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On the other hand, Huawei, Evergrande and other industrial giants, as well as a number of listed companies such as Zhonghuan, Linyang Electronics and Rainbow Refined, have entered the photovoltaic industry and set off a boom in investment, coupled with the frequent introduction of favorable policies and the demand of the photovoltaic market. The recovery of the photovoltaic industry this year and next year will usher in a rare investment and development period, and those in the industry are more referred to as the "golden development period."
If the PV market is not good, why are there so many big moneys coming in? If the PV market is very good, why is the grid connection in the first three quarters so low?
In the past few years, under the policy support of the country and the continuous innovation of technology, the photovoltaic industry has been warming up, and all kinds of capital are swarming in. The attitude of the capital market to the photovoltaic sector has also experienced a rapid transition from cold to warm this year.
There are three versions of the target for PV installations this year: from 10GW, 13GW, to 14GW. But from the data released by the Energy Bureau, no matter which target, the data for the last quarter will be surprisingly large.
At the end of last month, the National Energy Administration issued a special document "Notice on Regulating the Order of Investment and Development of Photovoltaic Power Plants", pointing out that in the current rapid growth of the photovoltaic market, all localities must put an end to speculation in project development, reselling swords and roads, and maintaining photovoltaics. The construction of power stations is carried out in an orderly manner. Not long ago, the National Energy Administration issued the "Notice on Further Strengthening the Construction and Operation Management of Photovoltaic Power Plants", which involved the overall planning of the construction of large-scale photovoltaic power station bases and the innovation of financial products and services for photovoltaic power plants. Previously, many provinces and cities including Shandong, Shanghai, Zhejiang, Jiangsu, Jiangxi, Henan and Anhui have introduced favorable policies for photovoltaic industry to encourage the development of distributed photovoltaics.
Although the policy is favorable, for the Chinese PV industry, it is forbidden to resell “road strips†or “double-edged swordsâ€.
In order to truly reduce the burden on enterprises and reduce the power rent-seeking effect, this measure directly depends on the implementation of local government policies, including the transparency of filing policies and procedures, and the removal of pre- and additional conditions in project filing. The resale phenomenon of photovoltaic “road strips†is really moving. In the short term, the order of PV power plant investment and development will be improved, and the cost of real power station development enterprises will be reduced, which may be more conducive to achieving the annual target of PV installed capacity. On the other hand, if there is a deviation in the final implementation of the measures introduced this time, for some enterprises that invest in power station projects and have large annual installation plans, they may directly affect the completion of their investment plans, and then they will The ambition to develop photovoltaic applications has had an adverse impact. This does not rule out the impact of the photovoltaic installation process. (Source: OFweek Solar Photovoltaic Network)
Abstract On November 20th, the National Energy Administration released the newly-connected grid-connected photovoltaic power generation in 28 provinces and cities in the first three quarters. According to the data, the grid-connected capacity of the newly added photovoltaic power generation in the first three quarters of this year was 3.79 million kilowatts (3.79GW). The newly added photovoltaic power plant has a grid-connected capacity of 2.45 million kilowatts...
On November 20th, the National Energy Administration released the newly-connected grid-connected photovoltaic power generation in 28 provinces and cities in the first three quarters. According to the data, the grid-connected capacity of the newly added photovoltaic power generation in the first three quarters of this year was 3.79 million kilowatts (3.79GW). The newly added photovoltaic power plant has a grid-connected capacity of 2.45 million kilowatts and a distributed photovoltaic grid-connected capacity of 1.34 million kilowatts. The photovoltaic power generation in the first three quarters was about 18 billion kWh, which is equivalent to twice the total power generation in 2013. But compared to the annual target of 13GW for the energy bureau director Wu Xinxiong, the figure of 3.79 million kilowatts is shocking, not to mention the 14GW target proposed at the beginning of the year.