去年以来，江西成了国内光伏电站投资的沃土，央企、上市公司跑马圈地，甚至钢铁、房地产等行业的资金也争相涌入。

同时，蓄电池价格下降速度很快，这对光热发电技术而言，其在储能方面的优势将受到影响。ACWA电力公司的总裁兼首席执行官Paddy Padmanathan表示，时间是至关重要的，因为三到四年的建设周期，就意味着我们要分期偿还建设过程中所产生的利息，这无疑增加了发电成本。

不过，目前国际上一些知名的金融机构，如美国政府下属的海外私人投资公司(OPIC)和国际金融公司(IFC)等正在积极帮助这些新兴市场。迪拜水电局也表示，在今年晚些时候为装机规模为200MW的光热发电项目招标时，期望收到$80/MWh左右的报价。然而，中东北非地区不同国家可再生能源的发展情况却不可同日而语。尽管最新预测显示，新型光热电站的投资成本将会不断下降，但到2026年之前，一旦光伏系统的电池储能时长达到15个小时，其成本还将低于新型光热电站的发电成本。ACWA业务发展执行董事Andrea Lovato表示：带四小时锂离子储能电池的光伏系统目前的发电成本约为10美分/kWh，而储能型光热发电系统的发电成本则为14美分/kWh。

而要寻求发电成本的有效降低，实现电站设计环节的简化和标准化将是很好的出路。当光热电站的总装机量(包括在建项目)少于10GW时，光热发电技术还是以外来引入为主，不言而喻，我们需要的是更多参与者进入这个行业，从而创造更具张力的竞争氛围，这样才能促进更多的创新。按照当下的政策，光伏电站有望7年左右收回成本，之后的补贴期内，都将是纯收益。

不过，细读这份名单，发现公示的项目，还存在着三种不同的情况：第一种是列入豫发改能源【2015】1384号、豫发改能源【2015】1631号两个文件的项目共27个;第二种是未列入上述两个文件的项目共12个;第三种是除列入公示的39个项目之外，公告还列出了14个递补项目(公示后如需调整的，从下列14个项目依次递补)。据了解，南京协鑫、中机国能、中核汇能均为新兴光伏产业大鳄。据了解，中民投河南(鲁山)一期200兆瓦光伏扶贫项目在鲁山县梁洼乡、马楼乡、磙子营乡实施，项目一期总投资16亿元。记者注意到，河南这14家排队等待下发建设规模配额的企业，建设规模达292.9MW(即29.29万千瓦)，更为严峻的是在发改委公示的描述中，还有其余项目作为储备项目统筹考虑的字样。

这些都将在当地投资兴建规模不一的光伏发电项目。7月18日，河南省发改委一位人士电话中告诉记者。

6月初，记者在河南省发改委《关于推进光伏发电项目有序健康发展和调整列入2015年以前年度指导规模项目的通知》中看到，对市场投资光伏发电项目现状提出了警示，指出了(光伏发电项目建设)出现了诸如项目前期手续不完善即开工、建设水平较低、盲目建设和违规建设等现象。看到利好的投资机构纷纷涉足光伏产业今年6月，由知名投资机构中民投在平顶山投资兴建的容量60兆瓦的光伏发电项目正式投产。对此，省发改委从规范年度指导规模申报工作入手，严把入场券发放：根据国家文件精神，省发改委结合省情，适度调整光伏电站年度指导规模管理方式，2016年度光伏电站指导规模申报工作，须待国家下达年度指导规模、省级指导规模管理意见形成后，再行启动;凡拟申请列入2016年度指导规模的项目，项目业主应建立预测预警机制，把控投资节奏，有效防范投资风险，待项目列入2016年度指导规模后再有序推进。电站收入扣除还贷和正常维护费用，剩余部分平均分配给参与合作社的贫困户，电站资产归属合作社所有。

