[Source: "New Industry" July issue / Luo Gemei Liang Yu] " Cheng Yi Xiao He, defeat also Xiao He", to describe the relationship between the Chinese government and the photovoltaic industry, it should be appropriate.
Ten years ago, under the blind support of the government's destructive encouragement, the entire photovoltaic industry frantically expanded. For a time, various "Sun City" and "Photovoltaic Parks" all over the country have sprung up. It is precisely this measure that directly led to overcapacity in the photovoltaic industry today, and more than 80% of enterprises are in a dilemma.
Until the EU's "double opposition" to China was introduced not long ago, the Chinese government began to rationally think about its role play. In particular, Premier Li Keqiang did a lot of important work at home and abroad, not only letting the EU see the maturity of the new government. The tough diplomatic attitude has also allowed domestic companies to see the government's determination and importance to the photovoltaic industry.
However, the core problems facing the photovoltaic industry have still not been resolved. As we all know, the core problem of the photovoltaic industry is the overcapacity of the entire industry. The launch of the “National Six Articles†is only the target of support, from the upstream to the downstream, and it has not escaped the previous “policy interventionâ€. "path of.
Li Junfeng, the director of the National Center for Climate Change Strategy Research and the International Cooperation Center and the Secretary of the Renewable Energy Committee of the China Resources Comprehensive Utilization Association, believes that the attitude of the state to policy should be gradual and gradual, or the photovoltaic industry is likely to Repeat the past madness.
Treating minor illnesses
Since the global economic crisis in 2008, the state has issued a series of support policies in recent years, such as 4 trillion yuan, ten major industrial revitalization plans, etc., which is very eye-catching.
Economically speaking, the introduction of this kind of support policy is based on the principle of “expanding government spending, implementing fiscal deficits, and then stimulating the economy and maintaining social prosperityâ€. It is a classic theory in Keynesian economics.
However, this kind of dependence on policy-oriented and other "external forces" correction, in the process of market development, although able to stimulate market prosperity in the short term, but in the long run, the market itself has appeared more and larger Problems such as the appreciation of the renminbi, inflation, and overcapacity have all come from this.
In recent years, many experts and scholars in China have begun to advocate the implementation of Austrian economics. They believe that the means of "government intervention" is an excuse for seeking special interests and undermines social cooperation.
A well-known economist in China, Zhang Weiying, former dean of Guanghua School of Management and professor of economics at Peking University, is a staunch supporter of this theory. He believes that the government likes to control resources. If there is a problem in the market, the government will use more resources to solve the problem. In particular, the government often looks at short-sighted problems and prefers to use short-term stimulus policies to solve economic problems. And the unemployment rate has increased.
The direct result of such "short-sighted" policy support is to turn small problems into bigger problems under the cover of policy stimulus.
The embarrassing dilemma facing photovoltaics today is exactly what it is.
History has fully proved that many policies are wrong decisions.
In Zhang Weiying's point of view, an industry's policy mistakes will lead to overcapacity, and every problem caused by the government's mistakes will become the reason for further intervention. This is a vicious circle. "A certain industry, if there is no policy regulation, may itself go to overcapacity, but at least not like the photovoltaic industry, in the short term, such a serious overcapacity problem."
To revitalize the photovoltaic industry, it is necessary to stabilize the international market and start the domestic market. It is undeniable that the Chinese government is becoming more and more mature in dealing with the issue of international trade frictions, and a series of actions made in the country are equally gratifying.
However, it is not difficult to see from this programmatic document that the state has focused on two aspects: the first is to expand the consumption demand of the domestic market; the other is to support the downstream of the photovoltaic industry chain as the main line. Pulling the role of the entire photovoltaic industry. The problem of “short-sightedness†of policies still exists, and the core problems facing the photovoltaic industry have not been resolved.
On June 7, Premier Li Keqiang made a special trip to Hebei to inspect photovoltaic companies to cheer for the troubled Chinese PV companies. At the same time, the state has formulated policies to promote photovoltaic power generation, including the development of distributed photovoltaic power generation, encouraging the use of photovoltaic power generation units in units of the community, subsidies for photovoltaic power generation, tax incentives, and the convenience of the grid for photovoltaic power generation. This means that the new government not only has macro policies, but also has specific countermeasures, which undoubtedly sent a "reassuring" to the Chinese PV industry.
