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2013 年 3 月 14 日  星期四   晴天


Solar spot market is very calm 分類: 未分類

Solar market in the traditional off-season, there is no more bad news, very calm and quotes from the aspects of the Middle East with the exhibition news release GW-level development projects. It is reported that there are already industry to enter the supply chain related programs, trips, fly to the area which was recently estimated as early as next year to begin shipping. 

EnergyTrend
home solar panels markets of the Middle East is gaining momentum, including the United Arab Emirates, Kuwait, Saudi Arabia and other major oil producers are planning investment plans. Understood that Persian Gulf oil-producing countries in recent years for investment in green to show a strong ambition, look to the investment plan, the scale are GW level is expected to be another great development potential market. 

In addition to the the original Arab Emirates MAZDAR City unplanned, Kuwait also launched a similar development plan Silk City. Related information, the amount of the planned solar power planning device 2GW, mainly CSP, CPV, PV, where PV technology is expected to occupy 30% of the installed capacity. 

The related industry pointed out that
solar inverter power is ideally suited to the natural conditions of the Middle East, look, by the effects of the geographical environment of system maintenance, however, is a major challenge for the industry in terms of intending to travel to. Due to lack of water resources in the region is extremely labor costs to maintain the power generation efficiency of the module, such as the use of traditional cleaning, maintenance costs will be significantly higher on Monday. 

The other hand, is located in the desert, the sand is great, the weather resistance test for the system operators and suppliers is another challenge. However, the relevant industry also said that, the current planning point of view, the Middle East, similar to the investment case mostly preference in Europe, the United States, and Japan and other regions of the system industry by mainland-related industry by the multi-held reservations about Taiwanese companies are still unfamiliar plus on the development of relevant plans often over a decade or more, to maintain a cautiously optimistic outlook for the Middle East market, the majority of companies. 

Display According to EnergyTrend observation, part of the industry in Taiwan has been put into the development of the market in the Middle East, cooperation or OEM way to enhance its visibility, now see the initial results. Industry, said the industry can not successfully into the market so that the continent is a major competitive advantage at low prices, because of the challenges of technology and specifications, compared to a more favorable situation for the industry in Taiwan.It is understood that the existing operators to enter the supply chain related programs and visits before flying to the region, estimated to begin shipping early as next year. 



2013 年 3 月 13 日  星期三   晴天


Benefit from the Sino-Japanese the market rush orders emerge 分類: 未分類

Solar cell price finally start to go to Yang. Benefit from the emergence of mainland China and Japan, the two solar market rush orders in January 2013, the solar cells in late January the price has rebounded to $ 0.35 per watt, price movements to get rid of more than a year to stumble endlessly.

 

He Mengying, the Optoelectronics Technology Industry Association (PIDA) PV Division Manager cum Senior Industry Analyst, said that mainland China solar module plant in time for the Lunar New Year, the beginning of the European and Japanese governments to adjust the solar subsidy rates before the solar system to grab fashions before the massive ship, thus motivate polysilicon how to build solar panels back to the price rose to $ 0.35 per watt.

 

Price competition due to oversupply in the market, as well as the Chinese mainland manufacturers in 2012, the whole value chain of the solar industry manufacturing sector average selling price (ASP) are significant decline. Polysilicon solar battery unit price from January 2012 for about 0.5 per watt of $ plunged all the way to the end of 2012, fell below $ 0.35 per watt mark, resulting in an operating loss of solar cell manufacturers intensified.

 

He Mengying polysilicon solar battery price increased to $ 0.35 per watt, china solar panel manufacturers cash cost of water level has been reached, in other words, the future solar cell suppliers will afford the materials, personnel, and other variable costs, need not lose money and then sell polysilicon solar cells, so as to obtain more cash flow can dominate, and improve the water level of the hands of the cash, to grasp the long-term operation of the chips in order to get rid of the revenue losses continue to expand the dilemma.

 

In mainland China and Japan rush orders emerged under the the polysilicon solar module prices also call up. It is understood that, in January 2012, the solar module prices from $ 0.9 per watt in straight sets to the end of 2012 amounted to $ .65 per watt; gradual rise in late January 2013, to increase to $ 0.66 per watt in February.

 

Also worth mentioning is that the rush orders, mainland China and Japan also is expected to benefit the Taiwan solar cell factory. He Mengying As Taiwan's second-largest solar cell manufacturing country and the solar cell performance is superior to the Chinese mainland, the European solar acute single influx, expand module plant is expected to promote the Chinese mainland to Taiwan to purchase more high-quality solar cells, to comply with European countries, the stringent requirements for the performance of solar cells will inject substantial revenue contribution polysilicon solar cell manufacturers in Taiwan.



