The western region benefited the most or affected the sub-prime valuation. On the morning of August 1, the National Development and Reform Commission announced the “Notice on Improving the On-grid Price of Solar Photovoltaic Power Generationâ€, which determined the national unified benchmark on-grid tariff. The "Notice" clarifies that photovoltaic power generation projects approved for construction before July 1, 2011 and completed and put into operation on December 31, 2011, the on-grid price is uniformly approved at 1.15 yuan per kWh; solar energy approved on July 1, 2011 and beyond. Photovoltaic power generation projects, as well as solar photovoltaic power generation projects approved before July 1, 2011 but not yet completed and put into operation as of December 31, 2011, except for Tibet, which still implements the on-grid tariff of 1.15 yuan per kWh, the other provinces have the same on-grid tariffs. Executed at 1 yuan per kWh. After the release of this policy, the subdivisions of the PV-related industries such as Jinggong Technology, Dongfang Electric Heating and Leshan Power have risen. According to industry insiders, due to the full illumination, the benefit of the western region is the most obvious, or the investment in optoelectronics is booming; the valuation of leading enterprises in the photovoltaic industry is expected to increase. The policy was introduced earlier than expected "The photovoltaic industry will usher in a long-term positive." The industry believes that the government's national unified benchmark on-grid price is earlier than the market generally expected 2012-2013. In recent years, the domestic photovoltaic industry mainly relies on the demand of photovoltaics in Germany and Italy. According to statistics, in 2010, China's PV module production was about 8GW, accounting for about 50% of the global market. However, in 2010, only 520MW was used for domestic PV installations, with a ratio of about 6%. In the first half of this year, the subsidies policy of the photovoltaic industry in Germany and Italy changed, which directly caused the global PV market demand to shrink, and the entire PV industry chain products fell sharply. Year-to-date, polysilicon prices have fallen by more than 20%, wafers have fallen more than 30%, and battery prices have fallen by about 30%. Analysts pointed out that this new policy is conducive to changing the excessive dependence of China's PV companies on foreign markets. In fact, the domestic PV market has a huge capacity. In the “12th Five-Year†development plan for new energy that the National Energy Administration is formulating, the “12th Five-Year†PV installation target will be raised to 10GW, with an average annual installed capacity of 2GW. By 2020, China's PV installation target may be significantly raised to 50GW. Previously, the PV market has been lacking a strong policy. Since the Ministry of Finance and the Ministry of Housing and Urban-Rural Development issued the “Implementation Opinions on Accelerating the Application of Solar Photovoltaic Buildings†in 2009, China has successively introduced the Golden Sun Demonstration Project and other policies to support the domestic photovoltaic power generation market. Datong Securities believes that due to the lack of policy operability, the domestic photovoltaic power generation market has been in a state of stagnation. The introduction of the national unified benchmark on-grid tariff will prompt the domestic PV market to start effectively. According to Founder Securities' calculation of 1.15 yuan per kWh, investing in photovoltaic power generation in Qinghai can obtain an internal investment return rate of more than 10%. Changjiang Securities also believes that Hohhot, Xining, Yinchuan and other places will receive an internal rate of return of more than 6%; while Lhasa and other places have an internal rate of return of around 15%. Long-term positive segmentation leader Benefited from the introduction of the national unified PV on-grid tariff policy, the share prices of listed companies in the photovoltaic industry such as Haitong Group, Leshan Power, Jinggong Technology, Dongfang Electric Heating and Chaori Sun have risen significantly. Lin Boqiang, director of the Energy Economic Research Center of Xiamen University, believes that the first policy of the new policy is to invest in photovoltaic power generation plants, especially the solar photovoltaic power generation projects that were approved before July 1 this year and completed and put into operation at the end of the year. Faucet. “The leading enterprises may continue to expand due to the launch of the Chinese market.†Industry insiders pointed out that if the Chinese market develops at a planned pace, by 2013, the market size is expected to exceed 5GW, becoming one of the largest markets in the world, for local photovoltaic manufacturing enterprises. Stronger support, and this expectation is expected to drive industry leaders to continue to expand production in 2012. CICC believes that due to the substantial expansion of its solar-powered GCL-Poly, A-share company Jinggong Technology will benefit from being the largest ingot furnace manufacturer in China. At the same time, Haitong Group, the leader in photovoltaic components, and the ultra-sun sun with a relatively complete industrial chain and Leshan Power, which has high sensitivity to polysilicon prices, will benefit in the long run. Some brokerage researchers believe that the introduction of the new policy will have a much greater impact on valuation than performance. The reason is that PV is a global market. Although the domestic market is launched, due to the low base, the impact of the policy on this year's performance is small, and the domestic market will truly release demand after 2012. "The new policy will cause photovoltaic investment to flock to the western region, putting pressure on the grid." Lin Boqiang, director of the Xiamen University Energy Economic Research Center, pointed out. Lin Boqiang believes that due to the abundant solar energy resources in the western region, the investment yield is higher, and the energy demand in the region is less. A large amount of photovoltaic power generation needs to be transported over long distances. Once the installed capacity of photovoltaics increases rapidly, the cost of the grid will increase accordingly. If the problem of grid cost allocation is not solved, it will lead to the situation that only the installed capacity will not generate electricity. Some analysts pointed out that the "Notice" clarified the unified PV benchmark electricity price, but similar to other energy sources such as wind energy and water energy, solar energy resources also have the characteristics of uneven regional distribution. Although China is a country with abundant solar resources, the western region has the most abundant solar resources, while the eastern region is relatively rich in solar resources. Lin Boqiang believes that on the one hand, the confirmation of the national unified benchmark electricity price makes the local rules have to be followed, but the cost of photovoltaic power generation varies from place to place. In the eastern region where solar energy resources are limited, the unified benchmark electricity price cannot cover the cost of power generation. The power generation industry needs local governments to provide subsidies on their own. Lin Boqiang said that before the industry hoped that the regional electricity price, rather than the national unified pricing, the benchmark electricity price in Jiangsu and Zhejiang is best around 1.5 yuan. In fact, when China introduced the on-grid tariff for wind power benchmarks in 2009, it divided the country into four types of wind energy resource zones, and determined different benchmark on-grid tariffs. Some analysts expect that on the basis of the current single benchmark on-grid tariff, local governments need to further refine the content of benchmark on-grid tariffs to encourage investment in different types and sizes of PV power plant projects.
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