Sure enough, in a short week, the State Council proposed at the executive meeting that it plans to push six policy solutions such as electricity price support, power grid construction and bank settlement financing, which directly refers to power generation purchases that are troubled by the photovoltaic industry, subsidies are not paid, and financing Difficulties and other issues.
It is undeniable that the new round of support policies will not only save many people's confidence in the photovoltaic industry, but also stimulate the photovoltaic industry to some extent. However, in the long run, the core problem of overcapacity faced by the photovoltaic industry has still not been resolved, only from upstream to downstream.
In fact, Tan Wenhua, chairman of Jinzhou Sunshine Energy Co., Ltd., has long called for the relevant state departments to introduce Solar PV industry access conditions as soon as possible, to curb low-level redundant construction and blind expansion, to strengthen supervision and inspection of photovoltaic products, and to survive the fittest. Compress capacity.
Wang Junchao also believes that the country's grasp of the international market and the practice of grasping the domestic market in one hand is definitely worthy of all domestic PV companies applauding. However, the release of the domestic market is a long-term process and it will take some time for the policy to be implemented.
To solve the problem of overcapacity, government intervention is a means, but it is not all. How to solve the dependence of enterprises on policies in the future is still worth considering.
"Affected by this policy, the entire PV industry chain will directly benefit. And its biggest role is to be able to give enterprises enough confidence in the short term, which must also be affirmed." Ren Haoning believes, "However, the country's six 'After all, it is only at the stage of the article, and the specific time for implementation has not been determined."
Ren Haoning also stressed that it is unrealistic exaggeration to say that a "national six" can save photovoltaics. In terms of bank lending, if the local government can coordinate and implement it, it will be very helpful to the enterprise. But the more critical is how to solve the core problem of overcapacity in enterprises.
Li Zhenguo, chairman of Longji (601012.SH), now has the greatest expectation that he can have a good financial environment. But what bothers him is that although the debt ratio of Longji shares is only 20%, banks are still reluctant to lend.
"Of course, this kind of behavior of banks can also be understood, because the loans to many PV companies have become non-performing loans. They are afraid of repeating the same mistakes and adopting a cautious attitude. It is justifiable." Li Zhenguo seems to be helpless. Six Articles called on banks to support PV companies to achieve results, but as it seems, the banks have still not taken any action.
Unfinished: Click to read the full article http://
Ten years ago, under the blind support of the government's destructive encouragement, the entire photovoltaic industry frantically expanded. For a time, various "Sun City" and "Photovoltaic Parks" all over the country have sprung up. It is precisely this measure that directly led to overcapacity in the photovoltaic industry today, and more than 80% of enterprises are in a dilemma.
Until the EU's "double opposition" to China was introduced not long ago, the Chinese government began to rationally think about its role play. In particular, Premier Li Keqiang did a lot of important work at home and abroad, not only letting the EU see the maturity of the new government. The tough diplomatic attitude has also allowed domestic companies to see the government's determination and importance to the photovoltaic industry.
However, the core problems facing the photovoltaic industry have still not been resolved. As we all know, the core problem of the photovoltaic industry is the overcapacity of the entire industry. The launch of the “National Six Articles†is only the target of support, from the upstream to the downstream, and it has not escaped the previous “policy interventionâ€. "path of.
Li Junfeng, the director of the National Center for Climate Change Strategy Research and the International Cooperation Center and the Secretary of the Renewable Energy Committee of the China Resources Comprehensive Utilization Association, believes that the attitude of the state to policy should be gradual and gradual, or the photovoltaic industry is likely to Repeat the past madness.
Treating minor illnesses
Since the global economic crisis in 2008, the state has issued a series of support policies in recent years, such as 4 trillion yuan, ten major industrial revitalization plans, etc., which is very eye-catching.
Economically speaking, the introduction of this kind of support policy is based on the principle of “expanding government spending, implementing fiscal deficits, and then stimulating the economy and maintaining social prosperityâ€. It is a classic theory in Keynesian economics.
However, this kind of dependence on policy-oriented and other "external forces" correction, in the process of market development, although able to stimulate market prosperity in the short term, but in the long run, the market itself has appeared more and larger Problems such as the appreciation of the renminbi, inflation, and overcapacity have all come from this.
In recent years, many experts and scholars in China have begun to advocate the implementation of Austrian economics. They believe that the means of "government intervention" is an excuse for seeking special interests and undermines social cooperation.
