Photovoltaic industry ushered in three major changes

Photovoltaic industry ushered in three major changes

In recent years, the development of the photovoltaic industry can be described as twists and turns. However, there is no doubt that the road ahead of China's PV industry is bright. Although this road is rather frustrating, it does not stop China's PV industry from advancing.

Before the New Year's Day in 2014, the Chinese Chamber of Commerce for Import and Export of Machinery and Electronic Products announced in a notice to companies that some of the US photovoltaic companies plan to take new actions on solar photovoltaic products exported to the United States from China and Taiwan, specifically to block Taiwan. OEM battery channel. But this seems to be just a small episode on the way to photovoltaic heating. The overall warming trend of the industry has not changed recently. From the price of China's photovoltaic products, we can see that the upward trend is obvious, the price of upstream products in polysilicon wafers continues to rise, and the late-stage module products Due to rising raw material prices or will increase sales.

The recent global release of industry information also clearly indicates the recovery of the photovoltaic industry: The latest Solarbuzz quarterly report predicts that from October 2013 to March 2014, the global installed capacity of photovoltaics will reach about 22GW, with the growth mainly from the three major The main market - China, Japan and the United States. In 2014, the global PV market demand will rise to 49GW. The growth rate of the industry has increased from 10-20% in the past two years to over 30%.

Facing the changes in the market situation at home and abroad, the restructuring of high-efficiency products, energy storage kits, and industry consolidation will be the three major development themes worth mentioning in 2014: integration, high-efficiency, and energy storage.

First of all, from the Spring Festival of the Year of the Horse, the PV market has seen consolidation actions one after another. The biggest case was Shunde Solar, and finally Jiangsu Shunfeng Optoelectronics Technology Co., Ltd. successfully completed the acquisition of Suntech by 3 billion yuan, and the dust settled at the same time. To the extent that the losses of both sides are minimized, the multi-party interests including the enterprises and the government can be coordinated. From the brand point of view, it not only retains the popularity of “Suntech”, but also increases the support of “windfall”, which is a classic case of integration in the photovoltaic industry.

At the national level, the Ministry of Industry and Information Technology proposed at the National Conference on Industry and Information Technology in 2013 that in 2014, it will promote the idea of ​​further encouraging mergers and acquisitions, and focus on guiding the merger and reorganization of PV industry companies; in December, the Ministry of Industry and Information Technology announced the first A list of 109 eligible companies was approved and shuffling accelerated.

With more and more large oil and power grid companies starting to bet on the solar industry, it is expected that the integration in 2014 will have a far-reaching impact.

In addition, the photovoltaic industry is increasingly becoming more efficient. Researcher EnergyTrend pointed out that in the solar market, the most mainstream products are still crystal-clear. Because of their low price and high quality, plus their specifications are the simplest for power plant design and inverter matching, they are most welcomed by the market. In terms of specifications, the demand wattage of the module for the market in 2013 rose from 240 watts to 250 watts. The most commonly used cell efficiency was 17.2 to 17.6% polycrystalline silicon solar cells. As the high-efficiency products of silicon wafers continue to increase, it is expected that by the end of 2014, the mainstream products will have a conversion rate of 17.8 to 18%, offering products of 255 to 305 watts.

The unabated demand of downstream customers gave birth to the rapid development of high-efficiency products, and its environmental-friendly performance was also in line with the market's development direction. EnergyTrend pointed out that manufacturers, such as process equipment, battery modules, and peripheral materials, have already proposed relevant solutions for high-efficiency products. It is evident that efficient products have become the main battlefield for photovoltaic companies.

Finally, this year's solar photovoltaic industry's energy storage is expected to increase. With the promulgation of the "Opinions on Soliciting the Scale of Photovoltaic Power Generation in 2013 and 2014" and the "Interim Measures for the Management of Distributed Photovoltaic Power Generation Projects", China's distributed photovoltaic programmatic policies are basically determined, and the 8GW installation target in 2014 is close to consumption. The policies all reflect the country’s attitude and determination to develop distributed energy. It is expected that related rules such as financing and measurement will be introduced gradually in the future. With the support of policies, the gradual and clear business model, and the high yield rate, distributed photovoltaics are expected to flourish in 2014. development of.

The development of distributed power generation projects will certainly promote the use of "energy storage." According to statistics, at present, the cost of small home solar energy systems combined with 3-7 kWh of energy storage systems will be twice that of the original. However, if the subsidies are combined with the performance of energy storage batteries and the price declines, they will include energy storage. The solar energy system is expected to be reduced to 1.3-1.7 times the original cost by the end of 2014. As the market expands and electricity prices continue to rise, the development potential of storage energy in 2014 is even greater.

In 2014, the innovation of the photovoltaic industry will no longer be the individual behavior of the enterprise. Under the three major trends mentioned above, product differentiation, technological innovation, and avoidance of homogeneity will be unavoidable issues. Photovoltaic companies face the ever-changing sea In the domestic and foreign markets and industrial environment, it is necessary to actively adjust strategic thinking.

It can be seen that China's solar photovoltaic industry will usher in three major changes this year: the development of high-efficiency products, industry consolidation and reorganization, and continuous improvement of energy storage. Only through these three links will China's photovoltaic industry be able to usher in a new round of development, and it may even be said to be a rebirth. This year, the "two sessions" have repeatedly emphasized the development of new energy, and in conjunction with the introduction of a series of favorable policies, China's photovoltaic industry still has a long way to go.

Geared Stepper Motor

Geared Stepper Motor,Planet Gearbox,Spur Gearbox,Nema23 Geared Electric Motor

Changzhou Sherry International Trading Co., Ltd. , https://www.sherry-motor.com

This entry was posted in on