In 2017, China's photovoltaic industry has a stron

2022-06-23
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In 2017, China's photovoltaic industry had a strong momentum, with both opportunities and challenges in the industry.

2017, affected by the accelerated expansion of domestic photovoltaic distributed market and the rapid rise of foreign emerging markets, China's photovoltaic industry continued to develop healthily, with steady growth in industrial scale, significant improvement in technology level, significant decline in production costs, continuous improvement in enterprise benefits, and stable foreign trade

(I) steady growth of industrial scale. In 2017, China's polysilicon output was 242000 tons, a year-on-year increase of 24.7%; Silicon wafer output was 87gw, with a year-on-year increase of 34.3%; The output of battery chips was 68gw, a year-on-year increase of 33.3%; The output of components was 76gw, a year-on-year increase of 31.7%. The production scale of each link of the industrial chain accounts for more than 50% of the world, and continues to rank first in the world

(II) the technical level has been continuously improved. The technology of p-type single crystal and polycrystalline batteries has been continuously improved. The average conversion efficiency of conventional production lines has reached 20.5% and 18.8% respectively. The advanced production lines using passive emitter back contact technology (PERC) and black silicon technology have reached 21.3% and 19.2% respectively. The polysilicon production process was further optimized. According to the municipal ceramic aluminum office, the average comprehensive power consumption of the industry has dropped below 70kwh/kg

(III) production cost decreased significantly. With the joint promotion of technological progress, production automation and intelligent transformation, the production cost of polysilicon of China's leading enterprises has been reduced to 60000 yuan/ton, the production cost of components has been reduced to less than 2 yuan/watt, the investment cost of photovoltaic power generation system has been reduced to about 5 yuan/watt, and the kilowatt hour cost has been reduced to 0 7 yuan/kWh

(IV) continuous improvement of enterprise benefits. Thanks to the expansion of market scale, the company's shipment volume has increased significantly. At the same time, due to the decline of production costs driven by technological progress, the profitability of China's photovoltaic enterprises has significantly improved. The highest gross profit margins of upstream silicon materials, silicon wafers, raw and auxiliary materials, as well as downstream inverters and power stations have reached 45.8%, 37.34%, 21.8%, 33.54% and 50%

(V) foreign trade remained stable. In 2017, the total export volume of China's photovoltaic products was US $13.11 billion, a year-on-year increase of 1.4%; The import volume of polysilicon was 144000 tons, with a year-on-year increase of 17.3%. Affected by the continued expansion of the global PV market, China's exports of PV products grew rapidly, but the export prices continued to decline, and the growth rate of emerging markets such as Mexico, Brazil and India increased, with exports to India ranking first

II. Situation and difficulties faced

(I) continuous release of production capacity and increased pressure on market supply and demand. From the supply side, the new capacity and technological transformation capacity in all links will be gradually released in 2018. From the demand side, the growth rate of the domestic new market scale will slow down when international Jilin huazhilu bio based materials Co., Ltd. is settled in the bio based materials industry innovation base of Changchun Economic and technological Development Zone. This change will lead to the imbalance between supply and demand in China's photovoltaic market in 2018. The prices of upstream and downstream products will be further explored, and enterprises will bear greater pressure

(I) single product structure and weak industrial technological innovation. China's photovoltaic products are mainly crystalline silicon cells with a year-on-year increase of 15.6%, and mainly focus on conventional cells. The product structure is relatively single. There is still a gap between China and foreign countries in terms of high-efficiency cells such as heterojunction (SHJ) and product reliability, and basic research needs to be improved. In addition, China still has deficiencies in the process, equipment and materials of high-end photovoltaic cells, including the key equipment required by black silicon, perc, n-type technology and so on, which still rely on imports, and the system integration capacity of intelligent chemical plants still needs to be improved

(III) serious light and power curtailment, and prominent contradiction between supply and demand in the East and West. The coordinated consumption markets in the East, middle and West have not been formed. There are barriers to inter provincial transactions. The construction of transmission channels lags behind the development of new energy such as photovoltaic. In addition, the existing power peak shaving capacity and flexibility are insufficient, and the local consumption capacity in the northwest is limited. As a result, the northwest region has seriously abandoned light and limited power, and the supply and demand in the East and West are unbalanced

(IV) photovoltaic subsidies are in arrears, affecting the normal operation of the industrial chain. With the rapid expansion of the photovoltaic market and the insufficient collection of additional renewable energy, there is an obvious gap in subsidy funds. Most photovoltaic power generation projects are difficult to obtain subsidies in time, which increases the capital cost of the whole industry chain. In particular, photovoltaic enterprises are mostly private enterprises with single business and weak financing ability. Market fluctuations are easy to lead to the rapid accumulation of industrial risks

(V) affected by trade protection, the prospect of photovoltaic "going global" is not optimistic. In recent years, China's photovoltaic industry has developed rapidly, making it the main product of trade protection in some countries. The new round of trade survey pays more attention to Chinese enterprises. Frequent trade frictions hinder the pace of China's photovoltaic "going global", leading to a rapid rise in global photovoltaic application costs, which is not conducive to promoting global photovoltaic applications

III. key work

with the global energy shortage and environmental pollution problems becoming prominent, the photovoltaic industry has become an emerging industry of universal concern and key development in various countries. In order to further standardize the development of China's photovoltaic industry, promote industrial transformation and upgrading, and promote China's photovoltaic industry to move towards the middle and high end of the global value chain, we will focus on the following work in the next step:

first, we will release the action plan for the intelligent photovoltaic industry. We will thoroughly implement made in China 2025 and issue the action plan for the development of intelligent photovoltaic industry (year). Promote the intelligent upgrading of the photovoltaic industry, and encourage the application of big data, nb-iot and other information technologies in the photovoltaic field; Promote the deep integration of interconnection, big data, artificial intelligence and photovoltaic industry. We will explore and promote the construction of demonstration applications in construction, water conservancy, agriculture, poverty alleviation and other fields. Jointly promote the development of intelligent photovoltaic industry and actively cultivate world-class advanced manufacturing clusters

second, strengthen industry standard management. Continue to implement the standard conditions for photovoltaic manufacturing industry, organize relevant application work, conduct spot check on enterprises that have entered the standard conditions, continue to dynamically adjust the announcement list of standard conditions, promote the synergy between industry standards and relevant policies, and effectively standardize the development order of the industry

third, improve the construction of public service platforms. To meet the needs of industrial development, improve the construction of standards, testing and other public service platforms, give play to the role of the platform, and provide data support for industrial development. To guide relevant units to speed up the implementation of projects such as industrial foundation strengthening projects. Accelerate the implementation of the comprehensive standardized technical system for solar photovoltaic industry and improve the industrial supporting capacity

fourth, adhere to the combination of "bringing in" and "going out". Implement the "the Belt and Road" initiative, plan the overall layout of the industrial chain, enhance our ability to lead the global flow of commodities, capital, information, etc., make good use of both international and domestic markets and resources, highlight technology, brands and markets, integrate deeper and wider into the global supply system, encourage enterprises to build factories and expand overseas business in a timely and appropriate manner, and cooperate with relevant departments to deal with trade disputes

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