目前，这一企业已完成光伏电站规划图逐地块实地勘测工作，将在禹州市花石镇、苌庄乡、浅井镇项目开建。正是国家对光伏发电政策兑现，河南迎来了光伏电站建设的热潮就以今年第1季来说，几乎是所有的电池片厂都缴出亮丽财报，硅晶圆厂除了绿能大赚之外，中美晶、国硕也在转投资贡献下呈现获利，几乎让所有业者都乐观看待今年展望。不过，随着大陆「630」的安装大限逼近，太阳能景气又开始下滑，这次则以电池片的冲击较大，除了海外厂区还能因为有价差而大赚之外，在台湾最好也只是打平而已。

而进入第3季之后，太阳能报价每况愈下，包括硅晶圆和电池都已经写下历史新低。由于两岸的电池片厂今年都有不少的扩产，导致未来供过于求更加严重，预期8月市况还会更悲观，到9月恐怕也难以回温。

集邦旗下绿能事业处EnergyTrend研究副理林嫣容表示，7月供应链价格持续下探，电池片又是「重灾区」。中国大陆上半年抢装潮结束，意外让今年第3季的太阳能传统旺季，成为史上最寒冷的第3季。

自从2008年金融海啸之后，太阳能产业景气的变化转折越来越快，从以往的「两年一次」，到现在变成「一年两次」，可说神仙也看不准。林嫣容表示，受市况冷清冲击，加上台湾的电池片生产成本仍比大陆厂高，因此台湾的电池片厂近期稼动率衰退幅度远较大陆厂商明显，普遍落在6～8成间。根据集邦科技最新统计，电池片成为本周的「重灾区」，报价再创历史新低，更糟糕的是8月份的市况可能更悲观完善自动驾驶系统马斯克在博客中解释了为何现在的自动驾驶系统被称为Beta版本，并宣布，未来的特斯拉自动驾驶系统将实现比人类驾驶高十倍的安全性。加速特斯拉产品线建设马斯克指出，特斯拉将覆盖绝大部分消费级市场，从低端到高端都将有相应的Model汽车产品推出。特斯拉CEO马斯克此前在推特上发文，称即将推出特斯拉规划2.0，就在刚刚，IT之家获悉特斯拉规划2.0已经发布，本文为其内容节选。

同时他也指出，比Model3价格更低的汽车很有可能并无必要，这意味着Model3将成为特斯拉最低端的产品系列，此外，马斯克称正在加速产能潘爬坡来满足未来的用户需求。此外，马斯克暗示太阳能发电汽车将会拥有手机应用与之匹配，将用户与汽车完美融合。

