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The domestic thin-film solar photovoltaic industry is facing a "desperate situation"

recently, the National Energy Administration released the 12th Five Year Plan for solar power generation. The plan proposes to improve the policy system and development mechanism of solar power generation in combination with the reform of power system and electricity price mechanism, and establish a market competition mechanism and power operation management mechanism conducive to the development of distributed renewable energy power generation, so as to provide a good institutional and mechanism environment for the development of solar power generation industry

"looking into the future, the competition in the industry will tend to the overall competition in the industrial chain. The fate of Dongguan thin film solar PV industrial base will fluctuate, which is closely tied to the improvement of the industrial chain." Luobaihui, Secretary General of the International Model Association, said that the gradient layout from provincial industrial bases to municipal industrial bases revealed that Dongguan hopes to form the industrial scale and agglomeration effect of solar photovoltaic. In 2011, Dongguan issued the development plan for Dongguan thin film solar photovoltaic industry base, which proposed the industrial layout of "one base and four parks" and five key construction projects such as the local industrialization project of solar production line, solar power station demonstration project and photovoltaic roof power generation project, and guided the transformation and upgrading of the city's traditional electronic information industry to the solar photovoltaic industry

Dongguan has also issued and implemented the detailed rules for the implementation of financial support for promoting the development of thin film solar PV industry in Dongguan (Trial), and set up a special fund for the development of thin film solar PV industry in Dongguan. Since 2011, for five consecutive years, a certain amount has been allocated from the "special fund for transformation and upgrading of technology Dongguan and impact end face industries" every year to support the development of the city's solar photovoltaic industry

the amount of special funds in 2011 is 20million yuan. After careful review of application materials and expert review and demonstration, it is proposed to support and subsidize 4 projects of 5 enterprises including Xinyi ultra white photovoltaic glass (Dongguan) Co., Ltd., including 1 industry chain support project, 2 industry chain key supporting projects and 1 photovoltaic application demonstration project

in addition, last year, Dongguan also carried out the declaration and identification of municipal solar photovoltaic industrial base, and identified Dongguan (Mayong) CSG solar photovoltaic industrial base (newly built), Dongguan (Nancheng) thin film solar equipment industrial base (newly built) and Dongguan (Nancheng) thin film solar cell industrial base (newly built) as municipal solar photovoltaic industrial bases

Dongguan has a complete solar photovoltaic industry chain, with about 70 enterprises put into operation, which will be distributed in the upstream, middle and downstream of the industry. Among them, the thin-film solar photovoltaic industry chain has taken shape. From equipment manufacturing and photovoltaic cell manufacturing to industrial gas, inverter, photovoltaic glass, and industrial chain support of downstream industries, including subsequent photovoltaic power station construction, are closely linked into a linear cycle. Dongguan has the basic conditions to form such a complete industrial chain with an industrialization supporting capacity of more than 95% within a radius of 100 kilometers and realize closed-loop and high-speed development

the experimental method does not have high requirements for measurement operation. As for the current situation in Dongguan, the industrial concentration is high, and leading enterprises have almost become the only pillar of industrial development. The city will focus on promoting the construction of key projects such as Hongwei 1500 MW silicon thin film solar cell project, Hongwei thin film solar cell production equipment project, CSG crystalline silicon solar cell capital increase and production expansion project, and easy task inverter, and coordinate to solve the problems and difficulties encountered in the project approval and construction of key projects. Take major projects as the starting point, formulate strict technical regulations on China's export products, and guide the development of industrial clusters

although Dongguan has done in an orderly manner from base construction, development planning, major projects to policy support, from the current overall environment of the international and domestic solar PV industry, regardless of the pace of development or the speed of promotion, we must be careful and ask for directions. In the face of the overall depressed market and the turbulent international economy, Dongguan must seize the direction of the film and find a suitable breakthrough path through the development of the base

the development plan two years ago mentioned that by 2012, the output value of thin-film solar cells will reach 10billion yuan. However, in the actual process, it took a lot of time from the start-up funds, policy support to the land use and environmental impact assessment of the project itself, which was delayed compared with the original planning. The more important reason is that in the face of the sluggish domestic solar PV market, the original pace of development has been somewhat disrupted, the cost of products has dropped rapidly, and the subsidy policy is not very stable. These problems were also expected at the beginning, so Hongwei made great efforts to improve technology and production capacity, and took technology as a breakthrough

in fact, the overall crisis of the industry has spread to Dongguan. A few days ago, it was reported that the solar energy business of Dongguan CSG group had suffered a loss, and CSG group was forced to suspend its investment in a Dongguan PV module expansion project. Insiders said that in the first half of 2012, the solar PV market continued the downturn since the second half of 2011, "Affected by the European debt crisis, the solar subsidy policies of European countries have been adjusted all the way. In addition, the United States has issued a double negative response to China's solar products, which has caused a great blow to the solar industry. The whole industry has suffered serious losses. Many enterprises have gone bankrupt or were forced to close down. Nearly 90% of polycrystalline silicon production enterprises are in a state of shutdown."

three factors will promote the development of thin-film power generation: first, the investment cost will be continuously reduced; second, the product technology will be greatly improved, including the photoelectric conversion rate and other indicators; Third, the maintenance and operation costs of thin-film power generation are more advantageous than those of thermal power. "At present, Hongwei's thin-film batteries are making rapid progress in this direction. Of course, if there is a fourth reason, it is that thin-film power generation belongs to clean energy, which is in line with the future energy development trend."

according to the objectives of the outline of the reform and development plan for the Pearl River Delta region (year): in 2020, photovoltaic power generation will account for 3-5% of the total power generation, and the installed capacity of photovoltaic power generation will be GW. "A research report says that by 2030, photovoltaic power generation will account for 20% of the global power generation. The proportion of thermal power will be lower and lower, and the proportion of photovoltaic power will certainly be higher and higher, which gives hope to the thin-film photovoltaic power generation in Dongguan." A person in charge of the Municipal Bureau of economy and information technology said

on this premise, the most important thing in the future is the market and application. Although all localities encourage the construction of power stations, they are also preparing to introduce policies to promote their application. But take Dongguan for example. Although it has been brewing for a long time, there is no clear document saying how much money can be subsidized for the construction of a power station. There are two reasons for this. First, there are policy restrictions on electricity. If it is not available after construction, it will be wasted. The policy in this regard has not been clear; The second is the amount of subsidy. The market is very volatile, and the cost is also falling rapidly. Therefore, the subsidy standard has always been uncertain. There is no consensus on whether to formulate a flexible policy or a fixed policy

in this regard, Gengyi, a doctor from the Photovoltaic Industry Research Institute of China Electronic Information Industry Development Research Institute, said that from the base to the policy, the thin-film solar PV in Dongguan has a very good opportunity. "The way out for the future PV market will be distributed power generation system. Thin film cells will be the main force for the future development of distributed power generation. It is correct for Dongguan to choose thin film cells as the development strategy for entering the PV field." Gengyi believes that, "The state vigorously promotes the development of the photovoltaic market, which will bring great benefits to Dongguan's industrial development through application. It can be planned to support enterprises to apply for major projects such as the national 'golden sun project' and Guangdong solar power station project, and build a number of solar photovoltaic and power generation demonstration projects, which is conducive to the production of Dongguan thin-film solar photovoltaic industry. Although these enterprises are leaders in the field of domestic new materials, they can combine research and Application The development model of the company. " Zhonghua glass () Department

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