Domestic PV market expansion, strong heart, one dose, one dose

Guide: On June 4 this year, the EU announced a temporary anti-dumping duty of 11.8% on China's photovoltaic products. If China and the EU fail to reach a settlement by August 6, the anti-dumping tax rate will rise to 47.6%. In recent years, domestic “photovoltaic bases” have blossomed everywhere. In 31 provinces, municipalities and autonomous regions across the country, photovoltaics have been listed as an emerging industry with priority support for development.

The impact of the EU anti-dumping tax policy on China's photovoltaic industry is obvious. As domestic demand has not yet fully started, China's photovoltaic industry is heavily dependent on the international market. Since the beginning of the global economic crisis in 2008, the demand for photovoltaics in Europe and the United States has fallen sharply, causing the price of photovoltaic modules to plummet more than 50%. The photovoltaic industry has entered the cold winter.

Under the reality of the “double opposition” of the US and Europe to China's photovoltaic industry, the photovoltaic industry is eagerly awaiting the expansion of the domestic market. On the 15th, the "Several Opinions of the State Council on Promoting the Healthy Development of the Photovoltaic Industry" was introduced. This document further refines the “National Six Articles” proposed by the State Council to stimulate domestic PV demand, and raises the domestic PV power generation target by 75% in 2015 based on 20 million kilowatts, and will add 30 million kilowatts of installed capacity in the next three years. And for the first time, clear the price of electricity and subsidies and the threshold for photovoltaic access.

The industry believes that this is the first time to locate and grasp the photovoltaic industry at the national level. The substantial expansion of the domestic market will undoubtedly inject a shot of intensiveness into the current photovoltaic industry in distress, but the specific driving effect depends on the price of electricity and subsidies. Follow-up policies such as standards and grid-connected rules were introduced.

At present, the development of the photovoltaic industry is facing a severe situation. In this case, it is imperative to start the domestic PV market. After five adjustments and revisions, the State Council finally stated clearly in the "Opinions" that from 2013 to 2015, the annual average installed capacity of photovoltaic power generation will be about 10 million kilowatts, and by 2015 the total installed capacity will reach 35 million kilowatts or more. In the “Twelfth Five-Year Plan for Solar Power Development” issued by the National Energy Administration last year, the target was more than 20 million kilowatts.

“The determination of this goal is the biggest highlight. The expansion of installed capacity means that more PV products can be applied, which will be a big benefit for the PV industry that is suffering from overcapacity.” China Renewable Energy Meng Xianyu, vice chairman of the Society, said in an interview. Industry experts predict that PV power plant investment is calculated at an average of 10,000 yuan per kilowatt, and distributed photovoltaic system is calculated at 15,000 yuan per kilowatt. The investment demand driven by this target increase will exceed 100 billion yuan.

The electricity price and subsidy policy, as an important factor in stimulating demand, have not been clear before, and the subsidy is seriously delayed, affecting the start of the domestic market. The "Opinions" further refines the "National Six Articles" and proposes a policy of implementing electricity subsidies for distributed photovoltaic power generation. The implementation period of on-grid tariffs and subsidies is in principle 20 years. In addition, the payment methods and procedures for subsidy funds will be improved. For photovoltaic power plants, the grid-connected electricity prices of photovoltaic power generation determined by the grid enterprises in accordance with national regulations or tenders will be settled in full by the power generation enterprises on a monthly basis.

The people's governments of all provinces, autonomous regions and municipalities directly under the Central Government, ministries and commissions under the State Council, and their respective agencies:

The development of the photovoltaic industry is of great significance for adjusting the energy structure, promoting the energy production and consumption revolution, and promoting the construction of ecological civilization. In order to standardize and promote the healthy development of the photovoltaic industry, the following comments are made:

First, fully understand the importance of promoting the healthy development of the photovoltaic industry

In recent years, China's photovoltaic industry has developed rapidly, the scale of photovoltaic cell manufacturing industry has expanded rapidly, and its market share ranks among the top in the world. Photovoltaic cell manufacturing has reached the world's advanced level, and polysilicon smelting technology has become increasingly mature, including silicon materials and silicon wafers and photovoltaic cells. And complete manufacturing industry system for components, inverters and control equipment. The domestic application market for photovoltaic power generation has been gradually expanded, power generation costs have been significantly reduced, and market competitiveness has increased significantly.

