Earlier this month, the European Commission announced the formal approval of the price-compensation agreement for the China-EU PV trade dispute. The Chinese photovoltaic industry, which had been relieved, was finally able to get rid of the anti-dumping tax of 47.6%. The market focused on returning to China. The introduction of the 8 new photovoltaic powers has made it clear that the policy has been consolidated. The domestic installation target of 35 GW has also made every photovoltaic user even more bloodier. Since July, there have been long-lost PV attracting booms in many places in China, and another heyday of the photovoltaic industry seems ready to come. However, after all, it was the World Bank's time-shifting. Behind the signing of the overwhelming project and the opening ceremony, the traditional photovoltaic giants who had survived the rest of the world were overwhelmed. Because the basic forces that are active in the main battlefield of PV nowadays are all the Central Army and national teams, and the veteran PV Corps is already seriously injured and incompetent, and is facing the embarrassment of standing by. The vigorous photovoltaic expansion of domestic demand, is destined to be a feast of the country's retreat?

The State Energy Administration will issue a military order and by the end of 2015, it will completely solve the power problem of 2.73 million people without electricity, including photovoltaic power supply to solve 1.19 million people's electricity use. Therefore, in the three years, China will start a total of 583 related projects, and the total investment of 29.4 billion yuan has been put into place. At a time when the policy of Dongfeng is blowing and the domestic demand for photovoltaics is being greatly expanded, facing any of the big cakes of nearly RMB 30 billion, any photovoltaic company cannot help. However, the Director of Energy, Wu Xinxiong, revealed at the thematic mobilization meeting at the end of July that the construction and operation of the above projects will be carried out by eight central enterprises of Huaneng, Datang, Guodian, Huadian, China Power Investment, China Energy, China Guangdong Nuclear Power and Three Gorges Group. The news came out, as if a bucket of cold water spilled out, pouring directly into those self-made passionate photovoltaic companies.

If we say that the electric power central enterprises divide the state-dominated photovoltaic project project orders, it is still a short-term solution to get the moon; then, some of the former central enterprises of the photovoltaic circle outside the central government, the industry recovery machine also came in picking peaches, even more so Photovoltaic people who can't live in hard times can't hold it. Also at the end of July, China National Machinery Industry Group tossed 20 billion yuan, taking over the construction of a 2500MW desert eco-photovoltaic power station in Ningxia. His style is fierce, and his hands are generous, leaving only a photovoltaic company that has become a phoenix.

The bigger shock is still behind. In the entire photovoltaic industry, it is regarded as the star of tomorrow, and is striving for distributed photovoltaic power generation. At present, the largest single-unit project in the country has also fallen out of the Central Army. The AVIC Group, which builds aircrafts for the main business, is the construction scale of 400MW. It will be successively built in the factories of 20 cities in 11 provinces such as Beijing and Shanghai in the next three years. Even if calculated according to the three types of sunshine cities, the annual power generation after the completion of all the buildings can reach 440 million degrees; the total investment of 3.8 billion yuan is expected to be fully recovered in 11 years.

Since the Chinese PV industry fell into a full-scale crisis, the wording of industry reshuffling, mergers and reorganizations has been mentioned many times; but so far, in addition to the bankruptcy of Wuxi Suntech, other manufacturers have experienced severe weight loss and shrinking, but the traditional photovoltaic circle The overall pattern and seating position did not change drastically. Now that the Sino-European Photovoltaic Dispute has run into trouble, it coincides with the expansion of domestic demand and the warming of the industry. It is precisely at the time when all companies can't wait to pick up the old mountains and rivers, but sadly finds that the Central Military forces with rich and powerful backgrounds have seized home and left. Perhaps the only thing left for them is the remnants of the latter. So how did this happen?

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