyuan was informed that Germany has designed a renovation and expansion of the distribution network of 9 measures. According to Germany distribution network expansion needs for Energy Department study, by 2030, Germany needs to 161,000-kilometer line extension, additional installed capacity 69.001 million VA transformer. “Germany’s experience reminds us, distributed generation measures, must be separated and not concentrated in the same area. Want us to learn from Germany’s lessons go some detours. ”

Original title: billion solar subsidy cost is? PV subsidies?

Xiao Dian town, Anhui first PV village to projects for poverty alleviation programme of work

Arctic star solar PV network news: for implement implementation County, and County Government on issued Shouxian County first batch PV power poverty to village to households project construction work programme (do [2015]45,) of notification spirit, help focus poverty village and poverty masses established continued long of increase poverty mechanism, expanded precision poverty project cover benefit range, by research decided in this town implementation first batch new energy PV power industry poverty project.

A, guideline

Carry out the party’s 18 and 18 in the third, four in the plenary session, innovating the mechanism of poverty relief and development work, implementation of poverty “to the village, to the families, to the people, to” new requirements. New photovoltaic energy poverty, really “true poverty, help really poor”, and further expansion of accurate results for poverty alleviation, promoting the increase of the town poor villages and poor conditions remained stable.

Second, the objectives and tasks

First batch of Zhen Lv Wei, Wei Temple, Tang restaurant, yangxu four poverty-stricken villages filter 100 households, 100 new 3-kilowatt distributed photovoltaic power stations, helping the poor to build lasting project to increase, with an average annual increase of around 3000 Yuan. Built in poverty-stricken villages Yang Weicun 1 60-kilowatt photovoltaic power plant at village level, years for increasing the collective income of 60,000 yuan.

Build time: completed by December 31, 2015, grid-connected power generation.

Third, selected election conditions

(A) basic conditions

1. Select installation must is 2015 file card record poor households living in poor households in particularly difficult, and obey the law, respect, neighbourhood harmony, diligence, basic requirements for health.

2. choose an installation must be poverty-stricken villages.

(B) the installation conditions

Installation requirements:

1. good lighting conditions. Photovoltaic solar panel four weeks without the trees, the building block where trees block the Sun, must agree to cutting down shade trees.

2. suitable for the installation conditions. Houses are monolithic cement flat-top, relatively good structure, bearing more than 800 kg, the area of not less than 40 square meters; second, the roof installation conditions near the suitable location, an area of not less than 40 square meters. Three are available free to concentrate lianhu, village households, such as construction, household benefits.

3. the 220V AC power and separate account meter and meter account consistent with household names.

On to the village of installation requirements:

1. good lighting conditions. Photovoltaic solar panel four weeks without the trees, the building block where trees block the Sun, must agree to cutting down shade trees.

2. suitable for the installation conditions. First barren hills, slopes, free. Is installed and block has an area of 1000 square meters. Third, 380V AC power.

Four, selected methods and principles

Selection principles

(A) five, five analysis:

1. home economics, analysis of source of income;

2. household assets, analysis of consumption levels;

3. comparison of family labour, analysis of industry concepts;

4. housing conditions, analysis of the quality of life;

5. Comparing poverty levels and cause analysis of poverty.

(B) all six priorities:

1. three or more, life is particularly difficult, and without labor leads to poor rural households is preferred;

2. family life especially difficult for treatment of severely disabled rural poor households is preferred;

3. rural families in particularly difficult life poor priorities;

4. the two females and the rural one-child households living in particularly difficult or poor priorities;

5. life is particularly difficult, poor generation to raise orphans preferred.

6. the construction of large photovoltaic power plants and ancillary facilities required demolition and land of the poor first.

(C) the five are not allowed to:

1. administrative institutions working and retired people, working village, State-owned enterprise workers families are not allowed;

2. enjoying the five guarantees supporting the treatment are not allowed;

3. cars (excluding farm vehicles) families are not allowed;

4. a company or “boss” families are not allowed;

5. child or parent has the ability but not the maintenance or household cause life difficulties of maintenance obligations, or other subjective malice to obtain State subsidies support for splitting of households are not allowed;

The principle of election:

(A) no centralized economic income or economic weakness, lack of resources in poor villages;

(B) there is a strong solidarity team cohesion and combat effectiveness;

(C) to undertake and implement appropriate household PV installation tasks;

(D) provides eligible land.

Five, select programs (July 25-August 6)

Selected programs

(A) application (July 25-27th)

Town and village layers hold kickoff, decomposed into household PV power plant mission, organize town village, built State card poor and rural special hardship assistance in particularly difficult life within the object and carefully touch line to determine the primary implementation of the poor. Install, need to apply in writing by the householder himself, and provides heads of ID card, residence booklet, copy of certificate of house property or land-use permits. Villagers on behalf of democratic appraisal on application objects, village Committee to review checks to determine the primary list and notice-public notice and accept supervision by the masses. Village collective PV power plant, applied for by the villagers ‘ Committee, according to the principle of election featured a village of the town.

(B) audit (July 28-31st)

Village level publicity no objections Hou, town organization personnel by village by households field view, review primary object whether meet life special difficult of poor selected households principles requirements, and whether has project implementation conditions,, determine project implementation object, filled first batch PV poverty to households project implementation object declared table (paper quality, and electronic version), paper quality form together with Government file by Mayor signed and stamped seal Hou reported County poverty do.

(C) the inspection approval (August 1-6th)

County Office for poverty alleviation in conjunction with the County Civil Affairs Bureau, Federation, organization personnel, random check of each village, to meet the conditions of the poor, release approval, approval of project implementation. Recommend a town village, County’s poverty alleviation Office on-site reviews to verify, release approval, approval of project implementation.

Six financing, fundraising (August 7-20th)

Photovoltaic power generation projects for poverty alleviation, built about 24,000 yuan per household. Provincial government support one-third, one-third, County financial support in proportion, and poor self-one-third combination of ways.

Poor households have difficulty raising funds, can apply to the town of micro-lending, the ratio does not exceed 50%, after approved by the county agricultural firm, poverty alleviation Office, in accordance with the relevant provisions of loan procedures, and enter into a repayment agreement. Funding the repayment from the PV income subsidies for reimbursement, shall not exceed a maximum period of 3 years.

Photovoltaic power generation project construction fund for poverty alleviation by County finance totalling 100,000 yuan from the Special Fund for poverty alleviation, village-level account for 380,000 yuan, a total of 480,000 yuan. Raised with difficulty at the village level, can apply for a loan, the village set up a company, after approved by the county agricultural firm, poverty alleviation Office, in accordance with the relevant provisions of loan procedures, and enter into a repayment agreement. Funding the repayment from the PV income subsidies for reimbursement, shall not exceed a maximum period of 6 years.

Seven, equipment procurement, installation, commissioning, incorporation (July 21-September 30)

(A) procurement (July 21-August 6)

Purchase by the County Government Center buy PV equipment and installation.

(B) the installation, commissioning, grid-connected (August 7 – September 30)

Installed by a successful enterprise is responsible for the installation of photovoltaic power generation equipment, commissioning, and was responsible for the installation use and maintenance knowledge training. Grid-connected electricity generation contract with poor County power supply company, responsible for bi-directional meter installed, according to the relevant regulations of the State power grid, realization of grid-connected installation, debugging, synchronization.

Eight, assessment and acceptance (October 1 – November 30)

Powered by the County’s poverty alleviation Office, in conjunction with companies, construction companies, organizations, experts, the photovoltaic project for a comprehensive assessment, inspection and acceptance of project evaluation reports issued.