At present, under the influence of multiple factors such as slower growth of global PV market demand, increased resistance of product exports, and uncoordinated development of photovoltaic industry, China's PV companies are generally difficult to operate. At the same time, China's photovoltaic industry has a serious overcapacity and market disorderly competition. The product market is over-reliant on external demand, domestic application market development is insufficient, technological innovation capability is not strong, key technical equipment and materials are developing slowly, financial fund support needs to be strengthened, and subsidy mechanism needs to be strengthened. The development of the photovoltaic industry is facing a severe situation with perfect problems such as weak industry management and urgent need to improve the application market environment.

The photovoltaic industry is an important development direction of global energy technology and industry. It is a sunrise industry with great development potential and a strategic emerging industry with international competitive advantages. The problems and difficulties currently encountered in China's photovoltaic industry are not only an opportunity for industrial development, but also an opportunity to promote industrial adjustment and upgrading. In particular, the cost of photovoltaic power generation has dropped significantly, which provides favorable conditions for expanding the domestic market. We must strengthen our confidence, seize opportunities, and innovate, and unswervingly promote the sustainable and healthy development of the photovoltaic industry.

Second, the overall requirements

(1) Guiding ideology.

In-depth implementation of the spirit of the 18th National Congress of the Communist Party of China, guided by Deng Xiaoping Theory, the important thinking of the "Three Represents", and the scientific outlook on development, innovating institutional mechanisms, improving support policies, stimulating effective demand in the domestic market through market mechanisms, and striving to consolidate the international market; Standard system, standardize industrial development order, focus on promoting industrial restructuring and transformation and upgrading; improve market mechanism, accelerate technological progress, focus on improving the quality and efficiency of photovoltaic industry development, and contribute to improving the vitality and competitiveness of economic development.

(2) Basic principles.

Combine far and near, treat both the symptoms and the root causes. While expanding the application of photovoltaic power generation, we will control the total production capacity of photovoltaic manufacturing, accelerate the elimination of backward production capacity, and focus on industrial restructuring and technological progress.

Take care of both overall planning and comprehensive policy. Coordinated consideration of domestic and international market demand, industrial supply and demand balance, upstream and downstream coordination and other factors, and take comprehensive measures to solve the outstanding problems facing industrial development.

Market-oriented, key support. Give play to the fundamental role of the market mechanism in promoting the structural adjustment of the photovoltaic industry, the survival of the fittest, the optimization of layout, and the development and utilization. Different treatments will be implemented for different PV companies, with emphasis on supporting the development of key enterprises with high technical level and strong market competitiveness, and eliminating inferior enterprises.

Coordinate with each other to form a synergy. Strengthen policy coordination and industry self-discipline, support local innovation and development methods, mobilize the enthusiasm of local, enterprises and consumers to jointly promote the development of the photovoltaic industry.

(3) Development goals.

To expand the domestic market, improve the technical level, and accelerate the industrial transformation and upgrading as the fundamental way and basic foothold for promoting the sustainable and healthy development of the photovoltaic industry, establish a production, sales and service system for photovoltaic products adapted to the domestic market, and form a sustainable and healthy development of the industry. Regulations, policies, standards systems and market conditions. From 2013 to 2015, the annual installed capacity of photovoltaic power generation will increase by about 10 million kilowatts. By 2015, the total installed capacity will reach more than 35 million kilowatts. Accelerate mergers and acquisitions of enterprises, eliminate production enterprises with poor product quality and backward technology, and cultivate a group of leading enterprises with strong technical research and development capabilities and market competitiveness. Accelerate technological innovation and industrial upgrading, improve the self-sufficiency of raw materials such as polysilicon and the level of photovoltaic cell manufacturing technology, significantly reduce the cost of photovoltaic power generation, and improve the competitiveness of the photovoltaic industry. Maintain a reasonable share of PV products in the international market, and make new progress in foreign trade and investment and financing cooperation.

Third, actively explore the photovoltaic application market

(1) Vigorously develop the distributed photovoltaic power generation market. Encourage all types of power users to build distributed photovoltaic power generation systems in the same way as “spontaneous use, surplus Internet access, grid regulation”. Priority is given to supporting the construction of large-scale distributed photovoltaic power generation systems in industrial and commercial enterprises and industrial parks with high electricity prices. Support the promotion of small distributed photovoltaic power generation systems in schools, hospitals, party and government organs, institutions, residential community buildings and structures. Make full use of solar energy in the process of urbanization development, combine building energy conservation to enhance photovoltaic power generation applications, promote the integration of photovoltaic building construction, and support photovoltaic power generation applications in new rural construction. Relying on new energy demonstration cities, green energy demonstration counties, renewable energy building application demonstration cities (counties), expanding distributed photovoltaic power generation applications, building 100 distributed photovoltaic power generation large-scale application demonstration zones, and 1000 photovoltaic power generation application demonstration towns And the demonstration village. Develop new energy intelligent microgrid pilot and demonstration projects suitable for distributed photovoltaic power generation operation characteristics and large-scale applications, explore corresponding power management systems and operational mechanisms, and form a new system of construction, operation and consumption that is suitable for the development of distributed photovoltaic power generation. Support remote areas and islands to use photovoltaic power to solve the problem of no electricity and power shortage. Encourage the promotion of distributed photovoltaic power sources in urban street lighting, urban landscapes, communication base stations, traffic lights and other fields.

