We will promote the high-quality development of the new energy industry and accelerate the transformation of resource advantages into development advantages

With the advent of the era of competition, market competition has intensified unprecedentedly. At present, if you want to use a fashionable word to summarize the competitive situation of the new energy industry, it is "volume". Especially under the "dual carbon" transformation goal, in addition to the continuous investment of traditional energy and power giants, local governments also through reform and restructuring, intensive formation of energy groups, now since the year, Guizhou Energy Group, Guangxi Energy Group, Xinjiang Energy Group and other local energy state-owned enterprises have been set up, accelerating into the new energy "track". It is hoped that by integrating the province's energy resources, it will serve as an important engine to promote regional economic transformation and sustainable development. In addition, other central enterprise giants and private enterprise bosses are also "eyeing" and swarming into new energy to carry out cross-border competition, resulting in excessive capital and chaos in the new energy industry, and unprecedented intensification of market competition.

The "real estate" trend of the new energy industry is prominent, and industry for project has become the new normal. In recent years, with the economic downturn and the impact of the epidemic, especially the "land finance" has fallen into a downturn, resulting in a general strain in local finance, and the pressure of industry, taxation and investment. On the other hand, the development of the new energy industry is hot, and the local government, which has scenery resources and absolute discourse power, naturally plays the idea of new energy. In particular, PV, which also takes "land" as the carrier, is similar to the logic of real estate development, and is the realization of the value of land resource development. Although its land occupation time and land quality is not as good as real estate, it is already a very attractive "cake" for local governments that are "hungry" now, and the trend of PV "real estate" is becoming increasingly fierce. In addition, "industry for project" has also become a mandatory requirement, or even a necessary condition, on or off the table in many places. Although the national competent authorities expressly prohibit supporting industries as the threshold of project development and construction, many provinces have put forward different forms of industrial supporting requirements driven by practical interests, the purpose is to seek industrial breakthroughs through industry for projects and land sales to stimulate local financial taxes. With the tight local finance, it is expected that more and more places will start the collection of new energy land use tax or farmland occupation tax, which will be unbearable for new energy enterprises, especially photovoltaic enterprises.