Photovoltaic industry should not ignore what three big problem?

Photovoltaic industry policy guidance is relatively sensitive, arrange production schedule of each link transmission mainly from upstream to downstream demand. So from the point of the industrial chain, photovoltaic power station demand continues to grow, gradually to the upstream transmission to drive the global production capacity of silicon wafers and battery components

photovoltaic industry is sensitive to policy guidance, each link of production plan mainly from upstream to downstream demand. Therefore, from the perspective of industrial chain, the demand for photovoltaic power station continues to grow, gradually to the upstream transmission, to push the wafer and the battery module a surge of global production. Statistics show that 2017 years ago in the third quarter, polycrystalline silicon and silicon wafer production 170000 tons and 62 gw, respectively increased by 17% and 44% respectively. Over the same period, the production of batteries and components of 51000 mw and 53000 mw respectively, growth of about 50% and 43% respectively. From January 2017 to August, batteries and components exports year-on-year growth of 39% and 34% respectively. However, due to the product prices, exports fell to 8 billion yuan, of which exports to India's highest, accounting for 28. 3%. In terms of the whole industry, electricity, government subsidies and financing difficulties of the three default problem that nots allow to ignore. The first problem is caused by discard power limitation. Industry analysts pointed out that at the request of the gradually increase the proportion of clean energy sources, photovoltaic building demand is gradually increasing. At the same time, the influence of electricity price cut, 'June 30' installation boom is obvious, lead to rapid growth of China's pv installation. However, large main ground power station built in the northwest, the local absorption ability is limited, the imperfection of the long distance transmission and distribution facilities construction, lead to light resource-rich areas within and northwest inland and southeast coastal areas between power supply and demand imbalance, causing serious problems discard power brownouts. In 2017, according to unicredit photovoltaic industry research report data, 2016 northwest will by 70. 4. 2 billion KWH photovoltaics, discard rate was 19. 81%. Among them, xinjiang and gansu light rejection rate more than 30%. In addition, xinjiang, gansu and other regions, said some local government due to the local actual situation, using hours minimum guarantee year policy implementation in the short term is not optimistic. In 2016, Inner Mongolia, xinjiang, gansu, qinghai and other regions fails to reach the requirement. Among them, the xinjiang and gansu actual hours and minimum guarantee hours using the deviation of more than 350 hours. Second, there is also the question of government subsidies to default. The development of the photovoltaic industry can be divided into three stages: ( 1) Immature stage, technology is not perfect, the electricity cost is high, the industry is mainly driven by government subsidies; ( 2) In the growth period, the industry capital invest through subsidies and preferential policy gradually involved in photovoltaic (pv). The degree of dependence on subsidies, electricity costs also fell. However, compared with the cost of thermal power, the source of corporate profits still relies on government subsidies. ( 3) High-speed growth period, thanks to technological innovation, electricity cost gradually equivalent thermal power cost. The industry dominated by industrial capital, the realization of the equal access to the Internet, the industry's revenue is no longer dependent on subsidies. Photovoltaic power generation in China started relatively late. Currently, pv investment to a great extent, dependent on government subsidies. On the one hand, due to the rapid growth of the photovoltaic power capacity, can't charge renewable energy subsidies. , on the other hand, subsidies allocation process is too complicated, lead to serious default of photovoltaic power generation subsidies evenly cycle for 3 years. At present, is under examination and approval of batch of subsidies in listing 7, the deadline is the end of February, 2016.