Photovoltaic red and black

[Source: "New Industry" August issue Cao Mo]

When hearing about a complaint from a state-owned enterprise engineer claiming that he could not find the object and getting married, the former president of Jiangxi LDK Solar Lv Solar Company laughed. He said: "The sales of photovoltaics are more difficult than this. I don't even know where to sleep the next day. The lower positions are even more bitter. The tourist season in the northwest is intertwined with the photovoltaic season. The hotel prices are soaring, even Hanting, Home can not afford to live, can only live in the guest house, this is still good, and some companies can not afford to fly even the plane."

This is the most realistic portrayal of the current status of the Chinese PV industry. After experiencing explosive growth in the past few years, the photovoltaic industry has begun to fall into an unprecedented dilemma. Now, the Jiangxi provincial government is making every effort to rescue private enterprises. If the industry continues to slump, it is expected that there will be photovoltaic companies to fall down, even if the government saves.

The tide of closure has been staged internationally. Last year, after years of competition with low-cost Chinese competitors and global oversupply, photovoltaic equipment manufacturers in the US, Germany and France have filed for bankruptcy, including Q-Cells, the world's largest photovoltaic cell manufacturer. . Since then, several photovoltaic companies have declared bankruptcy.

Chinese PV companies will soon follow suit. This industry, together with wind energy, has been listed as the two most important industries in the new energy industry, and has been highly anticipated by government departments at all levels. As a result, many places have engaged in the solar industry regardless of whether they have relevant resources. However, this once-popular industry has fallen into the trap of being unable to extricate itself because of its insurmountable shortcomings.

Of course, this industry has “kidnapped” the government. On the morning of July 9 and the morning of the 10th, Premier Wen Jiabao of the State Council twice presided over the economic situation symposium and listened to the opinions and suggestions of experts and business leaders. The chairman and CEO of Suntech Power Holdings Co., Ltd. Shi Zhengrong was the representative of the new energy industry. Participated in this symposium.

He reported to Premier Wen Jiabao that the photovoltaic industry is in the midst of internal and external problems - although China's PV industry has accounted for more than 60% of the global market, the annual growth rate has exceeded 100% for five consecutive years, the industry's output value is about 500 billion yuan, and profits and taxes are 10 billion yuan. Yuan, the direct employment population of 300,000, but because China's domestic photovoltaic power generation application market has not been well developed, the market capacity is very small, 90% of the photovoltaic module products were exported to Europe and the United States last year, and targeted Suggested six aspects of national energy strategy, solving difficulties in accessing the Internet, implementing support policies, industrial transformation, dealing with trade frictions and industrial cooperation.

Shi Zhengrong said that China's photovoltaic industry is a highly international industry from the start, and is highly dependent on foreign markets. For this reason, fluctuations in the international market have a fundamental impact on China's photovoltaic industry. In order to fundamentally change this situation, Shi Zhengrong suggested that the Prime Minister consider the Chinese PV industry from the perspective of national energy strategy, rather than simply treating it as a common manufacturing industry.

(unfinished)

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