At the early beginning of a new year, the news that “Warren” Buffett has invested PV inverter industry again has swept the world. Solar stocks in America, Germany, Korea and many other countries have risen under the call. 2013 may be the other unusual year for photovoltaic industry. After Buffett has entered into the PV plant, can there be a new value of the photovoltaic power plant investment tide? In the view of the industrial people, China is not suitable for large-scale construction of photovoltaic power plants. In the short term, the opportunities are still in the US and Japan. Currently, the domestic PV power inverter plants are mostly at a loss after being built. 2013 domestic PV industry is still full of variables and the road to recovery is a long way to go. It’s worth nothing that the investment of Buffett is the PV plant in the downstream industry. As the biggest manufacturing concentration, the Chinese PV stocks suffered a heavy blow in the global capital markets in 2012, who is the leader of photovoltaic enterprises have to face stock prices are low, and for a time in the reality of the delisting cliff. Overcapacity is the inescapable fact of the domestic photovoltaic industry. However, the domestic downstream market development is bound to have speed. However, in the short term, the development of domestic PV market will mainly focus on the distributed power inverter. The conclusion is made from the company’s benefits and the reaction of market. Last year, National Energy Board and National Grid Company have made the intensive introduction of distributed energy policy, which will undoubtedly be a further benefit for companies. The numbers of brokerage firms say that the domestic photovoltaic distributed generation projects market is facing outbreak. PV market model of rooftop photovoltaic power generation occupied mainly, power generation and network supplemented by is suitable for China’s national conditions.
According to the Energy Trend Research, since February, Chinese government may impose punitive pv inverter tariffs on polysillicon and ingot. The relative industrial people think that China will publish the ruling Anti-dumping investigations of the United States and South Korea polysilicon company, to impose tariff of 30% to 50%, even higher of the anti-dumping tax, in order to influence the polysillicon price. In the short term, the production cost of part manufacturers may be higher, which will cause that relative industrials to carry out preventive purchase. It may lead to the short-term presents bottoming situation of offers for solar power inverter . In the long term, tariff may reduce the import of polysillicon and will lead that the downstream manufacturers to heavily rely on the domestic polysillicon suppliers, which improves the polysillicon price in the domestic market. In the other hand, due to the punitive tariff in China, the rest countries may appear pv inverter oversupply of polysillicon, which means that the polysillicon price of these countries may decrease.
Manufacturing of PV power inverter industry, although it is not much energy consumption and polluted, is also in need of energy consumption and the modules also need transportation, while the means of transport are driven by oil, no matter the vehicles, freighter or the airplanes.
The PV industry is a rapidly expanding global industry and also is a limited energy category. It is a very erroneous way to take the solar PV power as the only energy in the future. Considering the energy per unit area is limited, PV power inverter may be applied into decentralized and distributed use instead of huge centralized facilities. Even so, it also plays an important role in the global economy and society to promote human civilization toward a more flexible energy diversification. As long as the PV industry can do like this, it will already bring a large amount of applications and changes. Besides, solar can do, is far more than this. The PV industry needs Consideration, determination and patience.
In a long term, PV power cannot be abandoned. Therefore, although the industry fell heavily, they will not be brought to its knees, and it will soon make a comeback. During the financial crisis, the needs and expectations of the new energy will become more urgent. However, faced with sudden collapse, what they need is patience, to support the technological advance, the progress of professional acknowledges and economic sense.
Recently, the expert in Chinese Academy of Sciences says that the development of new energy will focus on solar power and nuclear power.
In terms of nuclear energy, the experts advocate to develop the nuclear power but in the mainland. They hope that the nuclear power can enter into the navy. It will be limitlessness to develop nuclear power in order to expanding the power of the navy and warships.
However, the third generation of power generation technology will replace the first and second. They also think that the PV power inverter technology should strengthen the construction of water solar accumulation and storage base. This will be not only inexpensive, but also can effectively avoid the use of farmland.
The third generation PV power technology It has the features of green, high efficiency, low price and long life. Among them, to be green is the biggest advantage. The core technology of to be green is the solar refining silicon. The feature is to take use of solar power. Although it is highly energy-consummated, but they consume solar power instead of electricity power. In this sense, the pollution brought by the third generation PV power technology will be zero.
Due to some reasons, the current PV inverter industry has been in a cold winter, but as long as the companies insist on technological innovation and try their best to improve the quality of products, the spring for photovoltaic industry is coming soon.
According to the related news, BASF and headquartered in Germany Nufringen plastics processors Ensinger and GoldbeckSolar companies work together to develop a method for flat roof solar modules installed modular system, which the load-bearing parts used for the first time, BASF engineering plastic.
It is known that the ultramid engineering plastics belong to BASF’s polyamide product line. The ultramid plastic can not only keep low creep resistance in high temperature, it also shows excellent toughness and rigidity during low temperature, which is the ideal choice for outside application. Besides, such a high percentage of glass fiber reinforced polyamide also has excellent ultraviolet tolerability and weathering resistance, and life of them up to 20 years in the outdoor conditions. Computer simulation tool BASF unique Ultrasim member optimized to make it meet the specific requirements of the Solar inverter Applications, snow load, pressure, etc., and make member itself achieve a lower own weight.
The new system makes the installation on the rooftop simpler. Currently, this kind of new base named SUNOLUTION has been introduced by Goldbeck Solar. The first customer projects of 300kW system have been put into operation in October this year in Aschaffenburg, Germany (Aschaffenburg).
Besides, Ensinger also takes good use of the advantage of Thermoplastics in the injection molding process and integrated multiple functions into the plastic structure. In a single manufacturing process, Ensinger uses the snap, skeleton and baffle drainage and wiring, making the parts very lightweight and easy to install. Previously, photovoltaic inverter devices, flat-topped houses installed system, are mainly made of steel and aluminum.
