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China's solar energy layout detonated a global war

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China's solar energy layout detonated a global war (Alberta Times) China is aggressively entering the global solar market, and the opinions of the "Twelfth Five-Year Plan for the Development of the Solar Photovoltaic Industry"...

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(Alberta Times)

China is aggressively entering the global solar market. The "Twelfth Five-Year Plan for the Development of the Solar Photovoltaic Industry" will be released in October. The installed solar power capacity is expected to reach 10GW by 2015, which means that in the future, 2GW will be added every year. 2GW is almost equivalent to the installation capacity of the entire Spain for an entire year. It is reported that China's big move to seize the solar energy industry has triggered a global "solar war". Due to the sluggish economy, Europe and the United States have been unable to compete with each other and have merged to meet the challenge. Frank Asbeck, CEO of SolarWorld, Germany's largest solar module manufacturer, said: "This is not an industrial problem, but a war." China Business News reported that the draft opinion shows that the Beijing authorities will also focus on supporting backbone solar companies by providing funds, loans and other support. In 2015, one to two 50,000-ton polycrystalline silicon companies will be formed, and two to four 10,000-ton polycrystalline silicon companies will be formed. Ton-level polycrystalline silicon companies, as well as one to two 5GW-level solar cell companies, eight to ten GW-level solar cell companies; three to four photovoltaic special equipment companies with annual sales revenue of more than 1 billion yuan, and cultivating one to two photovoltaic companies with annual sales revenue of more than 100 billion yuan, etc. Measures. The National Development and Reform Commission recently issued the "Notice on Improving the On-grid Tariff Policy for Solar Photovoltaic Power Generation" to clarify the on-grid electricity price of solar energy. An industry research report from Everbright Securities stated that "the photovoltaic on-grid electricity price implemented by the National Development and Reform Commission is the most generous subsidy policy of the Chinese government so far." The wind power industry is another focus. In fact, it is not just solar power. Wind power industry operators are also beginning to feel the power of China's low prices. The Financial Times reported that in just five years, China's wind power industry has conquered four of the world's top ten wind turbine manufacturers. The total installed capacity of wind power surpassed the United States for the first time last year. However, China's power system cannot absorb these equipments and is looking overseas. The prices are 30% lower than those of Western competitors. However, some media pointed out that when the industry competed for global market share at low prices, they also tasted the bitter consequences of cannibalism. The performance in August "collectively plunged". A new book revealed that in a small county in Zhejiang, there are 57 solar energy companies. Of the 109 million yuan profit of a listed company, export tax rebates alone accounted for 103 million yuan, which is equivalent to a profit of only 6 million yuan. A signed article in China High-tech Industry Herald pointed out that the supply of solar energy products exceeds 50% of the world, which makes investors inactive.

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