1、Policy history Map
Photovoltaic power generation equipment industry is a rapidly rising sunrise industry based on semiconductor technology and demand for new energy, and is also a major key field to achieve manufacturing power and energy revolution.According to the eighth Five-Year Plan to the 14th Five-year Plan of China’s national economy, the state’s support policies for photovoltaic power generation equipment industry have experienced a process from “positive development”to”key development” and then to “consolidating and enhancing the competitiveness of the whole industry chain”, and the level of policy support has gradually increased.
During the period from the eighth Five-Year Plan (1991-1995) to the eleventh Five-Year Plan (2006-2010), the state focused on actively exploring and developing the new energy industry and vigorously promoted technological breakthroughs in photovoltaic power generation and other new energy equipment.During the 12th Five-Year Plan period, the state clearly proposed to focus on the development of new energy industries such as efficient solar power generation and new modules for heat utilization, and the development of photovoltaic power generation equipment industry in China entered a climax.To the “14th Five-year Plan” period, the country further promote the scale of photovoltaic power generation, consolidate and enhance the competitiveness of the whole industry chain in the field of new energy, and the development of the domestic photovoltaic power generation equipment industry has entered a new stage of upgrading the whole industry chain.
2、Summary and interpretation of national policies
——National policy summary and interpretation of national photovoltaic power generation equipment industry development policy summaryEntering the “twelfth Five-Year plan” period, the national policy issued a series of measures to promote the rapid development of photovoltaic power generation equipment industry. In 2013, the National Development and Reform Commission included “grid-connected photovoltaic inverters, off-grid photovoltaic inverters, battery charge and discharge controllers, solar tracking devices, portable control and inverter integrated equipment, photovoltaic intelligent junction box, photovoltaic power station monitoring equipment” and other photovoltaic system supporting products into the strategic emerging industry catalog. After that, a series of policies such as “Standard conditions for photovoltaic Manufacturing Industry”, “Opinions on Promoting the application of Advanced PHOTOVOLTAIC Technology products and Industrial Upgrading”, “Notice on Improving the Technical Indicators of major PHOTOVOLTAIC products and Strengthening supervision” have greatly promoted the technological level of photovoltaic power generation equipment industry in China. After 2018, the introduction of smart Photovoltaic Industry Development Action Plan (2018-2020), Smart Photovoltaic Industry Innovation and Development Action Plan (2021-2025) and other policies has put forward higher requirements for the innovation and development of the domestic photovoltaic power generation equipment industry.
——Interpretation of development goals of photovoltaic power generation equipment industry at the national level
On January 5, 2022, the Ministry of Industry and Information Technology, the Ministry of Housing and Urban-Rural Development, Ministry of Transport, agriculture NongCunBu, national energy bureau jointly issued by the “intelligent photovoltaic industry innovation development action plan (2021-2025)”, put forward during the period of “difference”, to build intelligent photovoltaic industry ecological system as the goal, adhere to the market leading, government support, Insist innovation drive, with harmony, do collaborative ShiCe, advance step by step, to grasp the development trend of digital economy and law, to promote a new generation of information technology and photovoltaic industry integration innovation, speed up promote the whole industry chain intelligent level, enhance their ability to supply intelligent products and system solutions, encourage smart photovoltaic industry application, promoting China’s photovoltaic industry move forward in the global value chain of high-end.
In addition, in terms of the development of subdivision industry, it is proposed to promote the technological innovation of intelligent photovoltaic industry chain, accelerate the development and breakthrough of large-size silicon wafers, high-efficiency solar cells and modules, consolidate the supporting industry foundation,and promote the technological upgrading of intelligent photovoltaic key raw materials, equipment, parts and components.
——Analysis of enterprises in line with “Photovoltaic Manufacturing Industry Specification Conditions”
Since 2013, the state ministry of industry and in accordance with the “state council on promoting the healthy development of photovoltaic industry several opinions of the request, according to the conditions of pv manufacturing specifications” and “interim measures for photovoltaic manufacturing industry standards bulletin management”, through the application of enterprises, the provincial department in charge of industry and information technology to verify recommended, expert review, on-the-spot sampling and online publication,The list of enterprises in line with the “Photovoltaic Manufacturing Industry Specification Conditions” and the list of enterprises that have been canceled will be publicized. As of March 2022, the list of 10 batches of qualified enterprises (more than 300 enterprises) and the list of 5 batches of cancelled enterprises (more than 90 enterprises) has been issued nationwide. At present, the number of enterprises in line with the “Photovoltaic Manufacturing Industry Specification conditions” has exceeded 200.
Note: 1) Data in 2022 is up to March 2022; 2) The list of qualified enterprises of two batches was released in 2014, and the list of cancelled enterprises has been released since 2017. The list of qualified or cancelled enterprises has not been released in 2021.
From the existing regional distribution of qualified enterprises in line with the “Standard Conditions for Photovoltaic Manufacturing Industry”, Jiangsu province has the largest distribution of more than 70 enterprises, followed by Zhejiang Province, Anhui Province, Inner Mongolia and other places.
Note: darker color means more qualified enterprises.
3. Summary and interpretation of policies at provincial and municipal levels
——Summary of industrial policies for photovoltaic power generation equipment of 31 provinces and cities
In addition to the strong support from the central government level, local policies also actively follow up, most provinces in The country have begun to release the guidance or development goals for the development of photovoltaic power generation equipment industry since the end of 2020, to promote the photovoltaic power generation equipment industry in key areas to play an important role in the national new energy industry construction trend. To lead the world’s leading modern photovoltaic power generation equipment forward.
——Interpretation of the development goals of photovoltaic power generation equipment industry in 31 provinces and cities
During the period of “difference”, Inner Mongolia, ningxia, shanxi, shandong and other places are put forward for the development of photovoltaic power generation equipment industry index, in addition, tianjin, fujian, guangdong, shanxi and other places are in the regional industry planning and policy direction to the development of photovoltaic power generation equipment industry, the construction of key aspects put forward concrete deployment, details are as follows:
Note: The figure above indicates only the provinces that have proposed specific development targets or directions.
The above data come from the “China pv Industry Market prospect and Investment Strategy Planning Analysis Report” by Qianzhan Industry Research Institute.
Post time: Mar-24-2022