As a force to be reckoned with in the transformation of the global energy structure, the photovoltaic industry has made remarkable achievements. As an important leader and promoter of the global energy transition, China has given full play to the advantages of the scale of integrated manufacturing of the whole industry chain, which has effectively promoted the continuous decline of the global photovoltaic power generation cost and the continuous improvement of comprehensive competitiveness, becoming an efficient and environmentally friendly energy supply mode, and making important contributions to promoting the global energy transition.
In order to promote the technological innovation of the photovoltaic industry and promote the industry's excellent development concepts and excellent photovoltaic technology products, the "First Yangtze River Photovoltaic Innovation Conference" hosted by the Yangtze River Delta Solar Photovoltaic Technology Innovation Center and undertaken by the Photovoltaic Special Committee of the China Green Supply Chain Alliance was held in Wuxi, Jiangsu. The theme of this conference is "Scientific and Technological Innovation Empowering Green Development".
Background of the conference venue
Li Junfeng, Executive Director of China Energy Research Society, Liu Yiyang, Deputy Secretary-General and Spokesperson of China Photovoltaic Industry Association, Secretary-General of the Financial Committee of China Photovoltaic Industry Association, Fan Jihong, former Chairman of Science and Technology Research Institute Co., Ltd., Member of the Management Committee of Yangtze River Delta National Technology Innovation Center, Member of the Party Leadership Group of Jiangyin Municipal People's Government, Shen Le, head of Wuxi New Energy Industry Science and Technology Mayor's Group, Shu Hua, vice chairman of GCL (Group) Holding Co., Ltd., Li Shijun, co-founder of Shenzhen Jiejiawei Innovative Energy Equipment Co., Ltd., Dr. Song Dengyuan, chief technology officer of Yiyi New Energy Technology (Quzhou) Co., Ltd., Huang Ming, vice chairman of the International Solar Energy Society, Zhao Wei, senior vice president of Sungrow Power Supply Co., Ltd., Tang Jun, general manager of Jiangsu Runyang New Energy Technology Co., Ltd., Zou Chicheng, deputy general manager of Suzhou Jolywood Photovoltaic New Materials Co., Ltd., He Peilin, president of Suzhou Waterway Automation System Co., Ltd., and senior vice president of TÜV Nord Renewable EnergyAbout 300 people from professional institutions, enterprises and academics attended the meeting, including Xu Tingting, President of Global Photovoltaic Operation Center and Vice President of Greater China, Liu Zhenyu, Director of Shuangliang Group and General Manager of Shuangliang Energy Conservation Company, Professor Zhan Yiqiang, Deputy Dean of the School of Information Science and Engineering of Fudan University, and Professor Shen Hui, Director of the Yangtze River Delta Solar Photovoltaic Technology Innovation Center. As the exclusive cooperative media of the conference, the international energy network followed up and reported on the whole meeting.
Shen Le, member of the Party Leadership Group of Jiangyin Municipal People's Government and head of the Wuxi New Energy Industry Science and Technology Mayor's Group, emphasized in his opening speech that Jiangyin is known as "the first county in China's manufacturing industry". At present, the city is making every effort to build an integrated industrial development pattern of "wind, solar and hydrogen storage" led by Envision, Shuangliang, CNBM Junxin, GCL and Hongyuan Green Energy. At the same time, Jiangyin has also gathered a number of supporting production enterprises such as photovoltaic power generation brackets, diamond cutting lines, crystalline silicon cell nano silver paste coatings, solar tracking and rotary devices, etc., and the brand effect, scale effect and innovation spillover effect of industrial clusters are increasingly apparent. It is hoped that the experts, scholars and industry elites attending the meeting will speak freely and give more guidance for the development of Jiangyin's photovoltaic industry.
