What does the development of China s photovoltaic industry need to rely on?

Zhongli Talesun has chosen to maintain the contract that is far below the market, and has given up the market zero order sales to fully protect the needs of our long-term polysilicon customers. At the same time, in terms of wafer sales, in order to establish long-term strategic alliances with customers and promote the continuous reduction of costs in the photovoltaic industry, we still only sell US dollar watts when the market price can exceed US$1 watts.

The basis for our decision is: although the price increase has brightened the company's financial performance for the year, the upstream will be transmitted to the terminal, resulting in too high solar energy grid, and eventually it cannot become the choice that the people can afford, thus affecting the early popularization of photovoltaic energy. At the internal meeting, the chairman repeatedly emphasized that the development of the photovoltaic industry must rely on the common progress of the entire industrial chain, rely on the continuous reduction of costs, and realize the parity of photovoltaic power generation on the grid, so as to usher in the real spring of the entire photovoltaic industry.

At present, the entire photovoltaic industry is still in winter. "In a year, polysilicon** fell from around $100 per kilogram to. It has created an industry-leading level that extends the development of the industrial chain and provides green and environmentally friendly new power supply for 10,000 residents. .

The support of the state and the loss of talents.

On the one hand, it needs the strong support of the state, and on the other hand, it needs the people to have a clearer understanding of new energy.

China's primary energy reserves are far below the world average, only about 10% of the world's total reserves. Solar energy is an inexhaustible renewable energy source for human beings, which has the advantages of full cleanliness, absolute safety, relative extensiveness, long life and maintenance-free, resource adequacy and potential economy, and has an important position in the long-term energy strategy.

The significance is great, now we are relying on oil and coal, which is limited, and it will be gone when it is used up, and we can leave electricity in our lives! No, photovoltaic power generation solves this problem, which relies on sunlight to generate electricity through semiconductors, have you ever seen that sunlight will run out, and now satellites do not use photovoltaic (solar cells) to generate electricity to maintain operation.

Photovoltaic power generation has the characteristics of safety, cleanness, extensiveness, and sufficient resources, which is of great significance for improving the longevity and safety of power generation.

Conventional energy is limited, both from the world and from China. Solar energy is an inexhaustible renewable energy source for mankind.

It has the advantages of full cleanliness, absolute safety, relative extensiveness, reliable long life and maintenance-free, resource adequacy and potential economy, etc., and has an important position in the long-term energy strategy.

Supply – The production of solar cells is increasing year by year

Since 2011, the scale of solar cell production in China has increased steadily. According to statistics from the China Photovoltaic Association, China's cell production in 2021 was 198GW, up from 135GW in 2020. In the first half of 2022, domestic cell production increased year-on-year.

Supply – PV module production is growing rapidly

Single solar cells cannot be used directly as a power supply, and several single cells must be connected in series, in parallel and tightly packaged into components. Solar modules (also called solar panels) are the core part of the solar power system and the most important part of the solar power system.

Driven by the growth of global PV demand, domestic enterprises have continued to increase investment and technological innovation in the module sector in recent years, and production costs have continued to decline in the past 10 years, and the degree of automation and digitalization has been continuously improved. According to statistics from the China Photovoltaic Association, in 2021, China's module production reached 182GW, a year-on-year increase, dominated by crystalline silicon modules. In the first half of 2022, domestic module production reached a year-on-year increase.

Demand – China's new PV capacity fluctuates widely

According to the statistics of the National Energy Administration, in 2017, the new installed capacity of photovoltaic power generation in China hit a record high. In 2018, affected by the new PV 531 policy, the new PV power generation projects in various parts of the country declined, and the new installed capacity for the whole year was 17% year-on-year. Affected by national subsidies and financial support for the photovoltaic industry, the installed capacity of photovoltaic will rebound sharply in 2020 and 2021.

In 2020, China's new PV capacity was installed, a year-on-year increase of 59%. In 2021, China's new PV installed capacity reached a new high, reaching a year-on-year increase of 14%. From January to September 2022, China's cumulative new PV capacity was added, a year-on-year increase of 106%.

Demand - The cumulative grid-connected capacity of PV has reached 100 million kilowatts

As of the third quarter of 2022, China's cumulative grid-connected photovoltaic power generation capacity has reached 100 million kilowatts, including 10,000 kilowatts of centralized photovoltaic power stations and 10,000 kilowatts of distributed photovoltaic power.

The proportion of photovoltaic power generation in the whole society's electricity consumption is increasing year by year

With the continuous improvement of the urbanization rate and the electrification level of urban and rural residents, as well as the new round of rural power grid transformation and upgrading, and the vigorous promotion of "coal-to-electricity" for residential heating, especially under the effect of temperature factors, the rapid growth of heating load in winter and cooling load in summer has driven the rapid growth of urban and rural residents' daily life. As a kind of renewable clean energy, with the continuous improvement of China's electricity consumption, the demand for power generation will also continue to grow, and the demand for photovoltaic power generation will gradually expand. From 2014 to 2022, the proportion of China's photovoltaic power generation in the whole society's electricity consumption has increased year by year, reaching the proportion in 2021 and the first three quarters of 2022.

