July 20th, China Securities Journal reporter learned from the China Photovoltaic Industry Association, in the first half of 2017, the national new PV installed capacity exceeded 24GW, of which the distribution will reach more than 7GW, an increase of nearly 3 times.
Constant subsidies boost growth
"Distributed PV installed capacity is growing rapidly, which is a bright spot in the development of photovoltaic industry this year, and the new installed capacity of distributed PV is expected to exceed 10GW this year."." Xing Yiteng, deputy director of the new energy division of the national energy administration, said.
Xing Yiteng introduction, the first half of 2017, the National PV installed capacity of more than 24GW, of which the new distributed PV installed more than 7GW, an increase of nearly 3 times. Resident distributed PV installed the most rapid growth, an increase of more than 7 times.
It is worth mentioning that, in June, the country's new PV installed capacity reached 13.15GW, more than 1-5 months of new installed capacity and, of which centralized 10.07GW, a decrease of 8%; distributed 3.08GW, an increase of 8 times.
China photovoltaic industry association secretary general Wang Bohua introduced, this year 1-5 months, the national new PV installed capacity of 11.03GW, basically flat. Among them, the centralized new installed 7.06GW, down 27%, accounting for 64% of the total installed capacity; new distributed PV installed 3.97GW, an increase of 161%, accounting for 36% of the total installed capacity.
This "energy development plan", "13th Five-Year" to 2020 PV installed capacity reached 105 million kilowatts, the focus in the development of distributed photovoltaic. At the same time, since January 1, 2017, photovoltaic benchmark tariff reduction, but the distribution of photovoltaic power subsidies do not adjust the standard. In a number of favorable policies to promote, in 2017 was regarded as the first year of the development of distributed photovoltaic industry.
Wang Bohua pointed out that, in the long run, the global photovoltaic market development potential is huge, China's PV industry already has a strong international competitiveness. From the short term, the second half of 2017 will still have a certain size of the market support.
However, Wang Bohua also believes that can not be blindly optimistic. He said that the northwest part of the "abandoned light limited electricity" serious, the future may extend to other regions. The new energy subsidy gap in the short term there is no effective solution mechanism, the next 3 years, the domestic market growth is likely to decline.
Encourage household distribution
"From the overall development of the photovoltaic industry, the first half of PV installed more than 24GW, an increase of 9%. Although the distribution of photovoltaic growth is very fast, but more than 70% of new installed capacity is still photovoltaic ground power plant project." Xing Yiteng said, "the rapid growth of the overall installed capacity of photovoltaic, more concern than joy.". Because the new PV installed too fast, but also means that the gap in the country's financial subsidies larger."
Xing Yiteng said that the second half of the national energy board will take concrete measures to promote the continued development of distributed PV, to develop household distributed related standards. Households with distributed PV products, installation and grid connected, the quality of the phenomenon of good and bad will be resolved. In addition, intends to carry out the distributed PV trading pilot, mode innovation, in-depth mining electricity reform bonus.
As the PV market in our country is transferred from centralized power station to distributed system, the household distributed system has been paid more attention by the major PV manufacturers. Chinese Photovoltaic Industry Association said, different from the large ground station in general, households with distributed system directly to consumers, has the characteristics of single small capacity, simple installation, in the industry many participants, especially the emergence of a large number of households with distributors and integrators of photovoltaic system. However, some integrators or dealers use consumer information asymmetry, shoddy installation, operation is not standardized and other phenomena occur.
The economic benefits of PV industry show a trend of differentiation. From all sectors of the industry chain, profit ability was down from a decreasing trend link strongest silicon material, weaker link assembly. Specific products are also showing differentiation trends, such as monocrystalline silicon wafers, high efficiency batteries, efficient components and other market demand has improved significantly. From the specific enterprises, there are still nearly 20% of enterprises showing a loss, mainly due to lack of capacity utilization, the previous financial burden heavier.