Japan Toki city implemented PV system

Polaris solar PV net news: Japan Toki city Gifu Prefecture has implemented occupy land area of more than 1000m2 system of photovoltaic power generation equipment to declare, for beginning on August 1 of the Toki city photovoltaic equipment set set out in the guidelines. Installed photovoltaic power plant operators need to Toki for 50 days in advance of submitting reports urban planning course development guidance unit.

The city’s guidelines set forth in the operator’s duty and obligation: “planning matters, prior to the living environment might be affected within the local self-government Council, informed plans and methods of construction, to take into account the adjustment”, returns needed “with record to inform the local government status of written documents.”

In addition, the responsibilities and obligations of the operator also provides that “should fully take into account settings area and surrounding area of natural, landscape and environment, efforts to prevent accidents, hazards and disasters” and “when there are accidents or disputes, operators must assume the responsibility and resolve, and to take measures to prevent a recurrence.”

There are more than 20 local governments above a certain scale photovoltaic power equipment construction reporting system, most of them in construction area above 1000m2 or solar panels power project as an object. Low-voltage grid (power output less than 50kW) projects PV equipment required land area slightly below 1000m2. Local government reporting system is based on the high-voltage grid-connected photovoltaic project for the object, which is becoming a standard.

Original title: Toki city implemented PV system, 1000 square meter report

PV net profits of listed companies ‘ second-quarter earnings more than continue to climb

Polaris solar PV net news: recently, a number of PV manufacturing listed companies reported second-quarter earnings reports once again confirms the reality of the industry as a whole is moving toward full recovery.

According to Trina, Crystal, Crystal Australia, solar, Yuhui solar companies released second-quarter earnings, gross margins from the five listed companies in the first quarter was a different amplitude increase. Among them, jinko gross 20.7%, for the five highest. Trina components shipments in the second quarter hit a record high, reached 1231.6 MW, shipments to achieve four consecutive quarters over 1 GW, was the first to achieve this level of PV manufacturers.

Most enterprise gross profit rate increased

China PV Industry Association statistics show that the first half of this year, about 74,000 tons of polysilicon production in China, an increase of 15.6%, module production 19.6 GW, rose 26.4%, silicon wafer and solar cell production reached 4.5 billion tablets and 18.2 gigawatts. PV installed capacity of about 7.73 gigawatts, up a sharp growth, including approximately 6.6 GW ground station, distributed utility 1.04 GW.

With the opening of foreign markets and the increasing demand in the domestic market, PV manufacturing industry into yet another development in the fast lane. Enterprise shipments rose, extending a good momentum of development, most companies achieve profitability.

Earnings in the second quarter, Trina’s gross profit of $ 144.9 million, gross margin was 20%, compared with a large increase in the first quarter.

JA Solar’s second-quarter operating profit of $ 25.2 million, and $ 24.1 million in the first quarter of this year. Gross profit of $ 71.7 million, 14.9% higher than the previous quarter, gross margin was 16.4%, 16.1% slightly higher from the first quarter. Jinko’s second-quarter revenues were $ 516.2 million compared to the first quarter of this year grew by 16.4%; compared with second quarter of 2014, an increase of 31.6%. Its gross margin of 20.7%, higher 20.3% level in the first quarter.

Yuhui solar net revenues of us $ 268.4 million in the second quarter, compared with $ 349 million in the first quarter of this year, a decline of 23.1%, compared to $ 387.1 million in the second quarter of 2014, down 30.7%. Gross margin is $ 44.4 million, gross margin was 16.5%, a 6% increase in gross profit margin compared with the first quarter.

United States Department of Commerce today one-time up-a large number of anti-dumping and countervailing duties, and second quarter in Canada solutions business profit margins and the decline in both contribution and other factors, solar second-quarter gross margin, gross profit margin, a certain degree of decline. Results showed that solar gross profit was $ 96.5 million in the second quarter, gross profit was $ 153 million in its first quarter. Gross margin was 15.2%, first-quarter gross margin of 17.8% in 2014, 19% for the second quarter.

Trina shipments record

In terms of shipments, Trina still maintained a strong growth trend. Earnings, the company’s second-quarter shipments for 1231.6 MW of component, increased 20% per cent, an increase of 30.6%. Among them, the outgoing volume 1000.7 MW, 230.9 MW to the company’s own downstream PV projects. After the company forecast shipments for 1100~1140 MW. This is Trina’s fourth consecutive quarter shipments more than 1 gigawatt, shipments for the second quarter in a row to break the record.

President and CEO of Trina Gao jifan said in an interview, Trina solar components in the second quarter shipments, project networking are faster than expected high, achieve the overall strong growth in revenues and net income, focus on profitable growth fundamentals are improving. “Strengthening supply chain management, technology development and a rational allocation of resources to the prospects, fast-growing market, these factors helped us cut our costs, we achieved good results. “Jinko solar module shipments in the second quarter to 913.4 megawatts, of which 90.4 MW for projects in the downstream of their company. Provided to third party shipments 915.0 megawatts of solar products, including 823.0 MW of PV modules, 59.5 megawatts of wafers as well as 32.5 MW of solar cells. 789.2 megawatts compared to the shipments in the first quarter, rose 15.9%, 659.5 megawatts compared to the second quarter of last year, an increase of 38.7%.

Results showed that solar PV module shipments in the second quarter amounted to 850 MW, 809 MW recorded turnover of 41 MW to the company’s internal PV project 2015 1.03 GW recorded turnover in the first quarter, had expected shipments for 950~1000 MW.

JA Solar shipments in the second quarter to 790.8 MW, year on year increase 16%, 16% higher than the previous quarter. Components and component processing shipments of 717.4 MW, 60.9% higher than over the same period last year, 22.8% higher than the previous quarter.

Yuhui solar factory amounted to 322.0 MW photovoltaic modules in the second quarter, compared with a quarter in 35.1%. Second-quarter total of solar wafers and PV module shipments of 603.7 MW, the company’s first-quarter shipments to 691.5 MW 2014 698.3 megawatts in shipments in the second quarter.

With rising domestic PV installed capacity of PV products demand in the domestic market is also growing. JA Solar’s Chairman and Chief Executive, said Mr Jin baofang, the company steadily increase in shipments was due to domestic demand-driven to a large extent, accounting for 45% of the total shipments in the second quarter. “In addition, our Malaysia progress in building a battery factory. Second half of the year, we expect the industry will remain relatively strong demand, particularly in the domestic market. We will try to grab more market share in emerging markets, particularly in India and the Americas. Our market share expanding portfolio sustainable development as well as our downstream projects, received support from their own manufacturing capacity expansion, will become a key driver of development in coming quarters. ”

Universal raised third-quarter goals

This year the development of PV industry in good shape, the development company for the third quarter were made for a more optimistic expectations.

In the report, Trina estimated its third-quarter shipments of PV modules is 1450~1500 MW, 170~190 MW of which will be used for the company’s downstream PV projects.

In addition, Trina solar will continue to expand capacity, expected ingot capacity increased to 2.5 from 2.2 GW GW wafer capacity 1.7 GW is expected to increase 1.8 gigawatts. Battery capacity of about 3.5 GW, module production capacity reached about 4.8 GW. The photovoltaic module output estimate for the year was raised to 4.9~5.1 from the previous 4.4~4.6 GW GW, total shipments in 2014 or newer 33.9%~39.3%.

Jinkosolar will target growth in PV module shipments for the year to 4.0~4.5 GW. Earnings in the third quarter, jinko is expected between the PV module shipments of 1~1.1 gigawatts. The company expects third-quarter total shipments for 900~950 MW of solar cells and modules, up from an earlier annual shipments totalling 3.6~4 GW required quarterly run rate.

Canadian solar expected third-quarter shipments totaled 970~1020 MW, of which about 70 megawatts of utility-scale PV projects. Expected turnover to 5.7~6.2 billion dollars in the third quarter, gross margin of 12%~14%. Meanwhile, solar expected to 2015 total shipments do not change, 4~4.3 GW, including 3300~3500-megawatt third-party components sales, sales 235~275 MW projects and EPC. In addition, with the implementation of YieldCo and 460~490 MW will be included as income. 2015 turnover is estimated at 2.8 billion ~30 billion dollars.

Yuhui solar expects its third-quarter net income will be between $ 330 million to $ 340 million, and gross profit margin will fall somewhere in between 15% to 16%.

It is reported that another PV manufacturing giant—Yingli Green energy are expected to be released on September 8, its second-quarter earnings.

Original title: PV listed companies ‘ second-quarter earnings more than net profits continue to climb

PV: rational step to go further

Polaris solar PV net news: when 2015 years two-thirds when PV manufacturing recovery has been more robust.

Announced second-quarter earnings of listed companies gives the industry the confidence and hope. The vast majority of corporate profit, average gross margin over 15% top 10 components. Entering the PV manufacturing industry standards bulletins list of 29 components enterprises with an average net profit margin rose 6.5%. Meanwhile, manufacturers continued to trade derivatives and raw materials, the rapid development, more and more companies form a new form of industrial chain development.

With the increase of PV installed capacity and opening up of the overseas market, most of the manufacturing enterprises mired in years of trouble. However, the PV manufacturing enterprises, first half of 2015 “is half water, half flame.” Authorities for 29 by normalizing conditions enterprises first half of this year and 2014 analysis of total sales revenue, net profit in the first half, first half of 2015 enterprises total sales revenue and net profit growth of 8.9% and 9.7%, respectively. Average net profit margin of 29 components companies in 2014, growth in the first half of 6.5%. While business conditions improved, but profitability remains weak. Mud’s eye compared with previous years, this growth is not fast.

In addition, with the differentiation of capacity utilization, lack of core competitiveness of small and medium enterprises, or will mark the death in the face. Photovoltaic Industry Association, China noted in its semi-annual report released, which some developers in the procurement of goods and raw materials for small components enterprises can survive and meet their long-term warranty of components generally skeptical in favor of big business with the brand. Last year, in response to the order, large enterprises through technical transformation improving the effective capacity of existing equipment, or using a third-party OEM to increase shipments. With large capacity pet deductions of free enterprise, the continuing large-scale existence of third-party Foundry will be difficult, some SMEs will be due to the lack of order and technology behind lost for reasons of competitiveness in the market.

Datang Sentosa, PV manufacturing industry also twists and even after the tribulation, or active, or passive consolidation and restructuring, survival of the fittest. In addition, through second-quarter earnings, some industry stars such as solar, Yuhui solar, daqo new energy enterprises for a variety of reasons, performance slightly dimmed. As for the future, these companies or will find a way out, or to realign their resources.

What is more, some companies, negative frequency, conditions, all they have to do is probably to read Socrates, “know thyself” that quotation.

For the PV manufacturing industry, this may not be the best of times, but not the worst of times. Blind and disorderly development time has past, through industry dilemma gradually into the spring for the enterprise, only by constantly improving their own competitiveness, to master core technologies, will it be possible in future market competition has more vitality. Each enterprises if sensible, moderate walking every step, the industry would take away healthy, orderly development track closer.

Original title: PV: rational step to go further

Clean energy: the United States needs China

Polaris solar PV net news: the early 21st century, energy is a key area of strategic mutual doubts between China and America. However, with the development of the clean energy revolution, everything began to change. Clean energy strategic cooperation in important areas, which China does not reach United States interests to protect its own energy security, United States exports to China for its clean-energy technologies, equipment and services, both to achieve a win-win situation.

United States representative of the new think tank–United States progress Center found that in recent years, a new trend is more and more obvious: China’s clean-energy companies are no longer limited to United States importing clean energy technology, but actively “go” in the United States direct investments in the clean energy sector. Director of the China policy program at the think tank Melanie ˙ Hart in the recently released report of the existing patterns and future opportunities–United States energy economy in China’s direct investment in China direct investment has become the United States many States and cities to seek objects, Chinese direct investment to support green energy projects, to the United States brought a lot of new jobs and tax revenue. Melanie ˙ Hart recommends that the Federal Government should increase its support of China’s direct investment.

Worth mentioning is that the United States progress Center is a United States democratic leadership Council advisory body core strength is can directly affect the United States Democratic Party Government’s decision, in the Clinton and Obama campaigns, play an important role in the ruling.

Chinese direct investment favoured United States

By the end of 2014, the Chinese company has been in the United States invested more than 12 billion dollars in the energy field. These investments make some United States companies from going bankrupt, and to build new wind power and solar power stations, building a new clean energy manufacturing equipment. Analysts estimate that by 2020, the accumulated amount of direct investment in China (including in the energy sector and other areas) can be more than 200 billion dollars. United States Enterprise Research Institute of China overseas investment tracking index shows that by the end of 2014, Chinese enterprises ‘ overseas investment has reached over $ 1 trillion, United States is the first destination of Chinese direct investment, amounting to 17 billion dollars. According to the advisory firm rhodium Group estimates, direct investment from China to the United States to create 80,000 jobs, most of which is in the area of clean energy.

United States progress Center found that Chinese companies in the United States are two forms of investment in clean energy. A new local projects, such as solar-powered factories, power plants and so on. This new project is the Governor, mayors and local officials argued, because such investments can generate considerable employment and income. Another acquisition United States domestic clean energy companies or investing in expanding its research and development. These two forms are United States clean energy industry can help.

Melanie ˙ Hart think, integrated geographic and other factors view, China in United States energy field investment can is divided into three a cluster: fossil fuel investment cluster, main concentrated in oil and gas store rich of area, as Texas, and Oklah load from Maryland and,; clean energy investment cluster, main concentrated in New Jersey, and California and Texas, State; third species investment cluster main by contacts, depends on local company and local economic development Office whether and potential China investors has good contact.

