Distributed PV will usher in 400% growth next year
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It is widely believed in the industry that the surge in ground power stations in recent months has driven this round of industry recovery. With the end of the year, the construction of this round of ground power stations is about to come to an end, and the policy blowing of distributed photovoltaic projects is concentrated. New energy industry analysts said that with a number of policy support, distributed photovoltaics will usher in a 400% growth next year, or take over this round of rushing to install a new round of PV applications.
Grab the tide to improve the profit of PV
"Only the power station project approved before September 1 this year and connected to the grid before December 31 will enjoy the subsidy of 1 yuan / kWh. The subsidy for electricity price will be reduced to 0.9 yuan / kWh next year. This led to the large-scale ground photovoltaic power station of this round. Construction tide." A PV power plant contractor said in an interview with the Shanghai Securities News that due to weather conditions, a large number of civil works were further compressed to about two months. Concentrated demand has led to tight supply of PV modules, which must be ordered in cash. The price of photovoltaic modules has also increased from the previous 3.8 yuan / watt to 4.2-4.5 yuan / watt.
This statement was also confirmed by the people of Hebei Yingli Group. According to reports, due to the sudden expansion of downstream demand, Yingli Group's photovoltaic products have been in the "overtime plus" production status, and some orders have even been placed next year. This situation is also the first time that the photovoltaic industry has fallen into the cold winter.
“However, as the weather turns cold, the construction of power stations, which are mainly concentrated in the northwest region, will come to an end.†An analyst told reporters that although the shipments of photovoltaic products have remained at a relatively high level in the past week, silicon materials and The prices of crystalline silicon wafers, battery chips and components have declined slightly. According to the research report of Minsheng Securities, after the tide of rushing to install, the large-scale centralized power plants will maintain steady growth next year, and problems such as grid connection and subsidies will be significantly improved.
Some experts predict that this wave of rushing will absorb 40% of domestic production capacity, so that all aspects of the industry will maintain a reasonable profit.
Distributed photovoltaic or a huge market
The rushing tide has not cooled, and the attention of distributed photovoltaics has increased significantly. The Shanghai Securities Journal reporter learned from authoritative experts that the detailed policy on distributed photovoltaic power generation projects is about to be released. In order to accelerate the promotion of distributed photovoltaic power generation, the state will simplify the approval management of distributed photovoltaic power generation. Prior to this, Shandong, Zhejiang and other local version of the distributed photovoltaic project support policy has been released, and effectively led the driven distributed PV installation market.
According to Yingli Group, the distributed PV project has great potential in Shanxi and Shaanxi. The company is training a large number of distributed PV project installers to rush to the distributed PV business through franchise cooperation. New energy industry analysts believe that with a series of policy support, distributed photovoltaics will take over the surge of this power station in the future, set off a new climax, is expected to usher in 400% growth next year, will be the power plant developers next year The performance laid a solid foundation.
In addition, the most troubled financing problems in the photovoltaic industry are also getting better. Recently, the General Office of the China Banking Regulatory Commission issued the "Notice of Promoting the Banking Industry to Support the Healthy Development of the Photovoltaic Industry", saying that the photovoltaic industry is a sunrise industry with great development potential, and it is required to avoid the "one size fits all" policy of the photovoltaic industry. Photovoltaic companies told reporters that until this "Notice" was released, the PV industry was officially removed from the bank's "blacklist."
It is widely expected in the industry that with the policy in place, the PV market will reproduce explosive growth. The CITIC Construction Investment Research Report pointed out that companies with current capital reserves and project reserves will receive excess returns, such as Sunshine Power and Dongfang Risheng. The Shenyin Wanguo Research Report shows that photovoltaic upstream materials (glass cover, coated glass, etc.) are also expected to emerge from the bottom of profitability, focusing on Amarton and CSG A with significant technological advantages and high policy benefits.