The state intends to revise the photovoltaic industry standard policy, dividends and good photovoltaic enterprises

Policy Dividends Promote High Growth in Enterprise Industry Integration Performance

The "Photovoltaic Industry 2016 Development Review and 2017 Situation Outlook" seminar proposed that China's PV market will show a tight and loose trend in 2017, with an expected installed capacity of 20-30GW.

According to the latest statistics released by the National Energy Administration in February, as of the end of 2016, China's photovoltaic power generation has a new installed capacity of 34.54GW and a cumulative installed capacity of 77.42GW. Both new and cumulative installed capacity data rank first in the world. Among them, the cumulative installed capacity of photovoltaic power plants is 67.1GW, and the distributed cumulative installed capacity is 10.32GW. The annual power generation capacity is 66.2 billion kWh, accounting for 1% of the total annual domestic power generation.

In 2016, some PV companies have been pursuing industrial upgrading, reducing costs, expanding applications, and performance growth exceeded expectations. As of February 6, 31 of the 36 listed companies covered by the A-share photovoltaic power generation concept sector have released 2016 annual performance forecasts. Among them, the proportion of companies with pre-sales performance is as high as 80% (pre-increase 14, continue to increase 2, slightly increase 7, turn losses 2). Analysts pointed out that in 2016, photovoltaic power generation twice set off the wave of rush to make the industry develop more than market expectations. At the same time, the upgrading of new technology and technology caused the cost to decrease, and the gross profit margin increased significantly year-on-year.

For example, Tongwei shares previously released 2016 performance forecast, the company expects the company's net profit attributable to shareholders of listed companies in 2016 to be 9.3-10.7 billion, an increase of 180%-220% compared with the same period of the previous year (statutory disclosure data). Compared with the same period of last year, Tongwei's 2016 performance achieved high growth, mainly due to the increased demand for high-efficiency and high-quality products in the photovoltaic market. The production efficiency of the company's new photovoltaic energy sector continued to increase, and production capacity was effectively utilized. Sales volume and operating income. The year-on-year growth; the continuous optimization and refined management of the company's technology and technology further increased the gross profit margin of the products. At the same time, the commissioning of new production capacity of Tongwei Solar also promoted cost reduction and profit improvement. Liu Hanyuan, chairman of Tongwei Group's board of directors, said in an interview with the media recently that Tongwei Solar's production of crystalline silicon cells has jumped to the top in the world in 2016. Although the photovoltaic industry has experienced a long period of cold winter, as long as we recognize The development direction of quasi-clean energy will go on without hesitation.

Adhere to the efficient and coordinated development of the dual main industries of agriculture and new energy

On January 22, Tongwei Solar (Hefei) Co., Ltd., a subsidiary of Tongwei Co., Ltd., plans to sign an Investment Agreement with Chengdu Shuangliu District People's Government to invest in the construction of a 4GW high-efficiency crystalline silicon cell production project in Shuangliu District, mainly engaged in high efficiency. The production, research and development and sales of crystalline silicon cells will be implemented in two phases and three phases (the first phase of 1GW high-efficiency crystalline silicon cell production project has been completed and put into operation in Shuangliu District). Among them, the second phase produces 2GW high-efficiency crystalline silicon cells, and the third phase produces 2GW high-efficiency crystalline silicon cells. The project is expected to have a total investment of about 5 billion yuan and a fixed asset investment of about 3.4 billion yuan. The project can make full use of Tongwei's comprehensive advantages in technology research and development and market channels in the solar cell industry to further expand the scale of local photovoltaic new energy industry and promote the regional economic development. On February 18th, Tongwei Solar (Chengdu) Co., Ltd. 4GW high-efficiency crystalline silicon battery production project officially broke ground in Shuangliu Plant. The second phase of the 2GW crystalline silicon battery project is scheduled to be put into operation this year, creating a new record of “Chengdu Speed” and “Double Flow Speed” and creating a “smart manufacturing” model project. After the completion of the project, the annual output value of the dual-flow battery base will exceed 10 billion yuan, becoming the world's largest and the world's most advanced intelligent, digital crystalline silicon battery production base.

China has become the world's largest PV manufacturing country and photovoltaic power generation country. From the perspective of photovoltaic applications, China's PV installed capacity in 2016 was 34.54GW, ranking first in the world for four consecutive years, accounting for 47% of the world's new installed capacity. The industry generally believes that the photovoltaic industry will continue its strong recovery in 2016. With the help of policy dividends and integration of industry and finance, “Photovoltaic+” will continue to be a hot word in 2017.