China's photovoltaic industry is picking up hot money and pouring into the industry requires rational competition

Abstract On November 6th, we learned from the 6th China (Wuxi) International New Energy Conference and Exhibition held in Wuxi, Jiangsu. At present, China's PV industry is affected by favorable policies such as national policy support and technological innovation, and the overall recovery is obvious. Inviting all kinds of social capital to flow in again...
On November 6th, we learned from the 6th China (Wuxi) International New Energy Conference and Exhibition held in Wuxi, Jiangsu. At present, China's PV industry is affected by favorable policies such as national policy support and technological innovation, and the overall recovery is obvious. The influx of various types of social capital has formed a thriving situation, but the experts at the meeting called for rational treatment and regulation of industry management and the improvement of relevant national standards in order to truly achieve sustainable and healthy development.

Yu Xiaodong, deputy secretary-general of the China Council for the Promotion of International Trade, said in his opening speech that the development of the new energy industry has a very bright future. With the implementation of a series of national policies to encourage the development of new energy industries, as well as the advancement and development of science and technology, The vast number of new energy companies have brought new opportunities and played a positive role in enhancing industry confidence and promoting industrial development.

It is understood that China's photovoltaic industry is an important strategic emerging industry of the country, and it is also one of the few advantageous industries with international competitiveness in China. Since the promulgation of the State Council's "Opinions on Promoting the Healthy Development of the Photovoltaic Industry" since last year, the relevant central ministries and commissions have also launched a series of support policies, and the Chinese PV industry is facing good development opportunities. Recently, the National Energy Administration announced the notice on further implementing the relevant policies on distributed photovoltaic power generation, and jointly issued the work plan for photovoltaic poverty alleviation projects in conjunction with the State Council Poverty Alleviation Office. The policy environment at the national level is very good.

Gao Jifan, president of China Photovoltaic Industry Association and chairman of Changzhou Trina Solar Co., Ltd., pointed out at the meeting that due to the large-scale launch of the domestic market and the development of overseas markets, the photovoltaic industry has been recovering since the second half of last year, and many enterprises have recovered. profit. According to statistics, the profit margin of enterprises entering the list of the Ministry of Industry and Information Technology has reached a reasonable level. The leading enterprises have reached 100% of production for several consecutive quarters. The overcapacity situation in the whole industry no longer exists.

He said that due to leading technological innovation and technological advancement, some of the backward production capacity is being eliminated by the market. In the next few years, the industry will continue to be in the development stage of continuous survival of the fittest and merger and integration.

Gao Jifan believes that the development of downstream power stations and distributed projects is facing good opportunities. Many enterprises have achieved rapid development through business model innovation, management innovation and financial innovation. Photovoltaic power generation has once again received widespread attention from the society, and various asset investment entities have entered the photovoltaic industry one after another. The situation is very good.

"But we must also see that the development time of China's photovoltaic power plants and distributed power generation is relatively short. Due to the imperfect standards of downstream projects and distributed projects, the development of various types of investment entities into PV power plants may disrupt the application side. Market order also affects the healthy development of manufacturing."

Gao Jifan stressed that protecting the healthy development of the photovoltaic industry requires a three-pronged approach, requiring foreign trade protection, vigorously using the domestic market, strengthening industry management and industry self-discipline, abandoning vicious competition and paying attention to product quality. He also called for fair competition among countries. free trade.

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