160711 [USA PV News, July-2016,]
Product Sample/ Market News
[IShareWise.com] News,
on July 12,-13, 2016 Fancy Li, Chief Consultant, will show up in Intersolar ,North America to meet with PV market experts and discuss about potential renewable energy business/financing cooperation , especially among USA and China.
Welcome you to reach Fancy Li, by contacts:
**Remark:
If you need more detailed PV market news or customized PV market report, please send email to Page of “Contact US”, in the website: IShareWise.com
July-16, Market News,
[Sample Reports]
- World Economy
*June 24, 2016, Brexit’ Expected to Rattle U.S. Economy, Shake Its Influence
[Script]Officials worry U.K.’s vote to leave European Union will drive up dollar, depress exports and weaken diplomatic leverage in Europe
** Top finance officials say the damage from the so-called Brexit alone isn’t likely to be enough to nudge the U.S. into a contraction. But as skittish investors pull out of U.K. and European markets and pour into the safety of U.S. assets, a falling pound and euro could cause the dollar to surge, further suppressing demand for American exports.
- USA PV Market
[Digest]July 8,2016, California is once again outshining other states in its solar progress – this time by reaching its customer-installed solar energy goal a year early.
The California Public Utilities Commission (CPUC) recently announced that the state’s California Solar Initiative programme had installed 1,753.6MW, with another 139.7MW reserved in pending projects, surpassing the goal of installing 1,750MW by 2017.
This record installation was achieved by customers of ***’s three investor-owned utilities (IOUs), who installed 1,041MW of solar capacity in 2015 – an increase of 55% more than the capacity installed in 2014, according to state regulators.
Importantly, the installations were achieved in the absence of a rebate incentive, as highlighted in the CPUC’s annual report of the California Solar Initiative.
- Brazil PV Market
[Digest] July 11, 2016 Brazil solar PV market of today and tomorrow
[Digest]
Tax cuts
January 2016, the Brazilian Chamber of Deputies Mineral Energy Committee approved an important resolution: exemption from import duties if a PV module can not be produced in Brazil, the local community, to the imported component.
Third, on behalf of the project
Brazil’s Future Solar PV Market
August 6, 2016 Olympics Game in Brazil.
However, from Brazil urgent efforts to change the energy structure made of view, Brazil’s future PV market will have great potential.
Since 2014, Brazil’s first solar-powered stadium is completed, the country’s solar energy market has been significant progress, is expected in 2017, the solar market will reach $ 431 million, an increase of 71%; to 2018, the total installed capacity reached 3.5GW solar .
[Investment Risk]Brazilian exchange rate fluctuations risk.
[July 11, 2016巴西太阳能光伏市场的今天和明天]
减税
2016年1月，巴西众议院矿产能源委员会批准了一项重要决议：如果某光伏组件无法在巴西本土进行生产，向国外进口该组件时免征进口税。
*代表项目
明日巴西
2016年8月6日奥运会在巴西举行。
然而从巴西迫切改变能源结构所做出的努力来看，巴西未来的光伏市场将具有很大潜力。
自2014年巴西首个太阳能体育场建成后，该国太阳能市场得到很大发展，预计2017年，太阳能市场规模将达到4.31亿美元，年增幅为71%;到2018年，太阳能装机总量达到3.5GW。
项目投资风险：巴西风险汇率波动风险。
- India PV Market
[July 11, 2016]
India’s Tamil Nadu calls on Modi to speed up green energy corridor build
[Digest] Tamil Nadu chief minister Jayaraman Jayalalithaa has written a letter to Indian prime minister Narendra Modi citing the major surplus of wind energy in the state and the opportunity to sell roughly 1GW of wind power to other states should a green energy corridor be built.
Tamil Nadu currently has an installed capacity of 1,142MW of solar PV and 7,600MW of wind, with plans for a further 5GW of solar and 4.5GW of wind over the next five years.
