Analysis of Future Development Trend of China's PV Enterprises

Recently, the State Council promulgated the "Several Opinions on Promoting the Healthy Development of the Photovoltaic Industry" (hereinafter referred to as the "Opinions"): From 2013 to 2015, the annual average installed capacity of photovoltaic power generation is about 10 million kilowatts, and by 2015, the total installed capacity has reached 3,500. Million kilowatts or more. The “Opinions” also pointed out that while expanding the application of photovoltaic power generation, the total production capacity of photovoltaic manufacturing will be controlled, and the elimination of outdated production capacity will be accelerated to push forward industrial restructuring and technological progress. The photovoltaic industry ushered in the coexistence of opportunities and technical challenges.

The annual report of the China New Energy Industry Association of the All-China New Energy Chamber of Commerce in 2012-2013 also shows that at present, China's photovoltaic industry is engaged in research and development of leading-edge basic technologies, laboratory research and development, manufacturing of key and high-end production equipment, and research and development of next-generation photovoltaic cells. There is still a gap in the advanced world level. This shows that the key to the transformation and upgrading of the entire photovoltaic industry is technology.

In this context, photovoltaic companies are increasingly looking for ways to upgrade their own technologies. Recently, the hotly-adopted Hanergy's acquisition of the US company Global Solar Energy is another practice for photovoltaic companies to integrate the world's top thin-film photovoltaic technologies. Following the acquisition of Solibro in Germany in September 2012 and the acquisition of MiaSolé in the United States in January 2013, this is the third overseas technology acquisition that Hanergy has completed in one year. Since then, Hanergy has become the first company in the world to achieve large-scale production of flexible thin-film solar modules. It also marks Hanergy's adoption of global technology integration, which occupies the forefront of thin-film photovoltaic technology.

Three technology mergers and acquisitions, from the initial Solibro, to MiaSolé, to today's Global Solar Energy, Hanergy integrated the world's most advanced thin film technology. At present, Hanergy has mastered 7 global leading thin film technology routes such as amorphous silicon-silicon, amorphous silicon-nanosilicon, and copper indium gallium selenide. The conversion rate of mass production of thin film solar modules has reached 15.5%, and the highest R&D conversion rate has been achieved. 18.1%.

The “six photovoltaic countries” issued by the State Council pointed to issues such as grid-connected power generation, power generation acquisition, subsidy distribution, and financing difficulties that plagued the photovoltaic industry, and clearly pointed out that strengthening planning and industrial policy guidance, promoting rational distribution, and focusing on expanding distribution Photovoltaic power generation applications. The Ministry of Finance recently released the “Circular on the Implementation of Distributed Photovoltaic Power Generation in Accordance with Electricity Subsidy Policy and Other Issues”. It is even more clear from the electricity price subsidy that the country’s electricity subsidies for distributed photovoltaic power generation projects will be transferred through the grid companies. Pay to distributed photovoltaic power generation project units. These favorable policies are accelerating the arrival of distributed photovoltaics in the spring of photovoltaic applications.

Thin-film photovoltaic modules have the advantages of low energy consumption, no pollution, flexibility and bending, good low-light response, and low light angle requirements, and are most suitable for the needs of distributed generation solar cell technology and have been widely used in photovoltaic applications and photovoltaic buildings. Integration.

In July of this year, Hanergy installed grid-connected solar photovoltaic roof power stations for Beijing IKEA to achieve grid-connected power generation. As of now, Hanergy has completed the installation of rooftop solar thin-film photovoltaic panels for five IKEA stores. After normal operation, these solar panels The average annual power generation will exceed 1.6 million kWh, which meets 10% to 15% of the total electricity demand of IKEA stores.

In addition, Hanergy’s 4.82MW rooftop power plant cooperating with the Heyuan Springs Base in Heyuan, Guangdong Province has been connected to the grid for power generation, and a 10MW photovoltaic power plant project in cooperation with FAW-Volkswagen in Guangzhou is under construction. Large-scale central SOEs have also been optimistic about distributed photovoltaic power generation projects. On July 30, the first batch of 20MW projects of the AVIC 400MW distributed photovoltaic power generation demonstration project was formally started in Shijiazhuang.

With the continuous advancement of solar film technology, solar energy applications will become even more diversified. In the near future, we can see that the first mass-produced solar car will first appear in China, and even cars, bags, and clothes can be made similar. style.

Not only these, in the future with the continuous development of solar film technology, we will surely see the emergence of more and more new types of solar energy applications.

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