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As a national strategic new industry and a small number of domestic industries with global market influence, photovoltaic industry has been accompanied by industry policy comfort and financial support since its birth. While the scale is rapidly expanded, the depth of policy dependence has become increasingly the “strain” for the development of industry health – once the policy is stormy, the industry will shock. After the “53Pinay escort1Photovoltaic New Policy”, the photovoltaic industry responded strongly, and once again exposed the industry’s deep-seated problems such as lack of focus technology and too much dependence on policies.
There is another shock
The continuous suspension of production in the mainland Escort Reduced orders and reduced prices
Layers, suspension of production, wage arrears… The shock of photovoltaic enterprises that emerged after the “531 New Policy” has attracted attention and concern in the entire industry. Sugar daddy
After the “531 New Policy”, many companies such as Jiang Suzhen Development, Nanjing Zhongyi, Changzhou Coxin, Haiyang Photovoltaics, and Jiangxi Xuyang Reddy revealed their salary services. Longi Green Energy Technology Co., Ltd., Poly Coxin, and Evi LDK have suspended production and reduced production or sold their subsidiaries.
The survey of the China Photovoltaic Industry Association shows that the current photovoltaic industry’s capacity application rate has dropped significantly. Many companies have repaid due to reduced orders after the “531 New Policy”, and none of them have been spared. Chen Junhua, deputy general manager of Jiangxi Ruijing Solar Technology Co., Ltd., said: “After the ‘531 new policy’, our monthly sales volume has been nimble from 12 billion yuan to more than 50 million yuan, accounting for more than 6 million yuan, and only 4 of the 15 production lines have been opened.” The former Silicon Material Factory under the Longtou Competition LDK was also suspended. href=”https://philippines-sugar.net/”>Escort repairs, the battery factory only needs a large number of orders to be produced.
Not only did the order urgently cut, but product prices also fell sharply. Guo Yihuan, assistant to the president of Jingke Power, introduced that after the “531 New Policy” was released, the price of polycrystalline silicon materials has fallen sharply from 110-120 yuan/kg to 80 yuan/kg, single crystal Escort manilaSilicon materials are not much different, and some silicon material companies have suspended production. Fan Lei, chairman of Xuyang Reddy, calculated the capital. After the “531 New Policy”, the price of silicon wafers fell from 3.6 yuan/piece to 2.35 yuan/piece, while the company’s businessman Sugar babyThe silicon material cost required to produce a silicon wafer is 1.3 yuan and non-silicon cost 1.1 yuan, and each time it sells is 1.3 yuan. The direct production of escort silicon wafers is about 5 cents. Including the management, finance, and sales prices, each piece, and the discount is about 0.25 yuan per piece, and the old price is 0.2 yuan per piece. It is difficult to close some production lines. “In the past two years, we have maintained a full production status, with 76 million silicon wafers per month. However, the production volume dropped to 11 million tablets in June, with a lack of 15% in operation. ”
The “531 New Policy” proposes not to set the construction of popular photovoltaic power stations in 2018Escort scale, the distributed photovoltaic project scale is 10GW. According to statistics from the China Photovoltaic Industry Association, the capacity of distributed photovoltaic installations in China in the first half of this year was about 12GW. Jiang Fuping, general manager of Shanghai Chaori (Jiujiang) Solar Energy Co., Ltd., said: “This means that the annual indicators have been used up, the age policy is unclear, and the industry is confused and does not understand what the next step is going. ”
DeepnessSugar baby relies on
As soon as the policy is windy, the industry will be in a turbulent rain
Our photovoltaic industry in my country has changed its tide for more than ten years since the centurySugar daddy has developed rapidly from nothing to something, becoming a new industry with global market influence. However, journalists have found that such an industry with international market competitiveness wears multiple “string curse”.
—Professional policies are difficult to deal with. Since the domestic photovoltaic market was launched in 2013, the cost of photovoltaic power generation was relatively high, and the country Implement the power supplement policy for photovoltaic station construction. Yuan Wei, deputy general manager of the LDK of the EV, said that under the comfort of the supplement policy, the photovoltaic industry has once again become popular, and many people who have not been involved in the photovoltaic industry have entered this field. According to the statistical analysis of the China Photovoltaic Industry Association, in 2017, my country’s polysilicon, silicon wafer, battery chips and components production accounted for 55% and 87% of the world respectively., 69%, 71%, the cumulative photovoltaic assembly machine volume is 130GW, ranking first in the world for three consecutive years.
At the beginning of the development of photovoltaic industry more than ten years ago, almost all provinces supported the photovoltaic industry as a key development new industry. However, the “531 New Policy” is equivalent to the “urgent car” of supplementary policies, and the industry immediately fell into a dilemma. Yuan Wei said with emotion: “Policies have a great impact on the industry! Whenever the policy is inclined, the industry will be in a hurry.”
——The trade friction risk is high. Our domestic photovoltaic industry has always been stolen in both domestic and foreign markets. Around 2012, in addition to downstream silicon materials, my country’s photovoltaic industry was the world’s leading production scale. However, Europe and the United States connected several rounds of “double counter-revolution” to help photovoltaics. The industry has entered the industry for the first time, and a large number of enterprises have broken down, which directly prompted my country to start the domestic photovoltaic application market. “At that time, we relied heavily on foreign markets. Europe and the United States’ “double rebellion” was on the one hand because we had competitive advantages in industrialization, and on the other hand, it was due to the fact that the industry expanded too quickly and the price competition was arose. “China may “someone will take it for inspection tomorrow, and then we will issue a letter in the community to regenerative dynamics.Sugar daddy.” China may “are going to take it for inspection tomorrow, and then we will issue a letter in the community to regenerative dynamics.Sugar BabyFuSugar daddyFormer deputy director of the Professional Committee, said. After the “531 New Policy” was released, many companies focused on new markets in the country, especially in India. Chen Hua said: “‘Going out’ has also faced many obstacles, and a new round of incoherent competition can emerge. “Since this year, amEscort manilaerican issued the “Term 201” to impose a guaranteed tax on imported solar batteries and components. In July, India ruled to impose a two-year guaranteed tax on battery tablets and components imported from China and Malaysia.
——The financing loan may be charged. Our photovoltaic bank “Hey” , that’s a matter of time.” Zhengju photographed the children around him, “There is also a major life gate – financing loans. The industry started in 2012 and the collapse of the department’s enterprises was related to the breakdown of the fund chain and the bank’s collection of loans. After the “531 New Policy”, many companies were worried that they would trigger the financial institutions to terminate loans and withdraw loans.Lock reaction.
Fan Lei said that the debt rate of the photovoltaic industry is relatively high, and once the market collapses, the capital chain will have problems. “We have a debt of about 2.4 billion yuan today, which is considered small in the industry. But we have started to ow interest rates in April, and at the end of September, we are not able to do so and will be treated as bad loans.”
“Old man will die”?
Longtou enterprise has fallen from the “sacred” industrySugar daddy“big but not strong”
Looking back at the development of the photovoltaic industry, we can find that some are leading domestically and even globallySugar daddy“big but not strong”
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