Nine, safeguard measures

1. strengthen organization and leadership. Established town PV engineering construction leading group on poverty reduction, is responsible for organizing the implementation of PV to village to projects for poverty alleviation. Leadership team consists of town leaders, and leading Group Office in town party Office, transferred the relevant personnel office, responsible for coordinating and supervising the implementation and so on. Executive village to improve PV projects leading group for poverty alleviation, strengthening leadership, tilt, focus on coordination, promote.

2. a clear assignment of responsibility. Town poverty do is responsible for publicity launched, and select focus implementation village, and PV power index of distribution, developed PV poverty implementation programme, and prepared technology guide, and user manual, and and PV poverty about contract, guide coordination implementation village carried out work; the implementation village is responsible for select poor, and developed annual plans, and led organization project implementation; town financial sector is responsible for funds raised and regulatory, and provides necessary of work funding; land Center by is responsible for land nature of checks and land using coordination ; County Nong Shang Xiao Dian branch is responsible for coordinating the financial, banking institutions, insurance agencies to support PV poverty; Xiao Dian power supply to be implemented quickly to upgrade rural power grids upgrades to meet solar power on-demand, and was responsible for commissioning and installation, meter grid-connected electricity subsidies, timely funding. The leader group PV project responsibility to this town, Township and village cadres implement the guidance project of poor choices, publicity, public financing and charging, project, construction coordination and problems in the implementation of the project coordination and processing, combined with a superior inspection, acceptance, and so on.

3. strict discipline. The implementation and related units in order to strengthen photovoltaic project responsibility and sense of urgency, strict implementation of poverty reduction policies, not fraud, not thick, no workarounds take poverty alleviation projects and funds. Zhen will increase the intensity of supervision and disciplinary incidents investigated and violators will be prosecuted.

4. strengthening assessment evaluation. Photovoltaic power generation project is a County, the County Government in 2015, innovative pro-poor mechanisms, implement precision the important measures to alleviate poverty, helping County have been incorporated into the town and the County designated units and village poverty 2015 poverty relief and development work of the task force assessment evaluation. To include this work in village-level evaluation at the end of the town plus project. Implementation of village and the authorities concerned in order to enhance the sense of mission and responsibility, attaches great importance to and grasp of policy, strict standards, guarantee the implementation, push, really good, practical things to do good things.

5. strengthen operation and maintenance. Township officials group will cooperate with the County Office for poverty alleviation and related sectors, construction and acceptance of the project work, and fully supports the relevant market approach is used to establish sound construction, tube, using a combination of running and maintenance of service mechanism to ensure normal operation of photovoltaic power plant, built in poor villages and poor long-term gains.

Annexes: 1. Xiao Dian Zhen photovoltaic engineering construction leading group for poverty alleviation personnel list

Principal investigator: Hao Peizhong (Mayor)

Deputy team leader: Chen Chuanxia (Deputy Mayor)

Zhao Zinian (Commission for discipline inspection)

Li Yao (Organization)

Member: Zhang Qiuyang (party-Dean, Director of the Office for poverty alleviation)

Lijinsong (Director of the power supply)

Hong Shen (Finance Branch),

Li Chuanyin (Director of the Home Office)

Zhang xinhong (Vice Secretary of Commission for discipline inspection)

Liao Yunjie (, Director of the Center for land and resources Bureau)

Wu 垚 (Xiao Dian long branch, rural commercial bank)

Zhang Gengshu (Lu Wei, Secretary of the village party)

Picture book (Wei Miao Cun, Secretary of the party)

Cao Xu (yangxu village Party Secretary)

Lv Fanjun (Don shop village Party Secretary)

Li Qisheng (County resident Lv Weicun helping Captain) Tang Lei (County resident Wei Miao Cun, helping Captain) Li Guosheng (County resident Yang Weicun helping Captain) Niu Yi (provincial helping Captain stationed in the Tang Dian Cun)

Zhang Huashu (Wei Miao Cun village)

Liu Junshan (Tang Village village)

Office of the leading group under the Office located in the town of party and Government Office, Chen Chuanxia was appointed Director of the Office, town Office of poverty alleviation and Ministry Center, powered by Xiao Dian financial branches and other units deployed personnel, and Central Office.

2, Xiao Dian Zhen 2015 PV power station construction task breakdown

Published by the Ministry in accordance with the PV manufacturing industry standard conditions of business listings (the fourth)

Arctic star solar PV network news: according to State on promote PV industry health development of several views of requirements, according to PV manufacturing industry specification conditions (2015 this) and the PV manufacturing industry specification announcement management provisional approach, by Enterprise declared, and provincial industrial and information competent sector verified recommended, and experts review, and online publicity and the site sampling, now will meet PV manufacturing industry specification conditions enterprise list (fourth batch) be announcement.

Annex: consistent with the PV manufacturing industry conditions list (the fourth)

Ministry of industry and information technology

The August 20, 2015

Wang Sicong 500 million being cheated? Grilled steak that he earned from Wuxi Guide 3 months 255 million

Polaris solar PV net news: (reporter Wang Shasha) Wang Sicong’s father Wang joked: 500 million to his son fall 20 times, good for Wanda went back to work. Netizens poke fun at this, Crestron funny response: 500 million have been deceived, next time you go.

The “national husband” said the King’s son, does not idle, stirring entertainment, captured the “Commission for discipline inspection in the entertainment” label, but appearances, the truth is more than that: Beijing thought controlled by Wang Sicong 100% investments limited, was holding 500 million worth of pocket money, in another “eat”.

Now, let us look at these 500 million this year, were cheated, what:

Terrible pretended to incentive behind the efforts of rich second generation: Wang Sicong 500 million has not only not been cheated out of the 5 listed companies, eSports, catering, video, social networking platforms, such as “eat” everything falls into, and a hot market for new energy sources.

Wang Sicong was called Wuxi new energy projects leading automation equipment company limited (pilot), intelligent equipment developers, focusing on PV of automation equipment have been listed on the gem on May 18, 2015.

Investment Wuxi pilot shares, completely meet Wang Sicong of investment thinking: investment Yu big Chinese area high growth small quality not listed Enterprise equity, to made minority equity of investment way mainly, through focus investment, and active management, and continued value-added service of investment philosophy get long-term capital returns; meet national industry policy, and can effective promoted social progress, and listed expected clear of high growth sex of not listed enterprise, or exists merger value and management upgrade space of SMEs.

Wang Sicong proved not so bad. Wang Sicong nor biwangsicong.

Leading shares annual report for August 11 released late 2015.5, achieved during the reporting period operating income of 192,322,652.39 Yuan, an increase of 88.47% and belong to the shareholders of listed companies ‘ net profits 46,228,842.39 Yuan, an increase of 103.6%.

Company’s half-year profit-sharing plan for 68000000 unit as the base, every 10 shares to distribute cash dividends to all shareholders of 2 Yuan (including tax), transfer to capital reserve to all shareholders every 10 Unit 10 shares.

According to insiders, Wuxi investment pilot (pilot), is one of Wang Sicong yourself proud hand.

The sources also revealed that ahead of the listing, buying leading shares Wang Sicong 1.7289 million shares 3.39% per cent prior to release. If you press on May 6 this year at the gem Guide listing purchase price of 21.21 Yuan terms, as of market close on August 6, the pilot shares trading at 169.71. Within 3 months, Wang Sicong pilot shares gains as high as 255 million yuan of investment.

So how Wang Sicong investment leading shares took it? Guide shares in Wang Sicong investments is a position in the layout, let us take a look at Wang Sicong holds several well-known investment funds of 500 million cases.

