The hottest the Belt and Road has warmed up the ph

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The "the Belt and Road" has warmed up the photovoltaic industry

the photovoltaic industry has entered a warming channel, and the national policy has many advantages. At present, China's centralized photovoltaic has completed the planning goal, but the completion of distributed photovoltaic is not optimistic. The completion of the planning goal is less than 30%, which is a huge gap compared with the plan. The industry predicts that with the comprehensive recovery of China's photovoltaic industry chain and the construction of a large number of downstream power stations, the financing boom will also hit

after a long-term "cold winter" of downturn, the photovoltaic industry chain began to show signs of warming from upstream to downstream. The national policy was favorable, and the financing boom of photovoltaic downstream power stations also set off. Especially in March this year, some customized products of national energy include: thermoplastic pipes - balloon tubes, 3-layer tubes, multi cavity tubes, braided tubes, heat shrinkable tubes, post-processing - cutting-edge, flaring, printing, etc; Silica gel products - precision extrusion, molding, impregnation molding, silica gel sheet and film, assembly and packaging Bureau issued the 17.8 GW new photovoltaic installation target mentioned in the notice of the National Energy Administration on Issuing the 2015 photovoltaic power generation construction implementation plan, which undoubtedly played a strong role in boosting the photovoltaic industry in 2015. However, insiders also pointed out that the number of polysilicon imported by processing trade from South Korea, the United States and other countries has increased rapidly in recent months, posing considerable pressure on the industry, and the situation is expected to improve in the second half of the year

favorable policy environment

since this year, there has been continuous positive news for the photovoltaic industry from the national policy. In March, the national energy administration put forward in the notice on Issuing the implementation plan for the construction of photovoltaic power generation in 2015 that in order to stably expand the photovoltaic power generation application market, the scale of new photovoltaic power stations nationwide was 17.8 million kW in 2015. The total scale of centralized photovoltaic power stations and distributed photovoltaic power stations planned to be started in 2015 in all regions shall not exceed the construction scale of new photovoltaic power stations assigned, and projects within the scale are eligible to enjoy subsidies from the National Renewable Energy Fund

then, the CPC Central Committee and the State Council said in the opinions on further deepening the reform of the power system that we should further deepen the reform of the power system, solve the prominent contradictions and deep-seated problems that restrict the scientific development of the power industry, promote the sound and rapid development of the power industry, and promote structural transformation and industrial upgrading

in addition, the national energy administration has also successively issued the "outline for the preparation of the photovoltaic poverty alleviation pilot implementation plan" and the "letter on Soliciting Opinions on playing the role of the market to promote photovoltaic technology progress and industrial upgrading", giving full play to the guiding role of the market for technological progress, and gradually improving the market access standards of photovoltaic products based on the technological progress of photovoltaic power generation in China on the basis of giving full play to the decisive role of market allocation resources, Promote the technological progress and industrial upgrading of photovoltaic industry, and promote the sustainable and healthy development of clean energy

a relevant person from the silicon branch of China Nonferrous Metals Industry Association said that the National Energy Administration's policies for the photovoltaic industry in 2015 were mainly fine-tuning and improvement. First, with the promotion of construction, the power station quota will be allocated among different provinces, autonomous regions and cities; Secondly, the subsidies for new projects after 2015 can basically be implemented in that year; Thirdly, the internal integration of the photovoltaic industry will take the construction of the "the Belt and Road" as an opportunity to integrate into the overall cooperation with various energy sources in other countries

polysilicon prices will improve in the second half of the year

with regard to the 17.8 GW new photovoltaic installation target proposed by the national energy administration, relevant people from the silicon industry branch of the non ferrous Metals Association said that following the 15 GW photovoltaic installation target proposed by the National Energy Administration in January 2015, the notice on the implementation plan of power station power generation construction was launched in March, raising the 2015 photovoltaic installation target to 17.8 GW, with an expected increase of 69.2%, Undoubtedly, it shows that the government supported the development of the photovoltaic industry and led the country to complete the determination to join the military to raise funds to expand its service rights, and the transition from politics to modern democratic politics dominated by Islamic parties. Coupled with the follow-up of specific implementation measures, it is no problem to complete the photovoltaic installation goal within the year, so the overall polysilicon demand for the whole year will increase year-on-year. However, at present, domestic polysilicon enterprises are still affected by the "sudden import" triggered by the "suspension of processing trade" policy, which has caused great pressure on domestic polysilicon supply

according to customs statistics, China's polysilicon import volume in March 2015 was 10297 tons, a substantial increase of 36.2% month on month. A total of 27164 tons of polysilicon were imported in the first quarter, an increase of 26.5% year-on-year. According to the silicon branch of the Nonferrous Metals Association, there are two main reasons for the sharp increase in polysilicon imports to more than 10000 tons in March 2015:

first, imports from South Korea in March were 4224 tons, with a significant increase of 28.5% month on month, accounting for 41.0% of the total imports, ranking first in imports for 11 consecutive months. In the first quarter, imports from South Korea totaled 11377 tons, accounting for 41.9% of the total imports. The high volume of imports from South Korea has been the main reason for the sharp increase in total imports

second, 1530 tons of polysilicon were imported from the United States in March by means of processing trade, accounting for 97.3% of the total imports from the United States that month. In the first quarter, the cumulative imports from the United States by means of processing trade accounted for 95.7%, almost all of which were imported through processing trade. This is also the impact of the "sudden import" triggered by the "suspension of processing trade" policy. The silicon branch of the non ferrous metals association is expected to say that by the end of June this year, due to the decline in the volume and price of imported polysilicon, the domestic polysilicon price will also be forced to decline, and the maximum decline is expected to be 10000 yuan to 15000 yuan/ton. However, from the third quarter, with the gradual completion of the expansion projects of domestic crystalline silicon enterprises mostly used for adjustment and shock absorption in the second half of the year, and the expiration of the polysilicon import contract of "surprise approval", the number of imported polysilicon will gradually decrease. In addition, photovoltaic installation will also start in the second half of the year and gradually reach a peak. It is expected that the domestic polysilicon price will gradually improve in the second half of the year

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