China's photovoltaic industry policy is increasingly clear and prosperous

Abstract The State Administration of Taxation recently issued an announcement stating that since July 1, 2014, State Grid Corporation purchased power products for distributed photovoltaic power generation projects, and issued ordinary invoices by itself rather than power generation households. 20,000 yuan, by the country...
China's State Administration of Taxation recently issued an announcement stating that since July 1, 2014, State Grid Corporation purchased power products for distributed photovoltaic power generation projects, and issued ordinary invoices by itself rather than power generation households. For 10,000 yuan, the enterprises affiliated to the State Grid Corporation shall levy a value-added tax on 50% of the taxable amount, which is considered by the industry to be an important step in solving the subsidy policy.

As the new energy support policy becomes clearer, China's PV demand is expected to exceed expectations, and the industry's prosperity is still on the rise.

The newspaper recently conducted a survey on the photovoltaic industry chain. From the perspective of the most upstream crystalline silicon manufacturers, first-line manufacturers such as GCL-Poly are currently full-fledged, and they are evaluating the expansion plan, and some polysilicon manufacturers that have stopped production have resumed production. The silicon wafer manufacturers located in the middle reaches are also relatively clear. The utilization rate of polysilicon wafers is relatively high. Monocrystalline silicon wafers are in short supply, and there may be price increases in the future.

The profitability of downstream component manufacturers has been restored. At present, the global component production capacity is about 63GW. It is expected that the terminal demand will exceed 50GW in 2014, and the operating rate of the large factory has exceeded 90%. From the perspective of terminal power station demand, the ground power station quotas in Gansu, Qinghai, Xinjiang, Inner Mongolia and other places were approved in June, and the installation peak will be ushered in the second half of the year.

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