2013 年 3 月 12 日  星期二   晴天


Spanish Grupotec permitted 27MW solar project in California 分類: 未分類

Spain the enterprise Grupotec's Mexican subsidiary has permitted development 27.6MW solar power stations, the power station is located in La Paz, Mexico's northern Baja California. Mexico's national energy regulator Comision Reguladora de Energia announced this week that its formal approval Grupotec Energy de Mexico. The project includes 112,500 components installed, each 245W. The work has already begun, estimated to be completed in September this year.

 

By the end of January, Grupotec hope to expand the renewable energy work in Mexico, especially in the field of solar charge controller energy. We would like to see a common objective, equality, simplicity kWh subsidies. Settlement measured at the meter should be uploaded to the user side prevail. For individual residents distributed photovoltaic grid-grid distributed generation should not just give investors (owners) part of the feed-in tariff, such as desulfurized coal feed-in tariff, and then let itself go the NDRC or Treasury-apply the remaining subsidies section the difference, but the grid is performed in accordance with the unified grid tariff upload acquisition power.

 

That grid should be unique and PV power plant investors settled interface. The PV project Internet price is higher than the local the desulfurized coal Internet tariff part, in accordance with the relevant provisions of additional renewable energy tariff imposed by the National solve. As for how the State Grid has nothing to do with the Clearing the difference between the Ministry of Finance and other relevant departments, and distributed generation investors (owners). The only way to simplify the the subsidy application procedures, to ensure that the investor's return on investment.

 

Furthermore, the individual that the ideal situation is that state regulations unified PV distributed feed-in tariff, similar to Germany's FIT policy, rather than stay in the upload kWh of electricity subsidies. Its validity has been proved for Europe and the United States. Germany is the "Tariff Act" first photovoltaic power generation open country, the government stipulated that the grid must be unconditionally high-priced acquisition of the solar panels  power generation to the national grid by the Financial assessed subsidies that feed-in tariff (Feed-In-Tariff: FIT).

 

The basic principles of the bill is to force the network. Acquire all 3. Require electricity. Diminishing. This bill completely solve network problems plagued renewable energy generation, provide a guaranteed return on investment for the photovoltaic users, greatly promoted the expansion of the German photovoltaic market. We call "mandatory photovoltaic feed-in tariff law as soon as possible.

 

As long as the above three obstacles are lifted, the domestic photovoltaic market will immediately open, excess capacity at least absorb half. Why should we look at Europe and the United States face? ! In face of photovoltaic crisis, the Government should save the PV PV industry, but to save, not to save a photovoltaic enterprise. PV is most needed is not money, not land, but the policy and market environment. Guided by the regulation, macroeconomic coordination, give new energy to create a smooth, fair, open and transparent competition in the market environment and grid platform is to save the PV. Enterprises can allow the market to choose.



2013 年 3 月 11 日  星期一   晴天


To promote the Chinese PV industry market capitalization 分類: 未分類

The first to participate in the deputies elections, to be elected on a bit unexpected. I'm encouraged, thanks to the trust and support of all aspects. On behalf of, only to feel a heavy burden. Originally I represent Jingke, company management, operations. Now I want to represent the industry, and called for more conducive to the industry healthy, fair and sustainable scientific development.

 

To jump out of the idea of ​​a single face of a business, but to stand on the high degree of industry, more open and more mission vision for a new energy propaganda exercise the utmost commitment, diligence and assumed responsibility for local development and progress of the industry suggestions Securities Daily : I have heard that the two proposals on the photovoltaic industry, to tell us about? Chen Kangping: I put forward the proposal of the "two sessions", to form a mature business model of the photovoltaic industry, the need to introduce the concept of market-oriented and capital.

 

Promote the marketization of the photovoltaic solar module industry, we must first ensure that the the legitimate power station and the network and run power generation. Thankfully, the focus on solving the puzzle, renewable energy power priority the Internet management approach "is being organized by the National Energy Board to develop wind power and solar power is difficult to purchase the full amount; industry, the long-awaited" renewable electricity quota Management Measures will also choose the introduction.

 

Second, subsidies for the power station to be issued on time. That takes into consideration the interests of the photovoltaic power plants, grid companies and power generation end certain subsidies for the power grid, the construction of the peaking power and photovoltaic power generation to ensure the timely release of the full use of photovoltaic power plants hair clean energy, electricity subsidies will effectively encourage PV small solar panels the development and application of renewable energy power station.

