Recently, the Ministry of Industry and Information Technology publicized the list of enterprises (the second batch) that are in line with the "Regulations on the Standardization of Photovoltaic Manufacturing Industry", and a total of 74 enterprises were shortlisted. In the next less than 30 days, the 74 companies will need to be supervised by the community, and the Ministry of Industry and Information Technology will also organize on-site spot checks, which will screen out the final list based on feedback.
At the end of last year, there were 134 enterprises in the “first batch list†of the Ministry of Industry and Information Technology, and the final 109 enterprises remained on the list. But in fact, there were more than 400 PV companies participating in the declaration all over the country. Compared with this, the enrollment rate was only 27.25%.
In the industry's view, in addition to environmental indicators and capacity indicators, the barriers that block most companies are mainly in the "Regulations for Photovoltaic Manufacturing Industry", "the actual production in the previous year is not less than 50% of the company's production capacity." After all, in the past two years, due to the shrinking of overseas markets and the inconsistency of the domestic market, Chinese PV companies generally have the phenomenon of reducing production or even stopping production.
Then, with the recovery of the photovoltaic industry in the second half of last year, many companies will resume production, will this year's enrollment rate increase?
An industry insider who did not want to be named told the "Securities Daily" reporter that "some enterprises may be selected for resumption of production. However, overall, the concentration of the photovoltaic industry will continue to increase as the threshold will not decrease. As there are a large number of the first batch of enterprises that have been eliminated in the second batch of declared enterprises, the overall level will be different from the first batch."
Recently, the reporter was informed that the relevant departments have launched on-site sampling inspection work for the second batch of short-listed PV companies.
Increased concentration of photovoltaic industry
In view of the “second batch listâ€, many of them are branch factories of different PV companies in different regions. Many of them are newly put into production after the market recovery in 2013. The first batch of non-conformities failed last year, and this year has 2013. The annual performance status can be applied, and it can be seen that the whole photovoltaic has formed a trend of significantly increasing the concentration.
The major industrial chains in China have basically achieved the full entry of all industrial bases. Take GCL-Poly as an example, there are 9 photovoltaic companies under its umbrella. Among them, in addition to the world's largest polysilicon enterprise, Jiangsu Zhongneng, there are 8 other single-cell Giva-class silicon rods with a total capacity of 10 GW. Wafer companies. The seven PV companies under GCL-Poly were selected in the “first batch list†last year, and the two new companies were shortlisted in the “second batch listâ€.
Concentrating resources to improve industrial concentration is the main tone of the restructuring of the photovoltaic manufacturing industry. Although the list of the first batch of regulatory conditions was introduced last year, many small photovoltaic enterprises in Zhejiang and Guangdong have small scales (less than 200MW silicon wafers and batteries). The production capacity of the module has been violently rebounded after being blocked from the door. The complaints are still ridiculous, but this time it seems that there is still no relaxation in terms of the basic scale threshold. Except for some branches of large factories, Zhejiang Province only added less than 10 silicon battery component companies. The main new list is still in Jiangsu Province, a major PV province.
The industry believes that "in fact, the selection is only a basis, only the ability to provide high quality and low price products for the market will enable the company's market share to continue to increase. With the technical advantages and scale advantages continue to emerge, in the relevant departments Under the dynamic supervision and annual re-examination, there will be fewer and fewer qualified enterprises in the future, and the industrial concentration will be higher and higher."
The final list is yet to be confirmed
Looking at the 74 PV companies in the “second batch listâ€, in addition to the branches of mainstream PV companies, there are also many new faces. Since the declaration of industry norms is completed by the enterprise itself, whether it can be finally passed requires a large amount of on-site verification work. Judging from the first batch of verifications last year, there is also uncertainty as to whether the companies that have entered the "second batch of lists" will be selected.
The enterprises of Longji shares have been approved in the first batch of last year, but there is still a figure in this declaration. Wuxi Longji Silicon Materials Co., Ltd. is a silicon wafer enterprise established by Longji in Wuxi, Jiangsu. The establishment time of this company is not short. Basically for Wuxi Suntech service, due to the bankruptcy reorganization of Suntech since 2012, busy with the debt between Wuxi Suntech, Longji shares involved Wuxi Suntech's investment, and for this reason, the information disclosure issue was reviewed by the China Securities Regulatory Commission [microblogging], estimated It was the business of this factory that was basically stagnant, and the capacity utilization rate was not up to standard. At the time of this application, the capacity utilization rate in 2013 was up to standard, and it was necessary to check the on-site verification.
As for the five polysilicon enterprises that have been short-listed, it is still impossible to achieve the special case that “the actual production in the previous year is not less than 50% of the company's production capacity.†For example, Jiangxi LDK Solar Silicon Technology Co., Ltd. has basically no production since 2012. In other words, it was shortlisted for the “second batch list†when production was almost zero in 2013. We saw that Wuxi Suntech, which was deeply mired in PV bankruptcy restructuring last year, basically had no enterprises to be short-listed. After the reorganization of the dust settled, it applied for the second batch in 2014. In the same situation, the Jiangxi Saiwei system is still entangled in the process of bankruptcy reorganization, can pass under the cusp of the cusp, and needs to be verified on the spot to know.