5 Wang Sicong investment covers 4 different areas of the company, ended up listing. Transport travel holdings and make games and gaming of the forces nouvelles, Fu shou garden is the leader in the funeral industry, pigeon control is the industry’s leading real-time interactive video platform. Compared with the previous four companies, leading shares was the only high-end equipment manufacturing companies.

As the leading manufacturer of lithium-ion batteries, photovoltaic equipment, the pilot shares three high-end business layout, the main customer focus in the top five. Leading shares work with IBM to establish “pilot” and big data centers to start the “industrial 4.0”, became one of the first “fusion of two” model companies.

Meanwhile, the forerunner stakes intelligent equipment layout system began in the early go live. And both ends of the cloud combined with smart factory, the pilot shares became one of the first intelligent equipment manufacturer.

Particularly worth mentioning is, leading shares of lithium battery winding machine customers include Panasonic, Samsung, Sony, ATL, BYD lithium battery industry in the world’s top five high-end customers. With the continuous expansion of global new energy automobile industry, the demand for battery manufacturing equipment is constantly growing, first as a battery device concept stocks leading shares also continued to strengthen.

Contact first concept of cloud computing, smart, battery equipment and other keywords associated with the leading shares and its stock price continues to rise, it would appear that the “national husband” Wang Sicong if there is a reasonable investment horizon?

Precision resource investment holding 100% people, Wang Sicong 500 million, far from being deceived even the dregs are left, an estimated 500 million does not make any difference in his eyes and slag. Recently, precision resource investment into health care, voted arrail dental. Precision resource official words: medical is a sunrise industry, when not too late to enter. At this point, precision resource investment investment plans already stereotyped: the Internet, mobile Internet, health care, new energy, local life, hardware, education, finance, agriculture, e-commerce and even the funeral industry!

Photovoltaic plant three development trend in the future

Polaris solar PV net news: energy structure adjustment is the choice of national strategy, environmental protection become a social problem, countries promoting new and renewable sources of energy in the future construction of an irreversible trend, future trends for PV power station:

1, PV applications and industry convergence trends

With the huge expansion of PV power station, high quality power station building appear scarce land resources, power station comprehensive income needs to improve, fused with the first industry trend in photovoltaic power plant. For example, the artificial Sun multi-layer high density non-soil planting plants, the use of new energy-saving light plant photosynthesis, using multi-layer stereo plant to improve land use efficiency. Agricultural technology such as photovoltaic canopy, canopy installed photovoltaic cells or solar collectors, flexible light, suitable for the growth of some crops and economic crops, but also industrialization and land and efficient output. Photovoltaic and tailings management, abandoned mining subsidence area in circular economy construction or combination of ecological management and makes the ecological environment restoration of abandoned land can be achieved. Combining solar and conventional water treatment facilities, through photovoltaic water mode, can effectively reduce the cost of water treatment and for treatment of carbon emissions.

2, energy micro-grid of interconnected and complementary trends

Energy of the future the Internet will be based on the existing power grid, through advanced power electronics and information technology, energy and electricity interconnection of the two-way flow of information-sharing networks. Internet with solar energy and other renewable sources of energy as the primary energy sources of supply characteristics of distributed energy collection and storage characteristics of distributed generation, energy storage device and load characteristics of micro-energy network interconnection. Photovoltaic power ratio increased volatility, and require a power supply side with greater ability, distributed energy storage to be universal, active distribution networks will come into being. Solar power and other renewable energy sources, energy storage hybrid power generation, and formed with the load can grid and isolated network operation of micro-grid, will be a new application form for solar power, applies to both remote pastoral areas, Island power, but also for networking running as network controlled power unit.

3, distributed energy trends

Compared with the other clean energy sources such as wind power, photovoltaic power generation and commercial and industrial electricity consumption peak matches, so PV compared to other renewable energy sources is more suitable for a distributed application. Development of distributed PV systems have the advantage of their economic, environmental, and to improve the reliability of electricity supply security and the settlement of electricity in remote areas. Of distributed PV installed capacity are usually small, late initial investment and low operation and maintenance costs, short construction period, to achieve power, good for power, remote power supply form of complementary and alternative, future development to a certain percentage can promote micro-grid construction and development. With reform in power distribution points, such as direct-purchasing electricity, electricity sales license issuance, will usher in an unprecedented opportunity for development of distributed energy power station.

Original title: trend of PV power plant development

Polaris solar PV NET week hot selection (8.10-8.14)

Polaris solar PV net news: policy review

1. the Bureau of Finance of Hangzhou municipality on the Commission and the national development and Reform Commission, on a policy of distributed solar power projects to honour the relevant notice of

According to Hangzhou City Government on speed up distributed PV power application promote industry health development of implementation views (Hang Zheng letter (2014) 29th,) and Hangzhou City by letter Board Hangzhou City NDRC Hangzhou City Finance on I city distributed PV power project funds subsidies about matters of added notification (hang by letter joint high-tech (2014) No. 463,) about spirit, now on do I city distributed PV power project policy cash work notification following:

For more details

2. the Zhangjiakou Municipal People’s Government on the issuance of County, Zhangjiakou City, solar PV development and management procedures (trial implementation) notification

For the development of photovoltaic industry, recently, the people’s Government Office in each County, Zhangjiakou City, district people’s Government and the various administrative zones, open area of the CMC the CMC, municipal industrial area Administration Committee, the municipal government departments, municipal units, tube directly under town government issued Zhang Zheng ban the word “2015”, Zhangjiakou City, 29th on the issuance of the solar PV development and management procedures (trial implementation) notice.

For more details

3. Hangzhou Fuyang district organizations declare 2015 notification of financial aid funds distributed PV Application projects

Accelerate the application of distributed solar power projects in our region, in accordance with the Fuyang municipal people’s Government on the acceleration of distributed PV applications for the implementation of the healthy development of the industry views (letter of Fu Zheng (2014), 58th), regulations, research organizations are hereby declare my 2015 distributed PV Application projects (hereinafter “solar project”) matters related to the financial assistance fund as follows:

For more details

4. XI with distributed PV power application and implementation programme

For speed up advance I city distributed PV power application development, optimization energy consumption structure, according to State on promote PV industry health development of several views (country sent (2013) 24th,), and Shaanxi Province Government on model advance distributed PV power application of implementation views (shaan political sent (2014) 37th,) spirit, combined I city actual, developed this implementation programme.

For more details

Market review

1. PV of “front-runner” no additional separate certification

To further define how accepted third-party testing and certification results, State of the art technology in Datong coal mining subsidence area construction leading Group Office PV demonstration base has recently issued a circular on national PV advanced technology demonstration base in Datong coal mining subsidence area 2015 project technical requirements of notice (with photovoltaic base [2015]1 number). In the notice of transfer is the most important information, all approved by the CNCA certification bodies the certification testing results, can be demonstration base of investors in the bidding, construction and evaluation of power plant built crediting.

For more details

2. Hebei South and illegal investment in farmland to build solar plant was split after the detention the investor

Xingdong industrial zone project in xingtai city, Hebei province, investors, Liu Jixue cannot expect, has been listed as a key protected enterprise, land planning department the green light when the project factory, the plant had just finished steel frame to occupy basic farmland to be demolished. Fight more than 10 years to save his savings wiped out overnight, Liu Jixue to occupy basic farmland to also be classified as fugitives on the Internet and was arrested. Liu Jixue unacceptable is that factories are xingdong Industrial Park Management Committee provide industrial land, the CMC has never before revealed the plot belongs to the basic farmland information.

