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Since this year, more than 1,000 idle photovoltaic projects with long-term market share targets, have been slow to start construction, or have been overdue, and have been terminated, or sold out one after another. Such large-scale centralized clean-up is rare in the photovoltaic industry. After careful sorting, I found that most of the projects are far older than the age of the construction site. Many projects have complete formalities and processes, yet there is no shadow of equipment, no construction team entering the site, and the access capacity reserved for the power grid is idle, so they cannot be used or occupied if they want to use it, but there is no hurry. The reason why these photovoltaic construction projects are not being built may be motivated by hoarding resources. PV construction indicators and grid access capacity are scarce resources. Some companies are waiting for the indicators to increase prices to change hands, others are waiting for technology costs to drop again, and others are blindly following suit. By acting in this way, a large number of resources were frozen at the filing stage. Eliminating idle photovoltaic projects and breaking the resource arbitrage chaos can free up valuable space for projects that can actually generate electricity and have stable economic benefits. In addition to doing a good job in clearance, it is also necessary to establish a long-term management mechanism.
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Since this year, more than 1,000 idle photovoltaic projects with long-term market share targets, have been slow to start construction, or have been overdue, and have been terminated, or sold out one after another. Such large-scale centralized clean-up is rare in the photovoltaic industry. After careful sorting, I found that most of the projects are far older than the age of the construction site. Many projects have complete formalities and processes, yet there is no shadow of equipment, no construction team entering the site, and the access capacity reserved for the power grid is idle, so they cannot be used or occupied if they want to use it, but there is no hurry. The reason why these photovoltaic construction projects are not being built may be motivated by hoarding resources. PV construction indicators and grid access capacity are scarce resources. Some companies are waiting for the indicators to increase prices to change hands, others are waiting for technology costs to drop again, and others are blindly following suit. By acting in this way, a large number of resources were frozen at the filing stage. Eliminating idle photovoltaic projects and breaking the resource arbitrage chaos can free up valuable space for projects that can actually generate electricity and have stable economic benefits. In addition to doing a good job in clearance, it is also necessary to establish a long-term management mechanism.
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