(2) Orderly promote the construction of photovoltaic power stations. In accordance with the general idea of ​​“reasonable layout, proximity access, local consumption, and orderly advancement”, according to the needs of local power market development and energy structure adjustment, under the premise of implementing market consumption conditions, various types of photovoltaics are promoted in an orderly manner. Power station construction. Encourage the use of existing power grid facilities to build photovoltaic power plants in a multi-energy complementary manner. Coordinate the planning and construction of photovoltaic power plants and supporting power grids to ensure timely grid-connected and efficient utilization of photovoltaic power plants.

(3) Consolidate and expand the international market. Actively and properly respond to international trade frictions and promote the establishment of a fair and reasonable international trade order. Strengthen dialogue and consultation, promote global industrial cooperation, and regulate the import and export order of photovoltaic products. Encourage PV companies to innovate international trade methods, optimize the distribution of manufacturing origins, and carry out investment and production cooperation abroad. Encourage enterprises to implement the “introduction” and “going out” strategies, gather global innovation resources, and promote the international development of photovoltaic enterprises.

Fourth, accelerate industrial restructuring and technological progress

(1) Suppressing the blind expansion of photovoltaic production capacity. Strictly control the new polysilicon, photovoltaic cells and components projects that simply expand production capacity. Photovoltaic manufacturing enterprises should have advanced technology and strong independent research and development capabilities. The new PV manufacturing projects should meet the conversion efficiency of monocrystalline silicon photovoltaic cells not less than 20%, the conversion efficiency of polycrystalline silicon photovoltaic cells not less than 18%, and the conversion of thin film photovoltaic cells. The efficiency is not less than 12%, and the integrated power consumption of polysilicon production is not higher than 100 kWh/kg. Accelerate the elimination of polysilicon production capacity with high energy consumption, imperfect material recycling and environmental protection, and strictly control the construction of polysilicon projects in the power input area.

(2) Accelerating the merger and reorganization of enterprises. Encourage mergers and acquisitions by using the “market push” mechanism. We will strengthen policy guidance and promotion, establish and improve a long-term mechanism for eliminating backward production capacity, and speed up the shutdown and elimination of backward PV production capacity. Focus on supporting the development of polysilicon and photovoltaic cell manufacturing enterprises with high technology level and strong market competitiveness, and fostering a group of polysilicon manufacturing enterprises with low comprehensive energy consumption, low material consumption and international competitiveness, and strong R&D capabilities and independent intellectual property rights. And the brand's advantage in photovoltaic cell manufacturing enterprises. Guide polysilicon production capacity to gather in the energy resources of the central and western regions, encourage polysilicon manufacturing enterprises to cooperate or reorganize with advanced chemical companies, reduce overall power consumption and improve the comprehensive utilization rate of by-products.

(3) Accelerate the improvement of technology and equipment. Supporting high-efficiency crystalline silicon cells and new thin-film batteries, electronic grade polysilicon, silicon tetrachloride closed-loop circulation devices, high-end cutting machines, fully automatic screen printing machines, flat coating processes, and high-purity key through the implementation of new energy integration application engineering Research and development and industrialization of materials. Improve the level of technology and equipment such as photovoltaic inverters, tracking systems, power forecasting, centralized monitoring, and smart grids, and improve the system integration technology capabilities of photovoltaic power generation. Support enterprises to develop new technologies for silicon material production, new photovoltaic products and new technologies, and support backbone enterprises to build photovoltaic power generation engineering technology research and development and test platforms. Support institutions of higher learning and enterprises to train professionals in the photovoltaic industry.

(4) Actively carry out international cooperation. Encourage enterprises to strengthen international R&D cooperation and carry out joint research and development of cutting-edge and common technologies in the photovoltaic industry. Encourage qualified domestic PV companies and bases to establish strategic partnerships with foreign research institutions and industrial clusters. Support relevant research institutes and enterprises to establish an international talent introduction and training mechanism, and focus on cultivating high-end professional and technical talents and comprehensive management talents with strong innovation capabilities. Actively participate in the development of international standards for the photovoltaic industry, increase the overseas promotion of independent intellectual property rights standards, and promote international mutual recognition of testing and certification.

