"Golden Sun" has been questioned support policies need to be improved
"Golden Sun" issued on the occasion, was nearly ten thousand domestic solar companies to address the financial crisis last straw, however, due to loopholes in the mechanism, and the lack of supporting standards, the ultimate fear only come "nowhere near", or even on the "Golden Sun "rush of small photovoltaic business, or because of the uncertainty of the venture and eventually" burn "themselves.
Ten billion subsidy off "Stock Watch" tide
In the "Golden Sun" project implemented at the beginning of a declaration in the provinces to set off a big boom. According to policy, each province can declare up to more than 20 MW, Shandong Province, there are over 100 MW submitted to the province; and powerful solar business, often the size of a report on up to 50 MW .
In the "pre-emptive, first served" declaration boom, corporate fraud standard, the use of inferior products shoddy after another.
An industry source said: There are a considerable number of enterprises in order to obtain more financial subsidies, to take the "low buy high newspaper" approaches to improve the overall system cost, thereby obtaining subsidies. What is more, the direct use of subsidies does not meet the quality requirements of inferior products, waste time and even return the product abroad. It is understood that some silicon components supplier factories reported only 9.5 yuan per watt, thin film batteries reported only 6.5 yuan, the lowest production costs than the current 20 percent lower. Golden Sun project in this regard is that the contractor is to maximize corporate profits hard rock bottom price, the supplier to obtain the order at a loss; the other hand some components supplier to the original products of the secondary products, defective digestion in the inventory " Golden Sun "project in.
Heavy cost burden
In the current PV cost is still higher than the thermal power generation, photovoltaic power generation in the failure of the Government's tariff provides for the circumstances, "Golden Sun" project at the beginning, the industry has not fully expected corporate earnings.
The equipment, maintenance, construction and materials costs are included, according to the current commercial electricity 0.9 yuan / kWh price, a "Golden Sun" project payback is 21 years. Total investment in accordance with state subsidies for 50% of the cost recovery period can be shortened to 10.5 years in theory.
This is just a theoretical calculation, excluding rain, snow and cloudy days and can not generate electricity, in fact, less than 200 days throughout the year generating days, and also a day of power peak at 4 hours, the project payback period on even longer
In 2009, the financial crisis led to a great export market for photovoltaic products shrinking, so a large number of small and medium enterprises to become a photovoltaic "Golden Sun" project in the construction side, almost swept from the project application to all aspects of post-construction. In this process, companies often bear the majority of PV construction costs. With a registered capital of 10 million solar companies to count, to build a common need tens of millions of photovoltaic power plant costs have far exceeded the scope of its capabilities. This huge holes to fill one of the ways is to sell products. As a result, the tender default - has become the "Golden Sun" project can not declare a secret understanding. In addition, the tender part of the lack, in the face of the project will certainly have to lose money, many solar companies to find ways to cut costs, even cutting corners, shoddy.
Timely or harm than good
Last July 21, in the "Golden Sun works," when the introduction of subsidies, Suntech Power (STP.NYSE) shares rose the next day that crashed the day to close at $ 17.80. For Suntech, LDK such listed companies, this is no doubt that they fall into financial crisis, hardship, the time came to the rescue.
However, for more SMEs, Golden Sun is "timely", or blindly "harm than good," the poison is still unknown. Energy Technology Company in Hai Duong to apply to a four Golden Sun project, which is located in Fujian Lin Shing grid-connected photovoltaic power station a construction project has been started. However, the financial subsidies has yet to place the company has become the biggest worry. According to the Ministry of Finance list of online publicity projects, Citylink photovoltaic power plant a demonstration of the total size of 3 MW, which means about 87 million of the total investment. Currently, 50 percent of the financial subsidy, which is nearly 43.5 million of funds from central government to remain in the province, city or county issued financial step by step, in Hai Duong and the company has invested 20 million advance.
In fact, even if financial subsidies in place quickly, it only ensures that the project on schedule, but to really get "rich and famous", may have to wait for the pending electricity price will be announced.
Currently, the Ministry of publicity more than 200 "Golden Sun" project, the construction company's production capacity of 50 MW of the enterprises accounted for almost half. In other words, nearly 1 / 2 small solar companies face the same dilemma.
Industrial policy to be improved
Related industries have expressed the hope that the policy is the feed-in tariff subsidies.
From the "Golden Sun" It is obvious that the introduction of industrial policy would be "on paper." "Golden Sun" is basically the size of subsidies in accordance with each province divided into 20 trillion standard: take into account the differences between eastern and western regions, the eastern region is clearly not the western part of the land and light strengths. To Beijing, Shanghai, for example, want to find can produce 20 megawatts of solar production base of probably more than in the western desert much more difficult.
Moreover, the industrial policy of supporting standards, such as Golden Sun project acceptance criteria and is not sound, almost no post-regulatory measures, which gave the industrial implementation of the policy has left a huge loophole.
Other Electronics News:
