European photovoltaic layout accelerated.
Following the release of the European Commission's roadmap for energy independence and the adoption of the "Carbon Border Adjustment Mechanism (CBAM)" by the European Council, Europe's energy transition and energy independence have received significant news. The European Commission is drafting a detailed plan that includes guidance for EU countries to accelerate the transition to renewable energy, EU Energy Commissioner Kadri Simson said at an industry summit in Brussels this week.
The EU countries that have encountered the energy crisis have also accelerated their energy transition and energy independence plans. Among them, Germany, a core member state of the European Union and a major photovoltaic industry country, is one step ahead. On February 28, Germany introduced new draft legislation to bring forward the 100% renewable energy generation target from 2050 to 2035. On April 6, the German cabinet passed a package of bills to accelerate the development of new energy power, achieve climate change goals and enhance the independence of energy supply. According to the bill, Germany plans to supply 80% of its electricity from renewable energy sources by 2030, and almost all electricity by 2035 from renewable energy sources.
Although it will take some time for the bill to take effect, it is still possible to glimpse Europe's determination to speed up the development of renewable energy with photovoltaics as the mainstay. Throughout Europe, a new energy system with photovoltaics as the main body and coordinated development of wind energy and energy storage is reshaping its energy system. According to a report previously released by the European Photovoltaic Industry Association, in 2021, 25 of the 27 EU member states will see a month-on-month increase in PV installed capacity, with an overall increase of 25.9GW of PV installed capacity, breaking the 10-year-old record for installed capacity in a single year. By the end of 2021, the cumulative installed PV capacity in Europe reached 164.9GW.
"Europe has a relatively cutting-edge awareness of carbon emission reduction. Driven by the dual carbon goals, especially the recent continuous energy problems, the European photovoltaic market will be further stimulated," said the relevant person in charge of AISWEI, a leading inverter company. Some experts predict that the newly installed capacity of photovoltaics in Europe this year is expected to increase significantly to 35GW or even 40GW.
The accelerated growth of European market demand also brings huge opportunities to Chinese photovoltaic companies. As the world's largest producer and exporter of photovoltaic products, Europe has previously been one of the most important export markets for China's photovoltaic products. In 2021, among China's approximately US$28.43 billion worth of photovoltaic product exporters, Europe will account for approximately 39% of total exports. It is particularly worth mentioning that the European market has the largest growth rate, with a year-on-year increase of 72%.
Recently, many photovoltaic companies said that the number of European orders for photovoltaic products has increased significantly. In this regard, many people in the industry believe that although European photovoltaics started early and intends to revive the photovoltaic industry, in the medium and long term, China, which has global leading advantages in production capacity, output, brand, and technology, is still unable to develop its development. important power missing. In addition, the EU also mentioned the importance of market-driven in a bill, clearly proposing to develop local manufacturing while eliminating European trade barriers and creating a level playing field for photovoltaic products manufactured in Europe and elsewhere. "Our extensive presence in Germany, Poland, Hungary, Spain, Turkey, the Netherlands, Belgium, Luxembourg and other European countries allows us to actively explore and seize opportunities to better meet the needs of the European market and further promote my country's photovoltaic industry. Invest in deeper international construction and application," said the relevant person in charge of AISWEI.
At present, the larger and wider application of the European photovoltaic industry is a microcosm of the global energy revolution. With the advancement of the dual carbon goals, new energy industries such as photovoltaics are expected to usher in a larger explosion. China's photovoltaic industry, which has been the largest producer and exporter of photovoltaics in the world for many years, has just begun a new round of global stories.
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