Photovoltaic industry has three major issues of integration subsidy counterfeiting

On August 2, the 2013 China International Solar Energy Summit was held in Datong.

The following is a speech record:

Wang Sicheng, a researcher at the Energy Research Institute of the National Development and Reform Commission Wang Sicheng: The situation we face is very clear. There is no doubt that there is a new round of large-scale start-up of China's photovoltaic market. Before 2020, an average of 10 to 15 G-Watt installations per year was not available. The market's capacity was 100 billion to 150 billion baht last year. Such a large market. The market is the leader and the market is steel. As long as the market rises, it will solve the problems of China's industries. What is the problem with such a large market? First industry integration. Whether such a large market has collapsed and is now closed, it is simply because quality is not good, the cost is not enough, and the market will come together. Will they resurrect and turn into swarms? The biggest problem in China is how to proceed. Industrial integration, how to get good companies to share this cake, rather than let these swarms of good and bad together, get confused, this is the problem of industrial integration. This is a very serious situation for us. The 5 countries, 6 countries, and 8 countries all promote industrial integration. However, there is no mention of how to integrate and how to achieve survival of the fittest. This is a problem we face.

The second question, such a large market size, the problem of **, China’s policy, is very obvious. From the initial investment subsidies of Golden Sun to the tariff subsidies, the initial investment subsidies are for the state to give you money for you to build, the country gives You 50%, or even 70%, you go to build a power station, it is very simple, there is no problem with **, now all the initial investment to the developers themselves, 100 to 150 billion will require developers to take their own money, your funds are Need to generate electricity to sell money, the problem of ** becomes very serious. The problem of ** is not solved. No one in the market has voted for it. No one has money, no money cannot be built, and the policy still does not work. The problem with ** is the second biggest problem.

The third major issue is the quality problem. In the past, China's photovoltaic market started very quickly and brought a lot of quality problems. Of course, manufacturers also have problems. What do you fake? When the hottest, the polysilicon plant has a strange phenomenon. High-quality silicon is not bought. The cheap ones are already sold out. Now. How we control quality is the third issue.

For the solutions to these three problems, I have yet to see a solution. There are also quality issues, and now the problems of the power station are exposed, and the problems of the power station are obvious. These three issues test the leadership of our Energy Bureau. How to solve these three problems is good. I think it is healthy.