Is the solar PV industry really bad?

In the past few years, the solar photovoltaic industry has become very hot. This year, with the turmoil in the European and American markets, this new industry suddenly plummeted. Not only did SMEs who were full of hopes of gold rushing enter this field were struggling, even PV giants such as Suntech and Yingli also suffered huge losses, and even had to start demobilizing their employees and shrinking their scale.

The solar photovoltaic industry is considered to be the most promising new energy industry after wind energy. Because of this, just like wind power, social investment has swarmed, glasses, and dry clothing have swarmed into this field, hoping to share a cup of energy in the sunrise industry. The face of the European debt crisis and the US anti-dumping this series of sudden changes in the market, photovoltaic industry suddenly entered the winter. Do you agree that the most promising solar photovoltaic industry in the 21st century really lost its momentum? I think it is still too early to conclude.

First of all, at present, the loss in the PV industry is also good, and it is actually a normal reaction of the market at one stage, or it is the market's amendment to excessive investment, which is conducive to the healthy development of the industry in the future. Therefore, it is not worth a fuss.

In fact, such "reshuffle" has been performed in the early stages of the development of other emerging industries. For example, in the past few years, wind turbines produced more than a hundred wind turbine manufacturers nationwide, and the production capacity exceeded the total domestic demand. After several years of market grooming, the livelihood has survived, and the livelihood cannot be eliminated. The life and death of the case will not affect the development of the industry. Another example is the earlier color TVs and refrigerators, which are also undergoing a cruel process of reshuffling, and they have been integrated by more than a dozen companies.

Therefore, for any new industry, the life and death of enterprises is a normal phenomenon, and it is a necessary process for an industry to mature. It is not surprising that we should not be surprised when we are busy. When we are in trouble, we need not panic. After all, we are no longer a planned economy but a market economy. Ultimately, the market will adjust and decide.

Second, the current crisis in the photovoltaic industry is not a complete normal reaction of the market. It has a stage and particularity. As a promising energy industry, photovoltaics are still “being favored” from a global perspective. Therefore, like other mature industries, they are not really forming a global market, but are concentrated in local markets such as Europe and the United States. For example, whether Suntech or Yingli, most products are sold to Europe and the United States. With the spread of the European debt crisis and the anti-dumping of the United States, it will inevitably lead “to fish out of the pond”.

However, through the current predicament, we must also see that if human beings want to solve energy and environmental problems, they must develop new energy sources. When wind power has developed to a certain scale (in some countries, wind power development has become saturated) and nuclear power development is overwhelming (some countries have discarded nuclear power), from the current technological level, what can we develop without developing solar energy? The reduction of investment in European and American markets is only a temporary phenomenon. In the future, their use of solar energy will never slow down.

In addition, at present, China's solar power market is almost zero, even if it is not going well. Once the electricity pricing mechanism and the online access mechanism are streamlined, it is only a matter of time before China embraces the great development of photovoltaic power generation. Therefore, the development of the solar energy industry has not yet come. In fact, the development of the photovoltaic industry is not the end, but it has just begun.

Finally, the photovoltaic industry's own technological progress will also promote the accelerated development of this field. With the maturation and application of solar film technology, the disadvantages such as high energy consumption and heavy pollution of crystalline silicon technology will be overcome, and the cost will continue to decline after the technology matures. The solar photovoltaic industry will inevitably enter the fast lane and usher in a new one. Big wheel development.

The PV industry has not gone bad, and the current cold weather has been spent. Spring is not far away!