How can China become a leader in the global photovoltaic industry?
Photovoltaic is the commanding height of future global advanced industry competition. After more than ten years of development, the photovoltaic industry has become one of the few strategic emerging industries in China that can participate in international competition simultaneously and is expected to reach the international leading level. In terms of scale, China's photovoltaic industry has been leading the world, and its output of major products has ranked first in the world for many years. More than half of the top 10 companies in each segment are located in mainland China.
However, the problem of China's PV industry being big but not strong, big and not worrying is very prominent. How to realize the transformation from pursuing scale and speed to paying attention to efficiency and quality, truly becoming the well-deserved leader of the global photovoltaic industry is a realistic and urgent problem facing China's photovoltaic industry.
The proposal of Smart Photovoltaic "Action Plan" is expected to promote China's acceleration from "photovoltaic powers" to "photovoltaic powers". From manufacturing and cost-driven to technology and innovation, the new era of China's PV industry needs new thinking and new styles. So, who can become the future leader of this change?
China PV won, but where is the future?
Photovoltaic power generation is one of the most important ways to use solar energy in the world today. As an important representative of the emerging industries in the world, it has broad development prospects. At one time, photovoltaics caused a boom in the world, and a large number of well-known companies rushed to participate, attracting a lot of hot money.
At the beginning, China's photovoltaic industry was not worth mentioning in the global market. Under the attack of Europe and the United States, it was almost "no way to go." In 2001, China's photovoltaic industry only knew about photovoltaic power generation technology for the first time. By 2005, China's solar module production was only about 200MW, accounting for only 11% of the world's 1.8GW production, while Japan accounted for 40% of the world, and Europe accounted for about 45% of the world.
In the initial stage of industrial development, China's photovoltaic raw materials are all basically dependent on imports. Only the components of the battery modules belong to “Made in China”, and the market for product sales is heavily dependent on exports, which is in an embarrassing situation of “two heads outside”. In the years after 2011, the “double-reverse” trade sanctions directly pointed to Chinese PV companies, which led to the bankruptcy of a large number of enterprises in China, and China’s photovoltaics ushered in a serious “cold cold wave”.
However, in the face of the difficulties, China's PV industry has not stopped, but it has painstakingly changed its mind and started a difficult transition. In just a few years, Chinese PV companies have been thoroughly researching and groping, reducing production costs and improving production technology. They have completely defeated the giants who have been high above, and have become the competitors in the global market.
The data shows that China's photovoltaic industry is already the world's number one in terms of scale. China's production of polysilicon, silicon wafers, batteries, components, inverters and other major PV products have ranked first in the world for many years and continue to occupy a large market share. The proportion of Chinese products in global production in 2017: polysilicon accounted for 55% Silicon wafers accounted for 83%, battery segments accounted for 68%, components accounted for 71%, photovoltaic applications accounted for 47%, and more than half of the top 10 companies in each segment were located in mainland China.
In 2017, China's photovoltaic power generation installed capacity reached 53.06GW, accounting for 39% of the nation's new power generation installed capacity, the world's first installed capacity of photovoltaic power generation for five consecutive years; cumulative installed capacity of 130.25GW, the world's first for three consecutive years, accounting for the world The total installed capacity of photovoltaics is 32.4%.
However, under the glamorous data, the deep-seated problems faced by China's photovoltaic industry are very prominent: China's photovoltaic technology innovation capacity is not enough, currently concentrated in the low end of the value chain, lack of competitiveness in the international high-end market, low-end production capacity in China Still more. At the same time, many key equipment and special materials of China's photovoltaic enterprises still need to rely on imports. For example, about 60% of the silver powder used to make silver paste still depends on imports, and the VA particles that make the packaging film are basically dependent on imports...
In other words, China's photovoltaic industry has gone up in quantity, but it still lacks “quality”, and many core technologies are still heavily subject to people. If China's PV industry wants to go up the ladder, it must shift to a higher-end, more efficient direction and move toward the top along the value chain curve.
Photovoltaic intelligence, future energy, play
Intelligentization is an inevitable development trend in the future. Intelligent applications are embedded in all connected and all business processes. ICT technologies such as big data analysis, cloud computing and mobile internet will become the basis of the intelligent industrial revolution. Intelligent innovation is not only at the manufacturing end of innovation such as R&D capability and cost reduction, but also has more innovation digging points on the application side. The intelligent development of the application side will be the focus.
The direction of intelligence has been fixed, but how to achieve intelligent upgrade when combined with the photovoltaic industry? This is a realistic problem facing the Chinese PV industry.
"The development of the energy industry has entered a new era. The new players in the future energy system will surely be the enterprises that can integrate new energy, new materials, new technologies and energy IoT. This is what we are talking about, Intelligent transformation is comprehensive and comprehensive.” Gao Jifan, chairman of Trina Solar, told reporters.
Gao Jifan believes that decentralized energy, decentralized energy storage, and decentralized energy use will build a smart energy network that combines smart energy and digital energy management. Using intelligent technology to combine power generation, energy storage, power distribution, energy use and control to build a new energy Internet system, namely the “Energy Internet of Things”, which must bring revolution and breakthrough to the energy industry in the next 20 years. Impact.
The development of smart photovoltaics is inseparable from cross-border innovation in the two fields of energy and information. In the future, it is foreseeable that the photovoltaic industry will be integrated from manufacturing to operation and maintenance, informatization, systemization, intelligence and automation integration throughout the life cycle. It will be deeply integrated with technologies such as big data technology, artificial intelligence and 5G communication. The transformation and upgrading from “manufacturing” to “intellectual creation”.
In the territory of Trina Solar, in the future, we will build an energy IoT solution that integrates the “storage and distribution cloud” and build on the smart energy cloud platform (Tianneng Cloud) to open up energy generation, energy storage and distribution network. Use energy, let energy flow, information flow, value flow and energy equipment connect with each other in an interactive and shared smart energy network to realize integrated control of energy interconnection and provide users with various intelligent and efficient energy services. It is the ultimate solution for smart PV in the future.
Around this goal,Trina Solar has made a comprehensive layout.
In Hefei, Anhui, Trina Solar's “Internet +” smart energy demonstration project was successfully selected into the list of the first “Internet +” smart energy demonstration projects of the National Energy Administration, becoming a national energy Internet pilot project and receiving “the most The Jia Energy Internet Demonstration Project Award, which became a successful practice for Trina Solar to explore the transformation of smart PV.
On March 22 this year, at the Trina Solar Energy Development Conference, also at the celebration of the 20th anniversary of TRW, Trina Solar released the energy and Internet of Things brand, Trina Energy Internet of Things (TrinaIOT), and launched Trina Energy IoT Industry Alliance. This marks that Trina Solar has fully embarked on the transformation of the 3.0 era and is moving towards the new era of the "global energy Internet of Things leader".
The advent of the era of smart photovoltaics has given Chinese PV companies the opportunity to stand on a new, higher historical platform. In the long-term future, under the general trend of energy reform, new energy sources such as photovoltaics will surely grow and develop. The new journey of China's outstanding photovoltaic companies, represented by Tianhe, has just begun.
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