2013年7月21日星期日

New energy: sprung as on following the rules



"Opinions" put forward from the photovoltaic application market, actively explore accelerate industrial structure adjustment and technology progress, standardize the order of industrial development, improve the grid management and service, improve the support policy, strengthen organizational leadership six aspects of standard and promote the healthy development of the photovoltaic industry, basic is a state council executive meeting to early six policy refinement, in general, there is no more than expected, but improve the follow-up policy conditions of certainty. Domestic installed goal more clear.

"Opinion" has been clear about the 2013-2015, an annual new installed capacity 10 gw in 2015 to a total installed capacity reached more than 35 gigawatts (gw).

The goal in which has been put forward, the opinion to give further clear, the performance of the government is determined for the development of the domestic application market.

We still maintain new 8 gw, 10 gw in 2013-2015, 12 gw forecasts. Distributed from the demonstration began promoting.

"Opinions" put forward preferential support in higher electricity price for industrial and commercial enterprises, large-scale distributed photovoltaic power generation system, industrial park construction and demonstration area construction 100 distributed photovoltaic scale application, 1000 photovoltaic application demonstration town and demonstration village. . The new capacity is set high threshold.

"Opinions" put forward the strict control on the new pure capacity expansion projects, new capacity should satisfy monocrystalline silicon battery conversion efficiency is not lower than 20%, polycrystalline silicon battery conversion efficiency is not lower than 18%, thin-film battery conversion efficiency is not lower than 12%, polysilicon production integrated power consumption is not higher than 100 KWH/kg.

The standard threshold is higher, closer to the first-line manufacturers efficient product standards, for the small and medium-sized enterprise expansion and potential new entrants formed a larger resistance, is conducive to accelerate the process of to capacity. Distributed power generation into the inspection scope.

"Opinions" clear the distributed pv electricity generation as a local government and powergrid enterprise performance evaluation index, it greatly enhances the local governments and the distributed power grid development. Duration of 20 years. The specific subsidies.

Feed-in tariffs and subsidies for the execution of the term in principle for 20 years. Fixed number of year of the previous subsidy is unknown, the bank can't calculate the return on investment, investors financing limit larger. Subsidy of 20 years of the dust settles, uncertainty of power station's earnings increased, not only to solve financing problems, and photovoltaic power plant asset securitization is also on the agenda, the power plant asset liquidity will be greatly improved.

Subsidies to default problem could be solved.

According to the requirements of the photovoltaic development, adjust the renewable energy electricity price additional levy standard, expand the scale of the renewable energy development fund. By photovoltaic power station, power grid companies and power companies on a monthly basis in full settlement; For distributed, set up by power grid enterprises turn pay subsidies system on a monthly basis. Central fiscal appropriations to grid enterprises quarterly allowance money, ensure that the subsidy funds in place, timely after subsidies defaults could be completely solve problems. . Fiscal and financial support differentiation.

Enterprise r&d can claim additional deduction in the computation of taxable income; Conform to the conditions of the merger and reorganization, can enjoy preferential tax policies. Financial institutions should continue to keep and "pressure" credit policy implementation, support with independent intellectual property rights, advanced technology, large enterprises to do best and stronger development potential, support high quality enterprise normal production and operation, support technology innovation, mergers and reorganization and overseas investment projects with competitive advantage.

Differentiation of support policies will accelerate the increase industry concentration, promote the elimination of backward production capacity.

Subsequent policy rules be forthcoming.

"Opinions" in many policy still need further refinement, electricity price subsidies rules, access conditions, grid method and a series of policy rules is expected to be rolled out, the domestic market will begin mass. Risk factors: foreign trade barriers; Photovoltaic (pv) policy not exceeding the expectation "; Domestic ground power wind grid tie inverter or capacity not exceeding the expectation "; Start the domestic distributed not exceeding the expectation ".

Appendix: "about several opinions to promote the development of photovoltaic industry health

The provinces, autonomous regions and municipalities directly under the central government, the state department each ministries and commissions, each directly under:

Development of photovoltaic industry to adjust energy structure, promote the revolution of energy production and consumption, promote the construction of ecological civilization is of great significance. To standardize and promote the healthy development of the photovoltaic industry, we put forward the following opinions:

One, fully aware of the importance of promoting the healthy growth of the photovoltaic industry

In recent years, the rapid development of photovoltaic industry in our country, the photovoltaic battery manufacturing industry has expanded rapidly, the market share is now among the world's highest, photovoltaic cell production reached the world advanced level, polycrystalline silicon smelting technology matures, formed including silicon and silicon wafers, pv cells and components, inverter and control equipment complete manufacturing system. Photovoltaic application market expanded gradually, domestic power generation costs significantly reduced, obviously improve the market competitiveness.

At present, the slowdown in the global pv market demand, product export increase resistance, under the action of multiple factors such as photovoltaic industry development not harmonious, the photovoltaic business common difficulties. At the same time, our pv industry exist serious overcapacity, market competition, product market overly dependent on foreign demand and domestic market development, technology innovation ability is not strong, the key technology and equipment, and materials development is slow, the fiscal funding needs to strengthen, the subsidy mechanism remains to be perfect, weak industry management application, such outstanding problems as market environment need to be improved, the photovoltaic industry development face serious situation.

Photovoltaic (pv) industry is one of the important developing direction of global energy science and technology and industry, is a sunrise industry with great potential for development, is also internationally competitive advantage strategic emerging industry in China. Photovoltaic (pv) industry in China the current problems and difficulties, is both a challenge to the industrial development, and promote the adjustment of industrial upgrading, especially photovoltaic (pv) power generation costs have fallen sharply, providing favorable conditions for expanding domestic market. To firm the confidence, seize the opportunity, pioneering and innovative, unswervingly promote the sustained and healthy development of photovoltaic industry.

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