United States how to attract Chinese investment

United States progress Center, wants to attract Chinese investment in United States local government, the path is simple and clear: strengthening of local clean energy stimulus; strengthening of networking contacts and potential Chinese investors.

United States clean energy sector to attract Chinese investment in most areas, often because RPS (renewable portfolio standard) attractive. In the past century, United States Federal Government for the fossil fuel industry has over 1 billion dollars in subsidies, funds, tax incentives, infrastructure construction and to reduce production costs. When you clean energy on stage, the arena was unfair. Clean energy than fossil-fuel projects in the investment cost of the project. Thus, each State RPS policies, stimulate investment in clean energy.

To attract Chinese direct investment in clean energy projects in competition, stand out in some States, California is one of them. California’s RPS policies is that the new energy power generation by 2020 must be public utility electricity of 1/3. So, California is the United States largest solar installed capacity of States, the forefront of the use of electric vehicles in the State. California’s policies are attractive to foreign investment. China’s investment in solar projects in California more than $ 100 million, the famous brand electric vehicle BYD also opened a factory in California.

In New Jersey the same outstanding performance in terms of attracting investment in solar energy. The RPS policy requires grid companies to incorporate a minimum of new energy power generation. The State has issued special policies to attract investors in landfills and other plots set up solar power plants. These policies have enabled New Jersey solar industry is flourishing, its solar installations throughout the United States third. China has a lot of company in New Jersey solar investments, such as Jiangsu zongyi group in New Jersey built a 19-megawatt solar power plant, xinao Group built on a landfill in New Jersey 4.3 megawatts generating capacity of solar power plants, and so on.

Network is the United States Government to attract Chinese direct investment in another key, California is at the forefront in this regard. California cities pay special attention to the development of commercial and cultural exchanges with China. For example, Los Angeles dedicated LAEDC (Los Angeles economic development Corporation), whose main business is to attract Chinese investment, San Francisco in 2008, set up a company dedicated to promoting Sino-US trade and investment cooperation between the companies–China SF (Foreign Office), until the end of 2014 has successfully introduced 50 Chinese enterprises to come to invest. In addition, the California City also introduced between resources. For example, after getting the investment in BYD’s Los Angeles County, Sheriff Michael ˙ Antonovich Lancaster long Rex ˙ introduced Harris to BYD, which Lancaster got a BYD electric car manufacturing project.

The Federal Government should play a greater role

Melanie ˙ Hart’s report found that while the United States at the State, city level investment play a good role in the network, but the Federal Government could play a greater role in this regard, because the Federal Government in the mobilization of the resources, manpower and experience are strong in local government. Therefore, the think tank suggested that the Federal Government should take the following three measures in the near future, China the United States direct investment in clean energy:

In the United States in attracting foreign investment project–“choose United States” (Select USA) established under the special clean-energy projects, specifically for clean energy investment needs. This project will be operated by the Department of energy, because only the Energy Department both clean energy technologies, and learn about Chinese energy market.

“Select the United States” should be credible, specific investment recommendations to local governments to help local governments make informed decisions, will take full advantage of the limited resources.

Should the Obama administration put China in the United States direct investment projects in the energy sector, as the focus of Sino-US diplomatic relations. The Federal Government should solve Chinese enterprises to invest in United States clean energy concerns, expressed support. United States should regard China’s United States direct investment in the energy sector as part of the China-us strategic economic dialogue, or as a subject of meeting leaders of China in September.

Original title: clean energy: the United States needs China

Polaris solar PV NET week hot selection (8.31-9.6)

Polaris solar PV net news: policy review

1, 2015, jieshou in Anhui photovoltaic projects for poverty alleviation programmes

For the carrying out of the General Office of the Anhui provincial people’s Government on the implementation of PV poverty guidelines (WAN governance (2015), 34th), PV anti-poverty task assigned by district, Fuyang city, jieshou combines reality, these programmes are formulated.

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2, issued in wushan County, Chongqing City on PV implementation programmes of poverty alleviation project notice

In order to further implement the industrial poor “to village, household, persons” requirements, help poor people build sustainable poverty alleviation project to increase, according to the opinions on promoting poverty alleviation work (wushan (2015), 4th) spirit, develop photovoltaic projects for poverty alleviation programmes.

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Market review

PV version 1, “Moore’s law” theaters worldwide

Intel cofounder Gordon • 50 years ago, Moore proposed “Moore’s law”, which reads: when price is constant, integrated circuit components fit on the number of statistics every 18-24 months will increase by 1 time, performance will improve 1 time. In other words, every dollar I can get your computer’s performance, every 18-24 months more than 1 time. After 50 years, this law also applies to the photovoltaic industry. At present, the cost of solar power is decreased as index.

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2, polysilicon processing trade imports “restrictions” on the first anniversary of the implementation of PV downstream performance two days

Have been disclosed earnings of listed companies in the photovoltaic industry has demonstrated the industry’s unique “dynamic”. However, the heavily updated financial data also reveal some interesting changes, for example, manufacturing cells, components, such as being in the middle of the performance, obviously superior to the material side. Quietly, the same chain upstream and downstream production of “prosperity” rule has been broken.

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3, bottlenecks remain: ATD PV more refinement, and strong execution of the test trend

On August 23, the jinzhai County people’s Government issued the 2015 poverty relief and development work goal responsibility in jinzhai County (trial) file. Reporters noted that the assessment methods identified two against. Experts said hopes that more refinement and implementation of stronger solar project management approach to protect benefits truly reflect the policy ground, poverty alleviation.

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4, PV power plant on the ground will get rid of “syndrome” problem

On August 26, the State Forestry Administration and the Ministry of land and resources for data transfer. Photovoltaic companies in project development will often have “a two card” problem, that is, the land is classified as barren land and resources departments, but appears as a woodland in the forestry sector. The two sectors data sharing is declared a boon for PV power station construction.

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5, “scenery to abandon” gridlock: is still institutional mechanisms

According to the National Energy Board data, first half of 2015 when China PV power generation 19 billion-kilowatt, abandoned when optical weight of about 1.8 billion-kilowatt. Energy Research Institute, national development and Reform Commission, Director of China’s energy Institute Vice President Zhou told reporters, abandoned, abandoning the wind remains the essence of problems in system and mechanism.

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6, temporarily polysilicon September Handbook price interval correction

Entry into September moratorium Handbook “, 58th file” has really come into play, observation city, poly-SI, China imports data in May, after the total imports reached a peak of polysilicon, total monthly imports decline gradually. China poly silicon market in the near future is not due to overseas supply gradually decreasing, prices have significantly increased.

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Enterprise version

1, aerospace electromechanical “contrarian” behind the losses: power stations increasingly hard to sell!

As the world’s fourth ranked second in China PV EPC (engineering contract) companies, aerospace mechanical and electrical life was not the scenery. In the context of general industry recovery, spaceflight machine “contrarian” losses, net profit down 153.14%. So bad to poor performance of the PV industry are inextricably linked.

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2, rich, capricious? PV power winding up behind the assets

Be regarded as “meat and potatoes” of PV power plant assets, now in the hands of China guodian group has become a “chicken ribs”. State power in the 2015 meeting have made clear, would focus quality resources to the industry, to high efficiency coal power, large hydro and wind power tilt. There is no doubt that PV status in the country, this somewhat embarrassing.

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3 poor, Yingli Q2 earnings expectations

Yingli has released part of the earnings in the second quarter, and complete the second quarter earnings release date postponed to September 8. Recently announced it is displayed, Yingli’s gross profit margin in the second quarter at between 6%-7%, only half of the 14.1% of the last quarter, significantly lower than the 2014 16.8% ‘s gross profit margin in the fourth quarter.

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4, PV listed companies ‘ second-quarter earnings more than net profits continue to climb

Recently, the number of PV manufacturing enterprises listed companies released second-quarter results once again confirms the reality of the industry as a whole is moving toward full recovery. According to Trina, Crystal, Crystal Australia, solar, Yuhui solar companies released second-quarter earnings, gross margins from the five listed companies in the first quarter was a different amplitude increase.

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5, PV report: Joy Chou

Recently, many PV companies have released its 2015.5-annual results. Among them, the GCL in revenue to 17.939 billion Hong Kong dollars, profit of 826 million; Eastern Sunrise revenues 1.616 billion yuan, up 84.76% over the same period Chinese films generating revenue of HK $ 2,118,186,000, a decrease of HK $ 3,213,185,000 over the same period last year to 34%.

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Comment article

1, “dry goods” distributed PV notes for details!

Distributed PV includes grid, off-grid and a number of complementary applications such as micro-grid, grid-connected distributed generation applications in the vicinity of the user, generally with medium and low-voltage power distribution grid, spontaneously, for personal use, not power or power from electricity online purchasing power when excess electricity sales to the Internet.

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2, several problems in the research on photovoltaic power generation

Energy Green, greatly increase the proportion of renewable energy such as solar, is the common choice of strategic adjustment of energy all over the world. Accepted in large proportion of renewable energy power generation at the same time ensuring power system security and stability operation and control costs, is the world’s common problems of power development.

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3, energy interconnection is foam or bubble?

“The Internet +” action plans with national strategies appear in front of the world, conceptualize the hype has never stopped, capital is the hungry Wolf chased the bubble concept, and “energy Internet” is not to get rid of such a fate, energy interconnection concept once again becoming hot topic. But certainly not as instant noodles to practical, rational view of energy interconnection should be first discussed.

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4, a new energy policy: maybe pipe

New energy from existing policies and guidelines, nearly 10 years, the relevant Government Department has introduced a large number of relevant policies of the State, but the basic focus of China’s new energy development still remain in “energy energy” level, as soon as possible if policy does not jump out of the stereotype, or will affect the overall situation of China’s overall economic development in the future.

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5, Hong-Wei: distributed PV financing there is no Savior

Since attempting to CSRC “CSI raised platform” to fund research of distributed PV after losing on the road, old red P2P last hope in him. Regulatory policies, such as its funding costs down, although the old red know it takes a long time. Also rarely participate in the matter of distributed PV financing debate, because he felt that it was not white do not say, said White said.

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Character articles

The old “solar hero” today as the “strongest Lai”

Recently, the reporter learned from the Hefei intermediate court, more than two levels of courts of Hefei city has more than 10,000 “Lai” (including natural persons, establishments) into the list of lose the trust of the person subjected to execution the Supreme Court Library. Lots of large sums of money involved, “Lai” is still hanging on the blacklist. Meanwhile, there are always new “Lai” vessel, the largest amount of money involved is refreshing old PV “hero” Peng Xiaofeng was a 1 billion yuan of debt disputes, became the latest of Hefei “strongest Lai.”

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Secret of PV plants financing innovation model

Polaris solar PV net news: power station financial model is a general trend. In the profits of the industry chain pattern reconstruction under the background of plant is the most benefit from this solar cycle links with both high growth and high profitability. PV financial property is growing in the future, relying on the high return on investment (non-leveraged loans around IRR10%, 70% IRR15-20%) and gains a clear characteristic of power station similar to higher-yielding fixed-income products, securitization based, will stimulate innovation in business models and financing models.

Financial properties, photovoltaic power stations will increasingly

PV power station project and real estate business model is very similar to the building via selling and leasing after achieving a stable cash flow. From the development stage, distributed at a start early, around the year 2020 is expected to achieve parity (limit to get rid of subsidies), the utility industry is in rapid growth stage, much as the real estate industry for more than 10 years ago. Various modes of financing innovation will bring a steady flow of capital to this high growth industry support, various types of companies can find suitable sources of finance. At the eve of the outbreak of financial tools will be the catalyst.

Second, the various financing models will be promoting the development of power plant operation industry

1, bank loans: the main source of finance for distributed are expected to gradually let go of

Banks remains the main financing of photovoltaic power stations, but the Bank distributing loans has not been released, also cannot accept the station receipts as collateral for loans, must be real collateral. Distributed the financing bottleneck lies in its operational risks above the ground, the three core issues are effectively addressed, problem will be solved. Recent Bank research focuses on distributed project risk management and control, with the involved insurance policies and rules clear, bank loans are expected to gradually open up.

2, increased + convertible bonds: for domestic market, in particular private operators

Private enterprises in terms of debt financing compared with State-owned enterprises is not dominant, but institutional flexibility, innovation and execution compared to state-owned enterprises have certain advantages, flexibility and innovation of business model relying on the earnings release, performance, combining the advantages of domestic capital markets have higher valuation than the overseas (particularly growth stocks) and at a higher price to raise equity release profits increase stock prices, and equity financing, achieve financial growth.

3, all the chip: one way to solve financing, but short-term becoming mainstream

All to raise an equity financing, February 2014 joint PV testing the waters to raise domestic models are solar products contact first step. After combined PV in the first project, promotion plans in the second half of the country. United States Mosaic also PV raised platform, raising more than $ 6 million since its establishment in May 2011, more than 18MW to project financing. Chip mode is:

1) power stations financed on a large scale, but before you raise relates to science and technology, film financing and technology projects are small scale;

2) arrested for illegal fund raising, no clear legal definition;

3) lack of security, project risk, and investors to the rights of recourse, the ability to influence wholesale funding.

