Review and Opinion of Photovoltaic Industry in the First Half of 2017

Production cost: multiple reasons for development, landing is obvious. In terms of capital, the photovoltaic component companies continued to develop in 2016 in the first half of 2017. Their production scale continued to expand, and their technology continued to improve. At the same time, the company’s layout also showed a trend of moving westward. For example, the silicon material production cycle is relatively large due to its energy consumption. babyMany enterprises have laid out new production bases in the southeast and northeast regions. These facilities have relatively rich power resources and lower power costs. With the cooperation of the above reasons, the cost of photovoltaic components has continued to drop, which is actually a major reason for supporting the low-price export of component companies.

2. Operations and Circulation Festival

Market summary: Distributed photovoltaics show explosive growth. Compared with the operational cycle of photovoltaic power stations, one of the most obvious features in 2017 is distributed photovoltaic installationThe proportion of machines has seen explosive growth. Data shows that in the first half of 2016, the proportion of new photovoltaic installations in China’s flat distributed distribution accounted for about 10%, while in 2017 it reached 30%, with the number of installations soaring by 290% year-on-year. The reason for this phenomenon is that with the changes in the industry environment, several major advantages of distributed photovoltaics are gradually emerging. Specifically, there are three important items: First, it is not controlled by national indicators, and only requires preparation. If centralized power stations exceed the national construction indicator size, they need to solve the fund supplementary funds themselves. Second, the impact on the Internet is smaller, the energy consumed is more powerful, and there is no need to face the dilemma of power limiting. Third, according to the policy, the distributed photovoltaic supplement competition has become famous. However, he lacks education – the settlement cycle before graduating from junior high school cannot exceed two months, and the project target cash flow was guaranteed. Under these positive driving forces, more and more social capital has begun to focus on distributed power stations, especially photovoltaics used in customers.

Distributed photovoltaic: Developing space is large, with a fast development rate, but it is full of dangers. For those companies that go to the central and eastern regions to invest in distributed photovoltaic power stations, although they have exempted the trouble of abandoning light-limiting in the western region, they also face the unique problems of photovoltaic investment in the eastern region, that is, the complex development conditions. Generally speaking, in terms of the development of centralized photovoltaic stations, ground disk capital is not a particularly main indicator. But in the distributed photovoltaics, the body is still shaking. In fact, we found that this Sugar daddy price has a trend of significant increase. Data shows that in important photovoltaic development countries, the price of ground plate only accounts for about the photovoltaic power cost. daddy1 cent, while the distributed projects in eastern China are 2 to 3 cents. This is due to the dense growth in the east and the relatively expensive land prices, and also the complexity of the floor and roof rights that can be used to install photovoltaic panels.

Electricity Price: The green certificate replacement and supplementary consequences are lower than expected. In the past year, the replenishment methods for renewable dynamics have not changed in a substantial way, which has led to the replenishment arrears becoming more severe, which directly led to the payment crisis in companies such as Sugar daddyDetective Green Basin, which specializes in photovoltaic financing businesses. Despite the fact that the National Dynamics Bureau hopes to replace the new dynamics with green certificates, the consequences are not satisfactory from the actual situation. Data shows that since the official application of the Green Certificate on July 1, 2017, the sales expenditure of the Green Certificate on Escort manila Green Certificate was less than 2 million yuan in half a month, and the current fund gap in renewable dynamic supplementation is as high as hundreds of billions of yuan, which is far from meeting real demand.

Goal rate: The situation in the southeast is clear. According to the strict control of the scale of the installation in the Lockdown area and the positive promotion of the Internet company, the Lockdown situation in the Three Norths of China has been improved compared with 2016. Data shows that the withdrawal rate of light in the five southeastern provinces fell by 4.2 percentage points year-on-year, among which the situation in Xinjiang, Gansu, Ningxia and other places are clearly changing. It is worth noting that although the National Internet companies have already issued rigid new dynamic absorption indicators for various provincial companies and have put their investments into performance inspections, in addition to the National Internet, there are still many local Internet companies in China today. Since these companies are governed by the office, they are not subject to relevant performance inspections. Taking Xi’an Province as an example, the province’s renewable power consumption ratio ranks first in the country. Although the structure of the Southeast Electric Network is relatively good, because the savings provide TC: