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"In fact, the recovery of the photovoltaic industry always carries a layer of doubts." Wang Xiaokun, an analyst at Zhuo Chuang Information, believes that the current government subsidy for distributed photovoltaic power generation is 0.42 yuan / kWh, which is more than 0.419 yuan / kWh of coal power generation. The on-grid electricity price is still high. "With such subsidies, if the photovoltaic industry still has no signs of recovery, it will not be said."
At present, although the cost of photovoltaic power generation in China is also declining, there is still a big gap between the cost of coal power generation of 0.2 yuan/kWh. With the continuous reduction of the amount of photovoltaic subsidies in countries such as Europe, America and Japan, the continuity of China's support policies has been questioned. On-grid, the management of polysilicon purification pollution, and the independent profit of enterprises still suppress the three mountains of the photovoltaic industry, and the road of true "recovery" is still blocked and long.
The real recovery of the photovoltaic industry still needs to push down the "three big mountains"
Abstract In the first half of 2014, China's total exports of photovoltaic products reached US$8.23 billion, a year-on-year increase of 15.9%. Last year, China exported about US$10 billion. In terms of enterprises, Artes Solar's gross profit margin has grown steadily, reaching 19% in the second quarter of this year...
In the first half of 2014, China's total exports of photovoltaic products reached US$8.23 billion, a year-on-year increase of 15.9%. Last year, China exported about US$10 billion. In terms of enterprises, Artes Solar's gross profit margin has grown steadily, reaching 19% in the second quarter of this year, and most of the mainstream companies have turned losses into profits. China's PV industry is showing signs of “recoveryâ€.