In-depth interpretation of the current status and market of Jiangxi PV industry (1)

The photovoltaic industry ranks first among the ten strategic emerging industries in our province. What is the market prospect of photovoltaic industry? Can we break through the technological bottlenecks of industrialization? What kind of industrial characteristics? How do you understand the problems encountered in the development of the photovoltaic industry? After actual investigations, especially after visiting industry professionals and relevant experts, we believe that the photovoltaic industry in Jiangxi is promising.

I. Status Quo and Prospects for the Development of Photovoltaic Industry The photovoltaic industry market is in a period of cultivation and has broad prospects for development. With the global warming, deterioration of the human ecological environment, and the shortage of conventional energy, the world PV industry is booming and developing rapidly. In the past 10 years, the average annual increase in solar cell output has increased by 49.24%. In the past five years, the average annual increase in solar cell output has increased by 61.34%. In 2004, following the implementation of the revised "On-line Electricity Pricing Act" in Germany, Spain, Italy, Greece, and France also implemented the "Online Electricity Pricing Act." Since then, the market demand for photovoltaic products in the world has expanded dramatically and demand exceeds supply. The International Energy Organization predicts that the photovoltaic industry is in the early stage of its growth period and its development prospect is very broad. By 2020, the photovoltaic market will always maintain an increase of 30% to 40%. The development of an industry is so extraordinary that it is extremely rare in the history of the world economy. Its deeper reasons reflect the human desire for sustainable green energy and pray for "green through the world." The domestic and foreign experts from the tenth China Solar PV Conference and Conference held that photovoltaic solar energy has unique advantages in the energy industry. It is the most renewable energy source with the characteristics of sustainable development and represents the development direction of the emerging energy industry in the world. Become the main body of the world's future energy, have the ability to compete with conventional energy in the next 7 to 10 years, and in the next 10 to 20 years, the transition from supplemental energy to alternative energy can be realized. After 30 years, it will become the dominant energy and become One of the main energy sources in the world.

The technical bottlenecks of photovoltaic industrialization are constantly being broken through, and the cost of power generation is declining. The conversion efficiency of solar cells continues to increase; the thickness of silicon wafers in crystalline silicon solar cells continues to decrease; the scale of production capacity of solar cell production lines continues to expand, and the statistical results for 30 years show that, with technological advances, the production scale of solar cells is doubled each time, and production costs are reduced. 20%; The cost of solar modules has been greatly reduced, and the cost of PV modules has decreased from US$5 to US$6 per watt in 2001 to approximately US$2 per watt in 2009; the level of manufacturing technology for photovoltaic industry equipment has rapidly risen, and technological progress has been rapid. The cost of international photovoltaic power generation has dropped by 2 orders of magnitude in the past 30 years, and has declined faster in recent years.

The photovoltaic industry's high-efficiency and energy-saving and green environmental protection can achieve both. With high investment efficiency, the photovoltaic industry needs high input, but it has high added value, high profits, and high returns. The value of energy conservation is high. From the perspective of the entire photovoltaic industry chain, its energy consumption per million yuan of GDP is only about a quarter of that of the steel industry. First, and because of the scale and technological advancement of high-purity silicon refinery production, its energy consumption is still declining; the environmental protection reliability is high; there is basically no pollution emission in the mid-lower reaches of the photovoltaic industry chain, and people are worried about “high pollution”. High-purity silicon extraction, but the pollution in this link is controllable. Currently, domestic production enterprises with a scale of up to 1,000 tons have adopted the chemical model management. Their "three wastes" treatment strictly implements the national standard for the chemical industry, and tetrachlorination. Silicon recovery rate is above 80%, reaching the international requirements of “full-automatic, full-flow, full-closed loop”.

The excessive dependence of the domestic photovoltaic industry on exports is phased. Due to the high cost of solar power generation, the development of the photovoltaic industry currently largely depends on the relevant preferential policies of various countries. Since the new century, Germany, the United States, Japan, Spain, Italy, and South Korea have successively introduced preferential policies for the promotion of photovoltaic power generation applications. Although China's photovoltaic products must rely on exports in the short term, this is only a phased, transitional and temporary phenomenon in the development of the photovoltaic industry. In 2009, China issued the "Implementation Opinions on Accelerating the Application of Solar and Optoelectronic Buildings", supported the implementation of the "Solar Roof Project" with state financial funds, issued the "Electronic Information Industry Adjustment and Revitalization Plan", and explicitly supported the photovoltaic industry. The development of the electronic information industry; issued a "Notice on Implementing the Golden Sun Demonstration Project", specifying that the central government should allocate certain funds from the special funds for renewable energy to support demonstration applications of photovoltaic power generation technologies in various fields and industrialization of key technologies. Fully promote the "Golden Sun demonstration project." This shows that China will eventually become the world's largest solar energy consumer. Therefore, domestic and foreign photovoltaic markets can not be ignored, in order to meet the arrival of the domestic market to accelerate the expansion, photovoltaic companies must be ready in this regard.