 

Third, improve relevant laws and regulations of the distributed power station. China is now vigorously promote the work of the distributed power plant applications, at the same time is also facing a series of legal issues. Such as commercial rooftop power station use rights and ownership issues, as well as power plant compensation standards; should clear the rights and obligations of the rooftop owners and rooftop power station owners.

 

Fourth, is an important sign of the market-oriented commercialization. Relevant policies to ensure that the power plant holders generation Internet self-occupied, more than electric; related policies and regulations to eliminate bottlenecks, and market participants are not limited to large-scale state-owned power generation groups, to encourage private and foreign capital to participate in the competition. So you can inspire more and more investors to focus on the future, long-term holders of the power station.

 

Fifth, clear implementation rules to promote the improvement of the business model. Now about the policies and regulations of the solar power station, there are many details yet to be clear. Such as years of subsidies and subsidy payment rules, land issues and other details are required as soon as possible to clear.



2013 年 3 月 9 日  星期六   晴天


The photovoltaic industry or will enter the peak of the merg 分類: 未分類

Premier Wen Jiabao chaired a State Council executive meeting on the 19th, the research to determine policies and measures to promote the healthy development of the photovoltaic industry. The meeting stressed that the photovoltaic industry is a strategic emerging industries. Development of photovoltaic industry to adjust the energy structure, promote energy production and consumption patterns change, and promote the construction of ecological civilization is of great significance. 

Boosted by the favorable policies, PV plate of this year to the poor performance of the outperform the 20th. Kehua Hengsheng daily limit, the Fosu Technology rose 5.63%, Hareon and rose 5.30%, up 2.70% KSTAR. Some analysts believe that, if the subsequent implementation of the policy of association issued a timely manner and to put in place for all PV companies and end-market demand will be a shot in the arm. 

Experts believe that the national-level policy measures will be introduced to accelerate industrial development, the industry will usher in new opportunities; However, it is worth noting that the entire PV
solar panels  industry is still in the winter period policies floor there is still time, industry, or will usher mergers The reorganization of the peak. 

19, Premier Wen Jiabao chaired a State Council executive meeting, the meeting identified five policy measures. The main contents include: speed up industrial restructuring and technological progress; to standardize industrial development order; actively explore the domestic PV application market; perfect support policies; give full play to the role of the market mechanism, and reduce government intervention to prohibit local protection. 

The meeting reiterated that the PV industry to take advantage of the market, "Forced mechanism to encourage corporate mergers and acquisitions, eliminate backward production capacity, improve the level of technology and equipment. Strict control of simple expansion of production capacity of polysilicon, photovoltaic cells and modules in the new project. 

This means that the merger and reorganization will be the future direction of the photovoltaic industry. Planning based on previously disclosed, to the "12th Five-Year" period, the PV industry will form 1-2 5-ton polysilicon enterprises ,2-4-ton polysilicon enterprises; 1-2 5GW-grade
buy solar panels business, 8 -10 GW-grade solar cell business; 3-4 annual sales income of over 10 billion enterprise dedicated photovoltaic devices. 

The development of photovoltaic power plants subregional Internet benchmark price subsidy policy said it would be based on resource conditions, the implementation of distributed photovoltaic power generation in accordance with the policy of the electricity subsidy, according to the changes in cost reasonable reduction in the feed-in tariff and subsidy standards. 

In addition, the photovoltaic
solar module project will also receive tax breaks. The meeting decided that the implementation of wind power of the photovoltaic power plant projects in the same preferential VAT policies. It is understood that, in order to support the development of wind power, the country has been implemented on the wind power VAT policies halved. 

Investment Advisor in the new energy industry researcher Xiao letter that the relevant departments of the State and local governments to increase efforts to support the photovoltaic industry, from electricity subsidies, and net measures, incentives and other aspects, the ability to help the photovoltaic enterprises as soon as possible turnaround Grid Corporation expressed the will to strengthen the photovoltaic power plant grid efforts. The introduction of these policies will be implemented help the photovoltaic enterprises as soon as possible turnaround, the photovoltaic industry faced the situation can be improved. 

CCID think tank Institute of PV industry deputy director Wang Shijiang an interview with reporters, said the meeting identified five measures, programmatic and guidance documents, need concrete implementation of relevant ministries and government departments to promote. Overall, the symbolism of the five measures that the government will focus on support for the development of photovoltaic industry to give the market a message. This boosted the overall downturn in the current PV industry confidence, play an important role.