特斯拉未来的规划主要分为四个方面：太阳能动力汽车特斯拉将开发集成太阳能发电装置的车顶，该公司不仅仅要做到太阳能技术的集成，同时又要兼具美感。本文仅为马斯克博客摘要，博客全文如下：Master Plan, Part DeuxElon Musk July 20, 2016The first master plan that I wrote 10 years ago is now in the final stages of completion. It wasn't all that complicated and basically consisted of:Create a low volume car, which would necessarily be expensiveUse that money to develop a medium volume car at a lower priceUse that money to create an affordable, high volume carAnd...Provide solar power. No kidding, this has literally been on our website for 10 years.The reason we had to start off with step 1 was that it was all I could afford to do with what I made from PayPal. I thought our chances of success were so low that I didn't want to risk anyone's funds in the beginning but my own. The list of successful car company startups is short. As of 2016, the number of American car companies that haven't gone bankrupt is a grand total of two: Ford and Tesla. Starting a car company is idiotic and an electric car company is idiocy squared.Also, a low volume car means a much smaller, simpler factory, albeit with most things done by hand. Without economies of scale, anything we built would be expensive, whether it was an economy sedan or a sports car. While at least some people would be prepared to pay a high price for a sports car, no one was going to pay $100k for an electric Honda Civic, no matter how cool it looked.Part of the reason I wrote the first master plan was to defend against the inevitable attacks Tesla would face accusing us of just caring about making cars for rich people, implying that we felt there was a shortage of sports car companies or some other bizarre rationale. Unfortunately, the blog didn't stop countless attack articles on exactly these grounds, so it pretty much completely failed that objective.However, the main reason was to explain how our actions fit into a larger picture, so that they would seem less random. The point of all this was, and remains, accelerating the advent of sustainable energy, so that we can imagine far into the future and life is still good. That's what sustainable means. It's not some silly, hippy thing -- it matters for everyone.By definition, we must at some point achieve a sustainable energy economy or we will run out of fossil fuels to burn and civilization will collapse. Given that we must get off fossil fuels anyway and that virtually all scientists agree that dramatically increasing atmospheric and oceanic carbon levels is insane, the faster we achieve sustainability, the better.Here is what we plan to do to make that day come sooner:Integrate Energy Generation and StorageCreate a smoothly integrated and beautiful solar-roof-with-battery product that just works, empowering the individual as their own utility, and then scale that throughout the world. One ordering experience, one installation, one service contact, one phone app.We can't do this well if Tesla and SolarCity are different companies, which is why we need to combine and break down the barriers inherent to being separate companies. That they are separate at all, despite similar origins and pursuit of the same overarching goal of sustainable energy, is largely an accident of history. Now that Tesla is ready to scale Powerwall and SolarCity is ready to provide highly differentiated solar, the time has come to bring them together.Expand to Cover the Major Forms of Terrestrial TransportToday, Tesla addresses two relatively small segments of premium sedans and SUVs. With the Model 3, a future compact SUV and a new kind of pickup truck, we plan to address most of the consumer market. A lower cost vehicle than the Model 3 is unlikely to be necessary, because of the third part of the plan described below.What really matters to accelerate a sustainable future is being able to scale up production volume as quickly as possible. That is why Tesla engineering has transitioned to focus heavily on designing the machine that makes the machine -- turning the factory itself into a product. A first principles physics analysis of automotive production suggests that somewhere between a 5 to 10 fold improvement is achievable by version 3 on a roughly 2 year iteration cycle. The first Model 3 factory machine should be thought of as version 0.5, with version 1.0 probably in 2018.In addition to consumer vehicles, there are two other types of electric vehicle needed: heavy-duty trucks and high passenger-density urban transport. Both are in the early stages of development at Tesla and should be ready for unveiling next year. We believe the Tesla Semi will deliver a substantial reduction in the cost of cargo transport, while increasing safety and making it really fun to operate.With the advent of autonomy, it will probably make sense to shrink the size of buses and transition the role of bus driver to that of fleet manager. Traffic congestion would improve due to increased passenger areal density by eliminating the center aisle and putting seats where there are currently entryways, and matching acceleration and braking to other vehicles, thus avoiding the inertial impedance to smooth traffic flow of traditional heavy buses. It would also take people all the way to their destination. Fixed summon buttons at existing bus stops would serve those who don't have a phone. Design accommodates wheelchairs, strollers and bikes.AutonomyAs the technology matures, all Tesla vehicles will have the hardware necessary to be fully self-driving with fail-operational capability, meaning that any given system in the car could break and your car will still drive itself safely. It is important to emphasize that refinement and validation of the software will take much longer than putting in place the cameras, radar, sonar and computing hardware.Even once the software is highly refined and far better than the average human driver, there will still be a significant time gap, varying widely by jurisdiction, before true self-driving is approved by regulators. We expect that worldwide regulatory approval will require something on the order of 6 billion miles (10 billion km). Current fleet learning is happening at just over 3 million miles (5 million km) per day.I should add a note here to explain why Tesla is deploying partial autonomy now, rather than waiting until some point in the future. The most important reason is that, when used correctly, it is already significantly safer than a person driving by themselves and it would therefore be morally reprehensible to delay release simply for fear of bad press or some mercantile calculation of legal liability.According to the recently released 2015 NHTSA report, automotive fatalities increased by 8% to one death every 89 million miles. Autopilot miles will soon exceed twice that number and the system gets better every day. It would no more make sense to disable Tesla's Autopilot, as some have called for, than it would to disable autopilot in aircraft, after which our system is named.It is also important to explain why we refer to Autopilot as beta. This is not beta software in any normal sense of the word. Every release goes through extensive internal validation before it reaches any customers. It is called beta in order to decrease complacency and indicate that it will continue to improve (Autopilot is always off by default). Once we get to the point where Autopilot is approximately 10 times safer than the US vehicle average, the beta label will be removed.SharingWhen true self-driving is approved by regulators, it will mean that you will be able to summon your Tesla from pretty much anywhere. Once it picks you up, you will be able to sleep, read or do anything else enroute to your destination.You will also be able to add your car to the Tesla shared fleet just by tapping a button on the Tesla phone app and have it generate income for you while you're at work or on vacation, significantly offsetting and at times potentially exceeding the monthly loan or lease cost. This dramatically lowers the true cost of ownership to the point where almost anyone could own a Tesla. Since most cars are only in use by their owner for 5% to 10% of the day, the fundamental economic utility of a true self-driving car is likely to be several times that of a car which is not.In cities where demand exceeds the supply of customer-owned cars, Tesla will operate its own fleet, ensuring you can always hail a ride from us no matter where you are.So, in short, Master Plan, Part Deux is:Create stunning solar roofs with seamlessly integrated battery storageExpand the electric vehicle product line to address all major segmentsDevelop a self-driving capability that is 10X safer than manual via massive fleet learningEnable your car to make money for you when you aren't using it.。

