Photovoltaic “quality gate”: the troubled application of the code

A paper announcement, several happy couples, this is the true portrayal of the current photovoltaic manufacturing enterprises.

A month ago, 52 companies that met the "Regulations for Photovoltaic Manufacturing Industry" (hereinafter referred to as "Standard Conditions") appeared on the website of the Ministry of Industry and Information Technology (hereinafter referred to as the Ministry of Industry and Information Technology). To the surprise of the industry, 74 companies entered the initial review list, but in the end nearly 1/3 of the companies were brutally eliminated.

This is not the first time that PV companies have faced such a big test.

In September last year, more than 400 PV companies entered the first batch of declarations, but 250 of them were verified by the provincial committees. After the experts reviewed, only 133 of them entered the publicity. Only 109 of them entered the PV manufacturing. Industry Standards Conditions" list of companies.

From the data point of view, a large number of enterprises have been excluded from the list of announcements, which is almost harsh. However, this is showing some problems and hidden concerns that still exist in China's PV industry.

Although two photovoltaic manufacturing companies under the CLP Group entered the first eligible list, only CLP (Nanjing) New Energy Co., Ltd. entered the proposed list in the second batch of applications, and was eventually brushed down. .

"In order to upgrade the production line to fully automatic, we have not produced for a period of time, and there are certain problems in production capacity. Although we also submitted explanatory materials, we still failed to enter the list," said Liu Weiwei, director of strategic development of China Electric.

In the second batch of announcements, the first batch of Jiangyin Changxin Accessories Industry Co., Ltd., Zhongli Tenghui Photovoltaic Technology Co., Ltd. and Yujun (Weifang) New Energy Technology Co., Ltd. entered the publicity and was finally rejected. Fortunately, there are also two people who entered the list, such as Fufeng Solar (Jiangsu) Co., Ltd., Changzhou Zhaoyang Energy Technology Co., Ltd., and Zhejiang Shuqimeng Photovoltaic Technology Co., Ltd., and eventually lost out.

Nowadays, everyone who enters the list of announcements is happy, and some who have not entered the list are regrouping and ready to fight again.

"We are preparing materials and striving to enter the third batch. Failure to enter the list will have an impact on the bidding of some large projects, but after all, there are two brother companies entering the list, so the impact is not too big." Liu Weiwei said.

Behind the list

A year ago, in July, under the background of the obstruction of the export of photovoltaic manufacturing products, the State Council issued the "Opinions on Promoting the Healthy Development of the Photovoltaic Industry", which provided the basis for the industry's standardized management, and pointed out the basic requirements and ultimately purpose. The "Opinions" put forward market supervision and industry management "to develop and strictly implement the normative conditions of the photovoltaic manufacturing industry, regulate the order of the photovoltaic market, promote the outdated production capacity to withdraw from the market, and improve the level of industrial development."

On August 27th, the Ministry of Industry and Information Technology issued the "Regulations on the Standardization of Photovoltaic Manufacturing Industry (Draft for Comment)", and on the basis of extensive consultation with all parties, issued the "Regulations on the Standardization of Photovoltaic Manufacturing Industry" in the form of an announcement, which defined the scope of the industry as Engaged in the production of "polycrystalline silicon, silicon ingots, silicon rods, silicon wafers, batteries, battery components", from a variety of aspects to define the standard conditions, put forward specific requirements for industry norms. For example, if a polysilicon company wants to produce 1,500 tons per year, the wafer company needs 25 million pieces. In addition, the conversion efficiency of polycrystalline silicon and monocrystalline silicon cells is also required, not less than 16% to 17%, and the photoelectric conversion efficiency of the components cannot be lower than 14.5%.

Subsequently, on October 11, the Ministry of Industry and Information Technology issued the "Interim Measures for the Administration of Specification Announcement of Photovoltaic Manufacturing Industry" in the form of a notice. The company's supervision and management was detailed in the list of announcements and announcements of enterprises, and the deadline for application for the first announcement was clarified. .

Experts who have repeatedly participated in on-site inspections and do not want to be named told reporters that when reviewing the list of announcements, they implemented fairly strict standards. The expert group arrived at the company to carefully check the production equipment, measure the production capacity, and view various reports to judge the enterprise application materials. Authenticity.

Zhejiang Baolite New Energy Co., Ltd. is the lucky one to successfully enter the second batch of announcements. The Taizhou Economic and Information Technology Commission specializes in government affairs information to express its celebration. Baolite New Energy is a key enterprise in the new energy industry in Taizhou, covering all aspects of the industrial chain such as components and batteries. Production increased by 30% from 2012 to 2013, which is considered to be one of the highlights of the selection.

The tilt of the policy is undoubtedly good for companies on the list. "The company's components are mainly export-oriented. If we can get the support of the relevant tax refund policy, then the profit will increase a lot, we will be more confident to expand investment, carry out product innovation, etc." Bao Liite New Energy Zhao Dong said.

Zhao Dong believes that the “threshold” set up by the Ministry of Industry and Information Technology is of great significance to the photovoltaic industry. The "Regulations on Photovoltaic Manufacturing Industry" will help PV companies to survive the fittest and guide small enterprises to carry out mergers and acquisitions. In the future, some enterprises that do not meet the standards will not be able to enjoy policy support, coupled with rising production costs and other factors, production and operation difficulties will be intensified, and forced closure will also become possible.

Although Zhongdian Electric (Nanjing) New Energy Co., Ltd. did not enter the list, Liu Weiwei also believes that “strict implementation of the “Regulations on Solar Manufacturing Industry” has a certain positive effect on adjusting the structure of the photovoltaic industry and eliminating backward production capacity. Raising the threshold of the photovoltaic industry requires enterprises to implement strict standards, help regulate the development order of the photovoltaic industry, improve the development level of the industry, and accelerate the transformation and upgrading of the photovoltaic industry."