A well-known economist in China, Zhang Weiying, former dean of Guanghua School of Management and professor of economics at Peking University, is a staunch supporter of this theory. He believes that the government likes to control resources. If there is a problem in the market, the government will use more resources to solve the problem. In particular, the government often looks at short-sighted problems and prefers to use short-term stimulus policies to solve economic problems. And the unemployment rate has increased.
The direct result of such "short-sighted" policy support is to turn small problems into bigger problems under the cover of policy stimulus.
The embarrassing dilemma facing photovoltaics today is exactly what it is.
History has fully proved that many policies are wrong decisions.
In Zhang Weiying's point of view, an industry's policy mistakes will lead to overcapacity, and every problem caused by the government's mistakes will become the reason for further intervention. This is a vicious circle. "A certain industry, if there is no policy regulation, may itself go to overcapacity, but at least not like the photovoltaic industry, in the short term, such a serious overcapacity problem."
To revitalize the photovoltaic industry, it is necessary to stabilize the international market and start the domestic market. It is undeniable that the Chinese government is becoming more and more mature in dealing with the issue of international trade frictions, and a series of actions made in the country are equally gratifying.
However, it is not difficult to see from this programmatic document that the state has focused on two aspects: the first is to expand the consumption demand of the domestic market; the other is to support the downstream of the photovoltaic industry chain as the main line. Pulling the role of the entire photovoltaic industry. The problem of “short-sightedness†of policies still exists, and the core problems facing the photovoltaic industry have not been resolved.
On June 7, Premier Li Keqiang made a special trip to Hebei to inspect photovoltaic companies to cheer for the troubled Chinese PV companies. At the same time, the state has formulated policies to promote photovoltaic power generation, including the development of distributed photovoltaic power generation, encouraging the use of photovoltaic power generation units in units of the community, subsidies for photovoltaic power generation, tax incentives, and the convenience of the grid for photovoltaic power generation. This means that the new government not only has macro policies, but also has specific countermeasures, which undoubtedly sent a "reassuring" to the Chinese PV industry.
Sure enough, in a short week, the State Council proposed at the executive meeting that it plans to push six policy solutions such as electricity price support, power grid construction and bank settlement financing, which directly refers to power generation purchases that are troubled by the photovoltaic industry, subsidies are not paid, and financing Difficulties and other issues.
It is undeniable that the new round of support policies will not only save many people's confidence in the photovoltaic industry, but also stimulate the photovoltaic industry to some extent. However, in the long run, the core problem of overcapacity faced by the photovoltaic industry has still not been resolved, only from upstream to downstream.
In fact, Tan Wenhua, chairman of Jinzhou Sunshine Energy Co., Ltd., has long called for the relevant state departments to introduce Solar PV industry access conditions as soon as possible, to curb low-level redundant construction and blind expansion, to strengthen supervision and inspection of photovoltaic products, and to survive the fittest. Compress capacity.
Wang Junchao also believes that the country's grasp of the international market and the practice of grasping the domestic market in one hand is definitely worthy of all domestic PV companies applauding. However, the release of the domestic market is a long-term process and it will take some time for the policy to be implemented.
To solve the problem of overcapacity, government intervention is a means, but it is not all. How to solve the dependence of enterprises on policies in the future is still worth considering.
"Affected by this policy, the entire PV industry chain will directly benefit. And its biggest role is to be able to give enterprises enough confidence in the short term, which must also be affirmed." Ren Haoning believes, "However, the country's six 'After all, it is only at the stage of the article, and the specific time for implementation has not been determined."
Ren Haoning also stressed that it is unrealistic exaggeration to say that a "national six" can save photovoltaics. In terms of bank lending, if the local government can coordinate and implement it, it will be very helpful to the enterprise. But the more critical is how to solve the core problem of overcapacity in enterprises.
Li Zhenguo, chairman of Longji (601012.SH), now has the greatest expectation that he can have a good financial environment. But what bothers him is that although the debt ratio of Longji shares is only 20%, banks are still reluctant to lend.
"Of course, this kind of behavior of banks can also be understood, because the loans to many PV companies have become non-performing loans. They are afraid of repeating the same mistakes and adopting a cautious attitude. It is justifiable." Li Zhenguo seems to be helpless. Six Articles called on banks to support PV companies to achieve results, but as it seems, the banks have still not taken any action.
Unfinished: Click to read the full article http://
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