Five trends for the development of China’s photovoltaic industry
With the increasing shortage of global fossil energy, the new energy industry based on solar energy has obtained good opportunities for development. Especially in recent years, solar photovoltaic leading companies such as Germany's Q-Cells, Suntech, Jiangxi LDK have rapidly emerged. It has become a new force for the development of the global photovoltaic industry, which has greatly promoted the development of the world's photovoltaic industry. In China, at the end of March 2009, following the introduction of documents 128 and 129 supporting the photovoltaic industry, the long-awaited new energy industry development plan is about to be unveiled. The photovoltaic industry is bound to usher in a new opportunity for development. Therefore, the current situation is discussed. The development trend of China's photovoltaic industry has important guiding significance for the development of photovoltaic companies.
Vertical Integration Integration Becomes Trend
With the end of the era of polycrystalline silicon profits, the distribution of profits has gradually become more rational. Enterprises with vertical integration advantages such as Tianwei Yingli, Hebei Jingao, and Changzhou Trina Solar have achieved higher profit returns. In order to minimize costs and risks, PV companies that once focused on a certain part of the industrial chain have been expanding upstream and downstream of the industrial chain, and vertical integration has gradually become a trend. Based on becoming the world's largest polysilicon chip producer, LDK LDK invested USD 2.5 billion in February 2008 to establish Suzhou BestSolar Co., Ltd., and officially entered the field of solar cell production; in November 2008, the company produced an annual output of 1,500 tons of polysilicon. The project was formally put into production and LDK Solar gradually penetrated upstream and downstream of the industrial chain. In May 2009, Peng Xiaofeng, chairman of LDK Solar, said at the “Strait Energy Forum” that the company did not rule out the establishment of component and system companies with its peers in major global markets. This means that LDK will use vertical integration as a corporate Strategic objectives. Previously, it was reported that two world-class solar giants - the leading solar cell manufacturer in Germany Q-Cells and RenewableEnergyCorp (REC), the world's second-ranking solar-grade wafer maker, are brewing and hope to realize the solar energy supply chain Vertical integration integration. The chairman of CSI Artis, who has long focused on the manufacture of photovoltaic downstream components, also disclosed that the company is building a large-scale silicon factory in Luoyang to penetrate upstream. Suntech, which is also a battery and component manufacturer, also announced that it will acquire part of the shares of Shunda Holding, which is engaged in the production of silicon and silicon wafers, for US$98.9 million. In addition, Zhejiang Yuhui, who has long been engaged in the production of silicon wafers, will invest in a polysilicon production base in Sichuan, and will also start a solar cell production line and acquire a battery module manufacturing company. The trend of creating vertically integrated companies has become very clear. For China's five major power groups that are eager to try to capture the photovoltaic market, the mode of entry into them is more biased towards the “vertical integration industry chain” model. CPI, Datang, and Guodian have already proposed “polysilicon—solar batteries—solar power generation. "Importance of all-round involvement in the solar industry." The author believes that in the coming period, vertical integration and integration will become one of the focuses of photovoltaic companies at home and abroad.
Thin film battery investment is increasing
Before the financial crisis, high polysilicon prices restricted the application of photovoltaic products. Under such circumstances, many people have high hopes for low-cost thin-film solar cells, arguing that it will be the biggest competitor of crystalline silicon cells. However, the impact of this crisis has severely shrunk overseas markets, resulting in plummeting prices of polysilicon, so the industry has a "thin film battery advantage is not" statement. However, we have seen the fact that, in the 21st century where technology innovation consciousness and capabilities are rapidly advancing, low-priced products with great process improvement will always attract investors' attention.
