Photovoltaics will realize the trend of 'flat-rate Internet access' as a hot spot for this year's discussion.
On the one hand, the supply of components exceeded demand, and prices continued to drop. In the previous year's successful bidder project, due to continuous low bids, such as the bid price at 0.31 yuan/million in the front runner base in Golmud, the procurement was stimulated. However, the price of components cannot be increased. On the other hand, under the goal of achieving parity Internet access after 2020, technological innovation and improvement of efficiency have become the largest technological driver.
During the period of SNEC, Zhu Gongshan, chairman of GCL Group, stated that technological innovation is the fundamental driving force for promoting the transformation and upgrading of the photovoltaic industry and green development and access to the Internet at low prices. After 2020, China's photovoltaic industry will bid farewell to government subsidies to fully realize the photovoltaic generation price level. '
Innovation improves efficiency
At SNEC, Chinese and foreign manufacturers such as GCL, Trina Solar, and DSM released technology iteration products to carry out multi-level technological innovations in silicon wafers, components, and battery storage.
GCL released an ultra-efficient series of new products, and 4 new multi-crystal single-chip high-performance components were unveiled. 'Quality improvement and technological progress have become the winning ways', said Jin Shanming, vice president of GCL-Poly slice business division, silicon material for polysilicon wafers The cost reduction, the energy consumption of the ingot and the overall cost are reduced, and the full coverage of the diamond wire slicing technology is a 'troika' that helps reduce the cost of polycrystalline silicon.
Yang Liyou, general manager of Jinneng Technology, pointed out: 'On the one hand, the vigorously promoted leader plan provides a stage for fair competition for various companies. The efficient technology has been iteratively upgraded to provide photovoltaics with high efficiency and intelligence. On the other hand, The industry has entered a key node in the era of parity, and the need for ultra-high-efficiency power generation technology is also needed to further drive system cost reduction and power generation. What is currently missing may be an opportunity for such ultra-efficient technologies to enter the market.
China Lai Electronics Co., Ltd. and DuPont Co., Ltd. released a number of patented solutions such as transparent solar back film and high-reflective double-sided components with aluminum. With the development of double-sided power generation technology and gradually becoming one of the mainstream applications in the industry, the transparent solar back film will be able to meet the double requirements. Surface components in the light, weather, UV-resistant basic needs, its core advantages will further enhance the level of two-component power generation, and become the industry's basic network to promote the 'base'.
JinkoSolar Co., Ltd. directly took the theme of 'cheap Internet access' and released six new products. 'Industry transformation, technological iteration, demand sublimation has become a new proposition for the accelerated development of China's photovoltaic industry in the new era.' Jinko Energy CEO Chen Kangping Said.
Royal Dutch DSM launched a conductive backplane for high-power back contact components at SNEC, which can increase the efficiency of solar modules by 3%. Pascal de Sain, Vice President of DSM's Advanced Solar Business Division, accepted the 21st Century Business Herald During the interview, he said: 'The Chinese PV industry has long been driven by large-scale ground power stations. In the future, the development of distributed photovoltaics puts forward more differentiated needs, and more innovative technologies are needed to satisfy them.'
Promote affordable Internet access
Benefited from the incentives of policy dividends and the maturing of industrial technologies, China's PV industry's cumulative installed capacity and new installed capacity have led the world for many years in a row. According to the statistics of the National Energy Administration, China’s PV power generation reached 53 GW by the end of 2017, an increase of 53.6 year-on-year. %, occupying half of the world’s total installed capacity, ranking first in the world for five consecutive years, with cumulative installed capacity reaching 130GW. Among them, 33.62GW of photovoltaic power stations, an increase of 11% year-on-year; distributed photovoltaics 19.44GW, an increase of 3.7 times.
According to the data produced by Wang Bohua, the secretary general of the China Photovoltaic Industry Association, investment costs in the future will continue to decline. Module prices may decline from about 2.7~2.6 yuan/watt in 2017 to 2–2.2 yuan/watt next year, and the cost of system investment can be From the current 6 yuan / watt, down to 5 yuan / watt. Equipment performance improvements, power plant design level, and upgrade the level of operation and maintenance, will greatly increase the level of system power generation.
Western China is rich in energy resources and has the advantages of low-cost photovoltaic power generation. It has established large-scale clean energy and renewable energy bases in the western region, and has transmitted through UHV technology, combined with applications such as smart micro-grid technology and energy storage technology in the eastern region. Comprehensive utilization of clean energy and high efficiency. It is estimated that the cost of solar energy and other clean energy in some regions will be lower than the cost of thermal power generation after 2020. After 2021, the price level of photovoltaic energy will be used across the country to access the Internet.
Trinco Solar Vice President and President of Global Sales Jin Rongfang said earlier, 'To deal with lower prices for components in the future, to promote parity Internet access will mainly through two channels, one is the improvement of efficiency, such as silicon materials, because the other end of the lifting space has been Very small. The second is the integration between products, system efficiency continues to increase, reduce the waste brought about by product matching. '
Yang Liyou thinks that it is necessary to promote the industry to achieve parity online in two aspects. In terms of industrial policy, the real renewable energy quota system should be promoted as soon as possible. On the technical level, continuous efforts should be made to promote cutting-edge innovation and accelerate the drive for affordable Internet access.
Wang Jingya, deputy general manager of GCL-Poly's strategic investment department, stated: 'At present, the photovoltaic industry is in a stage of rapid development. It needs to rely on the rapid progress of the industry to achieve a reduction in the cost of electricity, and it has the ability to compete with other energy sources in terms of economy. Technical development policies, such as the leader plan; Second, policies that focus on reducing the cost of building power stations and the cost of electricity, such as tax deductions, to ensure photovoltaic power generation and grid-connected policies, such as quotas and green card transactions; Relevant policies, such as the current sub-regional policy of declining subsidies year by year.