4 financial channels, Internet: or subvert the industry landscape, at present in the exploration phase

Media reports in early 2014, the company plans to introduce financial products treasure on a regular basis, photovoltaic power plant assets or included in the product scope of investment, if successful, PV financing Subversion change will occur. Power plant as one of the most stable investments, financing is very suitable for the Internet channels. We expect that power plant operators are expected to work together in the future Internet giant, to 20 power stations charging right pledge to launch financial products, pricing a percentage higher than the bank deposit rate in the same period, security through the rehabilitation funds, insurance and bank credit solutions. Current operators are still in preparation and exploration, but will become a trend in the future. For the public, Internet financial to provide a convenient way to invest indirectly in power stations, so dispersing individuals may also enjoy power station operating income, promoting photovoltaic entered the era of national investment and sharing. New trading platform will enhance the liquidity and attractiveness of the PV power plant assets. Trading platform of distributed PV financing chain, can not only serve as early fund-raising platform, is completed can also serve as asset transfer platform, and services such as insurance, guarantee an effective organization, become the chain’s central nervous system. Meanwhile, emergence of trading platform, will strengthen photovoltaic Internet finance/raising the liquidity, passion and enthusiasm of ordinary citizens to participate in investment.

5, lease financing and trusts/funds channel: high interest rates, suited to the rapid expansion of enterprise

Leasing company for construction and operation of the power station provides direct rent and sale and rent-back service, Eicon Technology cooperation with the blessing to leasing or renting, for example, considered rental charges and fees, is expected to cost around 10%, with higher interest rates. But this class assets securities of means can improve power station project of financial lever proportion (II times added lever), upgrade funds using efficiency, activate power station assets, on power station operators breakthrough financing bottleneck has important meaning, domestic of case is in the electric voted group its of Shanghai thaw joint rental on in the electric voted Yunnan subsidiary of 20MW ground power station carried out has straight rent business, love Kang technology will holds 80% equity of subsidiary green haibeixiang 65MW power station assets sold to Fu can rental, which again put assets atavistic to green haibeixiang operation.

Three, the insurance coverage will stabilize electricity fluctuation risks, is the basis of securities

Insurance is mainly being distributed photovoltaic power plant. In early June 2014, anbang property insurance to the China insurance regulatory Commission had submitted a new PV industry insurance filings involving types of PV electricity, yingdataihe, Jardine and trust are also trying. Sound insurance system can reduce the risk of operator, eliminating banks some of the concerns, is the basis of PV asset securitization.

140kw distributed items to hang Yu solar energy purchased the policy, for example: the warranty period is 12 months contract in the range of two, first for material damage, the second for extra expense insurance. Material damage risks to the whole PV system losses, loss and damage insurance, premium insurance insurance is electricity. Insurance is based on the electric power Research Institute issued a report reference on the basis of the qualification, evaluation of the project’s annual output of 170,000 kWh. Insurance description of insurance compensation for additional costs for: If the annual energy output does not meet reporting Evaluation Agency of the year 90% of power, the insurer is liable for the additional costs, in accordance with the compensation of 3 Yuan per kilowatt per day (April 1 to September 30) and 5 (from October 1 to March 31), limits for 73,000 yuan. Premiums for material loss of some 1700 Yuan, and extra expense insurance 555 Yuan. By Ding and the insurance coverage.

Electricity production reveals power of insurance proceeds. According to 190,000 tariff revenues during the first year, except in extreme cases, 90% of electricity insurance limit of indemnity and 73,000 Yuan reveals 171,000 tariff revenue. Assuming power station operational net interest 30% expected 57,000 and 133,000 yuan in net profit, costs (including financial charges, depreciation and maintenance costs), and after joining the insurance cost up to 135,000 yuan, 60-90% ‘s actual capacity to achieve the minimum 36,000 yuan in net profits, lock the expected 63%.

Four, the domestic PV market to be innovative, private enterprise of high value-added

Analysis of the domestic market can be seen upstream of solar PV market is divided into manufacturing and development operations into two parts and raw materials, downstream power station development and operation links participants have three classes:

First is to traditional power generation Group of industry-led national team, including the “five-small senior” generation Group (Huaneng group, China Datang Corporation, China guodian, guodian group, China power investment group, State power, guohua electric power, China resources power, China Guangdong nuclear) as well as new energy, energy saving and environmental protection, the Group of the three gorges in China Aerospace electromechanical;

Type II is a low-cost financing channels and strong ability to develop projects of State-owned enterprises and private enterprises, including GCL-poly, Lutheran group, chint group, Changzhou shunfeng photovoltaic PV, Zhen FA new energy, Shaanxi nonferrous metal holding group, Zhejiang jinggong steel structure, new groups, and so on;

Third way is using the project to develop product driven sales and revenue growth of private businesses, including technology, hareon, Eicon Technology, Crystal energy, Sun power, Trina, ja solar, TBEA, the third enterprise in the abundant cash flow will also consider long term plant operation and management.

In the short term, funding and good operating profit level of first class traditional power plant, bank loans with higher qualifications, banks with high credit ratings, making power generation companies can apply for credit support link get commercial banks and policy banks support. In the long run, through the asset securitization in the power generation group guarantees safety and without lowering the credit rating of the premise to solve Fund bottleneck problems that may arise in the development of and further improve its financial structure.

Second category of State-owned enterprises and private enterprises can keep pace and power group in the downstream market. This company’s main business is usually capital intensive, and cash generated by the business can bring stability, with good qualification and a good bank credit rating of bank loans, so you can apply for credit support links are commercial banks and policy banks support. In the long run, these State-owned enterprises and private enterprises has entered the mature stage of the main business, profit growing space is limited, thus selecting PV power plant operational links as new profit growth point, must therefore be fully leveraging the capital market, by way of splitting up downstream market, to enhance confidence in the capital markets, and asset securitization, address funding needs that may arise in the course of development.

Private enterprises in the downstream market is the most flexible of the third kind, for the innovation of asset securitization mode mentioned previously are most active. We determine the business model innovation in the enterprises most likely to occur in the third class, the highest acceptance of asset securitization, rose more than expected future performance possibilities.

Original title: “dry goods” innovative models for financing solar PV power plant secrets

Summer United States what happened to prices drop, not rise?

Polaris solar PV net news: hot summer is usually the year electricity peaks, but this summer an average United States household monthly electricity bills actually drop, not rise.

In Connecticut, from July 1 to December 31, the price per unit from the past 12.42 cents to 8.25 cents. Electricity prices declined more than Connecticut, the United States, according to United States Federal Energy Regulatory Commission (FERC) market analysis report published shows that United States State people are invariably enjoy cheaper tariffs.

United States Federal Energy Regulatory Commission reported that, power-rich, natural gas prices low is the United States an important reason for the price cut.

Most developed countries as the current power industry, thermal power generation in the United States still account for a considerable proportion. However, as early as after the first oil crisis in the 70 ‘s of last century, United States Government has already begun thinking about energy reform path. Now, as the history of the most ruthless and emission reduction plans implemented and the promotion of clean energy, United States drop in electricity prices is to be expected.

History’s most ruthless plans

United States Federal Energy Regulatory Commission’s report further explained that the United States tariff cut is mainly the cost of gas has fallen: one is the increase in gas production continues to grow, supply, leading to keep gas prices low, lowering the cost of relying on natural gas; the second, hot summer, average family reduced demand for natural gas, which to a certain extent, reduce the price of natural gas.

In fact, in order to reduce our dependence on oil, United States back in the public utility regulatory policies Act of 1978 has been introduced, breaking the monopoly of the power generation market in one fell swoop, became United States electricity reform starts. In 1992, the United States energy policy Act allowed non-public access to the grid of the power companies, selling power on the open market, sells the electricity market monopoly was broken. Power reforms to enhance competition in the electricity market, United States tariff growth slowed markedly.

Through electric power reform, United States tariff is broken down into two parts: paid to power generation cost, paid to electricity transmission and distribution costs. While the deregulation of the electricity market management, but the United States Federal Government and the relevant price laws and regulations, to prevent large fluctuations in the price and the price. In accordance with the provisions of the federal power Act: electricity wholesale prices (including transmission costs) should be based on cost.

On August 3, 2015, the United States President Barack Obama in Washington with the latest energy-saving emission reduction plans, namely the clean electricity plan final plan, this plan was the most “ruthless” cuts. The programme last year in the United States EPA published draft plan modest increases in emissions, expanding the flexibility of State implementation plans, and increase support for renewable energy.

In the draft released in 2014, the Obama administration hoped that by 2030, carbon dioxide from power plants reduce emissions relative to 2005 levels by 30%. Final programme will be raised this reduction to 32%. To slow the impact of emission reduction goals for the State of the economy, final delayed by state cuts it work time, which delayed draft before 2020 to 2022. Final programme has also established a clean energy for the project, after the State implementation plan submitted by the Government started construction in 2020 and 2021 and the generation of clean energy project award.

Obama said, to protect United States economic security and health of Americans, United States need to implement stricter emission standards and further development of renewable energy.

On the same day, United States Environmental Protection Agency issued a new ultimate carbon pollution standards, and put forward the plans and model rules of the Federal Government, to assist States in implementing clean energy solutions.

There are three main ways to plan: improving the thermal efficiency of coal-fired power plants to reduce carbon emissions per unit of electricity; increase the proportion of clean energy generation of existing natural gas facilities, power generation of thermal power plants to replace the high greenhouse gas emissions; improving wind and photovoltaic power generation represented by the proportion of zero-emissions clean energy generation.

United States Government predicted that if the plan is implemented, by 2030, the United States will increase the proportion of renewable energy power generation to 28%, up from a previous forecast of 22%. 2020-2030 the plan for United States consumers save $ 155 billion electricity costs.

United States Government has also allocated special funds for the promotion of new energy research and use. For example, the United States Energy Department loans under the Office for commercial development of distributed energy projects such as rooftop solar panels added $ 1 billion of guaranteed funding. United States Department of energy research and development to improve the solar panel power generation efficiency of new technologies, to allocate funding to $ 24 million.

United States authorities in the construction of new projects, common household installation of clean energy equipment. United States average families and the role of business organisations in promoting clean energy is growing. Data show that in 2014, about half of the solar power capacity from United States households and commercial establishments.

15 State boycott

The clean electricity plan calls United States State on September 6, 2018 submitted prior to the end of the energy saving plan to ensure State power plant carbon dioxide during 2022-2029 interim performance targets and ultimate performance goal by 2030 carbon dioxide emissions.

After the plan was released by Arkansas, Florida, Indiana, Kansas, 15 State opposition, they appeal to the Federal Court and asked federal courts in State compliance plan submitted a year ago ruled.

“The plan of cleaning power is the United States energy policy with a long history, but the United States Environmental Protection Agency itself has no authority to implement the plan. United States Constitution of energy regulation authority was delegated to the States. “The Attorney General of West Virginia • Patrick Morrison believes that the plans to the environmental protection agency to go beyond its authority.

In fact, the United States current 40% of electricity from coal-fired power, the clean electric power plan is bound to break out of this generation, negative impact on the current coal-dominated state.

United States has 25 States is an important producer of coal, Wyoming is the biggest yield, followed by West Virginia, Kentucky, Pennsylvania, and Illinois. Distribution of hundreds of coal-fired power plants in the United States. Although the United States the more widespread use of natural gas, currently with around 30% of electricity supply, but the transition too quickly could reduce United States power supply diversification and reliability and even lead to inadequate energy supply.

Coal price decrease has made United States coal industry suffered heavy losses. According to data compiled by Bloomberg, as of the end of July, United States coal company’s combined market value has dropped from $ 78 billion in 2011 peak of about $ 12 billion. On August 3, the United States’s second-largest coal producer Alpha natural resources companies to the Virginia Court to file for bankruptcy protection. According to the research firm SNLEnergy statistics, in the past three years, United States has more than more than 30 coal companies filed for bankruptcy, including WalterEnergy, PatriotCoal and JamesRiverCoal, a large coal company.

“This clean energy plan is merely a politically expedient, is not the reality of low consumption energy for the country. “United States National Mining Association • HAL Quinn said, he also stated that the United States will prevent the implementation of the plan of the National Mining Association.

At present, the Congress has not approved the plan of clean electricity. According to the New York Times reported, as early as 2014, 30 people made up of Republican lobbyist began lobbying members of Congress, want to block the plan through. Meanwhile, the clean electricity plan also needs to gain United States support of the Supreme Court. “Obama had hoped this plan as the United States Environmental Protection Agency (EPA) of executive decrees to implement, but the United States Supreme Court. Was rejected on the grounds that: the plan does not support upgrade target can bring definite benefits. “The United States some of the natural resources Defense Council senior advisers said.

Although the clean electricity plan encountered obstacles, but also won some recognition, • Hillary Clinton at Obama’s side.

Clean energy is unstoppable

United States has been at the forefront of clean energy generation.

The plan before the enactment of clean electricity, photovoltaic power generation has been in the United States have been widely applied. United States some Sun good for State, photovoltaic power generation relies on natural gas costs less than it was before. In addition, PV can be circumvented due to changes in the price of natural gas and electricity caused by floating.

According to United States Lawrence Berkeley National Laboratory (Lawrence Berkeley National Laboratory) report released in September 2014 shows that large-scale photovoltaic power generation system of long and medium term power purchase contract price was lower than in 2008 over 70% average price of only US $ 50/MWh.

According to the current development situation analysis, by 2017, enjoying solar power cost and grid equal to the price of the United States population will reach 71 million. 2021, which benefited a population of 109 million.

Wind power in the United States also has a seat in clean energy generation and rapid development.

Recently, the United States Department of energy said in a report, the current United States wind power installed capacity of 66 gigawatts, accounting for 5% of the total generating capacity and electricity generated enough 17.5 million homes. Reports also pointed out that since 2007, United States wind power capacity has added the total installed capacity of one-third.

“There are 13 gigawatts of wind power is ‘ build phase ‘,2016 year will launch power generation operations. “The United States Department of energy efficiency and renewable energy Office in Jos said in an interview.

