In July 30th, the Leshan electric power announced, will share with the international PV giant SunPowerCorporation, central, and has the government background of the two investment square Sichuan development (Holdings) limited liability company, Tianjin Tsinlien Klc Holdings Ltd in Sichuan Province, intends to the development and construction of installed capacity of 3GW high efficiency photovoltaic Center project, and its long-term goal is the machine capacity install the development and construction of more than about 10GW.
But in half a month ago, benefit science and Technology (002309, SZ) also announced that its subsidiary, Ningxia, in the Lee Teng Hui received relevant PV power generation project in Ningxia development and Reform Commission issued a notice of the registration, the project is located in Shizuishan, the scale of 100MW; in July 18th, Longji shares (601012, SH) announcement shows, its wholly owned a subsidiary of Ningxia development and Reform Commission concentric Longji received notification, concentric Longji 30MW photovoltaic power plant project meet the registration conditions, to be registered.
Continue to extend the industrial chain, to the lower reaches of big investment and ground station photovoltaic love Kang technology. The 6 end has just announced plans to spend no more than 850000000 yuan to build the Gansu Jinchuan photovoltaic power station, love Kang technology has also invested 10000000 yuan to buy a Xinjiang photovoltaic enterprises.
In addition to private capital, state-owned capital is in favor of photovoltaic power station. In March this year, aerospace electromechanical announcement said, intends to under two power plant project capital 272000000 yuan. This is almost a year, aerospace electromechanical tenth announced investment and capital photovoltaic power plant project, involving a total amount of more than 2000000000 yuan.
The investment community that, the photovoltaic industry from manufacturing into the installed link, ground station downstream demand has entered the stage of growth.
Behind the demand of photovoltaic power station of the outbreak is policy guidance and cost reduction of two big push.
According to the "daily economic news" reporter statistics, from 2013 July to 2014 April, the new domestic photovoltaic industry policy at least 17. Through a clear benchmark price subsidies, subsidies for 20 years of quarterly disbursement of monthly settlement, VAT Jizhengjitui 50% targeted policy, photovoltaic power station to future income uncertainty greatly weakened, also stimulate more funds to enter the field of photovoltaic power station. In 2013, the new grid connected photovoltaic power generation up to 11.3GW, China has become the world's largest photovoltaic terminal market.
In addition to the policy of stimulating outside, declining manufacturing costs, has laid a good foundation for the formation of domestic PV market. According to the statistics of UBS Securities, polysilicon prices from 2008 to more than $400 / kg once fell to $20 / kg, the coming months will maintain the price level; component prices from 4 U.S. dollars / tile fell to the current $0.6 / W.
"After the polysilicon, component costs down, the country began to electricity price subsidies." Golden State Securities new energy electric power equipment senior analyst Yao Yao told the "daily economic news" reporter, "the cost has been reduced to a can make affordable level."
A UBS Securities Research Report also pointed out that the cost of photovoltaic industry chain is declining, have at least two good: first, in a policy driven market, need subsidies in reduced; second, with costs continue to decline, photovoltaic power generation cost is expected to gradually achieve the user side parity on the Internet, and even the ultimate realization of the Internet and the generation side parity of traditional energy, thus have photovoltaic economy of policy effects from subsidies, to market driven.