For more details

3. Energy Council: “two 20 billion” into the largest renewable energy development issues

When the power is close to 20 billion-kilowatt, subsidy to more than 20 billion yuan in arrears. Head of the National Energy Council said, “two 20 billion” has become the biggest problem for China’s renewable energy development. China’s national energy administration new energy and renewable energy Liang Zhipeng, Deputy Director of the Division on August 8th China (Gansu) made the above remarks on the international fair of new energy.

For more details

4. after the Jiangsu PV to pick up how to do?

On the PV industry is inseparable from Jiangsu. On the layout of photovoltaic industry in the country, on the level of complete industrial chain, Jiangsu; on the wafer and module shipments, largest in Jiangsu Province; number of enterprises on the PV industry chain in Jiangsu up to; on the influence in the photovoltaic industry, Jiangsu PV industry is also important. But the pressure due to the economic downturn, overcapacity, and other reasons, an emerging industry in 2011 start suffered a cold snap, a large number of enterprises losing money production. Learn from their mistakes, Jiangsu photovoltaic industry after two years of dormancy, starting from the end of 2013, and gradually pick up.

For more details

5. new energy opportunities in Zhangjiakou

Have the right to host the 2022 Winter Olympics combined, Zhangjiakou’s new energy industry has pushed the development of fast lane, originally abandoned issues difficult to melt, because renewable energy demonstration area was granted to break the ice. From the “investment” now “choose” selection for new energy projects in Zhangjiakou with greater autonomy.

For more details

6. the PV industry in transition trapped foreign capital flight and low purchase price

Experience in Europe and the “double reverse” suppressing and winter, China PV industry began to pick up in the last year, this year is to develop the 17.8 GW of PV power plant planning objectives. But journalists found that PV industry as a whole are still faced with bad loan rate high, technology upgrades, fatigue and other problems, and hit Malaysia, and India, the European Union and other multi-party double-teams, international competition is becoming increasingly fierce, foreign investors take advantage of low prices to buy. Caught in transition, national energy Administration introduced the three-year “leader” plans, corporations will development hopes on this.

For more details

Enterprise version

1. GCL integrated resumption of jump nearly 10 times before the resumption of equity changes in rat

*ST Suri of delisting have been caught up in the crisis, turned after a year of the re-engineering GCL integration back into shares, nearly 10 times the one-day gain for a lot of investors rich overnight. However, shortly before the resumption, have been involved in ownership transfer of corporate reorganization plan investor frequently also caught the market’s doubts.

For more details

2. the “layman” baic knocking new PV capital operation mode how to play?

Another “outsider”. The last day of July, baic announced via sky solar, which is following the North controlled the water supplies, after CITIC, a PV industry in the traditional State-owned enterprises across borders. Evaluation of the industry, Beijing auto, new Sky solar capital operation mode to resolve have plagued solar expansion of investment and financing problems. As the total industry assets, securitization can quickly recover the cost of PV power stations, while the domestic photovoltaic power plant assets in overseas listing in the future, will finally bring a virtuous circle.

For more details

Malpractice risks early 3.SunEdison business model can not be ignored

Journal article pointed out that, according to SeakingAlpha analyst, SunEdison record second-quarter revenues, but the company is still larger than expected. Disadvantages of rapid expansion of the company’s business model more obvious. Although comments SunEdison business model in the long-term success too early, but this way the risks should not be overlooked.

For more details

4. more active solar thermal market focused on overseas manufacturers (table)

Solar thermal power generation market’s attractiveness to overseas companies in China is gradually strengthening, overseas manufacturers to communicate with industry cooperation demands become increasingly apparent. Expected some time in the future, there will be more and more overseas companies to enter the Chinese market. Solar thermal power generation as a technology-intensive industry, overseas manufacturers into the benefit to promote the development of the domestic market.

For more details

5. the crises in Han, Ying LI: badmouthing the PV industry is a paradox

Over the past six months, there have been Han, Yingli solar companies suffered setbacks, troubled messages seen in the media, many people are beginning to worry about this new industry, is still not out of the struggle of the trough. This, in my opinion, several photovoltaic current problems in the operation and management of enterprises, only market environment, a common phenomenon in industry, and the whole industry a few years ago “cold winter” is totally different. To the poor performance of one or two companies temporarily, ignoring the new energy industry on the mend the facts well, questioning the trend of energy development in the world it represents, is biased and wrong.

For more details

Comment article

1. start tearing: if withdrawal of PV subsidies “ladder”

Recently, there is a view in the new energy, causing some waves. In this view, intelligent as Germans were sharply cut solar subsidies and so heavy burden of subsidies, so it’s time to limit new energy subsidies. This view because of the lack of basic common sense, both in the new energy, or in financial times, did not pay attention to. But in order to avoid uninformed people are misled, we have to comb the new issue of energy subsidies.

For more details

2. chill PV companies support thinking

The past eight years, Suntech’s first mainland private enterprises listed on the New York Stock Exchange, to a serious funding crisis, finally on the road to bankruptcy reorganization. The view was expressed that Suntech’s bankruptcy, “the invisible hand of the Government,” difficult to blame; others argue that, in Suntech’s restructuring, the Government plays an active role. Recently, its top China voices for the first time after the bankruptcy reorganization, said Suntech will return peak levels of production capacity this year. Accompanied by a number of domestic photovoltaic Giants recover, look back at the relationship between Government and enterprises, Enterprise encountered crises, how to save the Government, invisible hand that long?

For more details

3. energy blue party? If you dare, I dare to tear!

Shang Monday, United States President Obama and United States Environmental Department common announced has a items very important and rich dispute of environment energy policy–United States clean energy plans (CleanPowerPlan), the Bill of core content actually is climate problem, Obama Government is wants to lead, to United States for example to world show United States is how reduced greenhouse gas emissions of, to persuaded other national to with solution global climate variable warm problem.

For more details

4. “double 20 billion” gridlock hits new energy development systems “pain points”

A few days ago, China’s national energy administration official said at an event, for more than 10 years of development, China renewable energy suffered power cuts and severe situation of arrears of subsidies, amount respectively to reach “20 billion kWh of electricity,” “20 billion yuan subsidy.” This severely restricts the new energy and industrial development. Dual 20 billion dilemma highlights China’s new energy development and system management of pain, worthy of our careful consideration, and looking for a way out on a higher level.

For more details

5. Why is renewable energy power generation uneconomic? It is a battery fault

Europe’s largest grid operator France power a pilot project showed that renewable energy battery storage has not yet developed enough with the economic situation. Supporters of wind and solar energy, the conclusions are sobering. As renewable energy is used more and more widely used, the battery must be able to save lives under sunny, wind-electricity, and the only way to electricity in cloudy windless time.

For more details

2015 World PV industry development of the seven kingdoms “the most”

Polaris solar PV net news: PV industry development never stops. In 2015, States have increased the speed of PV industry development, the PV industry development, the most representative of 7 countries, then what is it?

NO.1 in China: the largest installed capacity

First half of this year, China’s 7.73GW Assembly of PV installed capacity expected champion, once a leader in Germany far behind. Meanwhile, China has set a 2015 target of total PV installed capacity of 17.8GW, which means that, in the second half, China also have super 10GW of solar installed capacity awaiting implementation.

NO.2 India: the most attractive potential

Previously, data showed India solar power potential is about 750GW, which attracts the world’s PV industry. Zhiqian, India official sources of new and renewable sources of energy, India Government planned in 2015 1500MW solar power generation capacity in the country. Since then, this data is changing, according to Bridge to India6 published annual reports of the month, in the first four months of this year alone, India already producing 1GW capacity is expected at the end of the India could increase nearly 3GW of solar PV installed capacity, compared with 250% on the previous year.

