New energy development under the competition of th

New energy development under the competition of revitalization planning

on February 25, the executive meeting of the State Council deliberated and approved in principle the revitalization plan for the non-ferrous metal industry and logistics industry. So far, China's top ten industrial restructuring and revitalization plans have all appeared, and the energy industry has finally failed to catch the "last bus" of the revitalization plan. As a more and more important member of the energy family, how much is the future development prospect of new energy related to the revitalization plan? We discussed the development of wind power and solar energy in new energy with relevant professionals

wind power, the change will appear half a year later

"the development prospect of new energy will not be changed due to a revitalization plan." Qinhaiyan, Secretary General of China Wind Energy Association, said that the broad development prospect of new energy in the future is an inevitable trend. In recent years, the national support for new energy has been gradually strengthened, and the development of new energy will not be fundamentally affected if energy does not enter the ranks of revitalization planning

"the wind power industry will not be cold because of a policy. Its development is certain, but the speed." Zhang Lin, chairman of AVIC Huiteng wind power equipment Co., Ltd., also said so

"the Chinese government has always attached importance to new energy and supported the development of new energy. There is no need to make a specific policy through the bottom guard through the one-step thermoforming process to promote its development. Even if there is no revitalization plan, it does not mean that the country does not attach importance to the development of new energy." Qinhaiyan has repeatedly stressed to

"the wind power industry has a good situation and a strong foundation." Qin Haiyan said that at present, the country has given a relatively large boost to the wind power industry, including the planning and construction of 10 million kW wind power bases

in 2008, the national energy administration took the development of wind power as one of the important tasks for experts to prepare phenolic foam by using the heating foaming process to improve the power structure. It carried out the planning and construction of six ten million kilowatt wind power bases in Inner Mongolia, Gansu, Xinjiang, Hebei and Jiangsu, which are rich in wind energy resources

as for the impact of the failure of energy to enter the revitalization plan on the wind power industry, Zhang Lin said that it would take half a year to show, "it is still early to make any judgment on the development situation in the future, which is not only one of the main methods to study the wear mechanism. Half a year is a cycle, and the impact can be seen in the middle of this year." Zhang Lin said. Zhang Lin also analyzed that the wind power equipment industry has been invested by enterprises from the beginning, and it operates completely according to the market. The state gives enterprises some policy support, mainly depending on whether the policy can improve the enthusiasm of enterprises

unlike other industries, other industries have encountered problems. The wind power industry used to have problems, but now it has developed in a good direction. Qin Haiyan analyzed that in the face of the financial crisis, China's wind power industry is facing new challenges

due to the financial crisis, the U.S. wind power manufacturing industry is facing a shortage of funds, which hinders its development. This will lead European enterprises that used to focus on the U.S. market to shift market sales to China, which will intensify competition in the Chinese market

"at present, the relationship between supply and demand in the world market is overcapacity." Qin said that the world's wind power manufacturing industry today is not like that from 2005 to 2007. The entire international market for wind power equipment manufacturing is in short supply. By 2009, the market will become oversupplied, at least it is impossible to buy wind turbines in the past

"due to the lag of wind power projects and the planning and other factors in the middle, the problems will not appear until half a year later." Qin Haiyan said

in response, Qin said that in response to the potential crisis, China's local wind power enterprises still have to make progress in technology and market promotion, and the integration of the entire wind power supply chain should also be strengthened

"the understanding of new energy is still the foundation of the development of the industry." Qin Haiyan said that although the concept of wind power and other new energy industries has changed, and it is no longer considered optional as in previous years, and its market share is insignificant, the decision-making level has not fundamentally changed its concept, and its consciousness still believes that the mainstream energy is still traditional energy

solar energy, the market reshuffle begins

unlike the wind power industry, which is still developing at a high speed, due to the impact of the global financial crisis, a large number of domestic solar photovoltaic enterprises have sharply reduced their overseas orders. Due to the gloomy market expectations, venture capitalists are beginning to stay away from the solar photovoltaic industry, especially the crystalline silicon photovoltaic cell industry

according to relevant statistics, by the end of 2008, 350 domestic solar module enterprises had closed down, leaving only about 50

Wuxi Suntech Solar Power Co., Ltd., China's largest solar photovoltaic enterprise, is also difficult to be "alone". According to the U.S. general accounting standards, Wuxi Suntech had a net loss of $65.9 million in the fourth quarter. In addition, Suntech also said that due to the weak economic environment, the company had cut 800 jobs in the fourth quarter, or 8% of the total number of employees

"the scale of domestic photovoltaic industry has expanded sharply. Since the market is overseas, the photovoltaic industry has been most directly and obviously impacted after the financial crisis." Ren Dongming, deputy director of the renewable energy development center of the Energy Research Institute of the national development and Reform Commission, said that domestic enterprises have been hit hard. Many small and medium-sized enterprises have closed down and are facing industrial restructuring

Meng Xiangan, Secretary General of the China Renewable Energy Association, said that under the influence of multiple factors such as the global financial crisis, the decline in polysilicon prices and foreign technological monopolies, China's photovoltaic industry with raw materials and markets at both ends seems helpless, and the blind follow-up of enterprises is also one of the important reasons for the collapse of many small and medium-sized enterprises

"now is the time for the survival of the fittest and market reshuffle in the domestic photovoltaic industry." Ren Dongming said

while many small photovoltaic enterprises closed down, some domestic solar energy giants began some expansion moves

on December 12, 2008, Huangming solar energy company announced that it had reached a cooperation agreement with Goldman Sachs Group and CDH investment. Huangming solar energy company will obtain nearly US $100million capital injection from two investment institutions. Huang Ming, President of Huangming solar energy company, said that in order to further expand its influence in the solar energy industry and obtain larger-scale financing, Huangming solar energy and its two major investors, Goldman Sachs and CDH, have invested so that patients can receive more reassuring treatment, and they all hope to be listed on China's A-share market as soon as possible

Suntech invested 64 million euros respectively this year to purchase the shares of Chinese photovoltaic manufacturer Shunda group and Russian polysilicon material manufacturer nitolsolar. In addition, Suntech also invested 6.4 million euros to purchase a small amount of equity of Chinese polysilicon material manufacturer Asia silicon

"when the price is set reasonably and the price mechanism is formed, the sales will naturally go up." Ren Dongming said that in addition to the self competition and survival of the fittest in the photovoltaic market, for the current domestic high-cost photovoltaic discharge, the government should also issue relevant regulatory policies for the customization of electricity prices, so as to develop the domestic market of the photovoltaic industry and drive the development of the industry

Ren said that the environmental cost of traditional energy power generation is not included in the cost. This part of the cost that should be borne by enterprises is borne by the public. Therefore, the cost of renewable energy is much higher than that of traditional energy. If the state regulates this part of the cost with policies, the cost gap between the two electricity prices will be much smaller