However, the major restructuring of the photovoltaic industry in the past year has confirmed the effect of the “Regulations on the Solar Manufacturing Industry”.

Restructuring is effective

Prior to 2013, China's uncompetitive PV companies were successively merged and restructured.

On March 20, 2013, Wuxi Suntech, a once famous solar photovoltaic company, was ruled by the Wuxi Intermediate People's Court in accordance with the Bankruptcy Law and implemented bankruptcy reorganization. Three months later, official recruitment of strategic investors began. Subsequently, Shunfeng Optoelectronics Wuxi Suntech's plan finally won 96% of creditors' support. In this way, the company that has been established for more than 10 years has been handed over to the wind industry for less than a year. At this point, Wuxi Suntech, which was once in charge of the richest man in the past, has finally settled.

Shunfeng Optoelectronics acquired Suntech for US$3 billion, which enabled Suntech to continue to grow and develop. At the same time, it entered the company LDK and expanded its wafer business. It is worth mentioning that the specific plan for the acquisition of Suntech by Shunfeng is to repay the loan of Wuxi Suntech with a total of USD 9.4 billion by an average of 31%.

Similarly, in 2013, the highly anticipated Tongwei Group successfully took over Hefei Saiwei at a price of 870 million yuan. Through the acquisition, Tongwei opened up the polysilicon to battery component link, accelerating the expansion and improvement of Tongwei's new energy industry layout.

In addition, Jinke Group recently acquired the 500MW battery production capacity of the Jianshan Group; Tianhe also acquired its foundry factory East Photovoltaic and obtained nearly 400MW of battery module capacity. Through relevant policy support and guidance, Qinghai Province promoted the merger and reorganization of enterprises in the province around the Yellow River upstream, such as hydropower and Asian silicon, to guide enterprises to warm up and improve their ability to withstand market risks.

“In the past year, under the guidance of the policy, restructuring and integration have been effective,” said Meng Xianyu, vice chairman of the China Renewable Energy Society.

The integration of the photovoltaic industry has continued this year. In March, Chaiya Solar, a dilapidated solar equipment company, was unable to fully pay the second phase of interest of 89.8 million yuan, which was due to expire, creating the first default in the history of Chinese bonds. Three months later, the Shanghai No. 1 Intermediate People's Court accepted Shanghai Yihua Metal Materials Co., Ltd. to apply for the bankruptcy reorganization of Shanghai Chaori Solar Technology Co., Ltd. Chaori Solar became the first bankruptcy reorganization case in Shanghai.

Lin Boqiang, director of the China Energy Economic Research Center of Xiamen University, believes that after two batches of announcements, enterprises with incompetent technology and excessive debt burden may become targets of bankruptcy and reorganization, and enterprises with core competitiveness will become bigger and stronger.

According to the planning objectives of the policy makers, by the end of the “Twelfth Five-Year Plan”, a photovoltaic enterprise with an annual sales income of over 100 billion yuan, 35 photovoltaic companies with an annual sales income of over 50 billion yuan, and 34 annual sales revenues will be formed. Over 1 billion yuan of photovoltaic equipment companies.

Hidden worry

After the two batches of announcements, the "Regulations on the Solar Manufacturing Industry" played a significant role in the specifications of the photovoltaic manufacturing industry. However, this is not an access document.

In 2014, with the successive introduction and improvement of domestic installation plans, on-grid tariffs and subsidy funds, the domestic market accelerated expansion. It is expected that the scale of photovoltaic power generation will increase by 20% to 14GW. At the same time, the rise of the PV market in the Asia-Pacific region, such as Japan and the United States, has caused the global PV market imbalance to ease to a certain extent, product prices have stabilized and rebounded, and China's PV industry has gradually recovered. After the industry experienced nearly six consecutive quarters of losses, most of the backbone enterprises Turn losses into profits.

However, the recovery of the market and the rebound in prices have accelerated the pace of expansion of production capacity. Domestic enterprises have raised their production targets, and their desire to expand production is strong. There is also a trend of a new round of expansion. The planning of new projects in light-rich areas such as Inner Mongolia and Xinjiang has been put on the agenda.

It is undeniable that there are still problems in the domestic PV industry, such as short-term production capacity, insufficient product quality management, and disorderly competition in the industry. Moreover, the external environment is not smooth sailing, and international trade disputes have always been a constraint on industrial development.

"In the face of the current situation, we should still accelerate the adjustment of industrial structure and continue to promote industry integration. In accordance with market rules, we will actively guide industrial mergers and acquisitions, resolutely promote the elimination of backward production capacity of the photovoltaic industry, and encourage leading enterprises in the photovoltaic industry to use their own intellectual property rights and brand advantages. Mergers and acquisitions, industrial chain production cooperation, raw materials procurement, capacity matching and other measures to accelerate the cultivation of a number of key enterprises with large-scale production value, advanced technology and equipment, included in the national industry leading promotion plan and enjoy relevant preferential policies to guide the society. Resources are inclined to enterprises that meet the normative conditions. Enterprises that do not have independent R&D institutions, technology centers, or high-tech enterprise qualifications, insufficient R&D and process improvement funds, product attenuation, water consumption, energy consumption, etc. Under the guidance of national policies, mergers and acquisitions will be carried out. If the technical transformation is not up to standard, production will not be resumed, and no loans will be granted. Products without certification will not be allowed to enter the market.” Meng Xianyu said.

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