In order to cope with the photovoltaic industrialization countries, "special funds" will be coded "Siemens method"

Although the "Decision of the State Council on Accelerating the Cultivation and Development of Strategic Emerging Industries" (hereinafter referred to as the "Decision") has been announced as early as last year, the relevant implementation plans have not yet been introduced. On September 14, Zhang Xiaoqiang, deputy director of the National Development and Reform Commission In an interview with the media in Davos Forum in summer 2011, the "Planning" has already completed the drafting and soliciting opinions, and strives to submit it to the State Council for deliberation in September. Zhang Xiaoqiang also revealed that the State Council has approved the joint development and reform commission and the Ministry of Finance to establish a special fund for the development of strategic emerging industries.

"Planning" has not yet been introduced, local governments and enterprises have all deployed strategic emerging industries. In the past year, strategic emerging industries have spread throughout China.

A person involved in the formulation of the "plan" said in an interview with this publication that because the industry has its own development law, under the policy option, it depends on a large amount of investment to nurture the industry. Once the wrong technical route is chosen, it will form state funds and The huge waste of social funds will also delay the best opportunity for development. That is why the deep-seated reasons why many emerging industries’ technological routes have not yet been resolved.

Zeng Zhize, an expert from the National Development and Reform Commission’s industry institute, also agrees with this view. He believes that technology is the fundamental risk of strategic emerging industries. Except for the new energy automotive industry, such risks exist in the new generation of information technology, new energy, and high-end equipment manufacturing. Moreover, such risks exist not only in the comparison within the international scope, but also within the industry. They exist not only at the national level, but also in each investment entity and individual project.

“In the solar photovoltaic polysilicon production technology, there are currently technologies such as the improved Siemens method and the new silane method. Different technologies produce 1 kilogram of polysilicon, and the difference in power consumption is more than 100 degrees. A project that invests several billions yuan may soon become obsolete. , blind investment implies huge risks." Feng Fei, an expert from the Development Research Center of the State Council, wrote an article in the China Economic Times.

How to deal with such risks, Zhu Guangya, the main organizer of the 863 project, once proposed the “Conceptual Study of Soft Science” (“Our father Zhu Guangya”). This kind of soft science concept study should cover strategic level and physical level according to Zhu Guangya’s understanding. System technology level and system level, the concept study of the above level should be concrete to the technical decomposition and implementation of key technologies and key physical problems, and the concept of engineering should be diluted in the concept research stage.

Therefore, whether soft science research should be fully carried out prior to industrialization should fundamentally eliminate the selection of technology routes. This has become a suggestion for some industry players.

As to whether the government should intervene on the technical route, Lu Wei, an expert from the Development Research Center of the State Council, believes that the government should support technological development and early industrialization. However, the choice of technology and the development of the industry depend on the market mechanism.

"First of all, the government must support various technical routes in an equitable manner. The government establishes market entry thresholds by setting standards for energy consumption, safety, and environmental protection, and the market chooses the technological direction of emerging industries. Second, it must speed up the formation of resource prices. Mechanism reforms, the establishment of resource prices and taxation systems that reflect scarcity and environmental impacts, and the use of market mechanisms to promote and guide corporate innovation." Lv Wei thinks.

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