The hottest photovoltaic industry is struggling. W

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Photovoltaic industry is struggling. Where should it go in the future

we reviewed 2012, when photovoltaic was shrouded in haze. It is undeniable that photovoltaic enterprises were struggling in the fierce competition, but we are still full of confidence in the future of photovoltaic. Where should photovoltaic go in the future? It has become the focus of discussion in the industry

national policies remain positive

recently, at the opening ceremony of the 2012 annual meeting of the China Council for international cooperation on environment and Development held in Beijing, Vice Premier Li Keqiang said, "At present, the total amount of domestic installation is less than 10% of the annual output, and there is great potential to develop the domestic market. We will take measures to encourage the application of solar power generation equipment and support distributed power generation in combination with urbanization, so as to expand the domestic market." He predicted that by 2020, China's installed solar power generation capacity will reach 50million kW (50 GW). This can not help but let us see that from the government level, the development of photovoltaic is in line with China's development as a green resource

the EU market needs to be improved

the EU thinks it can defeat its Chinese rivals through "double anti", but this will only harm the EU itself. In terms of operation and employment, since most of the polysilicon required by China to produce photovoltaic panels is imported from the European Union and the United States, and the machines for manufacturing photovoltaic panels are also mainly purchased from Germany and France, China and Europe have formed a "industrial chain" with intertwined interests in this industry. "Double reverse" will make EU enterprises in the industrial chain lose their largest customers and low-cost Chinese photovoltaic modules. The investment and construction costs of EU power station operators will inevitably rise. Therefore, the photovoltaic market in the EU in 2013 needs to be improved, and Europe is expected to reopen after market integration

enterprises need technological innovation

Li Hejun of hanergy holdings group pointed out that the future development of photovoltaic industry is beyond human imagination, "In the more than ten years of the development of the photovoltaic industry, the crystalline silicon market and technology have been fully expanded and improved, and the development momentum of the crystalline silicon market was once very strong. Although crystalline silicon cells are slightly better than thin-film cells in terms of photoelectric conversion rate, whether solar cells can be used in large-scale commercial applications in the market is not judged by the conversion efficiency, the cost per watt of battery modules or the power generation cost per kilowatt hour, which is compared with injection mold components It is the hard index to measure the market competitiveness of plastic film packaging bags on the side, back, top and bottom. From the perfect combination with the building, the film with the advantages of low energy consumption, no pollution, low cost, weak light power generation, flexibility and so on will catch up. "

distributed system becomes the focus

at present, distributed photovoltaic power generation in China mainly refers to roof power generation, and industrial production enterprises in shopping malls and development zones mainly provide large-area roof resources. Therefore, the owners of distributed photovoltaic power stations are mostly private. The cost of distributed generation will be higher than that of large-scale photovoltaic power stations on the ground, involving roof reconstruction, smaller inverters, more support investment, etc

polycrystalline/component prices tend to stabilize

with the gradual balance of market supply and demand, the average sales price of components is expected to stabilize in the middle of 2013. As far as the polysilicon industry is concerned, globally, the current production capacity is large, but there are less than 10 companies in the world that can achieve a cost lower than US $20 per kilogram. At present, these core polysilicon plants are also reducing production, including some large factories in China. At present, polysilicon sold on the market below the cash cost is basically inventory. However, the impact of shutdown and production reduction will lag, and after three months, the inventory will be less and less. It is expected that in the second quarter of next year, after the inventory digests PA, the overall market will improve significantly and the price will rebound

Hong Wei pointed out in his analysis of the research and evaluation of the global top 500 new energy enterprises that the development system of the new material industry has been basically completed. In the past, China's photovoltaic enterprises relied on "vertical integration" and the usual means of competition to compete for scale and capacity, which may not be changed in the future. The effective solution lies in whether they can quickly improve the core technology that guides the development of the industry. This is an insurmountable historical stage for an industry in the process of China's economic development. Industrial development cannot be separated from technological innovation. It simply requires the development of an emerging industry to be smooth sailing

photovoltaic industry is a special industry that requires close cooperation between policy and market. It has both the commonalities of general industries and the particularity that general industries do not have. The development of a new economic form is challenging the original management pattern and interest pattern of the country. Zhonghua glass () Department

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