Before the low and then high, it seems to be the consistent annual road map of the photovoltaic industry in recent years. In July-August, the policy was intensively introduced, and the company adjusted its layout, and the installation surged in the second half of the year. The National Energy Administration announced yesterday that the photovoltaic power generation situation in the first half of 2014 once again reflected this law. In the first half of the year, the newly added photovoltaic grid was connected to 3.3 million kilowatts. Although it has doubled year-on-year, it still has a distance of about 10GW from the annual target. Analysts pointed out that this means that the installed capacity growth rate will reach a new high in the second half of the year, and related listed companies are also stepping up their layout, especially in the distributed field.
In the first half of the year, 3.3GW of PV new grid connection, the newly added photovoltaic power grid has a grid-connected capacity of 2.3 million kilowatts, and the newly added distributed photovoltaic grid-connected capacity is 1 million kilowatts. The cumulative on-grid power of photovoltaic power generation was about 11 billion kWh, a year-on-year increase of over 200%. In terms of regions, the cumulative power stations in Gansu, Xinjiang and Qinghai have the largest number of grids, and Zhejiang, Jiangsu and Guangdong have the largest number of distributed grids.
As early as the beginning of this year, the National Energy Administration set a ceiling of 14GW of installed capacity for the whole year, including 8GW for distributed installation and 6GW for ground power stations. The latest target comes from the distributed photovoltaic power generation site meeting held in Jiaxing on August 4. Wu Xinxiong, director of the National Energy Administration, pointed out that “the new grid-connected capacity of photovoltaic power generation will reach 13GW or more”.
In the opinion of many insiders interviewed by the reporter, the goal of completing the new 13GW installation this year is more optimistic. Ding Wenlei, executive director of the distributed pioneer Air China Solar, judged that “the 13GW installation plan for the whole year has almost no problem after the decomposition, that is, the original ground 6GW, the Golden Sun project legacy 2.5GW, plus distributed 4.5GW.” Shenyin Han Qiming, a new energy analyst at Wan Guo, pointed out in a brief comment that the probability of new installed capacity in the whole year is in the 13-15 GW range. Under the optimistic assumption that the policy will increase in the second half of the year, the addition of more than 3 GW to the distributed installed capacity is a high probability event.
13GW for the whole year and only 3.3GW for the first half of the year, which means that the construction speed of PV enterprises will be greatly accelerated in the second half of the year. China's innovative energy analysis, this year's roads are basically issued after July, it is expected that the ground power station will be built on a large scale after August-September, does not rule out the situation of "grabbing" at the end of the year, component prices stabilized and rebounded; August-September The distribution policy is adjusted, and the business model is expected to accelerate. After September, it will enter the accelerated construction period.
Just after Wu Xinxiong released a series of positives at the Jiaxing meeting on August 4th, including “principle price policy, extension of financing period, ground distributed identification and local government guidance”, listed companies frequently operated. Yijing Optoelectronics announced on August 6 that it plans to invest 1.6 billion yuan to build a 200 MW modern agricultural photovoltaic power station project in the 10,000-mu vegetable base in Jintan City, Jiangsu Province.
Xingye Solar, GCL-Poly and GCL New Energy also announced on the evening of August 4 that the three parties have signed a three-year strategic cooperation agreement to jointly develop solar power projects of not less than 500MW in 2015, of which distributed is the main Cooperation direction. The industry analysis of Xingye Solar as the EPC contractor in the cooperation is the most beneficial, Xingye Solar Board Chairman Liu Hongwei had previously said in an interview with the Shanghai Stock Exchange that the company's future business, profit point layout will follow the national policy adjustment, "distributed power generation to explore After the business model, the strategy of implementing roof integration will be expanded in key cities such as Shandong, Beijing, Jiangsu and Zhejiang."