- China PV Market
5.1)[July 8,2016]
Thirteen Five energy plan: two control “abandoning Wind/PV” at a reasonable level
“Thirteen Five” period will give priority to the development of wind power and decentralized distributed photovoltaic power generation, and steadily promote the “Three North” area of wind power base and photovoltaic power station construction, strive to two years to abandon the wind, abandoned PV control rate at a reasonable level, after three moderately expand the scale. 2020 wind power installed capacity reached about 250 million kwh, the cost of electricity and coal is roughly equal; photovoltaic power generation installed capacity reached about 150 million kilowatts, and strive to achieve parity user side.
十三五能源规划：两年控制“弃光”在合理水平
“十三五”期将优先发展分散式风电和分布式光伏发电，稳步推进“三北”地区风电基地和光伏电站建设，力争用两年时间将弃风、弃光率控制在合理水平，后三年适度扩大建设规模。2020年风电装机规模达到2.5亿千瓦时左右，发电成本与煤电基本相当;光伏发电装机规模达到1.5亿千瓦左右，力争实现用户侧平价上网。
5.2) Zhangjiakou,HeBei ,China, Take Measures to crack the problem of renewable energy consumptive
Posted: 2016-07-11
,To create a renewable energy demonstration zone, Zhangjiakou City, a plan of action for three years, under the program in 2017, Zhangjiakou renewable energy cumulative installed capacity of 12.8 million kilowatts, the new installed capacity of 5.8 million kilowatts, of which 260 new wind power installed capacity million kilowatts, the new installed capacity of three million kilowatts of photovoltaic power generation, the new solar thermal power installed capacity of 200,000 kilowatts. Renewable energy consumption accounted for the proportion of total final energy consumption will reach 15%.
Zhangjiakou is currently actively promoting Zhangbei Zhangjiakou – Ganzhou 1000 kV UHV power transmission project and Zhangjiakou – Beijing 500 kV flexible DC power grid project to carry out preparatory work, once the project is completed renewable energy power delivery capability will be significantly improved.
张家口多措并举 破解可再生能源消纳难题
发表于：2016-07-11
，为打造可再生能源示范区，张家口市制定了三年行动计划，根据该计划到2017年，张家口可再生能源发电累计装机规模1280万千瓦，新增装机580万千瓦，其中新增风电装机260万千瓦，新增光伏发电装机300万千瓦，新增光热发电装机20万千瓦。可再生能源消费量占终端能源消费总量比例将达到15%。
目前张家口正积极推动张北―赣州1000千伏特高压输变电工程及张家口―北京500千伏柔性直流电网工程开展前期工作，这些工程一旦建成后可再生能源电力外送能力将会得到显著提升。
5.3)
[China PV Market]
“6.30” component prices diving, photovoltaic products face volume and price down
2016-07-09
“630” Chinese PV Subsidy in the end, the market began to shift marked the first half of the domestic photovoltaic power plant installed capacity of hot situation will be difficult to repeat in the second half.
Polycrystalline solar cell mainstream price level has dropped to 2.05 yuan / W.
But because 7–8 months, the domestic polysilicon manufacturers into the intensive maintenance period, supply reduction can offset some downward pressure on prices, within a few months, probably will not be the case the polysilicon rapid price declines in the future.
In the future the industry boom-down environment, due to the vertical integration of manufacturers, can do lower production costs, combined with lower financing costs, in the current round downside, the more resistant to downward pressure on prices. Some small factories facing pressures on prices and costs, the future will be cut or even shut down some production lines. But requires urgent attention outbreak of falling demand and excess capacity brought extreme risk.
[“6.30 ”组件价格跳水，光伏产品面临量价齐跌
2016-07-09 ]
“630”的结束，标志着市场开始转向，上半年国内光伏电站装机火爆的情形将难以在下半年重演。
，多晶电池片主流价格水平已跌落至2.05元/W。
但由于7-8月份，国内多晶硅厂商进入密集检修期，供应的减少可以抵消部分价格下行的压力，未来几个月内，多晶硅或许不会出现价格快速下跌的情形。
在未来行业景气向下的环境里，大厂由于垂直整合，能够做到较低的生产成本，加之较低的融资成本，在本轮下行空间中，更能抵御价格下跌的压力。部分小厂面临价格和成本的压力，未来或将减产甚至关停部分产线。但需要迫切关注需求下滑和产能过剩带来的极端风险的爆发。
- Financial News
6.1)
【2016-07-04】
BRIC Bank Vice President Paul: The first three billion yuan to be issued green bonds
[Script]
With the supporting systems to improve green bonds “red，
With Stock A shares “red” is different, there is a green bond debt recently concern. For now the central bank, Development and Reform Commission, the Shanghai and Shenzhen Stock Exchange’s efforts to promote, the green bond quickly as well as “red”.