Shen Le, member of the Party Group of Jiangyin Municipal People's Government and head of the Youth League of Wuxi New Energy Industry Science and Technology Town
Fan Jihong, former chairman of Science and Technology Research Institute Co., Ltd. and member of the Management Committee of the Yangtze River Delta National Technology Innovation Center, expressed warm congratulations on the holding of the first Yangtze River Photovoltaic Innovation Conference in his speech. He pointed out that the photovoltaic industry is the most important part of supporting the energy transition and new energy technology in the future, and the Yangtze River Delta region has made an important contribution to the photovoltaic technology of the whole China and the world. However, there is still a long way to go in China's energy transition, and there are many new requirements for the improvement of photovoltaic technology in the future. It is hoped that the Yangtze River Delta National Innovation Center can work together with universities and friends in the business community to promote the progress of the industry, and also hope that all guests can strengthen interaction and exchanges through this innovation conference and discuss various problems in the industry.
Fan Jihong, former chairman of Science and Technology Research Institute Co., Ltd. and member of the Management Committee of the Yangtze River Delta National Technology Innovation Center
Shen Hui, director of the Yangtze River Delta Solar Photovoltaic Technology Innovation Center, pointed out in his speech that innovation occurs in the field of technology. Jiangyin has the foundation of innovation, and Xu Xiake of the Ming Dynasty proposed that "the mountains are not tired of being high, and the sea is not tired of being deep", calling for hard work and searching for the truth. On October 19, 1912, Mr. Sun Yat-sen proposed in Jiangyin that "the civilization of the whole country starts from Jiangyin". Since its establishment in 2022, the Innovation Center has been supported by the Jiangyin Municipal Government, Wuxi Municipal Government, and even the photovoltaic industry chain. We hope that this conference will bring more sparks of innovative thinking to the PV industry.
Shen Hui, director of the Yangtze River Delta Solar Photovoltaic Technology Innovation Center
After the speech, the unveiling ceremony of Wuxi Solar Photovoltaic Innovation Consortium and All-Factor Scenario Power Generation Evaluation Laboratory was held at the meeting.
The unveiling ceremony of Wuxi Solar Photovoltaic Innovation Consortium
The inauguration ceremony of the all-factor scenario power generation evaluation laboratory
After the unveiling ceremony, the signing ceremony of strategic cooperation between Hohai University and the Yangtze River Delta Solar Photovoltaic Technology Innovation Center, the strategic cooperation signing ceremony between Shuangliang Group Co., Ltd. and the Yangtze River Delta Solar Photovoltaic Technology Innovation Center, the strategic cooperation signing ceremony between Trina Green Building (Shanghai) Photovoltaic Technology Co., Ltd. and the Yangtze River Delta Solar Photovoltaic Technology Innovation Center, and the strategic cooperation signing ceremony between Suzhou Cybrid Applied Technology Co., Ltd. and the Yangtze River Delta Solar Photovoltaic Technology Innovation Center were held.
The signing ceremony of strategic cooperation between Hohai University and Yangtze River Delta Solar Photovoltaic Technology Innovation Center
Shuangliang Group Co., Ltd. and the Yangtze River Delta Solar Photovoltaic Technology Innovation Center signed a strategic cooperation ceremony
The signing ceremony of the strategic cooperation between Trina Green Building (Shanghai) Photovoltaic Technology Co., Ltd. and the Yangtze River Delta Solar Photovoltaic Technology Innovation Center
Suzhou Cybrid Application Technology Co., Ltd. and the Yangtze River Delta Solar Photovoltaic Technology Innovation Center signed a strategic cooperation ceremony
Subsequently, under the witness of many participants, the launching ceremony of the "Special Battery Module Laboratory" was held.
The launching ceremony of the "Special Battery Module Laboratory".
In the keynote report session, Li Junfeng, executive director of the China Energy Research Society, delivered a keynote report entitled "Developing New Quality Productivity and Accelerating Energy Transition".
Li Junfeng pointed out that the innovation of the photovoltaic industry needs to be shared rather than blindly reducing prices, and sharing is the way of the market, because to solve the unbalanced, uncoordinated and unsustainable contradictions in development, it is necessary to share. Innovation is no longer the only indicator of price reduction, and safety, coordination and sharing are also the embodiment of photovoltaic innovation. PV needs to reflect its own value, create value for society and customers, and create value for energy transition and development. PV also needs to expand the circle and discuss the future development with relevant people in the power system and economic industry, because the photovoltaic industry needs to work together with all walks of life to realize the scientific and technological development of the industry and make positive contributions to the energy transition.
