In-depth interpretation of the current status and market of Jiangxi PV industry (3)

Third, Jiangxi's photovoltaic industry can take the lead in growing into a multi-billion-dollar strategic emerging industry to increase its policy support for the photovoltaic industry. For a strategic emerging industry, to what extent the policy is supported and to what extent the industry has developed. One of the policies of the photovoltaic industry in Jiangxi is the need to further improve the Jiangxi PV Industry Planning. Second, there is a need for a series of industrial policies that promote the extension of the photovoltaic industry to the middle and lower reaches of the industrial chain. We should vigorously guide and encourage the extension of the photovoltaic industry chain in our province to the middle and lower reaches, guide and encourage photovoltaic companies to bid for competition in national photovoltaic power generation demonstration projects, and actively expand the international and domestic markets; support photovoltaic companies to declare major national science and technology projects, and specialize in high-tech industrialization, and focus Industry restructuring, special equipment manufacturing, etc., to provide local support for the ideal project. The third is to focus the limited funds on breakthroughs in key technologies in the photovoltaic industry. For example, how can the chemical purification of silicon materials further reduce costs and reduce pollution? How can the physical purification of silicon materials advance the technology maturity? How can the conversion rate of photovoltaics be further improved? How can Jiangxi LED be used in conjunction with photovoltaics? The fourth is to strive for a direct power supply policy to the country. Recently, the State Council approved Jiangsu to allow direct electricity and direct electricity supply to large power consumers in the province when electricity is in use. This policy allows Jiangsu's photovoltaic power users to reduce electricity prices by 30%. If Jiangxi also wins this policy, it will benefit the leading enterprises in the photovoltaic industry chain to obtain new cost advantages after the cancellation of the provincial electricity price subsidy policy. Fifth, to further give play to the front-end advantages of the photovoltaic industry chain in our province, formulate product quality inspection standards for polysilicon, silicon, and silicon wafers in the upper reaches of the photovoltaic industry as soon as possible, and increase the voice power of the photovoltaic industry in Jiangxi.

Speed ​​up the extension of industrial chain and further form industrial agglomeration. The current advantages of the photovoltaic industry in Jiangxi are mainly at the front end of the industrial chain. But only the front-end advantage of the industry chain is not enough, from improving the competitiveness of the entire industrial chain, reducing the energy consumption of the entire industry chain, increasing the conversion rate of the entire industry chain, and improving the economic benefits of the entire industry chain, and improving the industry against various In terms of market risks and the ability to resolve various external crises, it is necessary to further develop the front end of the industrial chain and extend the photovoltaic industry chain in our province to the downstream. The international financial crisis has led us to see that in areas where the industrial chain is complete and industrial agglomeration has advantages, the impact on the industry is small and the crisis is more calm. In order to improve the photovoltaic industry chain in Jiangxi and enhance industrial agglomeration, first of all, it is necessary to cultivate and expand more leading enterprises and create famous brands. At present, our province's photovoltaic industry can be called the leading company only Xinyu's Saiwei and Shangrao's Jinke. The photovoltaic industry in Jiangxi needs to make 100 billion yuan in the industry. It is still necessary to cultivate and expand more leading enterprises. It is necessary to learn from the operating modes of the photovoltaic industry incubators and accelerators in Jiangsu Province so that more leading photovoltaic industry companies can stand out. Second, we need to extend the industry chain around leading companies. On the one hand, the leading enterprises themselves can continue to accelerate the downstream extension of the photovoltaic industry chain on the basis of silicon, silicon and other front-end advantages. For example, Xinyu LDK established a photovoltaic engineering company, focusing on the integration of solar photovoltaic power generation system engineering. The design, installation, construction and follow-up services of the components have also started. In 2009, all the certifications, quality management methods, and team training of the component business were completed. On the other hand, through the introduction of overseas investment, especially Taiwan-funded middle and lower reaches The integration of enterprises into the parks where PV leading enterprises are located, such as the introduction of Sunergy, a Taiwan-funded company in Xinyu, is a successful case of extension of Xinyu's industrial chain. Third, we need to focus on the needs of the leading enterprises and the extension of the photovoltaic industry chain to encourage, support, and attract various supporting enterprises and production service companies to gather in the park where the leading enterprises are located.

Optimize the industrial layout throughout the province. According to the foundation and location already existing in Jiangxi, a number of advantageous photovoltaic industry bases in different regions will be built in different regions. It is suggested that Xinyue and other places should be the mainstay at this stage, with emphasis on the development of upstream products such as silicon materials and silicon wafers, and appropriate extensions to midstream products such as solar cells, etc.; with Jiujiang and Shangrao as the main focuses, the development of vertical integration products in the middle and lower reaches should be emphasized in Jiujiang. Photovoltaic group modules will be developed along the river from 10 km to 20 km; Nanchang will focus on the development of a new generation of thin-film solar cells. At the same time, we also need to consider the province's photovoltaic industry production and testing equipment manufacturing, supporting materials and integrated systems in the relevant districts and cities to carry out the layout.

Solve the financial bottlenecks and logistics bottlenecks in the photovoltaic industry. The financial constraint is the biggest problem faced by photovoltaic companies in our province. In this regard, some experiences in Jiangsu are worth learning from. In order to help corporate finance, Jiangsu gives priority to supporting PV companies to list on the domestic and overseas markets. It has established a communication and coordination mechanism between the government and financial institutions, established a cooperation platform for banks and photovoltaic companies, and actively recommended key photovoltaic industry projects to financial institutions to promote financial institutions. Credit support for photovoltaic companies; Encourage the establishment of venture capital institutions and venture capital institutions, support investment in photovoltaic companies, and encourage industrial investment funds to invest in equity in key development areas of the photovoltaic industry. The bottleneck of logistics is also serious for the photovoltaic industry in our province. Jiangxi is an inland province, and transportation basically depends on roads and railways. Photovoltaic products such as silicon wafers and solar cells are easily damaged during transportation. Photovoltaic products, whether raw materials, intermediate products, or end products, are relatively heavy. By adopting water transport methods, they can reduce the rate of damage during transportation and reduce transportation. cost. Jiangxi must speed up the construction of a modern logistics center to meet the needs of the development of the photovoltaic industry. Jiujiang is the only sea port in Jiangxi Province. The construction of a modern logistics center requires that the construction of Jiujiang Port be highly valued and that the construction of a fast-track channel for the establishment of a district-city to Jiujiang Port be accelerated. It is recommended to introduce and cultivate one or two large-scale logistics groups with diversified investment entities, establish a group of modern logistics parks and logistics distribution centers, cultivate a group of specialized and advantageous logistics enterprises, and form a strong guarantee for the transportation of photovoltaic products.