Photovoltaic industry or state-owned enterprises retiring state-owned enterprises will dominate the future of photovoltaic industry park

Premier Wen Jiabao of the State Council presided over the State Council Executive Meeting on December 19 to study and determine new policies to promote the healthy development of the photovoltaic industry. Among them, the first proposed development of sub-regional benchmark prices for photovoltaic power plants and the strict control of newly expanded polysilicon and photovoltaic cells. And component projects, reduce government intervention, and prohibit local protection.

The background of the introduction of this new policy measures is that China's photovoltaic industry has been in a predicament. For example, in Kaihua County, Zhejiang Province, where more than 40 photovoltaic companies are gathered, the once-sunny PV industrial park is now a city in empty space.

The policy measures and current status of the healthy development of the photovoltaic industry What are the implications for the investment in the current PV industrial park? What are the opportunities and challenges that will arise and what changes will take place in the future market landscape?

First of all, at present, the photovoltaic industry is in a low tide period of “full confidence in the future of the industry and is worried about the status quo”. The difficulties faced by the enterprises are far beyond expectation. PV industry park projects should be suspended or prepared for deployment in areas with industrial development foundations. Then blindly expand the investment.

Second, the photovoltaic industry or "national advancement," state-owned enterprises or leading the development of the future photovoltaic industry park.

Zhang Hongwei, director of Tongze Consulting Research Center, believes that the policies and measures for the healthy development of the photovoltaic industry may lead to further acceleration of industry reshuffling, and the photovoltaic industry or “national advancement and retreat”, and state-owned enterprises such as power grid companies have led to further increase in the concentration of the photovoltaic industry market through mergers and acquisitions. The formation of several powerful large groups, the formation of these large groups may thus break the current status of the local photovoltaic industry protection, promote the national-wide PV industry park information, technology and other interoperability, eventually led by the state-owned enterprises in the future development of photovoltaic industry park , operation and development.

Third, from the point of view of real estate market development, PV industry parks staged an “empty city” plan, which has a certain relationship with the real estate development background and the “land-acquisition model” of most group companies with photovoltaic industry. The government should strictly approve the scale of land acquisition. And its real purpose, this will prevent the photovoltaic industry park from performing "empty city" with certain preventive effect.

According to the author's understanding, the cost of obtaining land resources in the land market through traditional bidding, filming, and hanging methods is getting higher and higher, and it has become commonplace for developers to develop industrial real estate through the concept of photovoltaic industrial parks. The biggest advantage of this operation is that developers can use low-cost land resources to obtain greater land premium income in the future development of the real estate market. The concept of photovoltaic industrial parks is actually only one of its entire projects. In a small part, the good or bad of its operations does not have a great impact on the entire project.

For developers, development companies can recoup funds through the development and sale of real estate, and they can also make appropriate profits. For the photovoltaic industry park, it encounters current encounters. In fact, there is not too much loss for developers. Because the photovoltaic industry park's fixed assets are still there, there is no devaluation. However, for the photovoltaic industry-related companies, they will be subject to overcapacity and the cost will rise to the dilemma of higher industrial development. This may be one of the reasons why the current PV industry park staged an "empty city" plan.

In today's overcapacity of photovoltaic industry, the government should strictly approve the scale of land acquisition and its real purpose. This will prevent the photovoltaic industry park from playing "empty cities" with certain preventive effects.

Fourth, current status of PV industry and reduction of government intervention, prohibition of local protection and other measures, or forcing PV industry parks to improve their own risk prevention capabilities, which will help the balanced development of the industry structure, improve the market's ability to resist risks, and avoid the blind start of photovoltaic industry park will inevitably appear. Multiple problems.

According to Zhang Hongwei, director of Tongze Consultation Research Center, from the perspective of the actual development of the problem, the layout and development of the photovoltaic industry does not depend on the subsidy policy and the emerging industry revitalization plan, but it should be solved with local industrial development planning and actual market demand. Coordinating, grasping the scale and speed of the development of the photovoltaic industry, encouraging self-occupation innovation based on enterprises, and continuously expanding the market application, and finally reducing the production cost through technological improvement is the development of the photovoltaic industry.

In the future, reducing government intervention, prohibiting local protection and other new policies, or forcing PV industry parks to improve their own risk prevention capabilities, and forcing the photovoltaic industry in the industrial parks to improve their technological level, so that the solar photovoltaic market will be applied to high efficiency and low cost. Development, at the same time, presents a wide-ranging, diversified trend and adapts to various market demands, which is conducive to the balanced development of the industry structure and the improvement of the market's ability to resist risks.