United States wind energy Association (AWEA) market report released July 22 also showed that first half of the year, America’s installed capacity of wind power increased 1 time last year, there are more than 100 wind power project is under construction. Projects United States 24 States, total installed capacity up to 13600 MW, attracted a total of up to more than 20 billion dollars of private investment.

By the end of 2014, United States begin wind power tax credit, the price of wind power decreased, the more businesses and families have been recognized. Closely linked with the Government’s support for wind power development. The plan of the clean power will lend a helping hand for the development of wind power. According to the United States Energy Department speculated that by 2030 wind power will account for 20% of the total power across the United States.

According to the global status quo 2015 renewable energy report, current world geothermal power generation first and bioenergy power generation remains the United States. So far, United States of 60.1 billion litres of biofuels, is the second Brazil twice times only 3.9 billion litres in China. United States’s geothermal power installed capacity has reached 3.5 gigawatts, the Philippines second only to 1.9 GW.

Original title: summer United States price drop, not rise, what the hell happened?

Polaris solar network on August 31, 2015 highlights review

Polaris solar PV net news: Polaris solar PV NET summary August 31 news “scenery to abandon” gridlock: is still institutional mechanisms for terrestrial photovoltaic power stations will get rid of “syndrome” troubled aerospace electromechanical “contrarian” behind the losses: power stations increasingly hard to sell! And so on, as follows:

“Scenery to abandon” gridlock: is still institutional mechanisms

Photovoltaic plant on the ground will get rid of “syndrome” problem

Spaceflight machine “contrarian” behind the losses: power stations increasingly hard to sell!

Rich wayward? PV power winding up behind the assets

The old “solar hero” today as the “strongest Lai”

Tianjin Red Sea bombings to the safety of PV power station sounds the alarm

Issued in wushan County, Chongqing City on PV implementation programmes of poverty alleviation project notice

Several problems in the research on photovoltaic power generation

“Dry goods” distributed PV notes for details!

Low oil prices will not delay the renewable energy investment

Japan solar bubble coming? Domestic shipments by 30 largest

United States clean energy plan will take place?

Cool! Power inexhaustible solar energy building

Obama’s clean energy process steps

Polaris solar PV net news: on August 3, the clean power plan after the plan was announced, 24th, United States President Barack Obama has put cutting carbon emission scenarios for the country, so that more families to join the initiative. At the national clean energy summit held in Nevada, Obama proposed strengthening the management of loan guarantees, loan institution monitoring, develop photovoltaic building military, Federal agencies, and other new initiatives supporting clean energy development. These initiatives not only open up PV financing channels, and also improve the administrative efficiency, and provide clearer information for development of photovoltaic applications.

Not brilliant, but profound

Obama’s initiative at the national clean energy summit, to let more of United States citizens to join the initiative, and also not to allow people to spend more money. It is reported that to support and promote include renewable energy, energy efficiency and other qualities change and innovation projects, Obama’s loan guarantees based on the original, an extra $ 1 billion dollars. Meanwhile, increased emphasis on distributed energy technologies, although the details are still not clear in 2015, has more than $ 10 billion in loan guarantees for a new distributed generation projects.

In addition, the White House has also authorized urban housing development (HUD) and the Federal Housing Authority (FHA) management of property assessed clean energy (PACE) project. FHA loans also issued a guide to buy PACE family guidelines for the proper use of the FHA Fund. The White House said PACE’s success, not only due to the FHA, and United States federal housing finance agency, active communication and Exchange. Solar energy industries Association (SEIA), the move, calling it “a critical key.”

In addition to the normal user will benefit from the proposal, Obama also promoted military base construction of PV. Although the initiative did not come from the White House, but from the company in charge of housing for soldiers. But under the partnership and the White House, there are already 4 companies commit to military bases to build 233 megawatts of photovoltaic power stations. Accommodation area of the military base, is already fitted with 72 megawatts of photovoltaic power generation system. And in 2009 the Federal Government put in $ 13.3 billion of funds, PV and CSP and PV projects done for 16 family loan guarantee “economic recovery stimulus bill” than all of the measures is not very bright, but by promoting the implementation of the Obama administration, on the development of the photovoltaic industry is significant.

Resistance, open market

Obama at the meeting noted that, in order to curb the use of fossil fuels has been hard. But many power companies due to the establishment of a centralized system, the move threatened their business model development and obstruction. Obama accused the companies, considering them while in the alternative energy market, very hypocritical. He said: “If you integrate into the free market, that is one thing.

But when the PV market has improved, you admit that you are a free market, people want to buy, you suddenly don’t want to sell, here’s the problem. “According to GTM Research data showed that United States average cost of photovoltaic power generation system from 2010, has fallen by 50%, distributed PV electricity prices only in 2014, dropped 10~20 cents.

It is understood that the FHA fund services more than 7.6 million people are low income family housing buyers, in 5 years, including United States federal housing finance agency (FHFA), many agencies to obstruct the development PACE. California prepared in advance, the PACE project has a Fund of local, for when the cancellation cost of FHFA fails to fulfil its responsibilities.

“This series of initiatives of the FHA through the photovoltaic applications for home and business users to provide easy financing, stimulating their individual strength and stability and strengthen the local energy networks. “SEIA RhoneResch, Chief Executive, said,” today introduced new measures not only reduce the bureaucratic, as well as in less developed areas to develop photovoltaic individuals and businesses provide more specific information. ”

Original title: Obama’s clean energy process steps

Annual PV enterprises: Joy Chou

Polaris solar PV net news: GCL

GCL-2015.5 annual results due out in the night of August 30, reported revenue of HK $ 17.939 billion and profit of 826 million. Bulletin showed polycrystalline silicon and Silicon remains its main business overfulfilling pins, polysilicon market continued its downturn by significantly reducing polysilicon sales, profit margins, larger silicon wafer revenue increased to 87% per cent, promoting photovoltaic business gross margin reached 24.1% the industry-leading records.

Announcements, complete polysilicon production 36,768 tonnes in the first half, up 13.7% from a year earlier, with the exception of inside sales for silicon wafer production, foreign sales of 7,005 tonnes shipment 7,102 MW, sales 7,061 MW, respectively, 17.5% and 19.8% from a year earlier. Polycrystalline silicon and silicon chip business, production levels have exceeded its design capacity. Announcement shows the company adopted lean production management, process improvement and other ways to improve wafer capacity. According to industry experts predict that the sand line slicer slicer for the structural lines of the items increase the 15%~20% capacity.

Wind international

International 2015 half of the wind is 3,520.4 million Yuan, up 19.5% from a year earlier, mainly due to solar power station began operating and generating revenue. 2015 first-half net profit of 172.5 million Yuan, of 503.9 million yuan during the same period last year. Average decline in net profit was mainly due to the solar component prices have fallen, and the Group expanded international market caused by an increase in operating expenses.

GCL integration

Six months ended June 30, 2015, solar product sales amounted to 1,193.4 MW, 997.5 megawatts in the same period a year earlier by 19.6%. 176% increase in solar power, to 512,751 MWh. Growth was mainly due to the increased number of grid-connected solar power project from, by June 30, 2014, 890 1,622 megawatts MW increase until June 30, 2015. GCL integrated as of June 30, 2015, GCL integrated 3.568 billion yuan of sales revenue, 229 million Yuan over the same period increased by 3.339 billion yuan, an increase of 1458.45%. Components sales to 2.557 billion yuan, rose 42 million Yuan to 2.515 billion yuan over the previous year, representing an increase of 5935.77%. 2015 total made a net profit of 188 million yuan in the first half of the company, which attributed to the parent company’s net profit of 188 million Yuan,-772 million Yuan over the same period increased by 960 million Yuan, an increase of 124.33%.

Combined PV

As of June 30, 2015, United Solar revenues increased to 283 million Yuan (2014:126 million yuan), according to annual growth of 125%; solar power station operational EBITDA of more about 227% over the same period in 2014, mainly thanks to the solar power plant generating capacity increase. The Group and its associated companies are producing more electricity than 139% to about 402 million increase over the same period of last year (2014: about 168 million).

As of June 30, 2015, combined photovoltaic and solar power beneficial ownership in the joint venture increased to 21 (2014:13), increased by 36.4% to 637 MW total installed capacity of over a year (2014:467 MW). As of July 30, 2015, United Solar have or complete the settlement procedures of PV power plant amounts to 46, throughout Xinjiang, Inner Mongolia, Qinghai, Hubei, Jiangsu, Fujian and Guangdong and other places, the total installed capacity will reach 2.052 GW.


Tebian electric first half of 2015, the company’s revenues 18.594 billion yuan, total profits of 1.352 billion yuan and net profits of 1.18 billion yuan, attributed to the shareholders of listed companies ‘ net profit of 1.11 billion yuan; compared with the first half of 2014 respectively, 21.67%, 8.92%, and 21.03%.

Reporting periods, the company’s new energy industry and supporting projects operating income growth over the same period of 30.22%, representing a growth of 31.27% operating cost, gross margin over the same period decreased by 0.66%, major companies strengthen business development, system integration, business growth and polysilicon capacity release, yields improve, achieve economies of scale.

Singyes solar

Singyes solar 2015 China singyes solar technologies Holdings Limited interim results: EPC of solar energy business increased by 32.4% to 1.034 billion yuan, 7.7% increase in net profit to 223 million Yuan.

Land holdings

Land holdings in the first half of 2015, revenues significantly increased 166.2 times to about 414 million Yuan. From solar business-related income of Group revenue of about 99.3%.

Profit for the first half of 2015 about 3.222 million Yuan (first half of 2014: loss of 1.849 million yuan). Period, excluding the main non-cash operating profit was approximately RMB 2,866.90,000 yuan.

So far this year through acquisitions and developed construction forms, grid-connected total 149.5 megawatts to 219.5 MW of installed capacity.


Revenues in the first half 167,939.190,000 yuan, an increase of 15.3%, achieving attributed to the parent company’s net profit to 11,725.190,000 yuan.

As at the reporting date, wafer revenue was 116,517.290,000 yuan, solar module business income for 24,425.570,000 yuan, 8 new clean energy project company in Ningxia, Qinghai, Shaanxi, Shandong, and other places investment in PV power plant business. Compared with the same period last year, solar module operating income increased 170 times times, new battery and power station construction and service revenues amounted to 17,783.850,000 yuan.

By the end of July, the company added PV power station construction index/registration 268MW, which distributed power plant 63MW. Projects including the second phase of Yan Shan, Wen II, shangyi three ground station, ningdong distributed power plants such as science and technology incubation Park, Weihai Hua Teng. New construction project of the company 169MW, grid-connected operation 122MW, 110MW external EPC project.

To further speed up the construction of photovoltaic power generation project, improve and expand the scale of photovoltaic industry, the company launched a private offering of shares, intended to raise funds to no more than 2.7 billion yuan, mainly for the construction of 320MW photovoltaic power plant, to improve the competitiveness of companies in the field of photovoltaic power plant.

Company established data monitoring Center Shanghai and XI ‘ an, software research and Development Center, accelerate the construction of power plant remote monitoring system access platform, and partially put into operation. Meanwhile, power plant operation and maintenance data analysis, measures such as building intelligent cloud platform, power plant operation and maintenance response time is significantly shortened, safe and reliable operation of the capacity further.

The reporting period, the company completed module 344.69MW, representing a decrease of 36.54% battery pin 117.62MW, representing a decrease of 19.6%; achieving operating income of 189,697. of 400,000 yuan, representing a decrease of 42.93%; net profits attributable to shareholders of the parent company 3,582.90,000 yuan, representing a growth of 571.82%, mainly the transfer of power company recognized investment income during the reporting period.

The reporting period, solar cells aluminum frame products continues to maintain a relatively stable growth, half-yearly revenue of 544 million Yuan, down 13.09%, mainly for 2014, the company to the customer and order choose the more cautious, on the customer’s credit account and order gross margin level requirements more stringent, leading to operating income declined slightly. Mounting bracket product revenue of 178 million Yuan, an increase of 51.69%, PV achieved operating income of 64.3 million yuan during the reporting period, up 78.34% from a year earlier.

Reporting the final, total on-grid PV power station than 510MW. Power sales during the reporting period 196 million Yuan, up 87.52% from a year earlier, transition results to show.

Eastern Sunrise

East Sunrise newspaper six months period, the company achieved revenues of 1.616 billion yuan, up 84.76% over the previous year; belong to the shareholders of listed companies has reached 103 million yuan in net profit.

Chinese thin film energy

Six months ended June 30, 2015, the Group recorded a revenue of HK $ 2,118,186,000, compared with last year of HK $ 3,213,185,000 to reduce 34%; gross margin decreased from last year of HK $ 2,717,877,000 to HK $ 1,460,602,000 this period, about 46%; profit from the same period last year of HK $ 1,675,672,000, reducing the period between the loss of 59, HK $ 323,000.

The turnover of the group, mainly from contract income the appropriate parts of the contract and sell to customers the roofs power station, solar photovoltaic panels, solar applied products, power and engineering services revenues.

Income of HK $ 1,868,343,000 for the six months ended June 30, 2015 (for six months ended June 30, 2014: none) is from manufacturing and sales divisions to Shandong Hualian and new energy technologies limited (“Shandong Hualian”) for sale.

Income of HK $ 59,641,000 for the six months ended June 30, 2015 (for six months ended June 30, 2014: HK $ 3,164,330,000) are from the manufacturing division to a Chinese affiliate sales.

Original title: PV report: Joy Chou

Poly-silicon double game telekinesis against political and economic debate has intensified

Polaris solar PV net news: August 31 this year, is “the 58th article” required closing period, China PV industry up the war again.

