Electrical Equipment / Components & Telecoms

The strong demand of domestic and foreign markets has driven the strong growth of photovoltaic industry in the manufacturing side. According to the observation report on the import and export data of Huacheng, it was recently learned from the 2022 annual conference of China's photovoltaic industry that China's photovoltaic industry has shown strong performance this year. In the first three quarters, the output of polysilicon was 550000 tons, with a year-on-year growth of 52.8%, the output of silicon chips was 236 gigawatts, with a year-on-year growth of 43%, the output of battery chips was 209 gigawatts, with a year-on-year growth of 42.2%, and the output of modules was 191 gigawatts, with a year-on-year growth of 46.9%.

"The rapid development of the photovoltaic industry has something to do with innovation. On the one hand, there is a high degree of technological innovation activity. In the first 11 months of this year, the efficiency of China's photovoltaic silicon cell laboratory has broken the world record for 11 times; on the other hand, a number of specialized and new enterprises have emerged in the photovoltaic industry. As of November this year, 87 enterprises have won the specialized and new title." Wang Bohua, honorary chairman of the China Photovoltaic Industry Association, used "swift and violent" at the meeting To describe the development of photovoltaic application market this year.

According to the observation report of Huacheng import and export data, in recent years, driven by policy influence and industrial revolution, China's new energy industries such as wind power and solar power have a strong momentum of development, and the installed capacity has maintained rapid growth. This provides a "green" impetus for China's economic and social development, and also leverages the development momentum of the photovoltaic industry. In June this year, nine departments including the National Development and Reform Commission jointly issued the Fourteenth Five Year Plan for Renewable Energy Development. It is proposed to accelerate the construction of large-scale wind and solar power generation bases focusing on desert, Gobi and desert areas. At present, the first batch of large-scale wind power photovoltaic bases focusing on desert, Gobi and desert areas have all been started, the second batch of large-scale base projects have been partially started, and the third batch of wind power photovoltaic bases have been declared to be started in succession.

"Since this year, more than 70% of the new power installations in China have come from new energy," said Xiong Minfeng, deputy director of the Department of New and Renewable Energy of the National Energy Administration.

According to the Huacheng Import and Export Data Observation Report, in the first 10 months of this year, China's major power generation enterprises invested 157.4 billion yuan in solar power construction, an increase of 326.7% year on year. Compared with the same period last year, the new installed capacity of photovoltaic power generation doubled. In particular, the construction of large-scale wind power and photovoltaic bases focusing on desert, gobi and desert areas and the development and construction of roof distributed photovoltaic have been accelerated, and the investment in new energy has been significantly accelerated.

It goes without saying that in the world's unprecedented energy changes, photovoltaic energy has increasingly become the main force of traditional energy substitution, industrial technology innovation is in the ascendant, and the industrial system from advanced materials, equipment manufacturing to system application is increasingly formed.

"With the rise of the global energy transformation and low-carbon development wave, most countries and regions around the world have put forward the goal of" carbon neutrality "and set up corresponding incentive policies. Green, clean and environmental protection has become a worldwide consensus." Zhou Shengyong, director of technical services of Chint New Energy Products, said.

At the same time, the volume and price of photovoltaic products have also risen. According to the Huacheng Import and Export Data Observation Report, in the first 10 months of this year, the total export of photovoltaic products (silicon chips, battery chips, modules) exceeded 44.03 billion US dollars, an increase of 90.3% year on year, a record high.

"Among them, the export volume of photovoltaic modules was 132.2GW, with a year-on-year growth of 61%, and the export volume was 36.84 billion US dollars, with a year-on-year growth of 85.8%. The traditional photovoltaic application market maintained strong demand. The demand for photovoltaic in Europe rose, with more than half of the market shares exported to Europe, and the market shares exported to Spain, Germany and Poland increased significantly." Wang Bohua said.

However, the photovoltaic industry is also facing the situation of intensified external competition. "The growth process of China's photovoltaic industry is bound to be full of opportunities and challenges." Wang Bohua mentioned in his speech that some overseas enterprises are also trying to accelerate iteration through new technologies. For example, the US Department of Energy has established the "Cadmium Telluride Development Alliance" to expand the domestic production of cadmium telluride photovoltaic materials and modules; The restart of the "Solar PV Innovation Platform" in Europe will provide suggestions for European policy makers and promote the update of solar PV technology; Japanese enterprises regard perovskite products as a candidate for a new generation of photovoltaic cells, and strive to rally in the photovoltaic product market. Huacheng Import and Export Data Observation Report.