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New regulations on photovoltaic manufacturing were issued

On March 1, the ministry of industry and information technology (miit) issued the "specification conditions for the photovoltaic manufacturing industry (2018 edition)" (hereinafter referred to as the "new specification"), emphasizing strict control of new and new photovoltaic manufacturing projects that only expand production capacity. The new regulations require a minimum capital ratio of 30 per cent for new and expanded polysilicon manufacturing projects, compared with the old version. At the same time, it is required that the minimum photoelectric conversion efficiency of polysilicon cells and monocrystalline silicon cells should be no less than 19% and 21%, respectively, in the conditions that new and expanded enterprises and project products should meet.



The new specification also points out that if the existing photovoltaic manufacturers and projects fail to meet the standards, they shall meet the standards as soon as possible through merger and reorganization, technological transformation and other means under the guidance of the national industrial policy in accordance with the requirements of industrial transformation and upgrading.



[opinion]



In recent years, while various photovoltaic enterprises are competing in production capacity, there are endless warnings of pv overcapacity. However, photovoltaic companies are still accelerating capacity expansion.



According to the Shanghai securities news and other media, while China's photovoltaic manufacturing industry continues to grow at a high speed, risks are also gathering. Longji shares after warning, said part of the tableland facing market out of the small and medium-sized enterprises start to resume production, leading to excess capacity out does not reach the designated position; on the other hand, the leading enterprise in the industry with the scale advantage, have also expand capacity, backward production capacity recovery and new capacity would increase competition within the industry, photovoltaic industry may once again facing overcapacity risks brought about by the market environment change.



There are also views on the domestic pv capacity of different judgments. Because the photovoltaic market is still in its infancy and will continue to grow for a long time to come, the current overcapacity doesn't mean there will be overcapacity in the future, the website quoted industry insiders as saying. At the same time, China's photovoltaic industry has a strong competitive advantage in the global market and has occupied more than 70% of the global market. Therefore, China's pv capacity corresponds to the global market.



[analysis and judgment]



As photovoltaic companies rush to expand aggressively, the risk of a new round of overcapacity crisis has attracted attention. As soon as the new code was published, there was a lot of media coverage. During the monitoring period, only more than 1,500 media reports were reported, mainly in industry websites and mainstream portals, accounting for over 75% of the total, including xinhuanet.com, china.org.cn, cnr.cn and huanqiu.



Faced with the warning of "overcapacity", the government and enterprises should work together to effectively prevent it through market means. The new regulations are intended to guide the industry to accelerate transformation and upgrading and structural adjustment, while avoiding overcapacity and accelerating industrial concentration. Enterprises should also constantly improve the industrial chain, upgrade new technologies, and explore new overseas emerging markets and cities along the "One Belt And One Road" line in an in-depth way so that photovoltaic enterprises can better go out. In the future, opportunities and challenges coexist in the photovoltaic industry.


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