V. Standardize the order of industrial development

(1) Strengthen planning and industrial policy guidance. According to the development needs of the photovoltaic industry, the development and implementation of the photovoltaic industry development plan. All regions can prepare and implement relevant planning and implementation plans for the region according to the national photovoltaic industry development plan and the development needs of the region. Strengthen the connection and coordination between national planning and local planning, manufacturing industry and power generation application, photovoltaic power generation and supporting power grid construction. Strengthen photovoltaic power generation planning and annual implementation guidance. Improve the construction management system of photovoltaic power plants and distributed photovoltaic power generation projects, and promote the orderly development of photovoltaic power generation.

(2) Promote the construction of the standardization system and the testing and certification system. Establish and improve standard systems for photovoltaic materials, batteries and components, systems and components, and improve photovoltaic power generation systems and related power grid technical standards systems. Develop and improve the building PV application standard system for different climate zones and building types, and consider photovoltaic power generation applications in urban planning, architectural design and old building renovation. Strengthen the testing and certification platform construction of silicon materials and silicon wafers, photovoltaic cells and components, inverters and control equipment, improve the PV product testing and certification system, and timely release the PV catalogues that meet the standards. Conduct solar energy observation and evaluation and establish a solar energy information database.

(3) Strengthen market supervision and industry management. Formulate and strictly implement the normative conditions of the photovoltaic manufacturing industry, standardize the PV market order, promote the outdated production capacity to withdraw from the market, and improve the level of industrial development. Implementation of key product testing and certification systems for photovoltaic cell components, inverters, control equipment, etc., products that have not passed the testing and certification are not allowed to enter the market. Strictly implement PV power plant equipment procurement, design supervision and engineering construction bidding system, oppose unfair competition and prohibit local protection. Improve the qualification management of photovoltaic power generation engineering construction and operation technology posts. Strengthen the access and operation supervision of photovoltaic power grids. Establish a monitoring system for the development of the photovoltaic industry and release information on industrial development in a timely manner. Strengthen the law enforcement supervision of the "Renewable Energy Law of the People's Republic of China" and supporting policies. Local governments at all levels shall not charge solar power generation enterprises for expenses other than those prescribed by laws and regulations in the name of collecting resource usage fees.

Sixth, improve the grid connection management and service

(1) Strengthen the construction of supporting power grids. Power grid enterprises should strengthen the construction and transformation of power grids that are compatible with photovoltaic power generation, and ensure that the supporting power grids and photovoltaic power generation projects are completed and put into operation. Actively develop micro-grid and smart grid technologies that integrate advanced energy storage technologies and information technologies to improve the ability of grid systems to accept photovoltaic power generation. The photovoltaic power generation project connected to the public power grid, the network connection project and the public power grid transformation caused by the access are partly invested and constructed by the power grid enterprises. The distributed photovoltaic power generation accessing the user side, the part of the public power grid transformation caused by the access is invested and constructed by the power grid enterprise.

(2) Improve the operation of grid-connected photovoltaic power generation. All power grid enterprises should provide grid-connected services for photovoltaic power generation, optimize system dispatching operations, give priority to ensuring photovoltaic power generation operation, ensure timely integration of photovoltaic power generation projects, and fully purchase the generated power. Simplify the grid access mode and management procedures of distributed photovoltaic power generation, announce the distributed PV power generation grid-connected service process, and establish a simple and efficient grid-connected service system. The system spare capacity and related service fees are exempted for distributed photovoltaic power generation projects. Strengthen the supervision of photovoltaic power grid access and grid-connected operation.

Seven, improve support policies

(1) Vigorously support user-side PV applications. Open user-side distributed power supply construction, support and encourage enterprises, institutions, communities and homes to install and use photovoltaic power generation systems. Encourage specialized energy service companies to cooperate with users to invest in the construction and operation of photovoltaic power generation and related facilities that power users. The filing management of distributed photovoltaic power generation projects will be exempted from the licensing of distributed photovoltaic power generation applications. For distributed photovoltaic power generation projects that do not require state fund subsidies, if they have access to grid operating conditions, scale construction can be liberalized. The total power of distributed photovoltaic power generation is included in the total social power generation and electricity consumption statistics, and serves as a performance evaluation indicator for local governments and power grid enterprises. Spontaneous self-use power generation is not included in the applicable range of the ladder price, and is included in the local government and user energy savings.

