Photovoltaic industry leads the independent innovation technology

At present, the global low-carbon economy has entered an important watershed. All countries in the world have chosen new energy as a new engine of economic growth. The top priority for mankind to solve in the next 20 or 30 years is to construct clean energy production methods and lifestyles. The new energy industry has become the strategic commanding height of the new round of international competition. The green economy will become an important gene that will profoundly change human progress and lead the fourth industry.

Throughout the new energy industry, wind power and nuclear power were once favored. However, the cost of wind power is too high and the technology is not mature enough. Since the strong earthquake in Japan triggered the Fukushima nuclear accident this year, some developed countries have decided to reduce or shut down the operation of nuclear power plants. China has also suspended the approved and under construction nuclear power plant projects in time. Photovoltaic power generation is Once again high hopes are placed.

As soon as possible to achieve PV module assembly automated PV installation target doubled to 10 million kilowatts European Photovoltaic Association data show that in 2011 the global photovoltaic market will continue to maintain strong growth, this year's global photovoltaic installation capacity is expected to reach 21 million kilowatts, compared with 2010 growth 27%. According to statistics, in 2010 China's PV industry output value exceeded 300 billion yuan, and the number of employees in the industry has exceeded 300,000. In 2010, the annual output value of several photovoltaic companies in China exceeded 10 billion yuan.

According to reports, the “Twelfth Five-Year Plan for Renewable Energy Development” has now been reported to the State Council for approval. The total installed capacity of photovoltaic power generation in the “Twelfth Five-Year Plan” has been explicitly raised to 10 million kilowatts, which is more than the goal in the first draft of the plan. Some time.

"If the solar photovoltaic industry maintains an average annual growth rate of 30%, by 2020, the total installed capacity of solar photovoltaics in the world will reach 400GW, and solar photovoltaics will become the global mainstream new energy. By 2020, the amount of solar photovoltaic power generation will meet 98%. % of the population's electricity use, said Dr. Charles Gay, president of Solar Energy, Applied Materials.

"Global energy demand is still growing. China's energy demand will continue to maintain double-digit growth rates in the near term. In this context, as a clean and renewable energy source, solar PV has a huge market. ”

Solar photovoltaic technology continues to mature, power generation efficiency continues to increase, the cost of power generation continues to decline, and it is getting closer and closer to a wide range of applications. China's photovoltaic industry will experience explosive growth in the next few years.

According to sources, the National Development and Reform Commission is planning to give a unified feed-in tariff for photovoltaic power plant projects that have been connected to the grid in the past two years without an on-grid tariff, which means that the photovoltaic industry is about to move to a large-scale application stage, and at the same time swept away more or less The development of hidden concerns.

Dr. Yao Gongda, chief executive of Dabiao New Energy, said that the solar photovoltaic industry is an emerging energy industry. With the advancement of technology and the further reduction of costs, photovoltaic power generation is getting closer to parity Internet access, and each time the cost reduction will be Inspire new market demands.

Over the years, China's solar photovoltaic power generation industry has continued to increase conversion efficiency, optimize production processes, and achieve economies of scale through the unremitting efforts of upstream and downstream enterprises in the industrial chain, and the cost of solar photovoltaic power generation has dropped drastically. It has dropped from 1.5 yuan/watt last year to this year’s 1.1 yuan / watt, photovoltaic power "cheap Internet" is expected to be achieved as soon as possible. Ma Xuelu, chief strategy officer of Yingli Group, said, “Before 2015, the photovoltaic industry has confidence to make its due contribution to the improvement of China’s energy structure.”

The core technology is constrained by the urgent need for localization of equipment abroad. "In other markets around the world, the market capacity of photovoltaic power generation has reached a certain scale, and its growth has tended to be flat. In contrast, the Chinese market has very good market growth potential." Jukka Nurmi, global product manager for ABB PV inverters, said happily, “Another development advantage in the Chinese market is the stability and sustainability of the photovoltaic power generation business. This brings continuous confidence to many suppliers and integrators. This is why ABB attaches great importance to this market."

Although the market potential is very good, but in the core areas are subject to control, many high-end equipment market is still occupied by foreign-funded enterprises. Experts pointed out that, in addition to their own reasons, to a large extent due to foreign companies on the Chinese companies consistent technology **, but unfortunately most of the photovoltaic equipment companies have been using China's cheap labor as a bargaining chip, for foreign companies to do OEM profits from the meagre.

Meng Xianji, deputy director of the China Renewable Energy Society, said: "From the development history, the development path of the photovoltaic industry is not to engage in the industry after equipment is completed, but to engage in manufacturing after purchasing the equipment, and more than 95% of the products are exported."

The equipment is the backbone of the development of the photovoltaic industry. To achieve healthy and sustainable development of the domestic photovoltaic industry, all aspects of the industrial chain cannot fall behind. Therefore, we must change the situation in which the photovoltaic import equipment dominates the world, break the fate of the PV equipment, and increase the technological level and core Competitiveness provides support for the entire industry.

It is understood that domestic photovoltaic equipment compared with imported equipment, single technical indicators are close, but the degree of automation is slightly lower; equipment is not well-made, lack of their own core technology, lack of innovation capabilities, etc. are photovoltaic technology in recent years is difficult to achieve a long time The important reason for progress.

According to author Li Bencheng, vice president of Suzhou Atos Sunshine Power Technology Co., Ltd., domestic PECVD has not yet become the first choice for new construction and expansion projects. The weakest is that the automated production line in the production of components in China is still blank and hopes to have strong equipment. As soon as possible, the production enterprises will get involved in order to solve the urgent needs of the domestic market.

China's PV companies should grasp the core areas of the new energy command, actively seize the “China opportunities” in the context of the rapid rise of the global low-carbon economy, “fusion” in agglomeration, “fission” in the complementary chain, and make China a clean energy strategy. The land pioneers have jointly assumed the responsibility of "China," in order to enhance China's new energy power and rebuild its national capabilities.