汽车分享特斯拉未来将推出汽车分享功能，用户可以在自己的特斯拉汽车闲置时通过官方App有偿租赁给其他用户，以此获取收入加速特斯拉产品线建设马斯克指出，特斯拉将覆盖绝大部分消费级市场，从低端到高端都将有相应的Model汽车产品推出。

本文仅为马斯克博客摘要，博客全文如下：Master Plan, Part DeuxElon Musk July 20, 2016The first master plan that I wrote 10 years ago is now in the final stages of completion. It wasn't all that complicated and basically consisted of:Create a low volume car, which would necessarily be expensiveUse that money to develop a medium volume car at a lower priceUse that money to create an affordable, high volume carAnd...Provide solar power. No kidding, this has literally been on our website for 10 years.The reason we had to start off with step 1 was that it was all I could afford to do with what I made from PayPal. I thought our chances of success were so low that I didn't want to risk anyone's funds in the beginning but my own. The list of successful car company startups is short. As of 2016, the number of American car companies that haven't gone bankrupt is a grand total of two: Ford and Tesla. Starting a car company is idiotic and an electric car company is idiocy squared.Also, a low volume car means a much smaller, simpler factory, albeit with most things done by hand. Without economies of scale, anything we built would be expensive, whether it was an economy sedan or a sports car. While at least some people would be prepared to pay a high price for a sports car, no one was going to pay $100k for an electric Honda Civic, no matter how cool it looked.Part of the reason I wrote the first master plan was to defend against the inevitable attacks Tesla would face accusing us of just caring about making cars for rich people, implying that we felt there was a shortage of sports car companies or some other bizarre rationale. Unfortunately, the blog didn't stop countless attack articles on exactly these grounds, so it pretty much completely failed that objective.However, the main reason was to explain how our actions fit into a larger picture, so that they would seem less random. The point of all this was, and remains, accelerating the advent of sustainable energy, so that we can imagine far into the future and life is still good. That's what sustainable means. It's not some silly, hippy thing -- it matters for everyone.By definition, we must at some point achieve a sustainable energy economy or we will run out of fossil fuels to burn and civilization will collapse. Given that we must get off fossil fuels anyway and that virtually all scientists agree that dramatically increasing atmospheric and oceanic carbon levels is insane, the faster we achieve sustainability, the better.Here is what we plan to do to make that day come sooner:Integrate Energy Generation and StorageCreate a smoothly integrated and beautiful solar-roof-with-battery product that just works, empowering the individual as their own utility, and then scale that throughout the world. One ordering experience, one installation, one service contact, one phone app.We can't do this well if Tesla and SolarCity are different companies, which is why we need to combine and break down the barriers inherent to being separate companies. That they are separate at all, despite similar origins and pursuit of the same overarching goal of sustainable energy, is largely an accident of history. Now that Tesla is ready to scale Powerwall and SolarCity is ready to provide highly differentiated solar, the time has come to bring them together.Expand to Cover the Major Forms of Terrestrial TransportToday, Tesla addresses two relatively small segments of premium sedans and SUVs. With the Model 3, a future compact SUV and a new kind of pickup truck, we plan to address most of the consumer market. A lower cost vehicle than the Model 3 is unlikely to be necessary, because of the third part of the plan described below.What really matters to accelerate a sustainable future is being able to scale up production volume as quickly as possible. That is why Tesla engineering has transitioned to focus heavily on designing the machine that makes the machine -- turning the factory itself into a product. A first principles physics analysis of automotive production suggests that somewhere between a 5 to 10 fold improvement is achievable by version 3 on a roughly 2 year iteration cycle. The first Model 3 factory machine should be thought of as version 0.5, with version 1.0 probably in 2018.In addition to consumer vehicles, there are two other types of electric vehicle needed: heavy-duty trucks and high passenger-density urban transport. Both