Executive Director Li Junfeng
Liu Yiyang, Deputy Secretary-General and Spokesperson of China Photovoltaic Industry Association and Secretary-General of the Financial Professional Committee of China Photovoltaic Industry Association, delivered a keynote speech on the topic of "Photovoltaic Policy and Market Trends and Investment and Financing Trends in 2024", from three aspects: photovoltaic policy, current situation of photovoltaic industry and bank investment and financing trends.
He pointed out that the mainland photovoltaic market is still facing many problems such as consumption pressure and revenue model. At the management level, a variety of measures should be taken, such as the need to ensure policy continuity, the separation of the old and the new, the revision of distributed and household management methods, and the strengthening of power grid transformation to improve consumption capacity. Talking about the current situation of the mainland photovoltaic industry, Liu Yiyang believes that in 2023, the development of the mainland photovoltaic industry will be mixed, but the overall demand still has good room for development. According to Infolink Consulting's optimistic forecast, the new scale in mainland China will reach 255GW in 2024. Looking forward to the future investment and financing situation, Liu Yiyang believes that from the perspective of fundraising, banks will maintain support for advantageous enterprises and advanced production capacity. As far as the investment side is concerned, the tightening of financing in the secondary market highlights the support of the good and the limit of the inferior, and accelerates the return of the industry to rationality.
Liu Yiyang, Deputy Secretary-General and Spokesperson of China Photovoltaic Industry Association and Secretary-General of the Financial Professional Committee of China Photovoltaic Industry Association
Pierre J. Verlinden, Chief Scientist of the Yangtze River Delta Solar Photovoltaic Technology Innovation Center, discussed the future trend of photovoltaic technology route innovation. He believes that the advanced photovoltaic technology route, whether it is TOPCon, HIBC, Polo-IBC, HJT technology, will reach an efficiency of 27%. However, with the improvement of efficiency, more problems such as metastable defects, UV degradation, and unstable passivation have been discovered. Therefore, it is necessary to consider how to achieve true stability and high efficiency, protect the battery from these defects, and improve the reliability of the high-efficiency module. He proposed that in order to achieve the goal of carbon neutrality, humanity needs to install 70 terawatts of photovoltaic by 2050, that is, about 7 kilowatts per capita. China and the world should continue to increase the growth rate of photovoltaic power generation, which needs to reach an annual growth rate of 25% in the next decade. China needs to deploy 9 terawatts of PV and maintain a rate of 400 GW per year to meet its targets.
Pierre J. Verlinden, Chief Scientist, Yangtze River Delta Solar Photovoltaic Technology Innovation Center
Tang Jun, general manager of Jiangsu Runyang New Energy Technology Co., Ltd., delivered a keynote report on "How Photovoltaic Modules Go Through the Cycle". Analyzing the current situation of the photovoltaic industry from the current development trend, technical status, and existing problems of the photovoltaic industry, he believes that in 2024, TOPcon will be dominant, and PERC has accelerated its exit and operated in small quantities. By the end of 2024, PERC cells/modules are expected to become customized products with a very small share, just as polycrystalline cells and modules shrank back then. In 2024, the built production capacity of N-TOPCon will continue to be released, and the HJT production capacity will still be in the non-mainstream stage with a small amount. Under the new international situation, it has become a trend for mainland photovoltaic companies to go overseas, excellent products are squeezed by inferior products, technological progress and high reliability are no longer the pursuit of most enterprises, and survival and "leftover" are the first elements. Today, price reductions can no longer be a constant theme in renewable energy.