NO.3 Germany: the most competitive price

As a pioneer of promoting photovoltaic, the Germans took the lead thanks to the Chinese photovoltaic devices, system integration, with low cost. In 2015, up to now, Germany has very competitive prices of exports to the 8% of electricity, and electricity from photovoltaic power generation, wind power and other renewable energy.

NO.4 United Kingdom: most “proud” of the subsidy

According to statistics, United Kingdom first quarter of 2015 at least 110 Photovoltaic grid-connected power generation project successfully released a record of 1.6GW production and PV installed capacity has steadily increased this year, new installed capacity will reach 3.2GW. To this end, the United Kingdom rules, since April 1, 2015, installed capacity greater than 5MW of ground-mounted photovoltaic system will no longer be eligible for renewable obligation certificates (ROC) mechanism of subsidies by 2020 can be achieved without subsidies.

NO.5 United States: the civilian market

United States is trying to realize the energy of the future “Petro”, at the same time increase the capacity of new energy sources such as photovoltaic, United States launch a PV power plant “rental” model, so as to solve the problem of financing of PV power station construction, from the high-end market to the overall PV market. In the United States, and the common people became the forerunner of the installed PV projects.

NO.6 Brazil: the “miniaturization” approach

Brazil has rich solar energy resources in 2015, Brazil’s PV industry as a whole is expected to reach 55MW and at two government tenders in August and November this year. Meanwhile, Brazil’s energy regulator – the national power authority (ANEEL) proposes to expand net metering capacity of the system for less than 5MW. GTM Research, according to market research firm predicted 2015 Brazil will deploy 6GW scale photovoltaic projects in 1-5MW, and in 2016 to raise this figure to 20GW.

NO.7 South Africa: the most popular “hot”

South Africa is currently the world’s most popular PV “hot” favorable climatic and geographical conditions and policy help to attract the attention of the world, especially the Chinese PV companies. It is understood that, in 2015, the South Africa at least 200MW of realization of grid-connected PV power station running, 400MW of solar projects built. According to the South Africa according to the data provided by the Department of energy by 2025, installed 40000MW is required to meet South Africa’s electricity needs.

Original title: 2015 annual PV industry development in the world 7 “the most”

The three organizations jointly issued the “Thirteen-Five” period support the healthy development of the photovoltaic industry

Polaris solar us: as three of China’s most influential PV Association, photovoltaic industry association, the China Association of recycling economy of China renewable energy professional Committee, China renewable energy society jointly submitted three policy documents relating to promoting the development of the photovoltaic industry to provide our PV friends turn up, clamouring for the development of the photovoltaic industry, and the drum!

Three files are:

On the improvement of the “Thirteen-Five” of proposals for photovoltaic power generation

On the “Thirteen-Five” period support the healthy development of the photovoltaic industry

Of the PV electricity shortage and suggestions

The three main points of the policy:

On the improvement of the “Thirteen-Five” of proposals for photovoltaic power generation

“Thirteen-Five” solar PV development goal adjustment of 200 million-kilowatt

On the “Thirteen-Five” period support the healthy development of the photovoltaic industry

And strengthening renewable energy surcharge, simplify the subsidy payment procedures, maintain a stable price level.

Two-channel, integrated photovoltaic base and power grid construction planning, packaging photovoltaic and full purchase.

Third, land tax incentives for PV power plant.

Original title: the three organizations jointly issued the “Thirteen-Five” period support the healthy development of the photovoltaic industry

GCL integration “skyrocketing” depends on what?

Polaris solar PV net news: “whoever owned the stock, estimated in a dream will awaken. “Micro-groups, friends chatting out such a sentence, and was accompanied by a picture.

This picture’s protagonist is GCL integration.

Audited net profit for three consecutive years is negative, *ST Suri listed is suspended on May 28, 2014. Subsequently, in a series of bankruptcy reorganization after reorganization, *ST with date change as *ST integrated. August 12, *ST Suri after reorganization and was renamed the Concord integrated resume listing, the company opened the reference price is 1.22 Yuan/share. Finally, after two temporary suspension of GCL integrated end to highest 13.25 per cent throughout the day. Rose 986.1%, volume was 2.203 billion yuan.

So, investors said: this is not an ordinary “ghost shares”.

Then, the investors called “demon” is tempered? First look released before the company announcement.

Notice shows that during the suspension period, Jiangsu GCL-led restructuring of the company and became the controlling shareholder of the company. After the restructuring, solar panel sales to become main business *ST integration. 2014, profitability of the company, made a net profit of 2.69 billion yuan and net profit of 146 million Yuan after deducting the non-recurring profit and loss. First quarter of the year, the company achieved net profit after deducting the non-recurring profit and loss of 70.32 million Yuan and expected to be achieved in January-June, 150 million-250 million yuan in net profit.

So, why GCL integration “surge”? Try looking at the various research institutions to study.

Shen Wan Hongyuan believe that GCL integration are honoured to become “integrated” leading strategic goals, to become the industry bellwether, covered for the first time to a “buy” rating.

Qilu securities proposed to make the investment, saying that in the case of not considering a diluted share capital, combined with the company’s 2015-2016, 600 million Yuan, 800 million yuan of the performance pledge, the company in 2015-2017 EPS were 0.24 Yuan and 0.33 Yuan, 0.43 Yuan, the corresponding PE 5.1 times, 3.7 times respectively, 2.8 times times. Considering the company’s business model, industry position and scale volume, the first company to “buy” investment rating.

Changjiang securities from “bankruptcy reorganization completed, GCL group strong entry”, “positioning system integrates the leading, driving profit expansion in scale,” the additional acquisition capacity, improve the industrial chain layout “three aspects of analysis, expected in 2015 and 2016 respectively vested in the parent company made a net profit of 699 million Yuan, 1.032 billion yuan, giving buy ratings.

Zheshang securities investments in four points, one of which is “high performance pledges demonstrate confidence”, said the holding company, Jiangsu GCL undertook to revamp after 2015, 2016 implementation audited net profit attributable to the parent company will be not less than 600 million Yuan, 800 million Yuan.

Despite the various broker views on GCL integration is more optimistic, but the risks still to be reckoned with. Qilu securities, such as the five-point risk warning, including PV industry needs is not expected; PV power than expected; project resources were not up to expectations; financing does not reach the expected energy Internet layout is not expected.

Like GCL integration, “soaring”, the author believes that investors are rational, do not blindly came into. After all, the “surging” or hidden behind a certain amount of risk.

Original title: GCL integration “skyrocketing” depends on what?

Polaris solar network on August 12, 2015 highlights review

Polaris solar PV net news: Polaris solar PV NET summary August 12 news, tore open: If you withdraw PV subsidies “ladder”, Hangzhou City policy of distributed solar power projects to honour the relevant notice of, County, Zhangjiakou City, solar photovoltaic development and management procedures (trial implementation), as follows:

Open tear: if withdrawal of PV subsidies “ladder”

Hangzhou City policy of distributed solar power projects to honour the relevant notice of

Zhangjiakou City solar PV development and management procedures (trial implementation)

Solar subsidies in the end who will pay?

Simple selection of photovoltaic grid-connected inverter

Single crystal lead the photovoltaic industry in the future?

