Distributed PV will meet explosive growth

According to the “Circular on Release of Annual New Increase in Photovoltaic Power Generation in 2014” issued by the National Energy Administration, in 2014, the installed capacity of photovoltaic power in China has been identified as 14G watts, which is no longer the 12G watts in 2013 and the 10G watts previously disputed. Among them, the ground power station is 6G watts, and the distribution is highly sought after (for the 8G watt target). The domestic photovoltaic market is once again favored by all parties.

In the past week, the price of photovoltaic products also showed a steady upward trend, with the polysilicon price at around US$20/kg, a month-on-month increase of 11%. The price of wafers was stable at 0.941 US$/cell. At $1.71/watt, the price of crystalline silicon components is $0.69/watt.

Guo Xin Securities analyst Zhang Hao cautiously pointed out that some Chinese component companies began to lower prices in the United States and Japan, and component prices are still facing downward pressure. The reason why the price of polysilicon and silicon wafers can be stabilized is because some companies locked orders before the Spring Festival.

“At present, we will not expand production temporarily, or we must determine according to the total number of photovoltaic strips we can obtain.” The management of a large-scale photovoltaic manufacturer in China told reporters that this year their photovoltaic power plant target is around 150MW, mainly Will be placed in the western region, and the distributed power generation in the eastern region will also strive for indicators, the company's distributed power generation team has been built, waiting for the relevant departments to apply for the appropriate indicators. “Distributed power generation is a bit more troublesome. Unlike on-ground power plants, the former involves communication with multiple owners and local government departments, and there are also more factors to consider in fittings.” He said that the company’s attention in the short term Still on distributed generation, "it is a new business after all, and there is still a lot of room for development, and the local government has also given some subsidies."

Hua Wen Securities analyst Zhang Wenbo pointed out that the country has a high degree of inclination toward the development of distributed photovoltaic project construction. With the maturity of the distributed photovoltaic business model, this field will usher in explosive growth.

Recently, many photovoltaic companies have also mentioned improvement in their performance last year. For example, Sungrow Power expects its 2013 performance to increase by 140% to 170% over the same period. Longji shares will achieve a net profit of 65 million yuan in 2013 and will turn a profit into a profit. This is due to the initial success in the elimination of excess capacity in the PV industry in 2013, and its cost control capability. Enhanced.