1. Global leader
In 2020, China's solar polysilicon production capacity will reach 39.2 tons, accounting for 71.9% of the world's solar polysilicon materials; photovoltaic cell production capacity will reach 134.8GW; photovoltaic module production capacity will reach 124.6GW, a comprehensive global. In 2020, among the top 20 in the global solar photovoltaic industry, Chinese companies occupy 15 seats and have absolute advantages in stage and scale.
Two, all the way
In 2000, Dr. Shi of Australia left Australia and returned to Australia's long-lost motherland, ready to combine his knowledge and technology to use his skills in the country. After visiting the investors behind to select, he reached a cooperation agreement with the Wuxi City Government. In 2001 Wuxi Suntech was established, new funds, technology, and personnel were all in place, exploding the first round of violent turmoil. In 2002, Wuxi Suntech built the domestic 10-megawatt solar cell at the time, and the production capacity formed four years of national solar cells. In 2004, the German updated Renewable Energy Law, which forced photovoltaic power generation to be connected to the grid, and notified the strong power before the air source. The export demand of the source has made the map's Wuxi Sunbattery's ability to appear. , New York further expanded its scale at Suntech. At the end of 2005, Wuxi Suntech was listed on the stock exchange. The life course described by Dr. Shi and Suntech is the most brilliant.
With the first person to eat crackers and crabs, a pair of aliens rushed to try first. Xiaofeng, a rich man in a small city in Jiangxi, opened up the myth of the benefit of the new Visai. In 205, LDK was established, and the local government was crazy. With the support, LDK led by Peng Xiaofeng ran all the way, rushing all the way to the New York Stock Exchange in 2007 with a super-fast speed. The speed was staggering, and it took only three years to achieve the harvest. It has become the largest silicon wafer factory in Asia and the first listed company in Jiangxi Province. It was unparalleled for the time being. Xinyu is a city that has also become Jiangxi's GDP growth target.
After the listing, LDK appeared in a strategic location to accompany the competition. Via mergers and acquisitions and new factories to expand production capacity, it officially surpassed Norwegian REC in mid-2008 and became the world's number one photovoltaic wafer manufacturer in one fell swoop. In the same year, silicon was a large amount of silicon. With new materials abroad, LDK has entered the silicon material industry at the highest point in the history of global silicon materials. With the outbreak of the financial crisis, the European landslide, the government’s overall strike economy, the demand for photovoltaic products has fallen, and the price of silicon materials has been tracked in a straight line. LDK encountered the first uneasiness of the hypothetical match, but the leader led the team, chose the direction, continued to expand production capacity, and wanted to adjust the cycle production capacity across the country with a slight advantage.
Three, fell to the bottom
On October 10, 2012, the U.S. Department of Commerce opposed the policy of 34% to 4% of photovoltaic products imported from China. The EU officially initiated anti-dumping and anti-dumping. At that time, Europe was the largest export market for China’s photovoltaic industry. , Accounting for about 70%, and the United States accounting for 10%. The sudden change poured cold water on the entire industry and became the last cultivated grass to crush Wei.
In 2009, Hanergy Bendi, which entered the photovoltaic field with thin-film batteries, avoided the “dual reverse” policy. When it became popular in the industry, it ran wildly all the way, relying on the continuous activities of the hydropower business, and every time it continued, the nationwide balloon race , The technological advantage opens up another huge market. With the development of graphics technology and the combination of diamond cutting technology, crystalline silicon cells successfully passed a fatal decline, and the inflection point that Hanergy expected has not appeared for a long time. , The slightly superior cost and efficiency of thin-film batteries disappeared. With the emergence of monocrystalline silicon monocrystalline silicon cells, the thin-film Tianyang market was restored.
Four, the heroes contend for hegemony
The forerunners of the industry who eat crabs are blocked by the younger generations and the external environment. At the same time, the fall of the former us also gives the latecomers an opportunity to expand the market. In 2015, GCL is emerging and falling, stepping on the predecessors. The shell became the world's largest silicon material and silicon wafer manufacturer, occupying the market performance on the global stage.
At the time when GCL became the "World Silicon King", that is, the "Lead Runner Program" was launched in 2015, higher requirements were placed on the conversion rate of photovoltaic modules. Righting. At this time, Gee's diamond wire cutting technology achieved a major breakthrough, and the key decline of monocrystalline silicon wafers. With its technological development capabilities and a more mature market environment, LONGi started a new circle of rushing, and the example looped through the "5.31" policy in 2018. The photovoltaic industry across the country has reshuffled. Companies in the power, energy and industries have closed down. Companies with sufficient technology and capital have stood out. The entire road and policies have become more mature and develop themselves. The overall decision is to assemble the portfolio on the move, but no company can. Make sure to go to the final mobilization.
The battle for the size of silicon wafers continues to pass, and the emergence of granular silicon has launched an impact on rod-shaped silicon. More battery technologies go hand in hand, and high-efficiency battery technology is constantly updated. N-type battery electrode connections have become the mainstream, and N-type battery advantages Significantly, the partner-replacement type has become the mainstream. As PERC batteries are approaching their limits, it is imperative to develop modern PN-type batteries, and batteries such as TOPCON, HIT, and IBC are all capable of development. Among the three technicians, the HIT battery has the best parameter performance, significant advantages in full life cycle regeneration, continuous conversion efficiency, and natural superimposed layer perovskite efficiency of more than 30%.
As the National Energy Administration issued on June 23 the "Notice on the Development and Startup Plan of Rooftop Solar Photovoltaics" for the entire county (region), 50% of the photovoltaic power generation can be installed in the main square of the party and government building roofs triggered by the "Notice"; The total roof area of public buildings such as schools, hospitals, villages and other public buildings that can be installed with photovoltaic power generation does not include 40%; the proportion of industrial and commercial factory buildings can be installed without photovoltaic power generation by 30%; the total roof area of the roof can be installed with photovoltaic power generation without 20%. In the future, rooftop photovoltaics are bound to usher in explosive growth, which will be the first opportunity in the market for rooftop photovoltaic modules and photovoltaic building integration.
Five, industry evaluation
In the past two decades, under the guidance of the high-end smart policy, he has created a development speed unprecedented in the world. Photovoltaic technology and the world have grown globally, forming a complete industrial chain. In the process of promoting the energy structure, photovoltaic technology is currently happening. The industry needs to change from a market to a development model. The country's high shift in the photovoltaic industry is forcing the leading news, shutting down photovoltaic enterprise technology, reducing costs, and finally reaching a parity grid model. , Realization comes from it, goes to parity.
Looking at the development of the photovoltaic industry to technology, it is the advantage brought by technology. The emergence of the core will destroy the old production capacity, and there will be no first-mover advantages and advantages. The enterprises in it have continuous exploration and rational treatment of the ups and downs of the industry. , Practice and master the most advanced technology in the industry, do not urge to catch up, etc., and cannot follow the trend of the times in the ups and downs.