Since July, as the State Council’s “Several Opinions on Promoting the Healthy Development of the Photovoltaic Industry” (hereinafter referred to as the “Opinion”) and other favorable policies have been introduced, a new wave of investment in the photovoltaic industry is surging. The power-free population photovoltaic independent power supply project with a total investment of nearly 30 billion yuan was undertaken by Huaneng, Datang, Guodian, and Huadian, and the construction of a 2,500-megawatt desert ecological photovoltaic power station in Ningxia was invested by China National Machinery Industry Corporation with a total investment of 20 billion yuan. The largest single-unit distributed photovoltaic power generation project took place in AVIC. Without exception, all of the above-mentioned PV power plant project implementation are mainly state-owned enterprises.

"The new round of large-scale investment in China's PV market has become very clear," said Wang Sicheng, a researcher at the Energy Research Institute of the National Development and Reform Commission. "But this round is no longer a private enterprise but a central enterprise."

Private enterprises hurt the vitality of the subsidies policy

On the one hand, the vitality has been crushed and the loan has not been made. On the other hand, the PV industry subsidy policy most concerned by the industry has still not been implemented. Private enterprises are still watching.

Before 2009, the photovoltaic industry was once the most energetic field in the private manufacturing industry. The market share at home and abroad was basically controlled by several major private giants, and the central enterprises had not yet established a foothold in the photovoltaic field. Jun Zhang, Investment Director of Junsheng Investment Management Co., Ltd., told the China Electronics News that from 2009 to 2010, the global photovoltaic industry began to experience recession. After that, a considerable number of photovoltaic companies were cut off from credit and their debts were high, plus the last two years in Europe and the United States. With the "double reverse" impact, the share of China's photovoltaic companies in the global market has shrunk sharply.

Yingli, Suntech, Saiwei, Trina Solar, Artes, etc. have performed well. However, these private giants who once dominated the development of China's photovoltaic industry have experienced the "roller coaster" type of market downturn, they have been hurt. Even Miao Liansheng, chairman of Yingli Group, said recently that the most important issue facing the domestic photovoltaic industry is funding.

Photovoltaic power plant assets have stable returns, but long-term holding pressure on the capital chain is very high. At present, the funding chain of photovoltaic private enterprises is generally tight. The “double reverse”, overcapacity, and corporate losses in Europe and the United States have become obstacles for the photovoltaic industry to regain investment confidence in the financial market. Commercial banks have generally adopted financial tightening policies for photovoltaic companies, and even panic loans have appeared. “As we all know, the bank has already put photovoltaic companies on the blacklist since a certain period of time, which has hindered the development of the industry to a large extent.” Liu Peng, deputy general manager of Youtai New Energy, accepted the “China Electronics News” reporter During the interview, he said, "Although this practice is extenuating, but after all, the development of an industry can not be separated from the financial capital support, especially the price of relatively competitive financial capital such as bank loans."

Although the “Opinions” put forward financial support policies, financial institutions must implement a credit policy of “preservation and pressure” to support enterprises with independent intellectual property rights, advanced technology, and high development potential. However, relevant rules still need to be implemented. The funding of enterprises is still difficult to solve. “At present, we have not yet seen signs that the banks have loosened their minds about the photovoltaics industry. We hope that the further implementation of the national policies will increase confidence in the banking sector,” said Liu Peng.

On the one hand, the vitality has been damaged and the loan has not yet been paid. On the other hand, the PV subsidy policy that is most concerned by the industry has not yet been implemented. According to the latest information from the newspaper's reliable channels, on the basis of the consultation draft in March this year, the relevant authorities plan to increase the on-grid PV tariff and subsidies. Among them, for large-scale photovoltaic power stations to implement 4 types of regional benchmark on-grid tariffs, the lowest gear from the previous 0.75 yuan / kWh to 0.9 yuan / kWh, the highest grade from 1 yuan / kWh was raised to 1.1 yuan / kWh; The subsidy for distributed photovoltaic power generation was increased from 0.35 yuan/kWh to 0.42 yuan, which is in line with the subsidies for the first batch of distributed photovoltaic power generation demonstration zones.

Relevant sources revealed that the "Notice on Perfecting the Pricing Policy of Photovoltaic Power Generation," ie, the subsidy scheme for photovoltaic power generation, will be introduced within the year. "Private enterprises are considering whether they can earn money. Now that the on-grid tariff and subsidy standards have not yet been finalized, the private enterprises are still watching." Zhang Wei said.

Central enterprises are eager to rush around

After the central government allocated more than 50 billion yuan of power station projects in the first week of this month, the "Green Photovoltaic Eco-Cooperative Organization" was established to build a national photovoltaic power plant.

In contrast to private enterprises, which are shy to maintain a wait-and-see attitude, after the central government allocated more than 50 billion yuan in photovoltaic power plant projects in the first week of this month, it was recently led by Guodian Technology Environmental Protection Group and China Merchants New Energy Group. The photovoltaic green eco-cooperative organizations, such as energy and other national prefix companies, are established in Beijing. According to reports, the organization will integrate the company's resource advantages in the upstream and downstream of the photovoltaic industry chain to create a national power unit for the integration of photovoltaic power plant equipment supply, financing, design and construction, grid-connected services, and operation and maintenance. During the year, it will develop a photovoltaic power plant with a total installed capacity of 5 GW.

“This is exactly what the head-end companies have begun to organize into groups to enter the photovoltaic industry.” Zhang Wei told reporters, “There are many private photovoltaic companies do not want to participate in the construction of the power plant, but saw the opportunity but there is no money, the bank does not relax at all. With regard to loans for photovoltaic companies, private enterprises can only watch large-scale expansion of central enterprises."

The situation of central enterprises is completely different. At present, Xu Jietan, general manager of the aerospace and electromechanical department focused on centralized power stations, said: “Now, it is very difficult for power plants to finance. We do have certain advantages for our central SOEs. At present, all PV power plant projects require one-year joint and several liability guarantees. This is not an ordinary enterprise. We can do it. Our central enterprises can get a credit of 10 billion yuan, but it is very difficult for private enterprises."

At the end of July, the National Energy Administration handed over nearly 30 billion yuan to the non-powered population area photovoltaic independent power supply system construction projects to Huaneng, Datang, State Power, Huadian and other central enterprises, private enterprises did not get a share. In response, Wu Xinxiong, director of the National Energy Administration, said: “The majority of the projects are located in remote areas in the west, with large investment in projects, difficulty in construction, and poor economic returns. These power companies have a strong sense of social responsibility and high enthusiasm for construction.”

“We do not deny the excellence of the above companies, nor do we doubt their sense of social responsibility.” Zhang Wei said, “But there is a need for us to wake up in the current wave of investment in photovoltaic power plants.” He stressed that it is not difficult to see Many central SOEs are now abandoning the cost of receiving projects, and it does not matter if they lose money first.

Zhou Junsheng, a well-known financial commentator, pointed out sharply that the “Great Leap Forward” in this round of photovoltaics was merely a copy of the past government’s money, corporate investment in projects to expand investment, and finally leaving a serious surplus of production capacity. The "road map" we are used to seeing. Zhou Junsheng stated that whether the market can be accepted is the most critical issue before us. Only by solving this problem can large-scale investment be made profitable.

"According to this development posture, the central enterprises are making great efforts to expand in the field of photovoltaic downstream applications. It is believed that they will soon move up into the components sector," said Zhang Wei.

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