On August 14, 2014, the Ministry of Commerce, General Administration of customs jointly issued the notice of suspension of polysilicon processing trade imports, that is what the industry calls the “58th”. Documents, from September 1, 2014, the suspended polysilicon processing trade business. But in front of the posts approved contract, you can continue to perform. Because audits of the processing trade is once a year, it actually gives the polysilicon processing trade business a buffer period of one year, expiring on August 31 this year.

Longi shares (601012.SH) as the representative of the silicon wafer manufacturers, components and raw materials, hoping not to close the polysilicon processing trade channels; Li Xiexin (03800.HK) represented by upstream polysilicon producers, wanted to strictly enforce the “58th article” to protect “national industry”.

First half of 2014, the Ministry of Commerce ruled in succession to the United States, and Korea, polycrystalline silicon in the EU imposed anti-dumping and countervailing duties. As for the European Union, the United States, and Korea photovoltaic products to China “double reverse” response. The industry believes that, provided another channel for processing trade, China’s “double reverse” measure did not obtain the appropriate effect.

Statistics show that in 2014, imports reached 102,000 tons of polysilicon, an increase of 27%. In 2015, imports continue to grow, China’s accumulated import 60088 tons of polysilicon in first half of this year, over the same period last year, a substantial increase in 30.8%. Through processing trade imports of 36223 tons of polysilicon, 60.3% per cent of total imports.

There is no doubt that the full implementation of the “58th article” bad wafer manufacturers, components and raw materials, the tax cost will increase. But for the same fact, Chinese PV downstream vary greatly.

First focus is, after restricting imports, for selling more than 20% high efficiency photovoltaic conversion efficiency of batteries, the domestic polysilicon production enterprises can provide the raw materials needed?

GCL Lv Jinbiao, Deputy General Manager, said domestic production of polysilicon products, can fully meet lower demand. The annual requirement of about 8000 tons of polysilicon in the market, but domestic manufacturers and raw materials have been used and foreign polysilicon manufacturers, domestic producers of polysilicon, tapping in.

Longxin shares, Chairman of Zhong Baoshen said domestic polysilicon production enterprise product quality stability, a failure rate of up to 15%-20%, imported polysilicon a failure rate of only 0.5%-0.9%.

Central equity General Manager Shen Haoping believes that efficient monocrystalline cell are hierarchical, conversion efficiency of about 20% at a lower level, a higher level of conversion efficiency of at least 22.5%. Domestic supply lower-end n-type silicon, but more sophisticated, their quality is not up to the requirements.

Second dispute hot topic is, do the “58th article” on exactly how many tax increases and raw materials cost?

Lv Jinbiao said after closing the polysilicon processing trade and general trade, United States Silicon because anti-dumping duties of more than 50%, will be excluded from the China market. The European Union (Germany), Wacker Chemical Corporation in the performance of “price commitment agreements” are not affected by this. More influence, is Korea.

Zhong Baoshen believes that Korea imported polysilicon also increased tax cost at least 10% above, for wafer processing enterprises in China, due to overseas cost advantage with only 8%-10%, competitiveness will be completely lost.

Across the empty debate intensified. But some in the industry point out that, regardless of polysilicon processing trade to close or release, downstream impact on the domestic photovoltaic industry, “were not claiming so much.”

Many industry experts believe that the “58th article” foreign polysilicon “double reverse” policies, remains of PV products and raw materials in China in response to foreign “double reverse”.

At present, the EU’s most PV product exporters to implement “price promise”. Opposite, Chinese exports to the EU’s largest polysilicon producer price has promised WACKER. United States to China “double reverse” the toughest, corresponding to is United States SI get the anti-dumping duty rates as 53.3%-57% far beyond Korea and the European Union.

Trade protection has always been a “double-edged sword.” According to Xinhua, an official from the Ministry said, this year, “China-us strategic and economic dialogue” in preliminary contacts, the Chinese side had proposed the two sides using trade remedy measures, with the implication that suggested both take a step back. Cancel closes the polysilicon processing request, the United States trade policy, but made no mention of compromise and switching possibilities. In this regard, the official said China could “maintain the consistency of our policies.”

Original title: polycrystalline silicon “double reverse” political game

Acquisition of solar-thermal power generation first single El strong transition energy

Polaris solar PV net news: the night of August 30, yili energy said in a statement, to the solar thermal power plant in Gansu province capital increase and to provide funds for construction loans, investing nearly 1 billion yuan. Behind this merger has profound meaning, little-known solar-thermal power plant in Gansu province, is currently the only one endorsed by the country’s largest solar thermal demonstration project by the power plant business. Photovoltaic and solar-thermal power generation was the second after another emerging solar technologies, is ideal for large-scale application in Northwestern China, by solar-thermal power generation technologies, solar thermal energy conversion and storage can be achieved balance of day and night, making full use of the desert light and heat resources. Starting from the desert of yili energy, further improve the development of desert industry chain.

It is understood that by Gansu photothermal-50MW molten salt tanks for the construction of solar thermal power projects in Aksai, Gansu province started in 2013 September 12, this is China and the world’s first commercialization of high temperature molten salt bath solar-thermal power stations. Yili’s clean energy industry chain, thus building an important part.

In 2011, the yili energy’s parent company yili resources group company headquarters was moved to Beijing, seeking information on technology, human resources, finance, Highlands, layout to the ecological environmental efficient and clean energy finance network investment and operation transformation. The ecological restoration industry chain from the desert continues to expand, clean energy, finance, and Internet penetration, expanded its business segments. Upon completion of this acquisition, yili after clean use of coal, energy, and in one fell swoop into solar thermal power, a new clean-energy strategy emerged.

Get solar thermal power generation

Application and construction of solar thermal power technology, is another outlet of new energy investments in the future. Yili energy into solar thermal power generation sector, indicating it was usher in a spurt of development cycle.

A solar-thermal power generation to engage in research who told reporters that while solar-thermal power stations in China lag behind United States 20, but with the speed of China’s development and context of the energy revolution, about 5 years time to catch up with the United States is not a problem.

In recent years, due to tight international energy, solar-thermal power generation technology continues to mature, especially in the face of global climate change, many countries have begun to have high hopes for solar thermal power, solar thermal power is already in the context of international development. In 2010, the rapid increase in the global solar thermal generators, more than 4GW. The International Energy Agency (IEA) has predicted that by 2050, the solar thermal power to meet global electricity demand of 11%, emerging economies more eye-catching performance of solar-thermal power generation market, trillions of Yuan industry is taking shape.

Compared to PV quick lunge, solar-thermal power generation appear sluggish. But in the new family of energy, solar-thermal power generation compared to photovoltaic power generation, easily connected to the grid, energy storage can be controlled. Long term, as the Sun’s light is free, solar-thermal power generation has a significant cost advantage. After the recovery of investment costs of solar thermal power station, electricity costs will rapidly decrease, have a considerable amount of profit margins.

Therefore, the best placed to replace solar thermal power generation thermal power, bear the load of props. Race of solar-thermal power generation will become the capital of the Blue Ocean.

In March 2012, published by the Ministry of science and technology of the solar power technology development “Twelve-Five” transition plan proposed: 35 year period, solar thermal power plant to build 100MW solar thermal power station design and equipment supply. Since then, the National Energy Board also proposed, at the end of 2015 solar thermal power installed capacity up to 1000MW. Since then, the national development and Reform Commission and the State Department also has issued a direction of solar thermal power as a strategic energy technology innovation.

As the country’s energy system reform to approval of decentralization reforms are advancing, solar thermal power will no doubt accelerate after PV, solar thermal power will be an investment outlet.

However, the development of solar thermal power generation is so urgent, the advancement of solar thermal power stations are not ideal. Twelve-Five time has been less than half a year, generation capacity up to 1000MW apparently have been unable to finish. And the Chinese Government had pledged that by 2020, China’s thermal power installed capacity by at least 3 million-kilowatt. In the present context is almost empty, and development of solar thermal power generation, is imminent.

In this context, solar thermal power generation in China will step by step to the front, from 2010 to 2014, China has embarked on a variety of technical route of solar-thermal power test circuit and the demonstration engineering of small hydropower station construction, but as of now, there is no large commercial projects than 50MW. Building access above 50MW, through international cooperation and common development to gain experience after digestion and absorption and gradually expand localization ratio.

Reporter from billion Lee energy understand to, is construction in the of Gansu Aksai solar hot power station, used slot type high temperature melt salt hot power technology, project first 1 Taiwan 50MW hot power station is construction in the, years electricity 300 million degrees, plans Yu 2016 built production, and Gansu Aksai project also just is solar light hot power of model sex project, future, this a project medium-term planning 5 million-kilowatt, forward planning 15 million-kilowatt.

Gold vanadium energy technology company Chairman guanjingdong think, melt salt slot type technology of advantage is, melt salt this media is a low cost, and long life, and heat transfer performance good of high temperature, and fever pass volume and low run pressure of heat transfer media, while is not flammable, and nontoxic, and environment friendly of excellent heat transfer media, and thermal conductivity oil is exists must of security and environment hidden; melt salt media can makes slot type power station of run temperature improve to 550 ℃, run temperature of upgrade is means with power station power efficiency of synchronization upgrade. Select the molten salt trough technology that fits the world of solar-thermal power generation technology development trends.

To ensure a successful first 50MW power station construction, the projects will be selected through practical project experience of successful operation of equipment and service providers. Collector technology from Italy the national energy laboratory of ENEA. Chu Re, heat transfer systems from Germany the Linde Group and Switzerland Paula Moss company, heating equipment from Italy Archimedes solar, mirror provided by Reflex, Tracker provided by BFR, solar salt from Chile SQM supplied.

Bigger and stronger new energy

After the merger, yili orientation of energy, ecological restoration and investment in efficient and clean energy production networks into one operator. A predominantly ecological restoration and clean energy, and related financial, Internet extension of the industrial system, gradually build is complete. It can be expected that future yili energy, is a green energy Green + financial + multi-development of the Internet industry groups.

Characterized by clean energy, yili energy’s new energy sector more prominent, in the technical field of the clean and efficient use of coal, its micro-coal atomization technology with independent intellectual property rights, and will continue to increase the intensity of technical innovation, transformation, instead of the traditional coal-fired boilers, plans to build 3 years steam 30000 ton/hour scale, becoming the leading energy supply and service providers. At present, yili energy “micro-atomization of coal” technologies have been in Shandong, Jiangsu, Jiangxi, Jilin province successfully settled. Yili energy chemical Park in yishui County, Shandong province implemented the 500t/h steam supply center, a project has been completed and put into production. Micro-atomization of coal thermal technology economical, clean and thermal efficiency is comparable to natural gas.

From last year to this year, yili group has resources in Hebei province and Tianjin municipality signed the strategic cooperation agreement, on the clean-energy business has enough orders to protect in the future, this business will be in places such as Beijing, Tianjin and Hebei, Shandong and Jiangsu, Zhejiang industrial park pushed large thermodynamic transformation and community areas.

It is understood that yili energy have been around Beijing, Tianjin and Hebei in central Beijing, Zhangjiakou, Baoding, Chengde, Qinhuangdao, Tangshan, Langfang city, invested central heating (steam) Center, and then to steam supply Center for the Center, renovation steamed within 150 km around 20000 tonnes of coal-fired boiler, equivalent to rebuild stocks of coal-fired boiler in Hebei province 30%.

With micro-coal atomization technology independent intellectual property rights of yili energy will also dock in solar thermal power technology and the applications of this technology spread. The merger of cooperation, an important factor is that solar thermal power stations, needs to have alternate molten salt heat, while in the case of insufficient light access and yili micro-coal atomization technology with independent intellectual property rights, just to heat and power technology convergence, function of each other.

Yili energy yili resource group’s main business. Undertaking the important mission of transformation and upgrading of yili. In gradually introduced PV power and light hot power two new energy business zhihou, billion Lee energy of new energy plate gradually appeared out clear of commercial path, to desert ecological repair for based, vast of desert area, will makes billion Lee energy put sufficient of sun light made a door big business, formed “Internet + financial + heat” of commercial mode, building up a covers multiple new energy business of listed company. Yili resources group’s objectives are: to within 3 years to become the world’s leading clean energy enterprises.

Original title: acquisition of solar-thermal power generation first single El strong transition energy

Polysilicon processing trade imports “restrictions” on the first anniversary of the implementation of PV downstream performance two days

Polaris solar PV net news: more disclosure of listed companies in the photovoltaic industry report showed the industry’s unique “dynamic”.

Only part of the shares in “leading” as an example, JA Solar in realized net income of $ 21.9 million in the second quarter of this year, grew by 391%; Trina, a net profit of $ 43 million, grew by 175%; jinko reported net income of $ 12.3 million, grew by 50%. Not only that, but earnings above the reported gross margins of more than 15%, where Trina, Crystal energy even over 20%.

However, the heavily updated financial data also reveal some interesting changes, for example, manufacturing cells, components in the middle reach of the industry’s enterprises performance, superior to those of raw materials and end: the second quarter of this year, the main period of polysilicon daqo new energy net loss of $ 900,000, compared with the previous quarter, a profit of $ 1.2 million and a $ 4.5 million profit in the second quarter fell sharply last year. And this a phenomenon also not only hits has China enterprise, earlier, international polysilicon “leading” REC only achieved tax card depreciation and the assessment pin Qian profit (EBIDTA) 5.8 million dollars, net losses 30.2 million dollars; OCI based chemical business EBITDA about for 76.02 million dollars, compared declined 30%; Germany w grams polysilicon business removed customer advances and the break compensation gold returns Hou, EBITDA about for 74.7 million euro, compared declined 15%. Quietly, the same chain upstream and downstream production of “prosperity” rule has been broken.

