The industry and Information Technology Department

2022-09-28
  • Detail

The Ministry of industry and information technology of the national development and Reform Commission began to investigate photovoltaic production capacity

"if this industry cannot rise next year, this money may be lost." A finance director of a provincial capital city in Central China said at a symposium that the city's financial supporting funds for the photovoltaic industry have reached 2billion. The city plans that by 2011, the main businesses of the city's photovoltaic industry will no longer jump at this time; The revenue will reach 100billion yuan. By 2013, the main business revenue of the city's photovoltaic industry will reach 160billion yuan

local governments with such ambitions are everywhere in the country. As of August this year, nearly 50 companies in more than 20 provinces including Sichuan, Henan, Jiangsu and Yunnan are building, expanding and preparing to build polysilicon production lines, with a total construction scale of more than 170000 tons and a total investment of more than 100billion yuan

The investment boom has attracted close attention from the national development and Reform Commission and the Ministry of industry and information technology. Since August, the photovoltaic industry has been included in the list of overcapacity. Following the recent research of the above two ministries and commissions on industries with overcapacity such as steel, cement and wind power, the two ministries and commissions have also recently launched a full range of research on the photovoltaic industry. The experimental machine is mainly used to detect the maximum force, specified non proportional elongation, maximum total elongation and stress relaxation performance of steel strands

a new round of investigation

according to a director of the high and New Technology Department of the local development and Reform Commission, this investigation should be a new action after the development and Reform Commission has made a thorough investigation of the photovoltaic industry, with the purpose of specifically understanding how much capacity the country has and how much excess it has

in September, the national industrial adjustment research group led by Chen Bin, director of the Industrial Coordination Department of the national development and Reform Commission, came to Xuzhou to investigate the photovoltaic industry

Xuzhou photovoltaic industry achieved an output value of 4.78 billion yuan in 2008, an increase of 600% year-on-year compared with 2007. To this end, Xuzhou has made the "energy industry adjustment and revitalization planning outline", proposing that the scale of polysilicon and photovoltaic related industries in the city will reach 100billion yuan by 2012

coincidentally, more and more provinces and cities across the country have proposed the goal of building a 100 billion photovoltaic industry. A person from Jiangsu development and Reform Commission told, "the above industries in Jiangsu are not surplus, and two thirds of polysilicon needs to be imported from outside the province or abroad."

according to the figures of the national development and Reform Commission, in 2008, China's polysilicon production capacity was 20000 tons, the output was about 4000 tons, and the production capacity under construction was about 80000 tons. The production capacity has been significantly excess. The development of China's photovoltaic power generation market is slow. 98% of domestic solar cells are exported, which is equivalent to a large amount of domestic scarce energy

according to the investigation notice issued by the national development and Reform Commission and the Ministry of industry and information technology, all regions need to report the output of polysilicon, monocrystalline silicon and solar cells that have been built, are under construction and are planned as soon as possible, as well as the power consumption figures, pollution and technical indicators, personnel conditions, etc

the above survey notice also pointed out that the purpose of implementing this survey is to "effectively understand the development status of China's solar photovoltaic industry, deeply study relevant measures to promote the healthy development of the solar photovoltaic industry, maintain industrial safety and achieve sustainable development."

a local development and Reform Commission official said that he would come up with the summary figures and policy preparations before October 20

whether there is excess is still controversial

although the national development and Reform Commission and other departments have long regarded the photovoltaic industry as a surplus industry, there are still disputes about whether there is excess, to what extent, and how to define excess

take Jiangsu as an example, in the first half of 2009, the output of solar cells was 740 MW, and the output of polysilicon was 2500 tons. Two thirds of polysilicon raw materials to meet the needs of batteries need to rely on other provinces or foreign countries

for this reason, weiqidong, Secretary General of Jiangsu Photovoltaic Industry Association, told that many enterprises in Jiangsu have polysilicon production capacity, but they have not really put into production. At present, Jiangsu is still in short supply of polysilicon. It is hard to say what kind of surplus this situation is. "In some local small factories, only a few hundred tons of polysilicon can be produced, and the technical level is low, so they have not been put into production. Others are just planning or propaganda, and they are far from starting construction. Is this a surplus?" Wei Qidong said

interestingly, due to the high starting point of Jiangsu's photovoltaic industry planning, especially the authority to record Jiangsu's photovoltaic industry has been received by the provincial development and Reform Commission. Therefore, many enterprises in Jiangsu have turned to Gansu, Chongqing, Ningxia and other places to invest in the photovoltaic industry. And the huge investment figures everywhere have been hitting new highs. For example, Jiangsu Sunshine's 4500 ton project in Ningxia, CSG's 5000 ton polysilicon project in Hubei, Tongwei group and Aisin silicon technology invested 10000 ton projects in Sichuan and Yunnan respectively, and LDK and continental invested 15000 ton polysilicon projects in Jiangxi and Inner Mongolia respectively. Whether these investments constitute overcapacity varies

cuirongqiang, chairman of the Shanghai solar energy society, previously said that at present, Jiangsu enterprises dare to expand production capacity outward, which shows that there is still demand in the domestic polysilicon market, and the so-called overcapacity does not exist

it is understood that the total installed capacity of the domestic photovoltaic industry in 2008 was more than 2.5gw (gigawatts), consuming 25000 tons of polysilicon materials, while the actual domestic polysilicon output was about 5000 tons, so about 20000 tons of polysilicon was imported from abroad. This year's installed capacity is 3gw, which requires more than 30000 tons. Generally, due to the long cooling time of thick wall, crystalline silicon materials are needed. At present, 10000 tons have been produced, so there is still a demand gap of 20000 tons

but linboqiang, director of the energy research center of Xiamen University, disagrees with this view. He pointed out that China has a great demand for clean energy, but it is unable to consume it. For example, the cost of hydropower can reach 20 cents per kilowatt hour, but even if photovoltaic power generation can achieve 1 yuan per kilowatt hour, the cost of the measuring instrument: universal material testing machine is also difficult. "So although the photovoltaic industry is very good, China is unable to consume. How can the government have such subsidy capacity?" He said

Lin Boqiang pointed out that at present, enterprises pay more attention to putting into production in the field of equipment, rather than making efforts in research and development and conversion of solar energy, which will inevitably produce a large number of ineffective production capacity, especially environmental pollution

the national development and Reform Commission and other ministries and commissions have been aware of the above problems. According to the "several opinions on curbing overcapacity and redundant construction in some industries and guiding the healthy development of the industry" issued by 10 departments including the national development and Reform Commission at the end of September, the next step will be to strictly control the construction of new polysilicon projects in areas with energy shortages and high electricity prices, and the polysilicon projects that lack supporting comprehensive utilization and fail to meet environmental protection standards will not be approved or filed. In addition, standards on energy consumption and scale of photovoltaic industry have also been issued

relevant people from the national development and Reform Commission pointed out that the implementation of the above-mentioned policies to curb backward production capacity will be accelerated after the new research results are released

Copyright © 2011 JIN SHI