(2) Improve the electricity price and subsidy policy. A policy of subsidy according to electricity is applied to distributed photovoltaic power generation. According to the resource conditions and construction costs, the electricity price of the photovoltaic power station sub-regional Internet access is set, and the price and subsidy standards are found through competitive methods such as bidding. According to factors such as changes in photovoltaic power generation costs, the on-grid tariffs and distributed photovoltaic power generation subsidy standards for photovoltaic power plants are reasonably reduced. The implementation period of on-grid tariffs and subsidies is in principle 20 years. According to the development needs of photovoltaic power generation, the additional standards for renewable energy tariffs will be adjusted to expand the scale of renewable energy development funds. The scale of photovoltaic power generation is coordinated with the scale of the National Renewable Energy Development Fund.

(3) Improve the management of subsidy funds. Strictly manage the additional price of renewable energy and ensure that additional funds are collected. Improve the payment method and procedures for subsidy funds. For PV power plants, the grid-connected electricity prices of photovoltaic power generation determined by the grid enterprises in accordance with national regulations or bidding shall be settled in full by the power generation enterprises on a monthly basis; for distributed photovoltaic power generation, the monthly subsidies shall be paid by the grid enterprises. The system of funds. The central government will allocate subsidy funds to the grid enterprises on a quarterly basis to ensure that the subsidy funds are in place in full and on time. Local governments at all levels are encouraged to use financial funds to support photovoltaic power generation applications.

(4) Strengthen the support of fiscal and taxation policies. Improve the mechanism for the central government to support the development of the photovoltaic industry, increase the measurement, evaluation and information system construction of solar energy resources, research and development and industrialization of key technical equipment materials, standard formulation and testing and certification system construction, demonstration of new technology applications, and rural and pastoral PV Power generation applications and support for the construction of photovoltaic power generation projects in areas without electricity. For the distributed photovoltaic power generation, the self-supplied electricity is exempted from the government fund of electricity collection such as the renewable energy price. If the enterprise R&D expenses meet the relevant conditions, they may be deducted when calculating the taxable income according to the tax law. The enterprise's eligible mergers and acquisitions can enjoy preferential tax policies in accordance with the current tax policy.

(5) Improve financial support policies. Financial institutions should continue to implement the “guaranteed and pressured” credit policy, support enterprises with independent intellectual property rights, advanced technology and great development potential to be better and stronger, and provide photovoltaic manufacturing enterprises with market, orders, benefits and credibility. Credit support. According to the characteristics of the photovoltaic industry and the enterprise capital operation cycle, in accordance with the principles of risk control, commercial sustainability, and credit accessibility, a flexible credit policy is adopted to support the normal production and operation of high-quality enterprises, support technological innovation, mergers and acquisitions, and overseas investment. A project with a competitive advantage. Innovative financial products and services to support small and medium-sized enterprises and home-built self-contained distributed photovoltaic power generation systems. It is strictly forbidden to flow funds to blindly expand production capacity projects and construction of backward production capacity projects, and not to provide credit support for photovoltaic manufacturing projects that are prohibited by the state and do not comply with industrial policies.

(6) Improve land support policies and construction management. For the construction of photovoltaic power generation projects using unused land such as Gobi desert beach, it should be moderately inclined during land planning and planning, and it does not involve the diversion of land. Exploring the land supply method of renting unused land in the state, and reducing the initial input cost of the project. If the photovoltaic power generation project uses unused land, it may adopt the allocation method for land supply after the land use approval procedures are handled in accordance with the law. Improve the construction management of photovoltaic power generation projects and simplify the procedures.

Eight, strengthen organizational leadership

All relevant departments shall, in accordance with the requirements of this opinion, promptly formulate relevant supporting documents in accordance with the division of responsibilities, improve supporting policies such as photovoltaic power generation price, taxation, financial credit and construction land, and ensure the implementation of various tasks. The provincial people's governments shall strengthen the management of the development of the photovoltaic industry in the region, formulate specific implementation plans in accordance with the actual conditions, implement policies, and guide the orderly and coordinated development of the photovoltaic industry in the region. Improve the organization of the industry, give full play to the role of industry organizations in strengthening industry self-discipline, promoting advanced technology and management experience, conducting statistical monitoring and research and setting standards. Strengthen industrial services, establish a photovoltaic industry monitoring system, timely release industry information, build a bank-enterprise communication platform, and guide the healthy development of the industry.

State Council

July 4, 2013

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