Tang Jun, general manager of Jiangsu Runyang New Energy Technology Co., Ltd
Zhan Yiqiang, Vice Dean of the School of Information Science and Engineering, Fudan University, gave a keynote speech on "Research on Efficient and Stable Perovskite Solar Cells". Zhan Yiqiang said that achieving carbon peak and carbon neutrality is a major strategic goal of the mainland, and the National Key Laboratory of Photovoltaic Science and Technology, jointly established by Fudan University and Trina Solar, will face the major needs of the country to solve major scientific problems in advanced solar cell technology, position itself in cutting-edge technology research, focus on three key tasks, and create a source of photovoltaic technology innovation. According to Zhan Yiqiang, for the study of the intrinsic stability of perovskite materials, the laboratory proposed a gas-phase induced phase transformation pure α-FAPbI3 growth method, which combined with surface interface modification, stress control and other methods to improve the stability of the device. In addition, the development of a covalent cross-linking stability strategy greatly improves the working stability of the device. In terms of the UV stability of perovskite materials, the laboratory proposes a whole-process lead management strategy, using multifunctional ultraviolet absorbers to improve the UV stability of perovskites, and using down-conversion luminescent materials to broaden the light absorption range of flexible perovskites.
Zhan Yiqiang, Vice Dean of the School of Information Science and Engineering, Fudan University
Yating Zhang, a technical expert of solar energy and commercial products and services of TÜV Rheinland, introduced the key points of reducing measurement errors in high-efficiency photovoltaic technology with the title of "Statistical Analysis of Measurement Technology and Electrical Performance Parameters". She believes that the development of high-efficiency photovoltaic technology benefits from the application and progress of passivation technology, back contact technology and high-quality silicon wafer technology. However, power measurements in mainstream PV technologies, i.e., heterojunction, back contact, or TOPCon, can be subject to considerable measurement errors. High-precision measurement of photovoltaic modules is the key to the development of the entire industrial chain of the photovoltaic industry. A complete traceability chain, scientific measurement methods and standardized operating procedures are key to ensuring accurate measurement of PV modules. Dynamic IV is a new technology developed by TÜV Rheinland that accurately evaluates the power of high-efficiency-high-capacitance photovoltaic modules. As a globally recognized and authoritative power measurement organization, TÜV is committed to improving the measurement accuracy of photovoltaic modules in the industry and publishes relevant data on a regular basis.
Yating Zhang, a technical expert in solar energy and commercial products and services at TÜV Rheinland
In the afternoon keynote session, Dr. Zhou Ying of Shuangliang Photovoltaic Innovation Center delivered a keynote speech on the theme of "Innovative Technology, Leading the Future - Working Together to Do Innovation and Seek a New Chapter in the Industry".
Zhou Ying first introduced the current situation of industrial development, she believes that the current industrial chain price decline and industry reshuffle challenges, only continuous innovation can have the core competitiveness, by accelerating the iteration of new and old technologies, continue to reduce the cost of electricity, the future in the competition with thermal power, wind power, nuclear power, maintain the cost advantage is the only way. In view of the current situation, she introduced some practices of Shuangliang, first, in terms of management, Shuangliang realizes the standardization of management by increasing the scale of digital application. Second, in terms of material management, Shuangliang uses information flow to promote material flow through collaborative traceability of materials, so that the flow of materials becomes more orderly; Third, in terms of decision-making standardization, Shuangliang has opened up the data connection from the execution layer, operation layer and decision-making layer of the IoT layer, and realizes the business closed-loop through data integration, making the management and control more compliant.
Dr. Zhou Ying of Shuangliang Photovoltaic Innovation Center
He Daneng, Senior Vice President of Aiko New Energy Co., Ltd., delivered a keynote speech on the topic of "The Turning Point and Mission of the Photovoltaic Cycle - Iterative Innovation". He Daneng pointed out that the photovoltaic industry has two cycles, one is the industrial cycle, and the other is the product life cycle. He believes that the most important way to go through the cycle is to iteratively innovate. In terms of technology drive, the power of photovoltaic modules has increased from 320W in 2013 to nearly 700W by the end of 2023, and is still increasing year by year. From the perspective of integration driven, the one-stop service and industrial ecological chain construction has improved the experience and value of individual users and urban photovoltaic scenarios. In this context, Aiko Co., Ltd. starts from product design, structure, materials and processes, and makes every effort to promote technological innovation. On April 26th, Aiko will hold a new product launch conference, a subversive new product and a technological breakthrough will be revealed, and colleagues in the industry are welcome to visit and exchange ideas in person.
