Wei Yu: Distributed PV has broad prospects, but it also faces some challenges.

2023-07-06 15:25:44

Wei Yu emphasized that distributed photovoltaic has broad prospects. First, the filing procedure of industrial and commercial distributed photovoltaic is simpler, the voltage level is lower and it is not controlled by the index scale. Second, industrial energy consumption is constrained. Third, the rate of return is higher. Fourth, tax incentives. However, it should be noted that the mode of promoting distributed photovoltaic in the whole county is not yet mature, Shaanxi and Jiangxi have encountered many problems, and the projects are scattered, requiring more personnel.

On July 6, the "2023 China Cement Energy Conservation and New Energy Development Conference" sponsored by China Cement Network was held in Chongqing, a mountain city. Wei Yu, a photovoltaic new energy analyst at

China Cement Network Cement Big Data Research Institute, gave a brilliant speech on the theme of "Photovoltaic Installation Status and Demand Prospect Analysis". She said that since 2021, the installed capacity of non-fossil energy has exceeded the installed capacity of coal-fired power, with the largest growth in photovoltaic power. Photovoltaic power generation accounted for 5.83% of the total electricity consumption of the whole society. In 2013, the domestic photovoltaic application market gradually rose. Since 2020, photovoltaic development has entered the era of double carbon and parity.

Wei Yu pointed out that the core factors affecting the demand for photovoltaic installation are policy, macro environment, and fluctuations in the industrial chain. It is estimated that the first task of energy work in 2023 will be Muguang Yufeng. In 2025, the cumulative installed capacity of photovoltaic in China will reach 766 GW, and in 2023, the installed capacity of photovoltaic in China will reach 140 GW.

Wei Yu emphasized that distributed photovoltaic has broad prospects. First, the filing procedure of industrial and commercial distributed photovoltaic is simpler, the voltage level is lower and it is not controlled by the index scale. Second, industrial energy consumption is constrained. Third, the rate of return is higher. Fourth, tax incentives. However, it should be noted that the mode of promoting distributed photovoltaic in the whole county is not yet mature, Shaanxi and Jiangxi have encountered many problems, and the projects are scattered, requiring more personnel.

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Wei Yu emphasized that distributed photovoltaic has broad prospects. First, the filing procedure of industrial and commercial distributed photovoltaic is simpler, the voltage level is lower and it is not controlled by the index scale. Second, industrial energy consumption is constrained. Third, the rate of return is higher. Fourth, tax incentives. However, it should be noted that the mode of promoting distributed photovoltaic in the whole county is not yet mature, Shaanxi and Jiangxi have encountered many problems, and the projects are scattered, requiring more personnel.

2023-07-06 15:25:44

On October 28, Conch Cement released the third quarter report of 2026. In the first three quarters of 2026, the operating income was 56.222 billion yuan, a year-on-year decrease of 8.58%; the net profit attributable to parent company was 2.743 billion yuan, a year-on-year decrease of 56.89%; the net profit deducted from non-profits was 2.009 billion yuan, a year-on-year decrease of 66.50%.