On May 5th, China's first ultra-large 5.7m2 silicon-based thin film solar cell produced by Hebei Xinao Photovoltaic Energy Co., Ltd. officially debuted at the 3rd International Solar Photovoltaic Conference. The company has invested a total investment of 14 billion yuan in the thin film battery sector since 2007, and will have a capacity of 500 MW by 2010. On May 12, Chinatex Group (Hong Kong) signed an investment agreement with Rongjiang County of Chongqing Municipality and plans to invest 3.8 billion yuan in Lancang County to build a thin-film solar photovoltaic industrial park; in mid-May, Jiangsu Oasis New Energy Company invested 600 million U.S. dollars. Zhenjiang City, Jiangsu Province, the new capacity of 200MW amorphous silicon thin film battery project; May 25th, Zhejiang Zhengtai's first 20MW microcrystalline amorphous second generation thin film battery production line formally put into production, the company's current investment in thin film batteries It reached RMB 2 billion; at the end of May, Xinyi Glass announced the introduction of a second photovoltaic film conductive glass production line with an annual production capacity of 2.75 million square meters. It is expected to start production in the Pearl River Delta in the third quarter of 2010 with a total investment of over RMB 100 million. On June 5th, China Huitong Guarantee Co., Ltd. and Taiwan Weinai Technology Co., Ltd. jointly signed a contract for a US$150 million CIGS thin-film solar cell production line, a solar power station, and solar-related products; in addition, Tianwei Film Co., Ltd. The thin-film solar cell research and development testing center was laid on the ground on April 8 and Fujie Investment has invested 400 million yuan in the thin film project in Wuhan. There is also the Sanshui Park in Foshan City, Guangdong Province. With the entry of nearly 5 billion yuan in film projects by China National Building Materials Group and Ai Kang Group, this has become one of the important thin film battery industry bases in China.
Looking at the world, in 2008, the actual production of global thin-film solar cells far exceeded expectations, reaching 892 MW, an increase of 123% compared to 2007, and the growth rate exceeded 120% for two consecutive years. The film giant US-based FirstSolar Corp. produced 503MW in 2008, ranking second in global solar cell production rankings. It is very likely that it will top the list this year and reach 1,000MW. Since July 2008, Lenovo, Intel, and IFC have entered the thin film battery industry. In early May of this year, Sunfilm, a subsidiary of Q-Cells, the world's largest solar cell manufacturer, and Sontor announced the establishment of the world's largest silicon-based multijunction film assembly company.
The investment in thin-film solar cells has not cooled due to the temporary downturn in the market. People are optimistic about the absolute advantages that thin-film batteries will have in this area in the increasingly intensified integration of photovoltaic buildings.
School-enterprise cooperation trends closer
As a new industry, solar photovoltaic technology determines the development prospects of the company to a large extent. Therefore, strengthening the cooperation between photovoltaic companies and institutions of higher learning and scientific research institutions has the potential to build the core competitiveness of enterprises and enhance the scientific research strength of universities and colleges. Positive significance. At the beginning of this year, the Chinese Academy of Sciences organized related academicians and experts to study and formulate the "Solar Action Plan." We hope that by launching this plan, we will promote the integration of production, education and research, and make solar energy as an energy source that can be used economically on a large scale. On June 1, the world's leading nano-manufacturing technology company, Applied Materials USA, signed a solar energy research project funding agreement with Nankai University and Zhejiang University to provide PV research support for these two institutions of higher learning. In addition, the “State 863 Copper Indium Selenium Solar Thin Film Battery Pilot Base” established by Nankai University and Tianjin Bonded Area Investment Company has made significant progress in the development of pilot plant process equipment and large-area materials and devices, and successfully developed an effective area of 804cm. (2) The glass-backed copper indium gallium selenide solar cell module has a photoelectric conversion efficiency of 7%, and the cooperation between production, research and research has achieved remarkable results.
In the training of photovoltaic talents, the “school-enterprise marriage” model has become a shortcut for blood transfusion in the industry talent pool. In 2006, Nanchang University and LDK cooperated to establish "Nanchang University-LDK Solar Energy Research Center". On October 6th, 2008, the first photovoltaic institute in China, Nanchang University, was established. In April 2009, Jiangxi Zhongshan Vocational and Technical College changed its name to Jiangxi Solar Energy Technology Vocational College, specializing in training the technical talents needed by solar energy companies. On the 20th of the same month this year, the Suntech Photovoltaic Academy established by Suntech and Wuxi Science and Technology Vocational College was officially unveiled. On May 22rd, Artes Solar Power and Changshu Institute of Technology signed a framework agreement. The two parties cooperated to establish Artes Solar Photovoltaic Technology Institute. In addition, Liaoning University of Technology also plans to establish a photovoltaic institute in cooperation with Jinzhou Xinri Company; Leshan Vocational and Technical College will first open a photovoltaic specialty in Sichuan colleges and universities, and formally invite experts from the Guangzhou Branch of the Chinese Academy of Sciences to hang on to guide the construction of a new specialty. In general, at present, the training of photovoltaic talents in China is basically still at the level of second-rate colleges or vocational and technical colleges. Although well-known domestic universities have researched in the field of photovoltaics, they have not carried out systematic teaching. The author believes that with the introduction of the national new energy plan, the photovoltaic industry will have more room for development, and the photovoltaic education at well-known domestic institutions will also begin.
