The arc of history is always surprisingly similar. This sentence reminds us, both from the previous study where advanced knowledge of the essence of heritage, but also to learn from our mistakes. And look at the domestic PV market, although the installed capacity, capacity , all aspects of growth and technology are in a leading position in the world, but still can not help but various problems in the process of development of the market, such as overcapacity, over-reliance policy, technological innovation is weak and other issues, so we want more than I had Other countries that have been developing their solar power for a long time are using them as a mirror to understand their situation and make adjustments. Today we will take a good look at the mirror!
From India to see China's overcapacity
Although the Indian economy not as good as China, but also means that the same has more market potential, many industries and is therefore seen as a strategic country to the international market! The PV is one of them.
India has become the latest 'PV war' battle, this 'war' around is to protect the local solar panel manufacturers from low-priced Chinese rivals hurt. Indian regulators are planning to levy a tax rate of 70% of the imports Tariffs, while the country's solar power developer warned that the move could put the country's fast-growing solar power industry in a stalemate.
From the above news, mainly to convey two important messages, one is the Indian PV market is a strong rise, while the other is the domestic photovoltaic industry can often surplus!
As far as we know, India is a populous country, as well as cheap labor and high-tech world-famous, but also the strength of economic development is uneven and relatively backward productivity countries, difficulties in some areas of electricity and electricity costs are too high, leading to nationals has been difficult to improve the quality of life. This has provided an opportunity for India in the promotion of photovoltaic power generation, coupled with a substantial decline in the cost of photovoltaic construction and government's attention, making the PV installed capacity in India by the end of 2017 the cumulative installed capacity has reached nearly 20GW, become A photovoltaic power!
From China's PV exports to India point of view, the growing export volume is China's PV overcapacity is a good proof, the relevant information also shows that China's photovoltaic companies in order to seize the market, but also to further expand their capacity. With the substantial increase in tariffs (double-reverse) in India and the United States as the two major importers, the phenomenon of overcapacity in domestic PV will be further exacerbated. To resolve this awkward situation, we must increase domestic demand and develop domestic PV. We are gratified that we have seen an incredible 53GW increase in domestic PV installed capacity over the past year, especially the explosive growth of distributed PV, which laid the foundation for the development of distributed kingship in 2018. In addition, we should note that In China, the development potential of home-use photovoltaic, especially home, under the abundant roof resources, an effective way to improve domestic demand is to inspire a new round of market potential. Photovoltaic colleagues have come to an end!
Look at the domestic subsidy policy from Germany
In 2017, China's PV installed capacity reached 53 GW, surpassing Germany's total installed capacity of photovoltaic power in 20 years, which is only one GW less than the accumulated PV installed capacity in the United States.
PV in China and PV in Germany have astonishingly the same development path in history. Why is it historically? On the one hand, the development of PV in China and the former Germany are heavily dependent on the government's subsidy policy. For subsidies Depends on the degree of self-evident. The difference is that Germany in the huge subsidized financial problems, began to tighten the PV installed capacity through the policy, making the installed capacity plummeted. The domestic photovoltaic policy, but no such obvious phenomenon, in a certain To a certain extent, it can be attributed to the era of cheap internet access.
According to the current collection standards of the National Renewable Energy Fund, China Renewable Energy Fund received a total of about 70 billion yuan of renewable energy surcharges in 2016, which is estimated to be around 80 billion yuan in 2017. However, this is not enough to cover the financial subsidy for all projects Demand According to the statistics of the Ministry of Finance, by the end of 2017, the gap of subsidies for renewable energy in China has reached 100 billion yuan, of which the PV subsidy gap accounts for nearly half (50 billion yuan).
For the excessive reliance on policy subsidies, once the policy subsidy mechanism fails to respond in time, it will lead to a large-scale loss of photovoltaic projects in an awkward situation. To solve such problems, in addition to promoting the starting point from a market perspective, To optimize the process, more innovation and reduction in technology and cost are required. As soon as possible, photovoltaic parity should be used to access the Internet. This will fundamentally solve the dependence of PV development on policies and avoid repeating the mistakes made by Germany.
From Australia to see China 's energy storage development
The world photovoltaic China, photovoltaic energy storage to see Australia!
In Australia, the current average household price has reached AUD0.424 / kWh (this is a partial discount considering the average discounted price of AUD0.464 / kWh), so if Australians can not afford such a high grid The price of electricity, its own installation of 5 kilowatts of photovoltaic systems (price 5500 Australian dollars, life expectancy 20 years), plus Tesla second generation battery pack (Tesla Powerwall 2, capacity 13.5 kWh, 2018 priced at 11,075 Australian dollars), photovoltaic Remaining electricity tariffs 0.16 Australian dollars / kWh, then the annual expenditure of this system is significantly lower than the cost of electricity prices.
Yes, what we can see from the mirror in Germany is the future direction of PV in China. Although there are few application cases for domestic energy storage projects at present, there is no lack of photovoltaic enterprises that are "betting" on energy storage. Aspects of enterprises and industry recognition of energy storage, are willing to spend more financial resources to lay a more long-term energy storage market; the other hand, energy storage can indeed solve our home and business use of photovoltaic power in many pain points, and help Photovoltaic like appliances become the standard in the future energy life!
