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2023 is a year when opportunities and challenges coexist in most industries, and this is also true for the photovoltaic industry. Since the beginning of this year, the scale of the photovoltaic market has continued to expand, and the important regional output of the industrial chain has shown a rapid growth trend. At the same time, young actresses who are also using land are the heroines. The heroine in the story has many challenges in this drama, such as overcapacity, low price tags, etc. In order to better explore the development situation of the photovoltaic market, the purpose and path of development under the new situation, Beixing Solar Photovoltaic Network will mark you the trend of the 2023Pinay escort‘s photovoltaic market for reference.
1. Use Sugar daddy land demand has also increased as the capacity of photovoltaic installations grows rapidly. Due to the replacement of new policies, there is a unclear definition of the land use quality of existing photovoltaic projects, which leads to the land use in a step further, as a scarce resource. In March this year, the “Notice on the Development of the PV Industry Standards for the Development of Photovoltaics and Electric Power Industry” jointly issued by the three ministries and commissions, and the land use phenomenon that marks the long-term existence of the photovoltaic industry has ushered in the end. The document implements classification management for the land used in photovoltaic power generation projects, clearly defines the management of photovoltaic land and supporting facilities, and proposes requests for strengthening land use supervision and stable disposal of historical problems.
In the location, more than 10 provinces including Jiangsu, Chongqing, Xi, Guangxi and more than 10 provinces have also issued or adjusted the management of photovoltaic project target land, and carefully investigated the occupation of permanently-based farmland, newly built photovoltaic power generation, and the occupation of cultivated land, and the illegal and irregular behaviors of photovoltaic surface areas.
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Many new, under-construction or existing projects have been removed due to adjustments to water conservancy and land use policies. For example, the Juan Photovoltaic project in Jiaoliang Lake in Xishang County was removed for occupying lakes, the photovoltaic project in a certain enterprise in Hainan did not comply with the law to remove land occupation, and the 50 MW agricultural and optical subsidy photovoltaic encroachment in Jingxian County was removed.
2. Over the past two years, under the intensive development of silicon wafers, batteries and components of a group of companies, photovoltaic industries have experienced periodic shocks, supply chain segmental supply and demand errors. According to data from the Ministry of Industry and Information Technology, Sugar babySugar babySugar baby baby, in the first half of 2023, the national polysilicon, silicon wafer, battery and component production reached a new high, with the output of Sugar baby exceeding 606,000 tons, 253.4GW, 224.5GW and 204GW respectively, with year-on-year growth exceeding 65%, and the market’s remaining risks are gradually increasing.
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This has attracted the attention of many industry insiders, especially the view that “photovoltaic capacity is over” in the second half of the year is not absolutely true. But the major industry professionals Sugar Baby‘s performance in this regard, in the long run, the “surplus” problem still needs to be treated with evidence. The stage shock is a normal industry attribute, appropriate supply and demand, which is conducive to the survival of the economy, and high efficiency and quality capacity are not overly surplus…
In late November, the fourth manufacturing enterprise conference held by the Ministry of Industry and Information Technology also made a judgment on the current situation of the photovoltaic industry: “At present, there are certain stage-by-stage and structural excess risks in our photovoltaic industry, but it generally belongs to the normal scope of industry development. href=”https://philippines-sugar.net/”>Sugar baby.”
3. The production capacity of the photovoltaic industry chain is over, which also causes all the prices of high and low travel to show a trend of landing.
Since this year, the price of silicon materials has dropped rapidly, and the silicon material company that once “super silicon is the king” has experienced the “two-day worlds of ice and fire” in several months. Data display: Have you read the logic from the authors of 300,000 yuan/m in previous years? According to the ratio of the figure, silicon material has fallen to 70%.
The huge decline in silicon material prices has led to a decline in the overall industrial chain price. During the silicon wafer ring, the M10 silicon wafer dropped from 6.7 yuan/piece to 2.3 yuan/piece at the end of previous years, and the G12 silicon wafer dropped from 6.7 yuan/piece to 3.3 yuan/piece, both of which exceeded 50%. During the battery wafer ring, the battery wafer that once reached more than 1 yuan per watt has dropped to 0.5 yuan today; the price of the assembly is increased. escort times “all the way down”, the average price of 182 and 210 double-glass PERC components dropped from 1.915 yuan/W at the end of previous years to 1.03 yuan/W and 1.07 yuan/W at present, a drop of more than 40%.
In the application side, since the beginning of the year, the total number of component reports is on the landing trend. In October this year, in the third batch of photovoltaic components procurement of Hua Electric Group in 2023, some companies even reported a minimum price of 0.993 yuan/watt, refreshing the industry’s awareness of low prices. In the centralized procurement of photovoltaic projects of the National Dynamic Group and the Sanqi Group, the bid price fell below 1 yuan/W, which seemed to indicate that the bid price of photovoltaic components exceeded the 1 yuan limit.
Many insiders pointed out that quotes below 1 yuan/watt are the result of industry competition. The price of the 1 yuan/watt assembly has completely fallen below the capital price. This malicious price battle not only brings internal damage to the company, but also affects the development of the entire Chinese photovoltaic industry. However, some industry insiders have also said that although the price reduction seems to be a low point in the industry, after this period, excellent companies will lose their money or double their strength, promoting the high-quality development of the entire industry.
4. Industry supporting facilities
In the past two years, despite the number of documents issued by the state and office levels, it has clearly requested that localities should not use “support industries” and “investment of investment” as restrictions on the development of new dynamic projects such as photovoltaics, but the industry supporting facilities of various conditions are still not layered and the variety is single.
Since this year, industry supporting problems have become the focus of industry hotspots. For example, in the investment promotion of distributed photovoltaic development projects issued in a county in Yunnan, the investor must help and promote local rural revitalization and village collective economy; in the investment promotion of 100MW engine photovoltaic power generation projects in a county in Sichuan, the company needs to invest in the project and build a Sugar locally. daddy a rural revitalization project or hotel project; in the invitation to the 42 million-dollar mutual supplement project in Jiangsu, a foreign investment package request was even proposed, and the demand for strict additional conditions such as registering and establishing foreign investment enterprises at the time… The rising non-technical capital has made the development enterprises difficult.
In order to further rectify this situation, in October this year, the National Bureau of Dynamics issued the “Development of Special Rectification Task Plan for the Inappropriate Market Preliminary in the Development Area of New Power and Pumped Storage Energy”, which carried out rectification, verification and supervision on the development areas of new power projects, including industry supporting facilities and restriction of additional income, and set up special columns on the door website for case and problem search collection.
After that, provinces such as Guizhou, Xinjiang, Ningxia, Shanghai, and Anhui began to implement and issue relevant rectification tasks plans. In the process of continuous deviation, the supporting situation of TC:
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