Many PV companies to declare the Energy Council “leaders” program

JA Solar’s second-quarter shipments and sales rebound

Japan “zero” time break solar stocks limp

US scientists develop transparent Solar glass panel

Built in the 30-degree slope of subgrade on Nagasaki million PV power station

Obama pushes clean energy plan is not “history” it’s hard to say

Cheap solar power will end India’s Coal imports

Liaoning solar project development and construction Guide

Polaris solar PV net news: first, resources

Liaoning province is rich in solar resources, solar energy is less xiduodong, than North and South Central, 1395~1625kWh/square meters of solar total radiation, solar resources total 2.063GWh/year, has great value.

East coast of Liaodong Bay, Dalian and Changbai mountain Islands as well as the average annual radiation of Jianping County, Liaoning, China is more than 5200MJ/square meters, the annual hours of sunshine than 2700h, which belongs to the solar energy resource-rich areas, sufficient resources for large-scale power generation using solar energy or heat. Southwest of Liaoning province, Liaoning, southern Liaoning and North area the average annual total amount of radiation is 5000~5200MJ/square meters, annual sunshine hours in general than 2600h, are rich in solar resources. Central and Eastern Liaoning province, the average annual total amount of radiation is 4800~5000MJ/square meters, the annual sunshine time is generally between 2400~2600h, which belongs to the solar resource-constrained areas. Mountainous region in Eastern Liaoning, including East of Fushun and Benxi area as a whole, average annual total amount of radiation is less than 4800MJ/square meters, the annual sunshine time is less than 2500h, belonging to the solar resource shortage area.

Second, tariff and subsidy policy

PV power station: according to local solar resources and construction costs, the country is divided into three types of benchmark price, develop benchmark price of photovoltaic power station.

Distributed PV: territorial power subsidies for distributed PV policy, price subsidies for 0.42 Yuan per kWh (including tax, the same below), be paid through the renewable energy development fund, by the power companies to pay which, distributed PV systems use more than the power of the Internet, by grid enterprises in accordance with the new benchmark coal price in the local acquisitions.

Forwarded according to the General Office of the people’s Government of Liaoning province, Department of finance and other departments on implementation of views imposed on solar PV subsidies law, subsidies of 35 photovoltaic projects, which put into operation in 2012 0.3 Yuan per kWh subsidy of photovoltaic power generation project, after 2012, the subsidy levels determined according to the ratio of average annual decline to 10%.

Third, economic evaluation

Liaoning province is rich in solar resources, class ⅱ resource areas, PV power station corresponds to the benchmark price of 0.95 Yuan per kWh, distributed execution 0.42 Yuan per kWh of electricity price subsidies. Assuming the PV Unit cost of the item to 9400, over hours to 1400 hours.

1, PV power station project

Assuming the ground power station installed capacity of 10MW, based on calculations, project financing between the before-tax yield in 9.76% before, and payback period of between 9.3 years, the project has good profitability.

Table 1 PV financial indicators table

2, distributed PV projects

Assumes that the distributed project for 1MW of installed capacity. If all Internet access mode, on-grid price of 0.95 Yuan per kWh using spontaneous use, more than power, spontaneous use part of the electricity price is the selling price + 0.42 Yuan per kWh, surfing some new benchmark for local coal-fired electricity price + 0.42 per kWh; all spontaneous use, price is the selling price + 0.42 Yuan per kWh. According to the Liaoning Provincial power grid from electricity sales prices, the highest selling price to General commercial and industrial electricity consumption – 0.8580/kWh, so distributed project invested by General commercial and industrial users, all spontaneous use pays best. This pre-tax rate before calculating project financing 12.38%, payback period between 7.79, the project has good profitability.

Financial indicators table 2 distributed PV project list

Four, filing process

Liaoning province, overall control of the solar project construction and operation, project quarterly construction and electricity generation Summary submitted to the municipal development and Reform Commission. Municipal development and Reform Commission to strengthen project construction and operation management, within two weeks of each quarter in the region all projects submitted and operation of the provincial development and Reform Commission.

April 2014, the Liaoning Provincial Development and Reform Commission issued the Declaration on accelerating the implementation of solar photovoltaic projects, which States: PV power generation projects across the province all filing or registration system. 1. applications for Government-subsidized projects for the record business; does not apply for a government subsidy program implemented registration system. 2. natural persons are limited to build your own building distributed photovoltaic engineering. 3. public terrestrial photovoltaic power plants and capacity of 6 megawatts and above distributed PV record by provincial energy departments in charge; the other distributed PV record as well as apply for government subsidies of PV power projects registered by the municipal energy authority.

Filing requirements and procedures:

1, provincial filing client required material:

(1) common ground project

① the project owners (juridical) briefing.

II project feasibility study (professional counselling qualification b).

③ municipal sectors such as forestry, land and environmental protection principles (a 10MW scale issued by the provincial land Department and above).

④ province power company network.

⑤ work safety supervision and management departments issued letter of project safety assessment report for the record.

More than 5 materials bound for the project application report.

⑥ item application documents of legal persons.

Sadly, the municipal development and reform Department.

(2) over 6MW and distributed solar power projects

① the project owners (juridical) briefing.

II project feasibility study (professional counselling qualification b).

③ the roof of a building owner comments.

Black-power user comments.

⑤ power supply company network.

More than 5 materials bound for the project application report.

⑥ item application documents of legal persons.

Sadly, the municipal development and reform Department.

2, the municipal filing and registration of a project be submitted materials (guidance, can be adjusted according to local conditions)

(1) to 6MW (excluding 6MW) distributed PV power generation projects

① the project owners (juridical) profiles;

II project-building programmes and key indicators;

③ the roof of a building owner;

Black-power user comments;

⑤ power supply company network.

(2) other items

① main indicators of programme and project proposals;

II municipal power supply company network or access system confirmation.

Original title: Guide for development and construction in China province PV project-Liaoning

SunEdison business model disadvantage early risks should not be overlooked

Polaris solar PV net news: Seaking Alpha journal article, an analyst pointed out that SunEdison record second-quarter revenues, but the company is still larger than expected. Disadvantages of rapid expansion of the company’s business model more obvious. Although comments SunEdison business model in the long-term success too early, but this way the risks should not be overlooked.

SunEdison’s share price almost half of last month, an increasing number of mergers and acquisitions and transactions made investors more cautious, fearing that it spread itself too, problems may arise. SunEdison recent reports in the financial statements for the second quarter net loss of $ 263 million, further stirred up such sentiments. SunEdison Solar/wind energy projects in the second quarter output 404 MW, but for investors, its loss is the focus of attention.

SunEdison now has 8.1 gigawatts total projects and growing business. In the past decade, debt is one of the solar power companies are the leading cause of bankruptcy, SunEdison owes tens of billions, is obviously high investment risk for solar companies. Although SunEdison may still be underestimating the value (especially in the case of its recent share price falls), but it does increase the risk of the stock. It incredibly ambitious expansion plans are finally beginning to show malpractice.

Signs of drastic fall or excessive expansion of

Although too early to specifically SunEdison overextended, grand strategy but the company does have many shortcomings. SunEdison Solar module production, large-scale photovoltaic power generation, photovoltaic power generation, energy storage, distributed wind a lot, even for relatively new business such as microgrids are involved, it is obviously trying to cover every aspects of renewable energy. Other companies focus on renewable energy sources one link in the chain, but SunEdison has taken the opposite approach.

While the solar industry is experiencing supply chain integration process, but SunEdison may go too fast on this step. SunEdison mergers after the rooftop solar installation companies of Vivint news, SunEdison appeared sluggish, it is investors on guard about SunEdison strategy first signs. Despite the acquisition of Vivint is very promising, but SunEdison scattered attention, the acquisition of long-term potential may be reduced.

