The hottest photovoltaic excess capacity re integr

According to the data of the industry association, gb/t 6189 ⑴ 986 fasteners began with hexagonal flower-e type in 2013, and the photovoltaic industry has come out of the cold winter and began to recover. With the start of the domestic installation market, the demand for products has increased significantly, and the shipment volume of domestic leading enterprises has also increased significantly in 2013

according to the data of the industry association, since 2013, the photovoltaic industry has come out of the cold winter and began to recover. With the start of the domestic installation market, the demand for products has increased significantly, and the shipment volume of domestic leading enterprises has also increased significantly in 2013

affected by this, many investors have turned their attention to the current idle capacity in the photovoltaic industry, hoping to continue to play its role and create value through new business models

on April 25, at the China distributed photovoltaic power station interconnection Innovation Summit hosted by the China green energy industry technology innovation strategic alliance, a former vice president of photovoltaic leading enterprises said that in the past three years, there has been little major investment in equipment in the photovoltaic field, and at present, a new round of investment opportunities carried out item by item according to the specified projects and requirements has attracted new investors. Some overseas investment banks, including Merrill Lynch and Citigroup, are looking for opportunities in this field to integrate the current domestic idle capacity resources

Industry Association statistics show that in terms of capacity building, the total shipments of seven first-line component enterprises such as Jingke in 2013 increased from 9.9gw in 2012 to 14.7gw, with a growth rate of 48%. It is estimated that the total shipment volume in 2014 will reach 19-20gw, and the growth rate will reach 28% - 37%

the above-mentioned former executives said at the meeting that in the previous three years of the industry downturn, the efficiency of domestic equipment has seriously declined, and there has been little major investment in equipment in the past three years. At present, overseas investment banks such as Merrill Lynch and Citigroup are investigating the domestic market, and a number of banks are also conducting research in western provinces

the former executives also said that one of the investment methods of these investors is to integrate a large number of domestic restricted equipment, such as monocrystalline silicon equipment, through asset management, and bring all these fragmented production capacity originally distributed throughout the country to Qinghai Province. In order to cooperate with and support wire and cable manufacturers, Inner Mongolia and Xinjiang, provinces with low electricity prices, each enterprise determines its share by the number of equipment, Form the centralized application of equipment

for this reason, he gave a set of data. At present, there are about 1200 monocrystalline silicon devices limited nationwide

for this model, Lian Rui believes that the scheme is feasible. He said that at present, enterprises with idle capacity in the domestic polysilicon market include small manufacturers. The current capacity gap is actually low-cost capacity, so if we want to reuse idle capacity, the key is to reduce costs, and moving these capacity to provinces with low electricity prices is a way to reduce costs. More recently, Daquan new energy has relocated its production capacity in Chongqing to Xinjiang. However, he pointed out that it is also necessary to calculate the relocation costs and the cost of new capacity, and whether the relocated capacity will have economic benefits in the future

for such capacity transfer, the above-mentioned people said that the local governments of Qinghai, Xinjiang and Inner Mongolia also welcomed it. The government gives full support and the strength of policies will not be reduced. The above-mentioned person said that these supports are mainly reflected in the preferential tax, land and power station indicators

at present, the biggest problem lies in asset management. The above-mentioned person said that with the popularity of financial leasing in the photovoltaic industry, there had been plans to use these idle capacity as financial leasing. However, the final accounting cost was too large and the plan was abandoned, including financing costs

the above-mentioned former executives believe that the concentration of China's photovoltaic industry will be further improved in the future. With the intervention of international capital and domestic asset management, enterprises with very high concentration will appear in the coming years. At present, Shunfeng until rushing out of cupola is a successful case

however, the person in charge of leading enterprises in the industry pointed out that this model also has certain risks. Idle capacity is basically not competitive in terms of technical level and scale effect. These capacity are moved to Inner Mongolia, Xinjiang and other places, enjoying low energy prices in the short term, but the losses in talent support, management progress and technological progress are greater. Photovoltaic manufacturing industry is equipment manufacturing, not a resource industry. It depends more on technological progress and talent training to promote sustainable development