Only logic to explain this phenomenon seems to have come from polysilicon price “diving”, statistics show that, from 2015, the photovoltaic material cumulative decline has reached 21.37%, presumably, led to losses in photovoltaic upstream, and downstream relative to the gross margin growth.

And actually, raw materials price of “diving” and cannot makes middle and lower reaches of “alone”, according to securities daily reporter finishing, relative Yu polysilicon, middle and lower reaches of PV products price of declined also exists, just range different, for example into 2015 yilai, Silicon tablets price cumulative fell has 17.8%, polysilicon tablets fell 7.45%; Crystal battery price decreases up 11.31%, more Crystal battery for 3.44% (which China Taiwan produced more Crystal battery price also fell has 2.8%) While PV module price decline can reach 11.17%.

“58th article” validity does not reflect the polysilicon prices raised diving

Superposition of market supply and demand, technological progress, and so forth has triggered changes, ultimately, change. However, it is recognized by the industry, PV price fluctuations of these products, particularly poly price “diving” and last year by China’s Ministry of Commerce and the General Administration of customs jointly issued the “moratorium on solar grade silicon and approval of processing trade” 2014 58th Bulletin (hereinafter the “58th article”) relationship between most closely.

Following January 2014, China implementation has “on United States imports solar level polysilicon levy 53.3%-57% anti-dumping tax”, and “on Korea imports solar level polysilicon levy 2.4%-48.7% anti-dumping tax”, and May 1, 2014 on since EU imports solar level polysilicon take trade relief measures (and Germany w grams reached price agreement) Hou, given January 2014-August China processing trade items Xia polysilicon imports appeared surge, Department of Commerce and the General Administration of customs decided to suspend solar grade polysilicon processing trade imports since September 1, 2014 the business application of acceptance (58th).

This series of initiatives introduced solar grade poly silicon industry in China based on the dumping caused material injury, at the same time, it is regarded by industry in China and the United States toward China PV industry “double reverse” to negotiate “chip”.

However, until today, the “58th article” should have effect is not evident, according to reporter tracks from August last year, from Europe, the United States, South Korea imported under processing trade solar grade silicon and trade instead of fewer, but see a surge and remain high.

Securities daily had on “58th, paper” implementation, polysilicon processing trade imports and the trade total is not reduction anti-increased for had survey and reported: in last year August “58th, paper” released and implementation day (September 1) Zhijian of half months gap period within, for all consider, around assault approval has total over 100,000 tons of solar level polysilicon processing trade imports (2014 annual polysilicon total imports volume only for 102,000 tons).

“In General, the importers and exporters overseas processing trade was even signed the order, prices will fluctuate. Both sides will be developed for the next quarter, are very price consultation in advance of the next month. “Enterprise person who declined to be named told securities daily reporters,” with ’58 ‘, photovoltaic materials and raw materials companies, the more a negotiation ‘ chips ‘, later imports cannot be routed through processing trade, while general trade after deduction of the corresponding anti-dumping taxes, overseas exporters get less for the price. Duplication of this combination of factors, resulting in this year, solar grade polysilicon price decline at 21.37%. ”

Strictly enforce the “58th article” polysilicon is not raised import fluctuation

Eventually, due to “the 58th article” spot approval prior to implementation, not only policy has lost its effectiveness, and also reversed to the original implementation of relatively high rates of United States polysilicon companies, full implementation of a new sales plan.

But, with time of over, assault approval of processing trade orders has basic performance finished, from China colored Association silicon industry branch according to customs latest data statistics displayed, although July 2015 China polysilicon imports volume still up to 9664 tons, but by processing trade way imports of polysilicon reduced to 4036 tons, accounted for month total imports volume of 41.8%, chain reduced has 47.3%; since United States imports volume is create history low to 569 tons, chain sharply declined 74.2%. According to the volume of processing trade imported 331 tons, substantially reduced 84.9% per cent, accounting for the month since the United States imports 58.3%, 93.7% per cent compared with January-July total processing trade is still low 35.4%.

The reason is not hard to understand, these people described to reporters, “generally speaking, time of processing trade imports of up to a year. In other words, Rob at ’58, ‘ blitz application, approval of the order prior to implementation, by August 2015 at the latest, must be fulfilled. Therefore, we will see changes in the customs data: for example, since the United States imported polysilicon total as well as the sharp decline in the volume of processing trade imports. “

Contributes to this year July China imports overseas polysilicon of constitute, China colored Association silicon industry branch analysis think, first, month from Korea imports volume still up to 4399 tons; second, through from China Taiwan transit avoid “double anti-” tax of imports volume accounted for share new highlights, July from Taiwan transit of polysilicon volume for 966 tons, chain sharply increased 40.6%, accounted for total imports volume of 10%, beyond United States became China third big imports area, Through transit Taiwan avoid taxes also contributed to the polysilicon imports are another important factor in maintaining high; and, third, from Malaysia, and Norway, and Saudi Arabia, and Japan and other markets of polysilicon production capacity gradually release July imports from these areas of 1196 tonnes of polysilicon, 12.4% per cent of total imports, which also makes it hard for imports fell sharply.

In other words, the “58th article” implementation, and from August of this year truly effective, real only from United States import of solar grade poly silicon. “China most main of solar level polysilicon export country main is United States, and Korea, and Germany, no has processing trade, United States polysilicon to paid 53.3%-57% anti-dumping tax, and Korea by needed paid of anti-dumping tax although also up to 2.4%-48.7%, but accounted for to Korea to China export polysilicon total 90% of OCI company of corresponding tax only for 2.4%; also, Germany w grams also early in previously will and China reached has polysilicon export of ‘ price commitment ‘”.

All in all, in the “58th article” in August of this year to be effective, although it will effectively curb the United States companies dumping, it does not cause significant reduction in total amount of imported polysilicon. In addition to importing, even if the living conditions of poor first half of the year, China’s polysilicon manufacturers carried 70,000 tons of polycrystalline silicon production.

Prices, industry forecasts, China has entered the second half of the season, Silicon PV industry chain link demand significantly. Polysilicon prices have bottomed out upside in the near future, but the space will be very limited. Although the August 31 “58th article” French polysilicon imports will be reduced compared to previous, but due to high channel inventories accumulated before the domestic polysilicon production increase expected polysilicon channel inventory decline will slow in the second half, oversupply situation will continue. Wafer and cell link still room for price increases in the future, mainly benefiting from demand warmer.

Colored silicon industry branch of the Association believes that in terms of product quality, while domestic polysilicon companies are to meet PV industry needs, but the level of product quality has been reached of semiconductors (semiconductor-grade solar-grade high purity). Meanwhile, China’s first-tier suppliers, product quality has met the National Semiconductor-grade silicon material standards and is, therefore, imported polysilicon not PV enterprises limited plugging on polysilicon product quality requirements.

Original title: polysilicon processing trade imports “restrictions” on the first anniversary of the implementation of PV downstream performance two days

Under the plight of PV industry leading growth

Arctic star solar PV network news: “current of world economic recovery slow, cannot support China foreign trade of high-speed growth, now we import and export of situation I personal think than 08, and 09 of financial crisis also to bad some, and this situation to continued to 2015 end of, this with global of main economic body recently a two years used of currency policy has is big relationship” China electromechanical products import and export Chamber of Commerce Deputy Secretary-General Sun Guangbin in tenth session Asia solar PV innovation and cooperation forum Shang is worries to pointed out that. “The next 18 months will slow global economic growth, economic growth until the end of 2016 to near pre-crisis levels. ”

Along with China’s foreign trade comparative advantage of low-cost of weakening drop in investment curbed imports and exports of China’s manufacturing industry in developed countries. Meanwhile, the rapid decline of commodity prices in the international market, pulling down the growth of China’s imports. Therefore, the current situation at home and abroad of China’s foreign trade development was more severe than expected, more complex, and faces a lot of uncertainty.

“As far as the situation in the first half, I think China PV industry development prospects and opportunities are much more than the problems and difficulties. “China’s PV Industry Association Secretary-General Wang Bohua sentence confirmed the presence of hundreds of PV professionals more confidence.

The end of June this year, the Chinese Government formulated the “China’s national climate change independent contribution file” and submitted by the Secretariat of the United Nations Framework Convention on climate change. By 2020, China’s renewable energy development goals, 100GW PV, solar thermal power 1-3GW, due to hydroelectric and nuclear power might be difficult to achieve a predetermined goal, through solar and wind power to make up for, at least 100-200GW. Visible, rapid development of PV industry in fulfilling this commitment, promote the development of related industries, creating jobs and tax aspects play an important role.

Development of PV industry in the first half of the data confirms this: the first half of the PV manufacturing industry output value of more than 200 billion yuan in China. Polysilicon production is about 74,000 tons, an increase of 15.6%, module production is about 19.6GW, an increase of 26.4%, wafer and cell production were 4.5 billion tablets and 18.2GW wafers, cells, components, mainly photovoltaic products exports reached US $ 7.759 billion PV installed capacity is about 7.73GW, an increase of 134%. PV enterprises profitability improved markedly, top ten component companies average gross margin over 15%, profitability improved, SMEs are still close to the breakeven line, most firms into the black … …

Overall, a number of PV industry in first half of remarkable: one is the power plant investment enthusiasm; the second is capacity utilization Division, downstream developers increasingly favored brand of big business; third enterprises “going out” the pace; four are in emerging markets rise, the market will gradually diversified and finally the key technical levels continued to improve. These factors are of industrial economic improvement has a positive influence.

In the second half, the global photovoltaic market will continue to grow rapidly, China’s PV market will demand in the second half: National Energy Board scale 17.8GW 2015 solar construction, plus the leader programme, installed capacity this year is expected to be more than 20GW. According to the latest Department of energy statistics, the domestic grid-connected PV capacity in the first half of 7.73GW, so more than likely 10GW capacity in the second half.

Industry supply and demand tighter manufacturing profit margins to improve. Demand growing faster than supply growth expected PV module prices likely rose in the four quarter, manufacturers may slightly improve profit margins.

Internal and external environment to promote PV technology upgrades. “Photovoltaic leader plans” to further raise awareness among relevant enterprises to establish technical advantages, will promote an industry-wide technology upgrade. Second half of the year will have more than one PV “leader” demonstration bases being awarded; industry environment continues to improve, power quality is expected to improve … …

Although the leap-forward development of the industry is still in trade barriers, subsidies in arrears as well as the introduction of a land tax in some areas under difficulties, there are by most companies built factories overseas, strengthen its technological research and development in an effort to lower production costs and other measures to save themselves, the largest to minimize the impact on the. Market prospects are rather optimistic.

As Sun Guangbin concluding the analysis, said: “the world is so big, so many countries all the way along, and in the case of economic downturn, our products export trade volume reached as much as $ 15 billion, who can say that PV industry does not market? ”

Original title: PV industry difficulties in leading economic growth

Analysis on output characteristics of on-grid PV power station in Golmud city, Qinghai province

Polaris solar PV net news: in haixi Prefecture, Golmud in Qinghai province, the area is a continental plateau climate, with low temperature, day and night temperature, rainfall and less concentrated, sunshine, solar radiation and strong characteristics. Desertification in Golmud has plenty of unused State-owned land, flat, open terrain, scarce vegetation, develop large scale photovoltaic power plant.

Figure 1: Golmud location map

According to a 30MW at Golmud hourly electricity generation of photovoltaic power plants a year, briefly analysis of the output of the PV power plant.

First, solar energy resources in Golmud area

Golmud area between solar radiation of about 1800kwh/m2~1998kwh//m2 for years, average monthly total amount of radiation between 89.6~214.7kWh/m2, May the highest and lowest in December.

Figure 2: Golmud monthly solar radiation changes

Brief analysis of second, the output of PV power station in Golmud area

1, annual average hourly output of grid-connected

Figure 3: Golmud PV plants average hourly output

Can be seen from the above diagram, the PV power generation within a day-time 7:00~20:00 for the day, other time output is 0, the maximum output appears in the 12:00~15:00, accounting for about 55% all day.

2, different weather conditions, hourly output of grid-connected

Figure 4: Golmud PV sunny hourly output

Figure 5: Golmud PV cloudy hourly output

From the above diagram can be seen under the influence of light, January sunshine PV output than cloudy, and cloudy circumstances, PV power station output fluctuation.

3, year month grid-connected power Max

Figure 6: Golmud PV months maximum output

Can be seen from the above diagram, Golmud is rich in solar resources, PV output better, maximum output 283.7MW, 95% per cent of total installed capacity.

Summary of the third,

PV power station output from the effects of solar energy resources, regular and volatility, in Golmud area PV output is basically located in 7:00~20:00, the maximum output appears in the 12:00~15:00. Cloudy PV power station output fluctuation, the maximum output for the year to 283.7MW, close to full output.

Original title: analysis on output characteristics of on-grid PV power station in Golmud city, Qinghai province

In 10 counties in Shaanxi Province PV poverty alleviation pilot project

Polaris solar PV net news: on September 1, the reporter was informed at the Shaanxi Provincial poverty alleviation Office, Department of finance and provincial poverty relief Office recently issued a circular, this year, the financial aid funds will be 20 million Yuan, Shaanxi Province, photovoltaic pilot for poverty alleviation in the 10 counties to promote lifestyle changes in poor area, promoting poor population’s income.