For achieving the goal of green energy in 2020, the British government has published the pv inverter subsidy plan for the solar power and biological power, which is expected to promote the investment of the PV industry. Via the subsidy in 2013 to 2017, British Ministry of Energy and Climate Change has provided enough policy certainty so that the investors can be assured to invest in new solar and biomass projects.
The new subsidy plan will be carried out since May, 2013. Although the new subsidy is a little higher than the original proposal in September, it still cut down 20% than the current one. However, the new plan relaxed threshold limit subsidies for biomass energy projects.
The British government hopes that the policy can bring at least 600 million Euro solar inverter pounds investment. The biological developers showed their welcome for this policy. They said the new subsidy will release about billions of investments.
The new plan does help to achieve the green energy goal of UK and cut carbon emissions. However, as the UK government is working on controlling expenses, as well as the cost of other technologies are lower and lower, the new plan also faced with greater financial pressure.
According to the new plan, compared with ground solar power equipments, the solar power inverter equipments installed on the rooftop will obtain more support.
Chinese PV industry has been in the rock bottom in 2012. The antidumping, overcapacity production, large amount of loss, stopping production, cutting down staff and being closed, as the end of the world didn’t come, the PV inverter industry will also welcome a beneficial policy. For this typical policy-oriented industry, how will the government regulate and control and how to avoid failure?
The situation of PV industry becomes worse than that of 2011. No matter the government or the local institute keep maintain attention and being cautious. The continuous publishment of supporting policies and saving steps make the PV industry hopeful.
However, these steps don’t disperse the coldness above the whole industry. The latest data of American investment institution Maxim Group shows that the debt of 10 Chinese largest PV power inverter companies has reached 17.5 billion dollars. The whole industry has been at the edge of bankruptcy. Among them, the LDK and Suntech may bankruptcy most likely.
As a new energy, large amount of fund investment makes the cost in the first period much lower. Compared with regular energy power, the economical of PV power is still lower. The research points out that the cost of PV power inverter is three times of regular energy. Not only in China, but also PV industry in many countries still develops with dependence on the subsidy of government and tax.
During the cold winter, Chinese PV inverter industry has obtained a hope for development.
On the one hand is the heavy overcapacity and the other hand is the export market which is shrinking and the followed trade sticks.
In recent years, the fast development of Chinese PV industry has formed a more complete photovoltaic manufacturing industry system. The main problems are the heavy overcapacity and over dependence on the demands of overseas, which lead to the difficult development of many companies. But, PV industry is the strategically emerging one. It has important significance to develop PV power inverter industry on adjusting energy structure, promoting energy production, the reform of consuming ways and the construction of ecological civilization.
Recently, the publishment of many supporting policies makes the installation capacity increase. Before last year, 90% of Chinese PV products were sold to EU and America. After the trade barriers from those countries, the opening up of domestic market is the key step to save the Chinese PV companies. The distributed PV installation has been high hopes.
Rome was not built in one day. The dilemma of Chinese PV inverter manufacturer industry is the result of disorderly development of many years and blind expansion.
Besides, the United States and Europe began a “double reverse” survey on Chinese photovoltaic industry, for Chinese photovoltaic industry heavily dependent on exports of overseas, which is tantamount to a fatal blow.
In recent years, due to the problems brought about by the blind expansion, there must be a process of digestion. Even with state support policies, many companies are bound to be eliminated, It still takes time for Chinese photovoltaic industry out of the woods.
Since 2013, the photovoltaic power producers have to tax 7% on the FIT subsidy. And, the whole country decides to accomplish the energy reform in 6 months. For the new energy bill approved, the clean energy power is included also. They have to pay the 7% energy tax for the FIT subsidy they accept. The Spanish Senate has amended the Bill during the last weeks and it was approved without any modification. The Bill will enter into force on January, 2013. The Bill is part of the new energy reform in Spain. José ManuelSori, the West Industrial Energy Minister, says he plans to finish the reform. He also says when interviewed it shouldn’t charge tax but the IFT subsidy is too high. In order to solve the problem of unbalance, he claims that they will carry out new dialogue with solar PV power inverter industry. One of the most important missions in the future years is to find a solution for the Spanish users. Currently, the solar PV systems with installation capacity below 100KW cannot meet spontaneous personal use.
The domestic PV market has been overall restarted, as the rooftop PV becomes an important part. The support efforts of government continue to increase.
Recently, the first private distributed PV plant grid application has been approved by the National Grid and the construction is carried out, which has triggered a hot discussion about rooftop photovoltaic.
In order to promote the development of new energy and expand the domestic PV market, China has been increasing the supporting policy for the PV plant on the rooftop. As the PV market remains in the doldrums, the rooftop PV has brought a new opportunity for PV industry. Taking the companies as the body, the plan of government to support rooftop PV plants is also being undertaken.
Rooftop has become a scarce resource, and this is not because the real estate. This sentence in a media truly summarized of the development status of rooftop PV.
Solar roof to become the new cake is not without reason.
Besides adapting to the development trend of new energy, more reason for developing rooftop power inverter is the beneficial supporting policies.
As one of the clean energies with most attention, the future forecast of solar power development has no doubt become the focus. However, as the plant on the rooftop, the risks of future are also foreseeable. But at the same time, it is also a freshly baked cake. For the PV industry in the low ebb, it has great business value. Whether the cake can feed enough the hungry PV companies still is a doubt.
Excluding the concerns of the cost, the following risks also make the PV inverter companies in a dilemma.