Photovoltaic construction will lead the solar industry into the spring

Recently, the Ministry of Housing and Urban-Rural Development issued the "12th Five-Year Special Building Energy Conservation Plan (Draft for Soliciting Opinions)", which states that in the field of building energy conservation, the "12th Five-Year Plan" should form an energy saving capacity of 116 million tons of standard coal. It is particularly worthy of attention that the "Plan" commented clearly that at the end of the "Twelfth Five-Year Plan" period, efforts will be made to increase the application area of ​​renewable energy buildings (mainly photovoltaic integrated buildings) by 2.5 billion square meters in the "Eleventh Five-Year Plan" period. About 40 million square meters of demonstration area is increased by more than 60 times.

At the same time, the Ministry of Finance recently issued a notice stating that for the photovoltaic integration project to be completed in the future, the subsidy standard for 2012 will be tentatively set at 9 yuan per watt, an increase of 3 yuan over 2011.

At present, the domestic solar photovoltaic power generation market is experiencing a severe winter, and the industry is expecting that the domestic photovoltaic market will be able to start in 2012 to promote the optoelectronics industry not to “winter” into “spring”. Analysts pointed out that the introduction of a series of favorable policies will gradually make this expectation a reality. In the future, solar power projects represented by photovoltaic building integration are expected to become the vanguards of the industry’s warming.

Only 2% of application has huge promotion potential

It is understood that as of the end of 2010, the Ministry of Finance and the Ministry of Housing and Urban-Rural Development jointly implemented 210 demonstration projects for solar photovoltaic building applications. The installed capacity of photovoltaic buildings has been completed and the installed capacity is under construction at 1.2715 million kilowatts. This accounts for nearly half of the current total installed capacity of 3 million kilowatts of solar power.

Despite rapid development, most experts said in an interview with a China Securities Journal reporter that, in fact, the promotion and application of renewable energy in the construction industry in China is still at an initial stage. According to calculations, currently, the application of renewable energy buildings accounts for about 2% of building energy use, which is compared with China's abundant resource endowments, compared with the rapidly increasing demand for building energy use, and the urgent need to adjust energy use structures. There is a big gap between them.

Further market measurements show that at present, China has 48 billion square meters of construction area. If 10% of them establish an integrated photovoltaic system, a demand market of 500 million kilowatts of solar cells will be formed. An industry insider said: "If you install the crystal silicon battery at an installation cost of 16 yuan per watt, you will drive up the trillion-dollar solar cell market."

Public building or main application area

Although the theoretical application market is huge, the China Securities Journal reporter learned from the interview that due to the high number of high-rise buildings in China, there will not be many roof projects with similar installed capacity, such as European and American countries. Therefore, many brokers Analysts believe that the future application space for the integration of photovoltaic buildings is mainly in public buildings such as schools, schools, factories, and factories.

At present, the public building area in China accounts for more than half of the existing building area, and the energy-saving compliance rate is less than 10%. If the calculation of the cost of renovation of 2500 yuan to 3,000 yuan per square meter of buildings, the scale of energy-saving market for public buildings can reach 50 trillion yuan. Due to the obvious energy-saving effect of the installation of photovoltaic building integration system, many cities have promoted such projects as the main means of building energy conservation. At present, there have been 47 and 98 cities and model counties nationwide that have promoted the scale application of renewable energy buildings.

In terms of specific technology applications, the application prospect of thin-film solar cell technology in the field of optoelectronic building integration is generally promising. China Investment Advisor New Energy Industry Researcher Li Shengmao told the China Securities Journal that although crystalline silicon batteries are the current mainstream in the industry, thin-film batteries have the characteristic of being flexible and have advantages in the fields of photovoltaic building integration and other fields. In addition, the cost of thin-film batteries is relatively low, and the conversion efficiency is continuously improved. In the future, thin-film battery manufacturers will enjoy more benefits.