New photovoltaic planning to force the domestic market: installed capacity is expected to expand 5 times in 4 years
April 04 12:10:18, 2023
The majority of China's PV products are located in Europe and are expected to change gradually in the next three years. The day before yesterday (September 12), the National Energy Administration issued the "12th Five-Year Plan for Solar Power Development" (hereinafter referred to as "Planning"), and proposed that by the end of 2015, China's solar power installed capacity will reach 21 million kilowatts (21GW) or more. This means that China's photovoltaic power generation capacity will expand five times on the basis of 2011. At the time of the EU's investigation of China's PV products, the relevant departments encouraged the rapid development of the domestic PV market, and it is clear that there is a risk of hedging the PV industry. External pressures bring opportunities to the domestic market By the end of 2011, Germany has achieved a total installed capacity of about 25 GW of PV, and locked in the goal of achieving 52 GW by 2020, while China's total PV installed capacity is only 3.6 GW. In 2011, China's wind power installed capacity has become the world's largest, but the power generation only accounts for 1.55% of China's annual power generation, and photovoltaic power generation is less than 0.1%. "China's new energy has a lot of room for growth." Meng Xianyu, vice chairman of the China Renewable Energy Association, told the reporter of the Daily Economic News. In recent years, China's photovoltaic industry has developed rapidly, but its development in core technology lags behind. It mainly relies on buying high-purity polysilicon from Europe and the United States, and producing photovoltaic products for export to overseas. This is the so-called "two heads outside" in the industry. It also makes China's PV companies in a weak position in international competition, not only unable to get rid of foreign technology control, but also difficult to break away from dependence on foreign markets. Affected by the EU's "double-reverse" investigation, the current development of China's photovoltaic industry faces enormous external pressure, but it also provides a good opportunity for the development of China's photovoltaic market. Wu Zhonghu, a researcher at the Energy Research Institute of the National Development and Reform Commission, told the reporter of the Daily Economic News that under the current industrial situation, China's photovoltaic industry should seize the opportunity to accelerate the adjustment of market structure and product structure. At present, the development of the domestic market and emerging international markets, the elimination of backward production capacity and other measures can promote the development of China's photovoltaic industry, but the negative impact of the management system lag can not be ignored. "The improvement of the management system is more important than the development of the technology itself." Meng Xianyu told reporters that distributed power generation management methods, distributed power generation online management methods and quota systems for renewable energy access to the Internet have all come out, but have not yet been officially announced. The reality is that the documents are well-defined and difficult to implement. For example, the implementation of the quota system is difficult to implement, all of which involve the reform of the power system. Withdrawn the EU the possibility of small According to experts, China's photovoltaic products rely on foreign markets for about 90%, only about 10% of domestic sales, over-reliance on foreign markets has brought many variables to the development of China's photovoltaic industry. After the EU filed anti-dumping investigations on Chinese PV products, the Ministry of Commerce has sent delegations to the EU for trade consultations. Domestic PV companies are also actively cooperating with EU investigations. However, in the opinion of experts, it is unlikely that the EU will withdraw from the case. Meng Xianyu told the reporter of "Daily Economic News": "It is understood that the EU has to agree to the 25% share of the EU PV industry. The withdrawal of the case requires the approval of the 50% share of the PV industry, so the possibility of withdrawal is less. Wu Zhonghu also holds the same view. He believes that the EU is more likely to carry out "double opposition" to Chinese PV companies, but even if the final decision is made, the tariff will be lower than that of the United States. As the European and American markets occupy the vast majority of China's PV product exports, the two major markets' “steps†have brought tremendous pressure on China's PV industry. Zeng Shaojun, secretary-general of the New Energy Chamber of Commerce of the All-China Federation of Industry and Commerce, said in an interview with the reporter of "Daily Economic News" that "two heads out" made the fate of photovoltaic enterprises in the hands of others, although the domestic market is gradually being released in the past two years. But it is still a drop in the bucket, and it is difficult to solve the thirst. Based on this, the introduction of the Energy Bureau's "Planning" is expected to reverse the above-mentioned unfavorable situation, and it is expected to become a dawn of domestic PV companies.