It is learnt that the PV is one of the States to determine accurate poverty for poverty alleviation, and new approach to poverty relief and development work, with obvious industries and social benefits. For well Shaanxi Province distributed PV poverty, innovation poverty way, Shaanxi Province will according to “Government Guide, and farmers participation, and market operation, and returns into” principles, take financial poverty funds input and poverty object, and investment enterprise common participation, variety funding way, adjusting measures to local conditions carried out PV poverty work, makes project District St poor through collective dividends, and investment shares and the charged roof, and space, and mountain shortage slope rent, and engineering management labor income, way increased income.

The identify 10 pilot counties for: lantian, Tai, and changwu, Yijun, and Pucheng, extend, Jia County, Mian, and luonan hanyin, and. Every pilot County of 2 million Yuan, funding cuts to the County, according to the following principle of arrangement used in the pilot counties, can be selected 1-2 of a certain size, mass enthusiasm high immigrant concentration camp or poor villages, distributed photovoltaic pilot project for poverty alleviation.

Notification requirements, financial aid funds to registered households in the pilot counties distributed PV equipment project grants, grants up to 20,000 yuan per household. Meanwhile, encouraging people to pay equity participation, the enterprise by way of donations or donations of equipment, working in PV to the alleviation, multi-channel solution photovoltaic equipment and funding problems. It is reported that before the end of September, pilot projects are all under construction, before the end of the operation as a whole.

Original title: PV in our province, in 10 counties in poverty alleviation pilot project

Anhui jieshou 2015 solar project implementation plan

Polaris solar PV net news: for the carrying out of the General Office of the Anhui provincial people’s Government on the implementation of PV poverty guidelines (WAN governance (2015), 34th), ATD, Fuyang city, in accordance with the orders of the PV task, combining city actual, these programmes are formulated.

First, objectives and tasks

In 2015, the city’s construction of photovoltaic power station 1860-kilowatt, achieve benefit poor families an average annual increase of around 3000 Yuan, benefiting poor village collective annual income of 60,000 yuan. Specific tasks: choose 6 poor villages, each village to build a 60-kilowatt village PV power plant, 360-kilowatt; select 500 households, build one per household 3-kilowatt household PV power station, a total of 1500-kilowatt.

II, scope of application and object

PV implementation for poverty alleviation in the range of the city’s 45 poor villages and filing State poor. Objects into two categories: one is no collective income, there is strong desire building, with construction conditions of poor villages; the second is no labor, no resources, no stable source of income for the poor (wubaohu).

2015 according to township Street and poverty village wishes, and location conditions and funds financing, situation, select in Lu village Guo Zhai Cun, and Bing set Xiang big dongcun, and Jiang Loucun, and stands South Street Rao Lvcun, and brick Town East Liu Cun, and Gu Town Li Cui village implementation village level PV power station project; according to poor voluntary, and family status, and village transformer capacity, situation, in each township Street built document state card poor in the, relative concentrated to select 30 households poor implementation households with PV power station project; the Township Street implementation of households with PV power station number, May apply according to specific reporting positive float.

Third, steps

(A) promote diagnostic stage (August 1, 2015-August 31)

Municipal Office for poverty alleviation and the Township streets wide publicity of the photovoltaic industry policy and industry characteristics, introduced village PV power plant and residential photovoltaic power plant characteristics, size, income and so on, home diagnostic survey carried out, on the poor conditions of participation, land, financing capacity of Mo Pai. Prior to August 31, 2015 full completion of village PV power plant and residential photovoltaic power station of Mo Pai.

(B) the application, audit and review phase (September 1, 2015-September 15)

1. application, assessment, primary. Poor household PV by farmers to voluntarily apply to the village and provides heads of ID card, residence booklet, copy of certificate of house property or land-use permits. Convening of the villager of the village Congress for review, determine the long list of project implementation, fill in the jieshou of poor implementation of residential photovoltaic project statistics (annex 2); village PV power station construction completed by a poor village to apply the jieshou poor villages to implement photovoltaic projects at the village level of statistical tables (annex 3), PV poverty reduction work group reviewed and posted in villages and towns, and accept supervision by the masses.

2. audit checks in villages and towns. By publicity no objections Hou, Township organization personnel into village by households audit checks, on primary object whether for built document state card poor, and whether has project implementation conditions, and whether has basic of equipment management capacity, seriously verified, and fill in jieshou PV poverty project statistics summary table (annex 4), ensure intends implementation households has project construction conditions, Township PV poverty work led group head signed and sealed Hou reported city poverty do record.

3. an application for review. Invited by the Municipal Office for poverty alleviation professionals which went to poor villages with a photovoltaic power station construction task check the implementation work; according to the relevant criteria to be implemented for each review to determine the final implementation of the object and be publicized.

4. the establishment of household reporting files. Poor villages to determine the intended shooting houses electronic photos to determine the installation location. Poor application and related information provided, after the seal of the town level, household archives, and submitted to the Municipal Office for poverty alleviation for the record. In every village, town, street September 15, 2015, verify to determine PV intended for poverty alleviation and household location.

(C) equipment purchase, installation, commissioning, grid-connected phase (September 16, 2015-November 15)

Project review, led by the Municipal Office for poverty alleviation, City Department of finance, development and Reform Commission, energy, financial Office and town streets to participate in the bidding, equipment supply and installation of enterprise by the successful bidder is responsible for installation and commissioning and project implementation of towns, villages and issued daily management training, installation and maintenance manual. Power companies and grid-connected households signing contracts, responsible for measuring meter installation, according to the relevant regulations of the State power grid, grid-connected power generation. November 15, 2015, completing projects on-grid power generation.

(D) to assess the stage of acceptance and transfer of property rights (November 16, 2015-December 31)

Relevant by the Municipal Office for poverty alleviation expert, carried out a comprehensive assessment, acceptance and provides assessment and inspection reports, and turned over the property to the poor and impoverished village.

Four, building model

(A) financing

By measuring, each village level PV power project construction input funds about 480,000 yuan, City this level financial input 200,000 yuan, remaining 280,000 yuan used helping units support and poverty village raised funds, way solution; each households with PV power project construction funds about for 24,000 yuan, provincial financial grants 8,000 yuan,, Fuyang city, financial grants 2000 Yuan, I City this level financial input 6,000 yuan, poor raised 8,000 yuan. Poor villages and poor households could not afford self-financing, social support, successful enterprise can be taken early advances and solutions such as small concessive loans.

(B) building management

Poor village village PV power plant site selection to choose Heath, idle land or construction of photovoltaic greenhouses, which can save farmland and improve efficiency; the poor household PV power plant site selection in principle at the poor roof or garden construction. On roof or patio is not suitable for the construction of residential photovoltaic power station, you can follow the condition of village PV power plant siting concentrated lianhu, village households, such as construction and household income.

PV projects selected through bidding qualifications, socially responsible implementation of PV equipment supplier and installation companies. Operation services provided by the construction Enterprise basic training as well as manuals, install an enterprise established supplier and service outlets providing equipment maintenance. Within the warranty period, non-artificial damage, made by the company free maintenance; outside the warranty period, by the construction of the enterprise’s obligation to repair, village, and farmers pay material costs.

(C) subsidies and benefits settlement

Municipal power supply company in accordance with national, provincial and municipal solar power subsidies, according to the billing cycle (one quarter) to implement projects in poor villages and poor pay for spontaneous use electricity and power policy of subsidies. Poor villages all scored collective accounts by villagers Oversight Panel monitoring use; poor households in the local financial sector for a debit card, a one card, and proceeds to enter the card; mortgages, according to the agreement, repayment amounts directly deducted from the proceeds by the financial sector, remaining into the village collective accounts or poor cards.

Five, safeguard measures

(A) strengthen organizational leadership

Set up PV work leading group on poverty reduction (annex 1), chaired by the municipal Committee, Vice Mayor Liu Bo, in charge of and is responsible for was appointed Deputy Head of municipal office, the Office for poverty alleviation, development and Reform Commission, the Finance Bureau, the financial, energy, electricity company and other units as members, to guide PV poverty alleviation, coordination, supervision and inspection.

(B) clear Department responsibilities

Poverty do is responsible for publicity launched, and select poverty village and poor, and developed annual plans, and prepared PV poverty implementation programme, and led organization project implementation; financial sector is responsible for funds raised and regulatory; sent modified and energy sector is responsible for PV power index of towards and distribution, technology guide, and user manual, and PV poverty tender standard contract; financial management sector is responsible for coordination financial institutions, and insurance institutions support PV poverty; power enterprise to hold implementation rural grid transformation upgrade, ensure meet PV power Internet needs, And was responsible for commissioning and installation, meter grid-connected electricity subsidies, timely funding. Township Street is responsible for the coordination of village PV power plant project to build and the poor household PV power station selection, financing, object identification, measures, coordination of construction work.

(C) strengthening the assessment evaluation

Photovoltaic projects for poverty alleviation as poverty alleviation to the 2015 poverty relief and development work industry and promoting the important content into towns and municipal support units in 2015, poverty relief and development work.

Annex 1. jieshou PV membership of the leading group for poverty alleviation

Team leader: Liu Bo municipal Standing Committee, Vice Mayor of the city

Deputy team leader: Hong Lin, Vice Mayor

Yuan, Vice Mayor of glory

Ye Shanyong, Vice Mayor (hanging)

Members: Liu junfeng City Office discipline inspection team leader

Vice Minister Zhao Shengqin municipal organization Department

Li Jianhua, Secretary for the supervisory assessment

Director of the national development and Reform Commission, Zhang Linqing city

Wang Jiangong, Director of the Council of

, By letter, Li Jie, Director

Shen Huiliang Municipal Finance Bureau

Liu Jinbin municipal auditing Bureau

Luisin city environmental protection Bureau

Shang Chengde municipal science and Technology Bureau

Wang Juliang Civil Affairs Bureau Director

Wang Jinquan municipal land and resources Bureau

Wang Lixin, Secretary for transport

Petition Zhao Liang city Secretary

Zhang Yafei signs commercial Director

MCA Municipal Forestry Bureau

Zhang Ruijin City Bureau

Li Hanxuan, Chairman of the Federation of the disabled

Zhang Rui, Director of the Municipal Office for poverty alleviation

Yang Jiankun, Deputy Director of the Finance Office

Li Shibin Jie shou, Chairman of rural commercial bank

Yuan Lei Jie Shou the power company General Manager

Bai Fang Jie Shou Branch Manager of China life insurance company

Set up under the Office of the leading group, with offices located at the Municipal Office for poverty alleviation, Director of the Office of Comrade Zhang Rui also.

Original title: on issuing of the 2015 photovoltaic projects for poverty alleviation programmes, jieshou notification

Lion technology acquisition huali electric cast raised photovoltaic projects

Arctic star solar PV network news: event: slammed lion technology intends to issued shares and the paid cash phase combined of way, acquisition China force special 100% equity, pricing 660 million Yuan, issued price 12.66 Yuan/unit (consider capital Provident Fund turned increased equity of effect), lock period 3 years; while, company intends directed raised supporting funds 660 million Yuan, issued price 13.2 Yuan/unit (consider capital Provident Fund turned increased equity of effect), lock period 1 years, for paid purchase assets of cash on price, and Charged per transaction intermediary costs, construction of “Shang Jin town, Shiyan city, Hubei Province, yunxi 30MWp grid-connected PV power generation projects”, construction of “Fujian lions new energy plant photovoltaic power generation project”, as well as supplementary huali, corporate liquidity, supplementary liquidity ratio does not exceed total intends to raise matching funds for 50%.

Watch: acquisition of Chinese special forces, support company growth

This acquisition marked China master intelligence transmission and distribution of power systems engineering and energy management technology integrators, both at home and abroad with excellent performance of large power projects, for companies to develop smart energy management, Internet business for sale technical support. After the acquisition, the company has a core part of the intelligent energy management technology, intelligent transmission and distribution technology, integrated energy engineering, energy management, will become the industry at the same time mastering automation technology, multidisciplinary project implementation experience and implementation capacity of one of the few enterprises of power engineering.

Performance compensation commitments China forces 2015, 2016 and 2017 to achieve net profit of no less than 60 million Yuan, 78 million Yuan and 101.4 million Yuan, if the 2015 this transaction cannot be completed, performance compensation commitments huali 2018 to achieve net profit of no less than 131.82 million Yuan, thickened the performance of the company.

Point two: the strategic layout of three business and promoting industry chain development

Company main products are lead Starter batteries for motorcycle, sold in Europe, the United States, Japan, Australia and other countries of the motorcycle battery replacement market. Since 2015 and accelerate the strategic transformation of the company and new business layout, based on the starter battery for motorcycle business, promoting advanced battery manufacturing, new energy vehicles and clean electric power industry chain development, three major business segments “troika” model to keep pace.

(1) advanced battery manufacturing companies invested 500 million Yuan to build the end of 2014, with an annual output of 100 million lithium-ion battery production project, is expected to begin operating in 2016 to support companies in the development of electric vehicles and energy storage business needs and vehicle energy storage power systems research and development production, automotive lithium-ion battery pack Assembly and design of the BMS system

Production business, vehicle power management system to further enhance the company’s research and development capabilities.

(2) new energy vehicles: deepening strategic cooperation with the Tongji automotive design Research Institute, vigorously promote the company’s own brand of pure electric concept vehicle – Dai Le 〃 started and folding lithium electric bike product launch.

(3) clean electric power industry: the company is intended to establish a cover clean energy generation, energy storage, smart, the sale of electricity transmission and distribution, smart energy management services, from the supply side to the demand side of a complete industrial chain, focusing on layout of PV power station and energy storage devices, micro-grid construction and operational capabilities, energy Internet card.