SunEdison’s goal is to become the world’s largest solar module manufacturer, distributed photovoltaic supplier, one of the big suppliers of photovoltaic, wind energy developers, could it have too many goals at the same time. Compared to those who focus on one part of the company, it is difficult to see SunEdison has a long-term competitive advantage. While it certainly can be in the business of it all can result in considerable performance, but it is the opportunity to become a leader in the field is very low. Taking into account the SunEdison business model of bringing together a number of resources, the debt should become an important indicator of the long-term potential of the company.

Business models, there is no precedent

Now say SunEdison’s strategy in the long term would appear after counter attack, because such a business model, there is no precedent. The solar industry is still quite young, so the solar industry the best possible business models are not yet formed. However, the SunEdison business strategy for such a wide net does not look good than to focus on one aspect of the model. Solar industry is growing in all parts, these parts have their own different complexity. As the industry matures, a business model all aspects of development may become a model for the industry, but there are mature now, such a pattern is too risky.

With its high working capacity and widespread increase in solar/wind power potential, SunEdison is promising more than the General market. However, although SunEdison may use some ability to control growth of the business, SunPower, SolarCity, which focused on solar energy companies in a field should be better investment options. Although these companies are dabbling in many other aspects of solar energy supply chain, but they are mainly focused on specific areas. Taking the short-term view, such action will be a successful business model.

Growth potential should still focus on debt control

It is undeniable that SunEdison has huge potential for growth, as long as it is good to the solar energy industry, its business model will succeed. But, as mentioned earlier, this is a very big if. SunEdison to invest tens of billions of dollars for the next five years of global expansion, so it shares with no control of soaring debt levels, sometimes crash. Considering that the companies plan to establish unprecedented productivity, short-term oversupply of solar should be good news for it. Lucky is that more and more evidence suggests that solar glut may appear in recent years.

SunEdison in record financial growth in the second quarter, but investors are more concerned about the company’s losses, it is the right thing. SunEdison fails to control its debt, then its expansion plans could easily be destroyed. SunEdison is currently valued at 4.71 billion dollars, there is a large room, but the solar industry have better investment options. As previously stated, SunEdison is also dabbling in the wind energy industry, which led to the company’s industry is more complicated. Investors were cautious about SunEdison investments must, especially it continued acquisitions and losses in accumulated time.

Original title: SunEdison business model disadvantage early risks should not be overlooked

GCL integrated resumption of jump nearly 10 times before the resumption of equity changes in rat

Polaris solar PV net news: delisting have been caught up in the crisis of *ST Suri, turned after a year of the re-engineering GCL integration back into shares, nearly 10 times the one-day gain for a lot of investors rich overnight. However, shortly before the resumption, have been involved in ownership transfer of corporate reorganization plan investor frequently also caught the market’s doubts.

Recovery first-day surge

On April 28 last year, GCL integration *ST Suri, the predecessor of 1.91 Yuan/share price and company losses for three consecutive years was suspended after listing. But after about four months of the year, shares of GCL integration completed restructuring has changed to 13.25 Yuan per share.

Capital reserve fund be converted into share capital involved in the reorganization plan, which opened yesterday that corresponds to the reference price of the company to 1.22 Yuan/share. Yesterday, the GCL integrated high 800%, opening price for 10.98 Yuan per share, the first transaction of about 184 million Yuan. In morning trading, GCL integrates direct up to 12.08 Yuan per share, below the opening price rose for the first time at 10% and temporary suspension of GCL integrated or 890.16% at this time. 11:30, stock trading resumed, about 10 minutes later, again touch second temporary suspension of the company’s stock limits, climbed to 13.18 yuan per share, or 980.33%. Eventually, the GCL integrated cent to 13.25 Yuan per share, rose as high as 986.07% a day.

However, for small investors, the profit margin does not eventually have 10 times as much. Due to the transfer of shares in a company is not directed against the minority shareholders, and ex-rights shares (interest rate), if calculated at 1.91 Yuan per unit price, suspended bets before GCL integration of minority investors, the largest profit margins of about 593.7%. But in a year’s time, achieve such high returns for investors can still call it rich.

Delisting was on edge

In fact, yesterday soared GCL integration was once a deserted delisted stocks.

2011-2013, ultra Sun losses jumped to 4.61 billion yuan from 110 million Yuan, on May 28 last year, was suspended because of the losses listed on June 26, the Court ruled that chaori solar bankruptcy reorganization. Last October, Jiangsu GCL 9 investors involved chaori solar reforming work, Suri shares all the free transfer of the investors of 1.68 billion shares converted into shares, the condition of 1.68 billion shares converted into shares by investors, investors paid total no less than 1.96 billion yuan to cover restructuring costs, pay off debt. After the reorganization, company 21% owned by Jiangsu GCL, GCL integrates actual control, while Shanghai Chen Xiang, jiaxing long 8 contributors have become a strategic investor in the company, after the restructuring is complete, GCL integrated positioning in the field of photovoltaic systems integration.

GCL in Jiangsu Province also promised, a listed company in 2015 and 2016 respectively not less than 600 million and 800 million yuan in net profit, if not standard, cash compensation for Jiangsu GCL. Before we resume the listing, plans of major shareholders of the company Concord Group supporting the increased purchases of 4GW component assets and financing, increased prices by 1 Yuan/issue about 2 billion shares, matching financing according to 1.26 Yuan/share issue up to 500 million shares, after the transaction is completed, GCL group holds shares of GCL integration will be more than 50%.

Before the resumption of equity changes in rat

However, shortly before the reporters found listed in the GCL integrated recovery, holding some strategic investors frequent changes in ownership of the company’s stock, and buyers of the investor is a natural person, over more than 10 days only of those natural persons on the floating profit more than 3 times as much.

On July 28, an Bo Investment Management Center (limited partnership) to transfer amounted to a natural person in the manner Zhou Yang, luehning, Liangshan holding company transferred about 126 million shares, 5.03% per cent of total equity, holdings of its own shares in the company down to 3.69%. On August 4, the Shanghai Chen Xiang Investment Centre (limited partnerships) also to transfer to natural horse 珺, Mao Zhihua transfer holdings of shares of the company amounting to approximately 180 million shares, 7.13% per cent of total equity, holdings of Shanghai Chen Xiang after holding company declined to 4.76%. These five natural persons holding cost of 3 Yuan per unit, in a short period of more than 10 days after their company stock is floating profit of about 342%. On the status of natural persons, rights were not specified in the book of changes.

The reasons for the reduction of company stock, they are said to withdrawal of funds. However, in the view of the industry, the two strategic investors or in preparation for the subsequent exit. “After a transfer by agreement, two financial investors holding shares of listed companies are lower than the 5%, you can avoid reducing restrictions on shares 5% per cent shareholder. “In the industry, buyers or in connection with these enterprises belong to the community of interests of natural persons. At a low price, buyers, they will choose the right time to cash holdings, including block trading. While Song Qinghui, a well-known economist thought, or to optimize the equity structure of listed companies.

Original title: GCL integrated resumption of jump nearly 10 times before the resumption of equity changes in rat

Liao Jun: photovoltaic subsidy is not unbearable

Polaris solar PV net news: caixin published de Tao Guangyuan, Director of the Centre for renewable energy cooperation in article “solar power subsidies will become unbearable”.

