Data show that in 2018, the installed capacity of new PV in the Chinese market exceeded 43GW, down 18% year-on-year, of which the centralized type was about 23GW, down 31% year-on-year. At the same time, more than 100 companies involved in PV listed companies did not increase their overall revenue last year.
Entering 2019, the development environment of the photovoltaic industry is even more severe. According to data from the association, in the first two months of 2019, the national installed capacity of photovoltaics was 4.5GW, a record low in recent years.
Let's not say that the policy can't be called out. In terms of the current market, the inconsistency between demand and subsidy arrears, the inconsistency between steady growth and industry integration, and the mismatch between new energy installed capacity and the grid, It is enough to make people in the industry anxious.
At the same time, however, the giant companies are still increasing their production capacity, the market competition is fiercer, and the overcapacity situation is even more severe.
Some people in the Shuogu PV industry pointed out that there is almost no threshold for the technology in all aspects of the photovoltaic industry. There are very few companies with real core technologies. The overall competitiveness of the Chinese PV industry is more concentrated on cost.
"A production line of silicon wafers, batteries, and components can be put into production in a few months, and it can be done with money." "Behind the rapid expansion of production capacity, it will bring challenges to the orderly development of the entire industry." In order to move towards healthy and sustainable development, Wang Sicheng, a senior expert in the industry, said with anxiety.
The main problem of restricting the sustainable development of the industry is not only the lack of innovation ability, but also the many tests of R&D, management and cost control. The future development direction of Shuogu Photovoltaic focuses on innovation, energy conservation and environmental protection.
At the downstream application end, there are many problems in the design, construction quality and project operation of the power station. At the policy level, most companies still rely heavily on policies. In the stock market, how many ordinary PV power plants have been built first and then not included in the grid? What is the number of distributed power plants that are not included in the scale management? What about these black household PV projects? Where are the outlets for companies that have fallen into an unprecedented predicament?
No one can answer these many questions.
Of course, compared with other industries, the photovoltaic industry is indeed too young, and the process of growth will not be smooth. The road in the swaying is not smooth, but the experience of harvesting is precious. As the Indian poet Tagore said: Only through the infernal tempering can we refine the power to create heaven. Only the fingers that flow through the blood can play the swan song of the world.
"If the industry wants to break through, it will inevitably need to gradually reduce its dependence on subsidy policies. If you wait for the policy, you will only be able to wait for the vain and the advantages of the enterprise." Zhao Yonghong, secretary general of the Hangzhou Photovoltaic Industry Association said.
After the "531" policy, Shuogu Photovoltaic combines market development status and its own enterprise strength, and strives to explore innovation, keep up with market demand, and further lead the trend of photovoltaic industry. Contribute to the stable and sustainable development of the photovoltaic industry.
The integration and development of industry has become an inevitable trend. 2019 is a year of subsidy, bidding and price coexistence. It is also a year in which the photovoltaic industry has truly entered the market. I believe that after the adjustment of “531”, with the continuous self-adjustment and transformation of enterprises, the PV market will gradually restore rationality. The industry will also develop healthier and more orderly.