Global strategic cooperation accelerates
With the increasingly fierce competition in the global photovoltaic market, the pace of strategic cooperation among photovoltaic companies is also accelerating. In October 2008, Suntech and Henan Electric Power Industry Group signed a strategic cooperation agreement for the photovoltaic industry. The two parties will jointly promote the promotion and application of the photovoltaic industry in Henan. On March 7 this year, Suntech and the 3rdRockSystemsandTechnologies, Inc., a US solar project developer, established The strategic alliance began to develop a 7.2MW solar power system in the United States. On April 15th, Yingli signed a formal strategic cooperation contract with Rheinland Technology (Shanghai) Co., Ltd. Both parties promised to carry out comprehensive cooperation in the aspects of component quality control and component certification testing, and leverage the advantages of both parties to improve the level of work in their respective fields. Customers provide better products and services. In early May, Shanghai Solang Solar Technology Co., Ltd. announced that it will establish a joint venture with Jiangsu Shunda Semiconductor Development Co., Ltd. to jointly expand the US solar market. Jiangsu Shunda is strong in the supply of polysilicon and silicon wafers, while Solar Solar has advanced solar cell technology and has certain resources in the United States. The joint venture aims to integrate the strengths of both parties and establish a complete photovoltaic industry chain in the United States market. On May 11th, Japan’s solar cell maker Kyocera and Aeon Aeon, a Japanese retail giant, issued a joint press release stating that they will cooperate in the sale of solar power systems for household use and plan to sell 10,000 units in the next 3 years ( Household) solar power system. In mid-May, the world's largest wafer maker, LDK Solar, and the world’s largest solar cell company, Q-Cells, have started joint ventures in Germany. Through a joint-venture system company, it will change both upstream and downstream upstream. The lack of an uneven industrial layout. In addition, Germany's SCHOTT and IMEC decided to jointly develop crystalline silicon cells in early June...
From the above information, we can see that the joint ventures are all leaders in their respective fields. They are able to jointly deal with complex and ever-changing international markets, and through resource integration, complement each other, enlarge the living space, and reduce market risks. This is a future development of the enterprise. direction.
Advanced PV technology emerges
With the rapid development of the photovoltaic industry, the research and development of photovoltaic technology has attracted more and more attention. Moreover, it has made remarkable achievements in the preparation of polycrystalline silicon, the improvement of photoelectric conversion efficiency, and the reduction of the thickness of the battery. This will further reduce the cost of photovoltaic power generation and realize Photovoltaic power generation is widely used. In terms of physical polysilicon production, Song Dongmei, deputy general manager of Ningxia Yinxing Polysilicon Co., Ltd., recently conquered the technical problem of "metallurgical physical method for producing solar polysilicon." Monocrystalline silicon solar cells produced using this technology have an average photoelectric conversion efficiency of more than 16%. Up to 17.91%. In terms of improving the photoelectric conversion efficiency, Zhejiang Zhengtai adopts the second-generation thin-film solar cells produced by Oerlikon's blanket production line, with a conversion efficiency of 9%, which fills the gap in the domestic solar energy industry's second-generation thin-film battery technology; Suntech Power Pluto Technology currently Can achieve a conversion rate of 19% for monocrystalline silicon solar cells and over 17% for polysilicon solar cells
The technology, industry scale, and corporate strategy are increasingly mature and mature. As long as policy support is in place, China's photovoltaic industry will be ready for a healthy development.
At present, the financial crisis and environmental issues have strengthened the Chinese government's strategic approach to the development of new energy, and provinces have also attached unprecedented importance to the construction of renewable energy and have taken active action. If new energy industry development plans are issued, this will surely greatly stimulate the development of China's photovoltaic industry. Photovoltaic companies should correctly grasp the direction of development and formulate practical and feasible strategies in light of the actual situation of the company, so as to realize leapfrog development in the new round of development of photovoltaics.