In the paper “the average subsidy according to 0.4 Yuan/kWh meter, years of subsidies by 20 years; then, regardless of the discount rate in 2015 alone installed photovoltaic power generation equipment, will over the next 20 years, 16,000,000 kWh x1200 kWh total subsidy x0.4 x20 year = 153,600,000,000 yuan/kWh, or 153.6 billion yuan. National total annual research budget there is no counting! If the next 10 years, average so much subsidy each year (while the electricity subsidy would be reduced, but the installed capacity will increase), the cumulative subsidy would reach about 1.5 trillion yuan! “Such heavy subsidies on the huge subsidies to the State. And several European countries have cut subsidies because of the huge subsidies do not burden or even cancelled. “Such a warning, has for several years in Spain, the Czech Republic and Germany; due to the high PV capacity in these countries, under the burden of huge solar power subsidies, finally overwhelmed, were forced to significantly reduce PV installations, not only caused the extinction of their photovoltaic manufacturing ….”

PV on-grid price (0.9~1 Yuan per kWh) compared to hydropower, coal, electricity and energy is really high, even with wind turbine price (0.5~06 Yuan per kWh) compared to much higher. PV high subsidies also questioned the feasibility of a important reason to PV. In order to clarify the specific magnitude of photovoltaic subsidy, the following analysis.

Photovoltaic power generation in addition to the benchmark price, but also comprised an 0.42 Yuan model of spontaneous use of distributed Internet subsidies. But compared to the full Internet access than large-scale ground station, spontaneous use of PV installations is very low, with full Internet access model to analyze real-world subsidies.

Even if the 5% of China’s electricity consumption from photovoltaic to social year 5 trillion degrees, photovoltaic subsidy 0.6 Yuan, annual subsidies of 150 billion. Corresponding PV installed capacity: 190GW (1.3 degrees per watt average power generation). China to reach the capacity is 7 or 8 years (after 2020). China GDP should be first in the world, with that huge income (per capita GDP1 million dollars, about 80~90 trillion yuan total GDP, revenue was 20% per cent of GDP, about 16 trillion yuan) this subsidy is nothing huge subsidies.

Now China price regardless of daytime and nighttime, while electricity prices are peak, flat, Valley. According to this logic, the tariff should also distinguish between peak and flat, Valley. Price of electricity during the day is about 1 time in the night, daytime price should also be about 1 time in the night. And photovoltaic power is the day, photovoltaic power generation time is in a flat, Valley, its real price subsidies (coal-electricity price-new price) calculation is much smaller than it is now, less at least 0.2 Yuan per unit.

If calculated in Pinggu average tariff 0.6 Yuan, currently PV subsidies actually only 0.2~0.4 Yuan. If after 2020 PV on-grid price down to 0.8 or less, in fact, in many places there is no subsidy, newly installed photovoltaic capacity subsidies amounts each of which is 0~0.2.

Even a photovoltaic power capacity of social power consumption 5%, PV installed capacity reached 200GW, the actual solar subsidies is not the new year 50 billion.

Of course in this calculation is a rough calculation on the West side of machine. In the East region even 1 price is insufficient to guarantee the return on investment of PV, also requires local governments to do the second subsidy. But Eastern electricity prices even higher, the actual flat, during peak Internet price is also better, the real subsidy isn’t that high.

Even before 2020 PV installed capacity still stick to the old price, based on the above analysis, real-world subsidies is around 100 billion per year, if under the new price increase 200GW of solar PV installed capacity, real-world subsidies which is about 50 billion. 400GW PV installed capacity is reached, China also said with an installed capacity when you occupying around 10% of electricity, the true magnitude of the amount of the annual subsidy of about 150 billion. For China’s GDP and fiscal revenue, not an “unbearable”.

Original title: Liao Jun: photovoltaic subsidy is not unbearable

Built in the 30-degree slope of subgrade on Nagasaki million PV power station

Polaris solar PV net news: from Nagasaki fishing port to the north side of the Hill and looked like can be seen posted on the steep slopes like the laying of panels. This is the Nagasaki Highway slope construction of 2.141MW “cherry million in PV power plant.”

Figure 1: in highway slope construction output is 2.141MW on the South side of the PV power station

Near Nagasaki fishing port (photo by: Nikkei BP)

Gas power stations by Toda construction and Kyushu (Nagasaki Prefecture jianzaoshi) group TBCorporation (Nagasaki) was established by SPC (special purpose company) “Sakura million PV power plant in limited liability companies” (Nagasaki), in February 2015 and construction. Scheduled for completion in September, and in October started selling.

The project in Nagasaki open “photovoltaic business plan using Highway slope” selected, slope in the road (about 20,500 m2) building on a million photovoltaic power plant.

In the 30-degree incline without heavy machinery set up

Figure 2: how to set at a 30-degree slope becomes subject

The use of heavy machinery and other constraints (photo: Toda construction)

“30 degree” in the skiing equivalent of intermediate and advanced ski slopes.

Such a steep slope, the construction of heavy machinery cannot be used in some places cannot be transported by crane materials, relying on manual operation operation increases.

Field officers to pay attention to the slopes at the foot of the same time, it’s much larger than the usual burden of flat construction.

But there are advantages. Due to land with a 30-degree slope, parallel to the ground laid solar panels, it can be set to Japan the ideal angle of approximately 30 degrees (Figure 3).

Figure 3: the shadow less of a rear impact, can narrow the interval settings

Can the ideal angle of 30 degree power (photo by: Nikkei BP)

Laying track on the slope, use the Monorail to carry supplies of materials transported by slope construction of monorail. Up from the slopes below laying track monorail (Figure 4).

Figure 4: using slope construction uses Monorail to transport heavy materials

Laying track from the slope below up shipping supplies, setting up frames and panels (photo: Toda construction) million from entrance of the PV power station in the direction of roads open to traffic large truck and crane.

Therefore, the PV inverter (PCS) and the pressure equipment and other heavy equipment was set on this road. In the temporary storage of materials on the road, use the Monorail to transport under the Po or Po.

Except for monorail, but also uses the simple steps and the direction of the path (Figure 5). Is a new set of simple steps. Slope up and down the road in the direction of 7m each one, was originally built for the management of Highway slope.

Figure 5: using simple steps and trails the new settings the simple steps (above), the path (below) is the original (photo by: Nikkei BP)

Spray Foundation

Based on the formation of spray (Figure 6). This method of construction is common in cut reinforce the mountain after mountain project. Slopes covered with mortar surface has the effect of preventing the loss of rock and sand.

“Spraying” on the slope to form basis for two-handed gunite sprayed mortar, so construction workers using ropes to ensure security.

When setting panels down the slope, most of the steel pile, can improve the construction of slopes, cut project costs. But pile require the use of heavy machinery drilled into the ground. The 30-degree slope heavy machinery cannot be used and therefore cannot be used pile.

Allegedly, as both needed to meet the 30-degree slope of load-bearing and can cut costs, initial manual operation into the method of steel pipe piles is discussed. But eventually adopted at the four corners and Central buried steel with mesh box, reperfusion method of mortar (Figure 7). Smaller sizes, 45cmx45cmx25cm.

Figure 7: using size 45cmx45cmx25cm small Foundation

With the slope face down, in the East of the station and the West side shade effects. Solar panels are laid during construction to avoid this place. Panels manufactured by Mitsubishi Motors, laying a total of 8204, the output power is about 2.1MW.

Array with 5 rows of X3 15 structure. Solar Panel set the height as 50cm.

1.99MW output power of PCS. Toshiba, Mitsubishi Electric industrial systems (TMEIC) products.

Drainage connection, direct use of the slope had some drainage, and so on. O&M (operations and maintenance) services by subsidiaries of the gas Kyushu Kyushu Techno (Nagasaki Prefecture jianzaoshi).

Original title: built in the 30-degree slope of subgrade on Nagasaki million PV power station