Guangdong Provincial Development and Reform Commission issued the Notice on Issuing the 2015 Photovoltaic Power Generation Construction Plan of Guangdong Province, proposing that the construction plan of Guangdong photovoltaic power station in 2015 is 1.215 million kilowatts. On the same day, Inner Mongolia also made it clear that a new photovoltaic power generation project of 800000 kilowatts would be added in 2015, and the competitive allocation scheme of special funds for renewable energy development in Zhejiang Province in 2015 was preliminarily determined.

In fact, this is just a microcosm of the recent intensive introduction of national and local photovoltaic support policies. Some insiders predict that renewable energy will be added or further increased this year, and the renewable energy quota system is also expected to be introduced. In this context, photovoltaic enterprises frequently launched directional additional issuance to implement photovoltaic power station business, and even changed the chaotic situation in the past to "unite the strong", while banks and other financial capital also entered the photovoltaic field. Industry insiders believe that with the promotion of policies and new concepts such as "Internet plus", the photovoltaic industry will recover in an all-round way and enter a strong development cycle.

At the beginning of this year, the National Energy Administration issued the Implementation Plan for Photovoltaic Power Generation Construction in 2015, raising the scale of photovoltaic construction in 2015 to 17.8 GW, with a year-on-year growth rate of 67.9%. The construction of photovoltaic power stations has been substantially promoted. After that, a series of supporting policies such as photovoltaic poverty alleviation were introduced.

With the strong support of national policies in the early stage, local PV policies have also been announced. In fact, Shandong, Shaanxi, Xinjiang, Hubei, Jiangsu, Hebei, Yunnan, Anhui, Fujian, Guangxi, Hunan, Guangdong, Inner Mongolia and other provinces and cities have issued 2015 photovoltaic power generation construction plans. While the scale of photovoltaic power generation projects has increased significantly, the construction of distributed photovoltaic power generation projects has been liberalized. In addition, the highly concerned photovoltaic subsidy policy was also launched more intensively than expected, with Zhejiang being the strongest. Anhui, Hubei and other provinces have also introduced different subsidy combination schemes, including initial investment subsidies, kilowatt hour subsidies, etc.

In this case, capital has entered the field of power plants on a large scale. According to wind statistics, 17 of the 33 listed companies with photovoltaic power generation concept in A-share implemented directional additional issuance in the first half of the year. Except Dagang Shares and Lucky Film, which raised funds regularly to repay bank loans and expand solar cell backplane projects, the remaining 15 listed companies were all used for photovoltaic power station projects. PV is also favored in the Hong Kong stock market. On the 29th, Jiangshan Holdings announced that it was increased by the major shareholder Baohua Jiatai Industrial Fund, involving about HK $21.76 million.

At the same time, "strong alliance" has become the choice of many enterprises. For example, recently Longji and Yingli Green Energy signed a Strategic Cooperation Agreement to develop the photovoltaic industry, and Sungrow Power signed a cooperation agreement with Sumida on distributed photovoltaic power generation projects. Many giants have also played photovoltaic in various forms, especially Alibaba and other Internet enterprises. In addition, recently, financial institutions represented by China Merchants Bank also dabbled in the field of distributed photovoltaic for the first time.

The fixed asset investment in the electronic information industry from January to May 2015 on the website of the Ministry of Industry and Information Technology showed that the investment in photovoltaic related industries rebounded, with a year-on-year growth of 62.8%, 0.8 percentage points higher than that from January to April, and 66.6 percentage points higher than that of the same period last year. The overall recovery of the industry can also be further confirmed by the performance. Nearly 70% of the companies that have released the 2015 interim report performance forecast are in the red.

Northeast Securities believes that local PV support policies have been announced successively, renewable energy surcharges are expected to continue to increase this year, and renewable energy quota system is also expected to be introduced. In addition, under the energy Internet, photovoltaic, as an access energy that can be flexibly configured, has a promising future. In 2015, the installed amount of domestic power stations is expected to increase significantly, and the performance of power station photovoltaic companies is very flexible.

Article link: China Environmental Protection Online http://www.hbzhan.com/news/detail/97905.html