are in the early stages of development at Tesla and should be ready for unveiling next year. We believe the Tesla Semi will deliver a substantial reduction in the cost of cargo transport, while increasing safety and making it really fun to operate.With the advent of autonomy, it will probably make sense to shrink the size of buses and transition the role of bus driver to that of fleet manager. Traffic congestion would improve due to increased passenger areal density by eliminating the center aisle and putting seats where there are currently entryways, and matching acceleration and braking to other vehicles, thus avoiding the inertial impedance to smooth traffic flow of traditional heavy buses. It would also take people all the way to their destination. Fixed summon buttons at existing bus stops would serve those who don't have a phone. Design accommodates wheelchairs, strollers and bikes.AutonomyAs the technology matures, all Tesla vehicles will have the hardware necessary to be fully self-driving with fail-operational capability, meaning that any given system in the car could break and your car will still drive itself safely. It is important to emphasize that refinement and validation of the software will take much longer than putting in place the cameras, radar, sonar and computing hardware.Even once the software is highly refined and far better than the average human driver, there will still be a significant time gap, varying widely by jurisdiction, before true self-driving is approved by regulators. We expect that worldwide regulatory approval will require something on the order of 6 billion miles (10 billion km). Current fleet learning is happening at just over 3 million miles (5 million km) per day.I should add a note here to explain why Tesla is deploying partial autonomy now, rather than waiting until some point in the future. The most important reason is that, when used correctly, it is already significantly safer than a person driving by themselves and it would therefore be morally reprehensible to delay release simply for fear of bad press or some mercantile calculation of legal liability.According to the recently released 2015 NHTSA report, automotive fatalities increased by 8% to one death every 89 million miles. Autopilot miles will soon exceed twice that number and the system gets better every day. It would no more make sense to disable Tesla's Autopilot, as some have called for, than it would to disable autopilot in aircraft, after which our system is named.It is also important to explain why we refer to Autopilot as beta. This is not beta software in any normal sense of the word. Every release goes through extensive internal validation before it reaches any customers. It is called beta in order to decrease complacency and indicate that it will continue to improve (Autopilot is always off by default). Once we get to the point where Autopilot is approximately 10 times safer than the US vehicle average, the beta label will be removed.SharingWhen true self-driving is approved by regulators, it will mean that you will be able to summon your Tesla from pretty much anywhere. Once it picks you up, you will be able to sleep, read or do anything else enroute to your destination.You will also be able to add your car to the Tesla shared fleet just by tapping a button on the Tesla phone app and have it generate income for you while you're at work or on vacation, significantly offsetting and at times potentially exceeding the monthly loan or lease cost. This dramatically lowers the true cost of ownership to the point where almost anyone could own a Tesla. Since most cars are only in use by their owner for 5% to 10% of the day, the fundamental economic utility of a true self-driving car is likely to be several times that of a car which is not.In cities where demand exceeds the supply of customer-owned cars, Tesla will operate its own fleet, ensuring you can always hail a ride from us no matter where you are.So, in short, Master Plan, Part Deux is:Create stunning solar roofs with seamlessly integrated battery storageExpand the electric vehicle product line to address all major segmentsDevelop a self-driving capability that is 10X safer than manual via massive fleet learningEnable your car to make money for you when you aren't using it.。完善自动驾驶系统马斯克在博客中解释了为何现在的自动驾驶系统被称为Beta版本，并宣布，未来的特斯拉自动驾驶系统将实现比人类驾驶高十倍的安全性。汽车分享特斯拉未来将推出汽车分享功能，用户可以在自己的特斯拉汽车闲置时通过官方App有偿租赁给其他用户，以此获取收入。特斯拉未来的规划主要分为四个方面：太阳能动力汽车特斯拉将开发集成太阳能发电装置的车顶，该公司不仅仅要做到太阳能技术的集成，同时又要兼具美感。