Green bonds as a new species, can be understood as a kind of popular support to raise funds for the green industry bonds. For example, corporate bonds can be used to replace bank loans and supplement working capital, but corporate bonds to raise funds green needs to be earmarked for green projects.
The issuer, the benefits of green bonds issued at least two things: First, the financing costs relatively low, because of its unique “green” label favored by international capital, interest rates are often lower than ordinary bonds, with individual provinces as Zhejiang province also intends to introduce special financial subsidies for green bonds.Secondly, the review will progress faster. For example, the company agreed to review the debt within three months, the actual time is generally a month or so, and review the progress of green bonds will be faster, usually within a month. Green Development and Reform Commission also speed up and simplify the implementation of corporate debt audit.
Industry experts have suggested that the introduction of investment incentives and supporting measures to gradually develop the domestic bond investors for green investment preferences. For example, you can buy domestic institutional investor interest green bonds obtained have to pay corporate income tax to be relief.
To this year’s July 3rd BRICS New Development Bank Vice President and Chief Risk Officer Paul – Nogueira – Batista – Junior will officially settled in BRIC Bank headquarters office located in Shanghai Lujiazui anniversary.
Before entry BRIC Bank, Paul worked in the IMF. In Washington eight years, where he found international institutions have many advantages and great achievements, but “action is slow, difficult to adapt to some of the needs of developing countries.”
Last July, the bank BRIC Brazil, Russia, India, China and South Africa, the government created the five BRICS established officially opened in Shanghai.
[金砖银行副行长保罗：首批30亿元人民币绿色债即将发行]
2016-07-04
[Script]
随着配套制度完善 绿色债要“红”了
与A股喜“红”不同，债券中有一种绿色债近来备受关注。就目前央行、发改委、沪深交易所的推动力度来看，绿色债券很快也要“红”了。
绿色债券作为一个新兴品种，可以通俗理解为一种募集资金用于支持绿色产业的债券。比如公司债可用于置换银行贷款和补充流动资金，但绿色公司债的募集资金需要专项用于绿色项目建设。
对发行人而言，发行绿色债券的好处至少有两点：首先，是融资成本比较低，因其特有的“绿色”标签受到国际资本的青睐，利率往往低于普通债券，加上个别省份如浙江省还拟出台针对绿色债的专项财政补贴。其次，审核进度也会更快。比如公司债的审核约定在3个月之内，实际时间一般在1个月左右，而绿色债的审核进度会更快，通常在1个月之内。发改委也对绿色企业债实施加快和简化审核。
行业人士建议出台投资激励政策及配套措施，逐渐培养国内投资者对绿色债券的投资偏好。比如，可以对国内机构投资者购买绿色债券所获得的利息须缴纳的企业所得税予以减免。
到今年的7月3日，金砖国家新开发银行副行长及首席风险官保罗-诺盖拉-巴蒂斯塔-朱尼尔便正式入驻金砖银行位于上海陆家嘴总部的办公室一周年。
在入职金砖银行之前，保罗曾任职于国际货币基金组织。在美国华盛顿的八年时间里，他发现那里的国际性机构有着很多优点和很大的成就，但“动作很慢，很难适应发展中国家的一些需求”。
去年7月，由巴西、俄罗斯、印度、中国和南非这五个金砖国家政府创建成立的金砖银行正式在上海开业。
- [Industry News] Jan, 2016,
*Rank: The Top 10 PV module manufacturers ranking list for 2015
- Trina Solar
- Canadian Solar
- JinkoSolar
- JA Solar
- Hanwha Q CELLS
- First Solar
- Yingli Green
- SFCE
- ReneSola
- SunPower Corp
**Remark:
If you need more detailed PV market news or customized PV market report, please send email to Contact us in the website: IShareWise.com
