In 2013, China's new energy industry will be Rio Tinto's domestic market

Near the end of 2012, China's photovoltaic industry suffered from a series of "double reverse" investigations from the United States and the European Union. Under the coercion of the "big stick" of trade, the door for Chinese photovoltaic module manufacturers to "go out" has almost been closed, and China's new energy industry has fallen into a dilemma.

Represented by wind power and photovoltaic power generation, China's new energy industry has developed rapidly in the past decade. Liu Zhenya, chairman of the China Electricity Council, said at the recent 2012 power Enterprise Summit that China's wind power installed capacity has increased 118 times, with an average annual growth rate of more than 60%. The installed capacity of solar photovoltaic power generation has increased by 67 times, with an average annual growth of more than 50%, and the installed capacity of wind power ranks first in the world.

It is understood that after two years of adjustment, the problems in China's wind power industry are still not reduced.

The authoritative report shows that in the first half of the year, the country added a new hoisting wind Electric machine Group 5.41 million kilowatts, basically the same as the first half of last year. As of June 30, the cumulative lifting capacity of wind power in China reached 61.9 million kilowatts. However, affected by the power rationing in the "three North" region, the grid-connected capacity decreased by about 16% year-on-year to 7.88 million kilowatts.

In early November, Europe and the United States began the "double reverse" investigation of Chinese photovoltaic companies. According to the China Metal Industry Association Silicon industry branch, at present, 90% of the market of China's photovoltaic industry is abroad, of which 70% are sold to Europe, and the remaining 30% are sold to the United States and other regions. Europe and the United States "double reverse" restrictions, the domestic photovoltaic industry will face huge losses.

The industry generally believes that there are two main factors in China's PV predicament, the internal reason is that when the market situation is good during the "eleventh Five-Year Plan" period, many enterprises blindly enter, excessive investment, resulting in stage overcapacity; The external reason is that the proportion of external demand in China's photovoltaic market is too large, and the European and American trade protection and suppression will quickly "enter winter".

It is understood that the country's recent encouragement policies for the photovoltaic industry have been introduced, and expanding domestic market demand has become an option. At present, the more feasible strategy to help photovoltaic enterprises is to further expand domestic demand. In this context, the focus of the photovoltaic industry chain will shift from manufacturing to application, the market focus will shift from abroad to domestic, and the big point is the domestic distributed application market.

The "Twelfth Five-Year Plan for the development of solar power generation" issued by the National Energy Administration is clear: by the end of 2015, the installed capacity of solar power generation will reach more than 21 million kilowatts, which is 6 times the current domestic solar installed capacity, and 4 times the previous planning target.

Some people believe that the dilemma or "forced" China from a photovoltaic manufacturing power to manufacturing, application power, fundamentally bid farewell to the past "two outside".

Since the European Union cut subsidies for photovoltaic power plants in early 2011, the Chinese photovoltaic industry has proposed to explore the domestic market. Due to the tight capital chain of photovoltaic enterprises, they are unable to build their own power stations, and the domestic market is restricted by "grid connection difficulties", and progress has been slow. However, the recent "photovoltaic New Deal" has broken this bottleneck, and is attracting capital from inside and outside the photovoltaic industry to enter photovoltaic power generation, or triggering a wave of "photovoltaic power generation investment heat".

The industry believes that the "double reverse" in Europe and the United States has also prompted China's photovoltaic companies to change their development mode. China's photovoltaic industry blind construction, low-level duplication, homogenization competition phenomenon is still very serious, the industry boom index is low, you can force domestic photovoltaic production enterprises to accelerate product structure adjustment, to high-end field development.

On October 26, the State Grid issued the "Opinions on Doing a good job of Distributed photovoltaic power generation grid-connected Services (Interim)", proposing to provide grid-connected testing, commissioning and other whole process services for distributed photovoltaic power generation projects with a total installed capacity of no more than 6 MW in a single network, and fully purchase surplus power.

However, from the current large-scale wind power "abandonment" phenomenon in the "three north" regions of Gansu, Inner Mongolia, Heilongjiang, Jilin, etc., the grid-connected consumption problem will also be transmitted to the photovoltaic industry. In the long run, in order to ensure the sustainable development of new energy, it is urgent to solve the problem of grid connection and consumption.