同时他也指出，比Model3价格更低的汽车很有可能并无必要，这意味着Model3将成为特斯拉最低端的产品系列，此外，马斯克称正在加速产能潘爬坡来满足未来的用户需求。特斯拉CEO马斯克此前在推特上发文，称即将推出特斯拉规划2.0，就在刚刚，IT之家获悉特斯拉规划2.0已经发布，本文为其内容节选。

此外，马斯克暗示太阳能发电汽车将会拥有手机应用与之匹配，将用户与汽车完美融合根据江西省能源局发布的信息，今年以来，江西光伏发电应用工作出现了一些新情况、新问题，大量没有被列入国家建设计划的地面光伏电站项目自行开工建设，造成全省光伏发电应用出现了过热现象。

江西省能源局在函中表示，其正在对地面光伏电站项目备案、计划管理、接网审批等工作进行规范，建议江西省林业厅、江西省国土厅在开展光伏发电项目用地审批时，对未列入省年度光伏发电建设规模的项目不予办理相关供地手续，以助推全省光伏发电应用工作健康发展。江西省能源局日前向江西省林业厅、江西省国土厅发函，请求其协助规范地面光伏电站审批管理工作。

近期，国家能源局下达江西2016年光伏建设容量40万千瓦，而江西备案项目容量已达到这一数字的几十倍近期，国家能源局下达江西2016年光伏建设容量40万千瓦，而江西备案项目容量已达到这一数字的几十倍。江西省能源局日前向江西省林业厅、江西省国土厅发函，请求其协助规范地面光伏电站审批管理工作。根据江西省能源局发布的信息，今年以来，江西光伏发电应用工作出现了一些新情况、新问题，大量没有被列入国家建设计划的地面光伏电站项目自行开工建设，造成全省光伏发电应用出现了过热现象。

江西省能源局在函中表示，其正在对地面光伏电站项目备案、计划管理、接网审批等工作进行规范，建议江西省林业厅、江西省国土厅在开展光伏发电项目用地审批时，对未列入省年度光伏发电建设规模的项目不予办理相关供地手续，以助推全省光伏发电应用工作健康发展七月中国单晶硅片价格约在RMB 6.45/pc，与多晶硅片维持在RMB 0.6/pc之价差，台湾单晶硅片价格则从US$ 0.88/pc持续下探。

七月多晶硅片普遍成交价在台湾US$ 0.75~0.77/pc、中国RMB 5.6-5.8 / pc左右。组件方面，Hemlock、SolarWorld之争增添了中、美间双反及后续市况之不确定性，然两国间的博弈难以在短期因单一厂商变化而瞬间变动，故业界暂时保持观望，先以产业基本的供需面因应淡季市场。

七月电池片市场价格虽已跌至US$ 0.26/W上下，中国电池厂仍能容忍更低价的竞争，在多做多亏情势下，台湾电池片厂稼动率降幅远较中国厂商明显，普遍落在六～八成之间，预估八月电池片恐仍呈现量价齐跌的趋势。林嫣容指出，由于上半年安装潮过热，第四季中国需求回温会较往年来的慢且平缓，近期各地的库存累积可能让第四季价格回升难度提升，新产能的持续扩张使得未来厂商将面临严苛的淡季考验，除积极降本提效外，企业的发展战略仍是因应市场瞬息万变的首要课题。