Energy change tide is jingchung photovoltaic enterprises clang
Under the pressure of global climate change, China's energy production and consumption structure has quietly transformed. Among them, the development of renewable energy has become the root of energy remodeling. In the tide of China's energy change, the photovoltaic enterprises began to keep warm after the dilemma of the European and American dual counterpart, the big subsidy gap, the light power limit and the difficulty of financing.
From 0 to 1: transfer the center of gravity of the world PV market
In 2002, the world's photovoltaic capacity exceeded 1000MW, which signifies that human beings have entered the solar era, while China has not yet opened the “ the gate of the light is ” Until 2005, Wuxi Suntech listed on the US NYSE, and Shi Zhengrong won the title of China's new richest man in the name of $18 billion 600 million. For a while, photovoltaic giant coffee was offered to the altar, and the photovoltaic industry was also deified into a saviour in the era of energy shortage. With the advantage of new energy policy, more and more people rush into this once huge profit market. According to statistics, there were less than 100 PV enterprises in China in 2008 and more than 500 in 2011.
The volatility of polysilicon market triggered by the financial crisis in 2008 forced 3/4's photovoltaic enterprises to shut down because of their inability to bear the pressure. In just three years, China's photovoltaic industry soon met with the opposition from Europe and the United States. The blind expansion of photovoltaic enterprises frequently frustrated, 11 listed companies in the United States total liabilities of nearly 150 billion yuan. As the European debt crisis deepens, European countries have cut down photovoltaic industry subsidies by 20%, which is doubtless worse for Chinese photovoltaic companies that are highly dependent on exports. Facing “ a collective loss of ” an industry &ldquo, represented by 14 enterprises, such as Yingli, Tianhe, Suntech and ATS; self rescue ” the action was opened in Beijing. In order to deal with a &ldquo, cold winter &rdquo, photovoltaic enterprises began to embrace heating.
Of course, in addition to facing the foreign crisis, photovoltaic enterprises also have to deal with the long-standing problems such as abandoning light, limiting power supply, subsidized gap and financing difficulties. Taking photovoltaic subsidies as an example, with the increasing size of renewable energy installed in the year, the subsidy funds have been stretched, and the problem of subsidized funds has become a major problem that restricts the development of the industry. Zhi Yuqiang, deputy director of the price division of the national development and Reform Commission, said that as of the first half of 2016, the subsidy fund gap has reached about 55 billion yuan, and the end of the year is expected to break through 60 billion.
However, this can not erase the big step that photovoltaic enterprises take in the world energy industry. “ in 12th Five-Year, ” during the period, the average conversion efficiency of polycrystalline silicon battery in China increased by 8.2%, and the cost of photovoltaic components and system decreased by about 60%, the cost of photovoltaic power station dropped from 20 yuan per watt to about 6 yuan, and the national photovoltaic power plant increased by 168 times. Especially in 2015, China's PV grid connected capacity reached 43GW, and surpassed Germany in one move to win the world's first throne.
“ from 0 to 1, the use of a large number of key key photovoltaic technologies not only promoted the rapid upgrading of the industry and a substantial decrease in cost, but also brought out a large number of new applications, new formats and new industries. It can be said that the photovoltaic industry has become a ' for China's manufacturing industry to the world; model ' industry. ” Chen Wenjie, chairman of Shandong new sea Energy Developments Ltd, told reporters.
In just over a decade, the development of photovoltaic industry has created a legend of China's industry. The focus of the world's photovoltaic industry has begun to shift from Europe to China. In the opening ceremony of the 2016 international energy change conference, the Deputy Secretary of the United Nations, Changsha, said that in recent years, China has made considerable progress in renewable energy such as solar power and promoted sustainable energy change. The success of the Paris agreement depends largely on the policy choices of countries in the Asia Pacific region, especially China, India and many Pacific countries. In this regard, the director general of the International Renewable Energy Agency, Amin, also affirmed China's progress in energy change. He said: “ the proportion of renewable energy in the global market continues to grow, and the total amount of new power generation has reached 62%. In this respect, China has made global efforts, of which solar energy is added. Capacity accounts for 1/3 of the world. ”
Lead: from scale to technical innovation
The progress of an industry can not be separated from its technological support, and the power behind it is more dependent on technological support. The photovoltaic industry is particularly obvious.
Many years ago, China's photovoltaic industry once faced &ldquo, and the embarrassment of &rdquo at the two ends. Among them, as an important raw material for manufacturing solar cells, polycrystalline silicon, 95% depends on import, and its key technology has long been controlled in the hands of a few large chemical enterprises abroad. From 2005 to 2008, the price of polycrystalline silicon rose from $22 to $500 per kilogram. This situation has undoubtedly restricted the rapid development of photovoltaic enterprises in China, and exposed the drawbacks of incomplete and imperfect technology in the photovoltaic industry chain.
With the breakthroughs in the polysilicon technology level of some leading enterprises in China, the photovoltaic industry has gradually broken the situation of being restricted by foreign raw material suppliers. “ at present, China's polysilicon production capacity is the first in the world, accounting for 47.8%. ” Wang Bohua, China's photovoltaic industry association, said that the cost of components and batteries has been greatly reduced as the cost of raw materials has declined.
Technology is the key factor in the progress of the industry. This is the biggest feeling for PV companies after polysilicon sleepiness. It is also the best of business.