A few days ago, the German federal government discussed and approved the amendments to the Renewable Energy Act. The additional reduction of PV feed-in tariffs, which was originally planned to take effect in March 2012, has been removed from the draft renewable energy bill. It is reported that the German government has previously indicated that it will add 6% additional subsidy reduction. In the next few years, the subsidy for the on-grid tariff of German PV power plants will be carried out according to the original plan. The reduction of subsidies depends on the amount of new installations per year, the highest reduction. twenty four%. Li Shengmao, a senior researcher at China Investment Consulting, pointed out that the German government's plan to cancel the additional subsidy reduction for photovoltaic power generation in the country indicates that it intends to increase the growth rate of photovoltaic power generation capacity. This is closely related to the German government's plan to shut down all nuclear power plants in China by 2022. . Because the energy gap caused by the closure of nuclear power plants will be compensated by new energy sources such as solar power and wind power, which forced the German government to adjust the previous practice of restricting the growth of installed capacity of photovoltaic power plants. For a long time, many Chinese PV companies have regarded European countries as their main sales market. Germany is the “main market†in this major market. It can be said that the growth rate of German photovoltaic power generation capacity is for many Chinese PV. Businesses have a very direct impact. After the German government adjusts its subsidy policy for PV power feed-in tariffs, the growth rate of its domestic PV installed capacity is likely to be affected by this. A certain degree of correction will occur, and Chinese PV companies can take this opportunity to win a market adjustment. Buffer period. In fact, the German government has cut its domestic PV power feed-in tariff subsidies several times since last year, which has already caused some Chinese PV companies to explore emerging markets. However, the development of emerging markets will not be effective in a short period of time, so some of China’s PV Enterprises affected by this, business performance has experienced large fluctuations. If the growth rate of the German PV market can be improved, it will enable a smooth transition in the adjustment of the sales market of this part of the enterprise. Li Shengmao believes that the additional reduction plan for Germany's withdrawal of subsidies for PV power feed-in tariffs, as well as some other measures that may be introduced next, are unlikely to stimulate the rapid growth of domestic PV installed capacity, so relevant companies should not expect this. High, we must seize the time to adjust the sales market. On the one hand, the German government's established method of using total amount control to achieve a steady growth in photovoltaic installed capacity will not be easily changed; on the other hand, the shutdown of nuclear power plants in Germany will last for more than 10 years, the German government is short-term. The desire to significantly increase the installed capacity of photovoltaic power generation is not urgent.
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