Song Liang: The government's rescue of the photovoltaic industry is a strategic move

Since last year, under the global economic downturn, China's photovoltaic industry has shrouded in the gloom of shrinking markets in Europe and the United States. This year has been affected by the “double reverse” investigation. Many companies have been shut down and closed down. They used to have “high input and high China's photovoltaic industry, which is known for its output and high profits, faces difficulties.

Is it self-help or government rescue? How to treat government rescue behavior? There are many discussions in the industry. Some people have quite a few words about the government's help for the photovoltaic industry. They believe that for the development of photovoltaic companies, the government should not be excessively "loving" and must let the market rules work.

However, I believe that the photovoltaic industry is different from other industries. The government attaches so much importance to photovoltaic and other emerging energy industries. Its purpose is not only to obtain clean energy, but also to improve safety and security. To a certain extent, the new energy industry can be seen as a vane of current China's industrial transformation and upgrading. Success or failure not only determines the energy industry, but also determines whether the entire industrial industry can transform into an intensive and sustainable direction. In addition, more importantly, the new energy industry represented by solar energy is taking the lead in the era of the new economy (310358) characterized by “low carbon”. Changes in energy production, transmission, and consumption patterns will directly lead to the entire production method. The change eventually opened up new areas for rapid economic growth.

Since the Industrial Revolution, the economic transformation around the production methods has never stopped. Whether it is the first or second industrial revolution or the third information revolution centering around the development and use of information technology, it is changing the traditional production methods. Greatly improved economic development. Therefore, we can easily see that in the current world economic recession against the backdrop of Europe and the United States still take huge amounts of money to vigorously support the photovoltaic industry. Last year, the total installed capacity of the world's photovoltaics, mainly in Europe and the United States, still rose by 20%. At the same time, we should also clearly understand that, given that China's current photovoltaic industry still relies heavily on the European and American markets, and the entire industry is still at the low end, behind the US and Europe, there is a lot of money to ruin China's photovoltaic industry.

In recent years, the core technologies of the photovoltaic industry have been insufficient, and the “two heads” are out of the country, relying heavily on the international market. This cannot be changed in the short term. This unexpected "double reaction" has left the unprepared photovoltaic industry in trouble.

Therefore, the government should further increase support and reverse the passive situation: On the one hand, further promote the cultivation of the downstream demand market and optimize the industrial layout. This is an emergency policy; on the other hand, it gradually promotes the innovation of the entire photovoltaic industry system, including competition. Orderly market mechanism, innovative core technology, well-incentivized business development model, and supporting service management mechanism, etc., to enhance the core competitiveness of the industry and promote the healthy and sustainable development of China's solar photovoltaic industry.

At present, except for a few companies such as Suntech and Saiwei, which are in financial difficulties, most of the domestic PV companies are trapped in shrinking external markets, resulting in reduced orders, idle equipment, and product backlog. Therefore, as an emergency strategy, the government can establish an emergency mechanism for temporary photovoltaic material reserves; install large-scale photovoltaic power station installations in the central and western regions in advance; continue to expand the implementation of similar "Golden Sun Project"; carry out "PV to the countryside" activities to promote solar water heaters The construction of small-scale photovoltaic power plants; in the medium and long-term perspective, accelerate the promotion of urban rooftop photovoltaic transformation plans; and promote the construction of distributed small-scale power stations in East China, South China and Southwest China.

As a market-oriented company, under the guidance of the government, it should speed up the transformation of internal core technology innovations, actively explore good business development models, and shift from "heavy-scale, quantity-oriented" to "heavy-quality, efficiency-raising", homogeneity and complementarity. Strong companies should speed up mergers and acquisitions and integration.

In addition, as supporting services, grid-connected power generation should be further accelerated. The current lack of smart grids and related standards are not uniform, which is the main bottleneck restricting the development of the entire new energy downstream demand market.

In my opinion, although the “double counter” photovoltaics in Europe and the United States have caused great impact on domestic companies, they have also objectively accelerated the pace of domestic industrial transformation. After the pains of the survival of the fittest, the Chinese PV industry will become even more powerful.

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