Photovoltaic "spring" has arrived? "
Today (October 27), the photovoltaic sector also ushered in good news in the stock market, with many photovoltaic ETFs "fluttering red". Atlas, microconductive nano, " including Hongyuan Green Energy SRC = "https://img7.ccement.com/news/2510/richtext/img/70l8yq4yuww1761560925173.
At the same time, it is reported that the relevant authorities may issue a document to strengthen the regulation of photovoltaic capacity in the near future." It is proposed to further strengthen the restriction on the operating rate of production capacity and strictly prohibit new production capacity in order to promote the balance between supply and demand of production capacity.
Whether it is the large-scale reduction of short-term polysilicon production lines or the landing of the rumored long-term capacity regulation policy, this will help greatly alleviate the current serious contradiction between supply and demand in the photovoltaic industry.
According to Digital New Energy DataBM.
In addition to the 100 or so zero-carbon parks mentioned at the beginning of the article, In September, China also announced two major good news-on September 1, it announced that it would implement new " 10 million kilowatt photovoltaic " and " 10 million kilowatt wind power " projects; On September 24, the total installed capacity of wind power and solar power in China in 2035 will reach more than six times that in 2020, striving to break through 3.6 billion kilowatts.
Although the current major favorable policies are frequent and the prospects are good, the task of how to overcome the short-term difficulties for photovoltaic enterprises is more arduous. After all, it will take some time for the policy to really land, during which the photovoltaic industry is still facing a severe test of weak short-term demand.
On October 26, the National Energy Administration released statistics on the national power industry from January to September this year. In September, the newly installed PV capacity in China was 9.66 GW , representing a month-on-month increase of 31.25% and a year-on-year decrease of 53.
According to Digital New Energy DataBM, the newly installed photovoltaic capacity in August was only 7.
Although the newly installed capacity in September improved, it was obviously less than expected. Even if there are many major favorable policies, the market is still slightly pessimistic about the fourth quarter installation expectations, after all, "far water can not quench the thirst of the present".
At present, the photovoltaic industry is still temporarily trapped in the cold winter period of imbalance between supply and demand, but it has also smelled a breath of spring. At this time, photovoltaic enterprises should be more determined to "anti-involution", help the industry supply and demand pattern continue to improve, and give birth to the next vibrant industry spring.
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