本集介紹

Recently, the construction of domestic solar power plants has continued to spread. Due to the continuous surge of upstream materials, developers have been unprofitable and even at risk of loss, and the construction of some power plants has stalled. In this regard, Motech (6244) ) General Manager Ye Zhengxian said that the poor installation volume of domestic solar energy plants should not be blamed on the price increase of modules. In fact, materials including steel, aluminum brackets, wires and other materials have risen. As the cost of modules rises, modules have to rise but not The product with the largest increase.

Ye Zhengxian said that in recent years, upstream materials related to the solar energy industry have risen sharply, including steel, aluminum brackets, wires and labor. Modules have risen due to the increase in input-type costs, mainly silicon wafers. It is not the product with the biggest increase. He emphasized that the current domestic solar energy installation cannot be blamed on the price increase of solar modules.

However, due to the recent increase in the price of solar modules, developers have also asked the government to cancel the current VPC system and open the purchase of foreign modules due to the increase in costs. In this regard, Ye Zhengxian also pointed out that the government has promoted VPC certification in recent years. The system allows the installation of truly high-quality modules on the island with a special geographical environment, high temperature, high humidity and multiple typhoons. It also allows serious manufacturers to respite and avoid being overwhelmed by the red supply chain that receives unequal subsidies. Brings a glimmer of hope for the sustainable development of Taiwan’s green energy industry; and continuous expansion of investment is now on-going. The accumulated technological energy in the past and the excellent management level not only keep pace with the other side, but gradually surpass it.

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近期國內太陽能電廠建置持續傳出，因上游材料不斷飆漲，導至開發商在無利可圖，甚至有虧損風險下，出現部分發電廠建置停滯的情況，對此，茂迪（6244）總經理葉正賢表示，國內太陽能廠安裝量不佳，不能只怪模組漲價，事實上，包括鋼材、鋁支架、線材等材料都漲，模組在成本上升下，不得不漲但並非漲幅最大的產品。
葉正賢表示，近年來太陽能產業相關的上游材料都出現大幅上漲情況，包括鋼材、鋁支架、線材及人工都漲，模組則因輸入型成本上升，主要是矽晶片大漲，不得不漲但並非漲幅最大的產品，他強調，不能將目前國內太陽能安裝量不佳，怪罪太陽能模組漲價。

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而由於近期太陽能模組的價格上漲，開發商在成本提升之下，也出現要求政府取消目前VPC制度，開放採購國外模組，對此，葉正賢也指出，這幾年來因政府推動VPC認證制度，讓地理環境比較特殊、屬於高溫、高濕且多颱風的寶島能安裝真正高品質的模組，也讓認真經營的製造業者獲得喘息，避免被取得不平等補貼的紅色供應鏈擊垮，為台灣綠色能源產業的永續發展帶來一絲希望；且持續擴大投資已是現在進行式，過去累積的技術能量加上優異的管理水平，不僅與對岸並駕齊驅，反而有逐漸超越的趨勢

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