"Solar photovoltaic is a new energy" as a false proposition

The concept of "solar photovoltaic is a new energy source" is not wrong. The utility of new energy products is measured by the place of consumption, but as the world's largest output of photovoltaic products, we are not consuming our own energy and weaving for others. What? At present, the photovoltaic industry is in a cold winter, and eight of China's listed IPO PV companies have suffered losses for three consecutive quarters. However, the news of PV expansion is still in the ears. The 1GW Yangzhou high-efficiency battery base of CNG has already started construction. Xin Technology also hopes to complete the new 300MW photovoltaic cell plant construction plan.

Starting from the third quarter of 2011, under the impact of the European debt crisis, the reduction of PV subsidies, and the US's double opposition, the sound of oversupply in the PV industry has cropped up, even though it faces an absolute growth market: Global 2011 The installed capacity of new PV installations was 26.9 GW, an increase of 70% over the same period of last year.

Photovoltaic photovoltaic is the key development direction in the new energy field during China's "12th Five-Year Plan" period, and it is also one of the most competitive export commodities in China. As a typical "three out of the box" industry, China's solar photovoltaic industry in the supply of clean energy for foreign users, but it consumes a lot of domestic energy, this phenomenon does not require attention.

The U.S.'s "double opposition" problem for China's photovoltaic products dates back to March this year. In the latter part of this month, the U.S. Department of Commerce made preliminary investigations on countervailing investigations of China's solar photovoltaic cell products, and found that 2.9-4.73% of Chinese enterprises involved in the case existed. Unequal subsidy rates and retrospective 90-day taxation; In May, the U.S. Department of Commerce once again announced a new round of preliminary investigation of anti-dumping investigations of photovoltaic cells and module products, and ruled that Chinese companies involved apply anti-dumping measures ranging from 31.14 to 249.96%. Tax rates, and taxation measures back 90 days, the final results will be announced in October. It is understood that nearly 60% of China's photovoltaic products are sold to the EU market. If the EU also imposes punitive tariffs on China's photovoltaic companies, it will undoubtedly be a more thorough blow to the domestic photovoltaic industry's exports.

In the face of heavy pressure from the United States, the export volume of photovoltaic products is still rising, and prices are still falling. Last year, the average price of solar cell exports fell from the US$2/Watt at the beginning of the year to the lowest price of US$0.8/W, a drop of 37.1%. In general, the cost of domestic photovoltaic power generation is relatively high, but this year, the cost of photovoltaic power generation on the Internet is around 0.8 yuan/degree. Taking into account thermal power off and the cost of environmental pollution, photovoltaics also begin to compete with conventional energy such as coal. At present, coal consumption in China still accounts for more than 70% of energy consumption.

As a new energy photovoltaic industry, pollution to the environment can not be underestimated. Last year, Jinneng Solar, a photovoltaic company in Zhejiang Province, was informed by the local government when it polluted the environment. In April of last year, Jinko Energy's sewage outlet exceeded the standard, and local environmental protection agencies ordered rectification; last August, Jinko Energy’s surrounding rivers It is suspected that pollution causes a large number of fish deaths.

In a situation where the export market has suffered setbacks, why did the domestic photovoltaic industry face up to this huge domestic market by removing measures such as export tax rebates and raising environmental barriers? It is not wasteful in wasting domestic energy consumed in the development of the photovoltaic industry and making it clean. Energy contributes to the domestic energy market. Solar photovoltaics will become a real new energy source.

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