The photovoltaic industry is a strategic emerging industry that integrates semiconductor technology and new energy demand, and is also an important area of ​​current international energy competition. In the first half of 2015, my country's photovoltaic industry grew by 30% year-on-year.

First, the production and operation of enterprises continued to improve. Product prices have been rising steadily, and business operations have generally improved. The top four domestic polysilicon companies have achieved full production. The average gross profit margin of the top 10 module companies has exceeded 15%, and the average net profit of the 29 module companies listed in the photovoltaic manufacturing industry specification announcement list. The rate increased by 6.5 percentage points year-on-year.

Second, the scale of the industry continues to grow steadily. In the first half of the year, the national polysilicon output was 74,000 tons, a year-on-year increase of 15.6%, and the import volume was about 60,000 tons; the silicon wafer output was 4.5 billion pieces, a slight increase year-on-year; the battery module output was 19.6GW, a year-on-year increase of 26.4%; The export value of major photovoltaic products such as 7.7 billion US dollars. According to preliminary statistics, the total output value of my country's photovoltaic manufacturing industry in the first half of the year exceeded 200 billion yuan.

Third, the order of industry development has become more reasonable. "Photovoltaic Manufacturing Industry Standard Conditions" (2015 version) was released and implemented to further guide the industry development order to become more standardized. The Ministry of Industry and Information Technology, together with the Energy Administration and the Certification and Accreditation Administration, issued the "Opinions on Promoting the Application of Advanced Photovoltaic Technology Products and Industrial Upgrades", establishing a market threshold for photovoltaic applications and guiding the improvement of the industry's technical level.

Fourth, the development of domestic and foreign markets continued to improve. The new grid-connected photovoltaic installed capacity nationwide reached 7.73GW, and the cumulative installed capacity reached 35.7GW. Our company has accelerated its expansion into emerging markets in Asia, Africa and Latin America, and has launched overseas factories. According to incomplete statistics, it has built overseas production capacity of 800MW for batteries and 1.5GW for modules, with 3.2GW and 3GW under construction and expansion; the proportion of exports to Europe and the United States has dropped to about 30%, and the impact of "double-reverse" in Europe and the United States is further reduced.

Fifth, the level of key technologies and processes continued to improve. Investment in photovoltaic manufacturing per unit capacity continued to decline. The average production energy consumption of polysilicon continues to decline; the average conversion efficiency of monocrystalline and polycrystalline cells of key enterprises has improved, and the development of various technical routes such as back electrode, heterojunction, and high-power concentrating has accelerated; the investment cost of photovoltaic power generation systems has dropped to 8 yuan Below / watt, the cost of electricity per kilowatt hour is reduced to 0.6-0.9 yuan / kWh.

Sixth, the integration of industry resources continued to accelerate. The willingness of some enterprises to merge and reorganize has increased, and the market-oriented resource integration has been intensified. Enterprise groups with strong market competitiveness have stepped up to accelerate market layout through mergers and acquisitions of production capacity and power stations. In the first half of the year, the production of polysilicon of the companies announced in the normative announcement accounted for nearly 90% of the industry, and the production of battery modules accounted for more than 70% of the industry.

From a comprehensive analysis, in the second half of 2015, the development of my country's photovoltaic industry will show a steady upward trend, but the structural contradictions facing the current industrial development are still prominent: the lack of competitiveness in the manufacturing industry, the financing difficulties of photovoltaic enterprises, power generation subsidies and system costs, installed capacity The capacity linkage mechanism needs to be improved urgently. In a certain period of time, the development of the photovoltaic industry will still be in the stage of in-depth adjustment, the merger and reorganization of enterprises and the integration of resources will continue to accelerate, and the advantageous enterprises will further seize the market opportunities by virtue of their advantages in technology, capital, management, and brand.