In the future, photovoltaic power generation is expected to become one of the important engines to promote China's energy transformation.

Summary. Hello, dear, I am happy to answer for you, the global photovoltaic industry is booming in the context of renewable energy receiving more and more attention from the international community, and China, as one of the countries with the largest total investment in new energy, is also in a leading position in the photovoltaic industry. Knowledge**[3] pointed out that China's photovoltaic industry has developed rapidly in recent years by taking advantage of its own technical foundation and industrial supporting advantages, and has the world's most complete photovoltaic industry chain, including photovoltaic materials, photovoltaic modules, photovoltaic systems and photovoltaic applications.

At the same time, the report released by the China Photovoltaic Industry Association (CPIA) is mentioned in the knowledge**[4], which analyzes the development status and future trends of China's photovoltaic industry.

The development of the global photovoltaic industry and the development status of China's photovoltaic industry.

Hello, dear, I am happy to answer for you, the global photovoltaic industry is booming in the context of renewable energy receiving more and more attention from the international community, and China, as one of the countries with the largest total investment in new energy, is also in a leading position in the photovoltaic industry. Knowledge**[3] pointed out that China's photovoltaic industry has developed rapidly in recent years by taking advantage of its own technical foundation and industrial supporting advantages, and has the most complete photovoltaic industry chain in the world, including photovoltaic materials, photovoltaic modules, photovoltaic systems and photovoltaic applications. At the same time, the report released by the China Photovoltaic Industry Association was mentioned in the knowledge**[4], and the development status and future trends of China's photovoltaic industry were analyzed.

The global photovoltaic industry is booming in the context of renewable energy being increasingly valued by the international community, and China, as one of the countries with the largest total investment in new energy, is also in a leading position in the photovoltaic industry. In recent years, China's photovoltaic industry has developed rapidly by taking advantage of its own technical foundation and industrial supporting advantages, and has the world's most complete photovoltaic industry chain, including photovoltaic materials, photovoltaic modules, photovoltaic systems and finger sales photovoltaic applications. At the same time, the report released by the China Photovoltaic Industry Association analyzes the development status and future trends of China's photovoltaic industry.

The first year of the "14th Five-Year Plan" in 2021 will surely be the year of photovoltaic development.

When it comes to the future prospects of the photovoltaic industry, we have to look at these three aspects.

First of all, each country has launched a carbon neutrality goal

According to rough statistics, so far, countries and regions such as China, Japan, South Korea, the United Kingdom, Canada, Sweden and the European Union have launched carbon neutrality goals.

Among them, China has proposed to peak carbon dioxide emissions by 2030 and achieve carbon neutrality by 2060. Japanese Prime Minister Yoshihide Suga has announced that he will achieve carbon neutrality by 2050. South Korea's Moon Jae-in said he would work with the international community to achieve carbon neutrality by 2050.

In November 2020, Canada** made it clear that it would achieve carbon neutrality by 2050.

In Europe, the European Union and the United Kingdom are expected to achieve carbon neutrality by 2050, and Sweden has announced that it will achieve carbon neutrality by 2045. Germany has said it wants to be carbon neutral by 2050.

Although Trump withdrew from the Paris Agreement, his successor Biden made it clear that the United States would return to the Paris Agreement and the World Health Organization.

Second, China has finalized the target for the installation of photovoltaic and wind power.

In September 2020, China not only put forward the goal of carbon peak and carbon neutrality, but also clearly put forward the goal of installing more than 1.2 billion kilowatts of photovoltaic and wind power capacity by 2030. At present, China's installed photovoltaic and wind power capacity is about 100 million kilowatts. By 2030, more than 1.2 billion kilowatts of wind power and photovoltaic capacity will be installed, which means that the new increment in the next 10 years will be more than 100 million kilowatts, which can be said to be very large for development.

Finally, the competent ministries and commissions support photovoltaics, and favorable policies have come out one after another.

Since August 2020, at least seven major ministries and commissions, including the National Energy Administration, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Ministry of Housing and Urban-Rural Development, the Ministry of Finance and the Ministry of Ecology and Environment, have clearly expressed their support for photovoltaic development, or issued relevant policy documents to support the development of photovoltaic development.

The state said that it is necessary to accelerate the development of photovoltaic and wind power, improve the long-term mechanism of clean energy consumption, and promote low-carbon energy to replace high-carbon energy and renewable energy to replace fossil energy.

In general, the photovoltaic industry has a bright future and a promising future.