This time adding vote for PV projects are as follows:

Yunxi County, in Shiyan city, Hubei Province, Jin Zhen 30MWp grid-connected PV power generation projects on: the total installed capacity of 60MWp, this phase of the project for the overall planning of a project to install 30MWp, this phase of the project is completed, annual electricity to 32.94 million degrees, 32.94 million yuan of annual sales revenue, investment recovery period is 8.1 years.

Fujian lions new energy plant photovoltaic power generation project: using models for spontaneous use, the more power is expected to scale to 6,879.7MW, with an annual sales revenue of 7.15 million Yuan, investment recovery period of 7.8 years.

Original title: lion technology acquisition huali electric cast raised photovoltaic projects

Polysilicon imports remain high domestic enterprises to survive in difficult

Polaris solar PV net news: this issue concerns

1 July polysilicon prices recovered slightly in August, again approaching record lows

2, polysilicon inventory down slightly, survival is still struggling

3, the “58th article” to promote processing trade imports, polycrystalline silicon imports are still high

Good news 4, PV business performance, industry is now to pick up momentum

5, polysilicon afternoon forecast

, July polysilicon prices recovered slightly in August, again approaching record lows

2015 7 August polysilicon prices were “Yang after the first tumor suppressor” trend, lots were sold from the beginning of July 113700 Yuan/ton of mild correction to 114,100 Yuan/ton in mid-July, an increase of 0.35%, then slowly declined until the end of August 113,400 Yuan/ton, drop 0.61%, approached again 113,300 yuan/ton historic lows in late June.

Support July polysilicon price micro-site callback of main reasons has: while, three quarter began domestic PV power station gradually started, on PV battery tablets component of needs began warmer, gradually slow conduction to upstream more crystal silicon material, so polysilicon price also gradually back stability; on the, “suspended processing trade 58th, file” is expected to August end of real began works, processing trade imports will completely seal blocking, this will makes imports volume part reduced, and corresponding of this part needs is transfer to domestic, so into June yihou, Photovoltaic companies start looking for domestic suppliers and raw materials to ensure that future demand for polysilicon, and some have even started with domestic polysilicon companies signed long term, long ranging in weight from hundred to thousand tons, domestic polysilicon inventories are reduced, resulting in polysilicon price stabilisation trend in July.

Led to August polysilicon price again fell of main reasons has: while, downstream experience July of fill inventory zhihou, August fill inventory stage as, on polysilicon needs has slowed, led domestic polysilicon price has fell; on the, “58th, paper” Hou raised of assault imports has been continued, led to downstream August using of Silicon material still is most is 6-July of imports material, this directly led to on domestic polysilicon needs sharply reduced, Therefore the impact of imports on domestic demand for polysilicon is also important factor leading to the domestic polysilicon price decline.

Figure 1 August 2014-August 2015 China poly silicon spot price unit: Yuan/ton source: silicon industry branch

Second, the polysilicon business inventories slightly reduced survival still struggling

Silicon industry statistics branch, 2015 7 August domestic polysilicon production of 28,100 tonnes, an increase of 20.1%. July production of 14,200 tonnes, production in August was 13900 tons, including Jiangsu zhongneng accounts for 7-8 month 43.7% of the total, still among the first domestic production, TBEA and Sichuan Yongxiang respectively ranks second to third in July-August, sorted by the output of the first three production accounted for 64.9% of the total. During July-August there were four companies (SI, Dunan, macro, yeyan) normal maintenance, part of the end of August to return to normal production, yield little affected during the 7-8 months. Currently 15 production enterprises, starts up 100% companies are 10, remaining apart from the normal technical or maintenance of some enterprises, and maintain normal production.

Figure 2 August 2014-August 2015 domestic polysilicon production unit: ton source: silicon industry branch

From the perspective of the situation for enterprises, currently 15 enterprises (including normal overhaul enterprises), Jiangsu zhongneng and still maintain a load of new energy, Jiangsu zhongneng run 65,000 tons/year of Siemens method overloading, maintain 6000 tons a month (31 days), about production runs. TBEA maintained at around 2000 tons per month of overload production, production is still in second place. In April expansion of postpartum Yongxiang, Sichuan, during July-August production ranking jumped to third. Luoyang Zhonggui due August maintenance affecting half of normal production, production has decreased, in July-August production ranked fourth, other polysilicon companies except some maintenance in the restoration of stability in the production stage, are maintaining their original production status.

A year of “58th document” effect caused by the processing trade imports of assault, making import prices continue to remain low dumping on the one hand, forcing domestic polysilicon prices way down, in the case of price is difficult to maintain normal production and operation of enterprises, polysilicon companies will have to increase output, adjust the production indicators and other ways to reduce costs, domestic production has declined significantly. On the assault imports and led downstream backlog large inventory, directly led to domestic polysilicon for needs weak also backlog large inventory, silicon industry branch statistics, as August end of domestic polysilicon enterprise internal inventory about for 9000 tons around (July elimination inventory, August product inventory), and June end of inventory 10,000 tons compared, domestic July-August during total Digest inventory 1000 tons around, so August end of polysilicon price is than June end of of trough slightly high. Even inventory slightly reduction, but the enterprise inventory relative Yu a week production of normal inventory volume still serious partial high, to enterprise of sales and the funds operation caused has great of pressure, face imports dumping suppressed and needs weak of double pressure and price way fell of situation, even even cost leading Yu global of Jiangsu in the can, and Xinjiang special variable, and Xinjiang encyclopedia, are has all into losses, struggled.

Third, the “58th article” to promote processing trade imports, polycrystalline silicon imports are still high

According to customs latest data statistics, July 2015 China polysilicon imports volume for 9664 tons, still close million tons, main is due to month from Korea imports volume still up to 4399 tons due to, but led to July polysilicon imports volume chain slightly reduced of main reasons is “suspended processing trade of 58th, file” will Yu August end of real began play role, led July by processing trade way imports polysilicon reduced to 4036 tons, accounted for month total imports volume of 41.8%, chain reduced 47.3%, Since the United States imports hit a record low of 569 tonnes, the chain dropped 74.2%, which according to the volume of processing trade imported 331 tons, substantially reduced 84.9% per cent, accounting for the month since the United States imports 58.3% than 1-July cumulative processing trade accounted for 93.7% low 35.4%. “58th,” will be key to onset time node, continue to strictly enforce the “58th,” plugging loopholes in the processing trade importance!

Although benefit Yu suspended processing trade file is real implementation, July processing trade imports volume chain reduced, but total imports volume is still maintained in million tons around, main reasons has: first, July since Korea imports volume for 4399 tons, accounted for total imports volume of 45.5%, than month from United States and Germany imports polysilicon total is high out 41.7%, its absolute led status failed to shake, still maintained imports volume first, this is led to imports volume high of main reasons; second, through from Taiwan transit avoid “double anti-” Tax of imports volume accounted for share new highlights, July from Taiwan transit of polysilicon volume for 966 tons, chain sharply increased 40.6%, accounted for total imports volume of 10%, beyond United States became China third big imports area, so through transit Taiwan avoid tax is led to polysilicon imports volume maintained high of and a important factors; third, from Malaysia, and Norway, and Saudi Arabia, and Japan, market of polysilicon capacity gradually release, July from these area imports polysilicon volume reached 1196 tons, 12.4% per cent of total imports, which also makes it hard for imports fell sharply.

Figure 3 July 2014-July 2015 polysilicon average prices for imports and import diagram data source: customs

There are two points worth noting:

First, in July from Korea imports of 4399 tonnes of polysilicon, 45.5% per cent of total imports for the month. 1-July cumulative since Korea imported 28431 tons, 40.8% per cent of total imports, imports increased significantly from a year 66.1%. Korea’s major exporters OCI and Korea Silicon (Hankook Silicon) tax rate of only 2.4% and 2.8%, anti-dumping duties on it does not have any impact, Korea in May 2014 more than United States and Germany, one of the world’s largest source of imports, continuously for more than a year, has remained a priority. 1-July since Korea through processing trade way imports polysilicon 12980 tons, accounted for since Korea imports total of 45.7%, is accounted for than not is maximum, but due to its imports total row first, so since Korea processing trade imports total than processing trade accounted for than maximum of United States is more out 20.7%, visible, from Korea imports regardless of is total also is processing trade volume are strongly impact with domestic polysilicon market, so on Korea dumping for review imminent.

Figure 4 Korea imports accounted for more than

Second, according to the trade points in July 2015, China’s processing trade imports 4036 tons, accounted for 41.8%. 1-July cumulative processing trade imports 40259 tons, 57.7% per cent of total imports. Points country specific seems: July since Korea by processing trade way imports polysilicon 1423 tons, accounted for since Korea imports total of 32.3%, 1-July cumulative since Korea by processing trade way imports 12980 tons, over United States 20.7%, accounted for cumulative total imports volume of 45.7%, visible even 2.4% of tax are to through processing trade way avoid; July since United States by processing trade way imports polysilicon 331 tons, accounted for since United States imports total of 58.3%, 1-July cumulative since the United States by way of processing trade imports 10751 tons, accounted for more than 93.7%. While the United States polysilicon companies are taxed in 50%, but basically processing trade channels to avoid “double” taxed June processing trade accounted for even more broken history, only 2% is through general trade imports, and the 2% is not only “double back” tax within the scope of electronic grade poly silicon for semiconductors. July from United States imports volume is can sharply reduced, and suspended processing trade “58th, file” is up effect has must contact; July since Germany by processing trade way imports polysilicon 1682 tons, accounted for since Germany imports total of 66.4%, 1-July cumulative since Germany by processing trade way imports 11283 tons, accounted for than 58.8%, visible even has price commitment, Germany w grams through processing trade way avoid of volume also not accounted for minority, so timely take measures will on Germany tax materialized, Can effectively curb the dumping of its increasingly aggressive behavior.

Figure 5 since the United States imports for processing trade accounted

Silicon Industry Branch think, July processing trade total reduced main benefit Yu “58th, file” is in August end of real play role, and in “58th, file” is real up effect of key node, must continues to strictly implementation “58th,” file, blocked processing trade imports vulnerability, ease dumping on domestic polysilicon industry caused of huge impact, to domestic polysilicon enterprise to breathing of opportunities.

Four, PV enterprises performance news, industry is now to pick up momentum

European countries on the PV industry of China “double reverse” so many PV companies began turning to the Southeast Asian market, and marketing investment in the photovoltaic industry in Southeast Asia in recent years has been growth, domestic PV companies to seize growth opportunities in emerging markets, revenue performance improved significantly. According to the Ministry’s latest data show that in 2015 the PV manufacturing industry worth more than 200 billion yuan in the first half, an increase of 30%. Among them, 33 listed companies in a-share concept of photovoltaic power generation, 24 companies have the interim results are estimates, performance companies up to 15, nearly 70% per cent. In addition, PV product prices from June started to steadily rise, business generally better domestic top ten components of average gross margin over 15%, entering the PV manufacturing industry standards bulletins list of 29 components enterprises with an average net profit margin rose 6.5%.

Large province of Jiangsu as a PV, PV enterprises showed a significant rebound, with Trina’s most stunning performance: component record-high shipments in the second quarter reached 1.23GW, an increase of 30.6%; the second quarter revenues amounted to 722.9 million dollars, the annual growth rate of 39.2% second quarter gross margin of 20%. Meanwhile, Trina raised annual component shipment target of 2015, raised from 4.4~4.6GW to 4.9~5.1GW. In addition, eging and love technology, Jiangsu kuangda Enterprise revenues were achieved in the first half increased significantly.

Policy, the National Energy Board from 2015 onwards increasing PV products standards, quality and threshold in order to promote survival of the fittest, which launched three consecutive years is an important measure of “leader”. The plan to raise the consciousness technology, promoting technological upgrading, eliminating bad and inefficient production capacity, were formed by natural barriers to technology and brand, in addition, the “leader” program from the power plant to run the project’s approval of administrative processes, can be absorbed in the power station construction and quality assurance.

Domestic PV manufacturers orders increased solar module shipments growth, photovoltaic power generation project in order to start, coupled with the national policy overlay effect appears gradually, the domestic photovoltaic industry has basically taken out of winter, and gradually began to show a warming trend.

Five-, poly-silicon future forecast

From policy and downstream demand fluctuations, 7 August domestic polysilicon prices to raise anti-until the end of August, prices fell to its lows towards the end of June. But from September began, will benefit Yu “suspended processing trade of 58th, file” continues to implementation, polysilicon imports at least can seal blocking from United States into domestic of 2000 tons/months, and given three or four quarter into traditional installation season, downstream needs not reduced, these imports reduced volume is natural transfer to on domestic polysilicon material of needs, so is expected to September began polysilicon price will will rational rebounded.

Original title: polysilicon imports remain high domestic enterprises to survive in difficult

Polaris solar network on September 1, 2015 highlights review

Polaris solar PV net news: Polaris solar PV NET summary September 1 news, PV version of “Moore’s law” global release, the EU’s crystalline silicon PV modules and key components of double reverse publishing rename announcement, polysilicon dual game telekinesis against political and economic debate has intensified, as follows:

PV version of “Moore’s law” theaters worldwide

Key parts of EU’s crystalline silicon PV modules and double case issue a name change announcement

Poly-silicon double game telekinesis against political and economic debate has intensified

Annual PV enterprises: Joy Chou

Yingli poor Q2 earnings expectations

The transformation of energy giant Shenhua dilemma

Acquisition of solar-thermal power generation first single El strong transition energy

Hong Wei: distributed PV financing there is no Savior

Feidong County of Hefei over implementation of the provincial family PV power plant project

Baotou first solar PV power generation projects have been approved

Exploring equity raising model of solar-thermal power generation industry to build solar power plant model

Obama’s clean energy process steps

China is India’s largest PV modules imported country of origin