"Some companies that were eliminated last year are eager to be selected, and they may take measures of falsification. But the management is well aware of this, so the sampling will be more stringent than the first batch." The above-mentioned insiders told reporters.
At the end of last year, there were 134 enterprises in the “first batch list†of the Ministry of Industry and Information Technology, and the final 109 enterprises remained on the list. But in fact, there were more than 400 PV companies participating in the declaration all over the country. Compared with this, the enrollment rate was only 27.25%.
In the industry's view, in addition to environmental indicators and capacity indicators, the barriers that block most companies are mainly in the "Regulations for Photovoltaic Manufacturing Industry", "the actual production in the previous year is not less than 50% of the company's production capacity." After all, in the past two years, due to the shrinking of overseas markets and the inconsistency of the domestic market, Chinese PV companies generally have the phenomenon of reducing production or even stopping production.
Then, with the recovery of the photovoltaic industry in the second half of last year, many companies will resume production, will this year's enrollment rate increase?
An industry insider who did not want to be named told the "Securities Daily" reporter that "some enterprises may be selected for resumption of production. However, overall, the concentration of the photovoltaic industry will continue to increase as the threshold will not decrease. As there are a large number of the first batch of enterprises that have been eliminated in the second batch of declared enterprises, the overall level will be different from the first batch."
Recently, the reporter was informed that the relevant departments have launched on-site sampling inspection work for the second batch of short-listed PV companies.
Increased concentration of photovoltaic industry
In view of the “second batch listâ€, many of them are branch factories of different PV companies in different regions. Many of them are newly put into production after the market recovery in 2013. The first batch of non-conformities failed last year, and this year has 2013. The annual performance status can be applied, and it can be seen that the whole photovoltaic has formed a trend of significantly increasing the concentration.
The major industrial chains in China have basically achieved the full entry of all industrial bases. Take GCL-Poly as an example, there are 9 photovoltaic companies under its umbrella. Among them, in addition to the world's largest polysilicon enterprise, Jiangsu Zhongneng, there are 8 other single-cell Giva-class silicon rods with a total capacity of 10 GW. Wafer companies. The seven PV companies under GCL-Poly were selected in the “first batch list†last year, and the two new companies were shortlisted in the “second batch listâ€.
Concentrating resources to improve industrial concentration is the main tone of the restructuring of the photovoltaic manufacturing industry. Although the list of the first batch of regulatory conditions was introduced last year, many small photovoltaic enterprises in Zhejiang and Guangdong have small scales (less than 200MW silicon wafers and batteries). The production capacity of the module has been violently rebounded after being blocked from the door. The complaints are still ridiculous, but this time it seems that there is still no relaxation in terms of the basic scale threshold. Except for some branches of large factories, Zhejiang Province only added less than 10 silicon battery component companies. The main new list is still in Jiangsu Province, a major PV province.
The industry believes that "in fact, the selection is only a basis, only the ability to provide high quality and low price products for the market will enable the company's market share to continue to increase. With the technical advantages and scale advantages continue to emerge, in the relevant departments Under the dynamic supervision and annual re-examination, there will be fewer and fewer qualified enterprises in the future, and the industrial concentration will be higher and higher."
The final list is yet to be confirmed
Looking at the 74 PV companies in the “second batch listâ€, in addition to the branches of mainstream PV companies, there are also many new faces. Since the declaration of industry norms is completed by the enterprise itself, whether it can be finally passed requires a large amount of on-site verification work. Judging from the first batch of verifications last year, there is also uncertainty as to whether the companies that have entered the "second batch of lists" will be selected.
The enterprises of Longji shares have been approved in the first batch of last year, but there is still a figure in this declaration. Wuxi Longji Silicon Materials Co., Ltd. is a silicon wafer enterprise established by Longji in Wuxi, Jiangsu. The establishment time of this company is not short. Basically for Wuxi Suntech service, due to the bankruptcy reorganization of Suntech since 2012, busy with the debt between Wuxi Suntech, Longji shares involved Wuxi Suntech's investment, and for this reason, the information disclosure issue was reviewed by the China Securities Regulatory Commission [microblogging], estimated It was the business of this factory that was basically stagnant, and the capacity utilization rate was not up to standard. At the time of this application, the capacity utilization rate in 2013 was up to standard, and it was necessary to check the on-site verification.
As for the five polysilicon enterprises that have been short-listed, it is still impossible to achieve the special case that “the actual production in the previous year is not less than 50% of the company's production capacity.†For example, Jiangxi LDK Solar Silicon Technology Co., Ltd. has basically no production since 2012. In other words, it was shortlisted for the “second batch list†when production was almost zero in 2013. We saw that Wuxi Suntech, which was deeply mired in PV bankruptcy restructuring last year, basically had no enterprises to be short-listed. After the reorganization of the dust settled, it applied for the second batch in 2014. In the same situation, the Jiangxi Saiwei system is still entangled in the process of bankruptcy reorganization, can pass under the cusp of the cusp, and needs to be verified on the spot to know.
"Some companies that were eliminated last year are eager to be selected, and they may take measures of falsification. But the management is well aware of this, so the sampling will be more stringent than the first batch." The above-mentioned insiders told reporters.
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