He Daneng, Senior Vice President of Aiko New Energy Co., Ltd
Chen Hao, technical director of Hesheng Silicon Industry Co., Ltd., introduced the rich and complete industrial chain of Hesheng Silicon Industry with the title of "Technology and Product Progress of the Whole Photovoltaic Industry Chain". From 2022 to 2024, the production capacity of Hesheng's silicon industry chain includes: 400,000 tons of polysilicon, 28GW of crystal pulling and slicing, 28GW of cells and modules, 1.5 million tons of oxy-kiln glass, 15,000 tons of welding strip, 28GW of anodizing-extrusion-deep processing aluminum frame, 28GW of adhesive film and 28GW of special gas specialization production. Among them, the average efficiency of TOPCon cells reaches 26.6%-26.7%, and the highest efficiency reaches 27.05%. The power of TOPCon bifacial double-glass module reaches 580-590W in the 182-72 version. Another leading technology advantage is the average transmittance rate of oxygen kiln glass reaching more than 94%. He pointed out that the whole industrial chain of Hesheng silicon industry is still accelerating the construction, photovoltaic energy storage and photovoltaic inverter production lines are under construction in Jiaxing base, and photovoltaic + energy storage mode will be adopted in the future to realize the green power supply of multiple factories.
Chen Hao, technical director of Hesheng Silicon Industry Co., Ltd
Yao Jizhong, co-founder & CEO of Hangzhou Nunano Optoelectronics Technology Co., Ltd., analyzed the technology of perovskite. He pointed out that compared with the development of crystalline silicon, the history of perovskite is relatively short, only more than ten years, and the efficiency of the current laboratory can be achieved up to 26.8%, and high stability and high conversion efficiency are particularly important for perovskite technology. Micronano optoelectronic perovskite products have passed the IEC6215 and IEC730 full-sequence stability certification. At present, the world's first perovskite distributed rooftop power station has been officially connected to the grid on January 19, 2023, with an installed capacity of 97.2 kilowatts. With the world's first perovskite-photoelectric complementary power station and the largest single perovskite distributed rooftop power station put into operation, it indicates that perovskite technology has entered a substantial commercial stage. The 1MW perovskite ground-mounted centralized power station in Kubuqi, Inner Mongolia, will also be connected to the grid by the end of 2023.
Perovskite technology can achieve relatively high conversion efficiency, which can theoretically reach 31%, in addition, it also has high temperature resistance and good low light performance. With the superposition and upgrading of technology, perovskite technology will have better development in the future.
Yao Jizhong, co-founder & CEO of Hangzhou Micronano Optoelectronics Technology Co., Ltd
Li Xinjun, Director of Photovoltaic Technology of Suzhou Cybrid Application Technology Co., Ltd., gave a keynote speech on the topic of "Requirements and Challenges of New Photovoltaic Module Technology for Packaging Materials". With the continuous development of photovoltaic technology, the requirements for packaging materials are also getting higher and higher. The new encapsulation materials need to have higher weather resistance, aging resistance, corrosion resistance and other properties to meet the needs of long-term stable operation of photovoltaic modules. In this regard, Cybrid has been pushing the boundaries of technological innovation. As far as TOPCon is concerned, Cybrid's reflective sticker-115H has good insulation and reliable materials, and can be applied to edges and backplanes, achieving a cost reduction of 0.39 cents/watt. As far as HJT is concerned, the main problem at present is that HJT cells are exposed to ultraviolet rays, which has greater power attenuation than other types of batteries. To this end, Cybrid has launched optical transfer films. Experiments have proved that the HJT module adopts Cybrid's optical film transfer scheme, and the power gain of each module is about 1.5%. As far as IBC is concerned, Cybrid has launched a black high-reflective backplane, which has basically no discoloration compared to competing products, and the black high-reflective sample test is 150°C48H hot baking with EVA and POE.
Li Xinjun, photovoltaic technical director of Suzhou Cybrid Application Technology Co., Ltd
Huang Ming, the founder of Huangming Solar, introduced the unique "light-volt-heat fusion" technology and Taiquan and Taiquanfu series products. Huangming solar energy is a veteran enterprise in the solar energy industry, Huangming started from the solar thermal technology, the photovoltaic embedded in the product, the main focus on distributed light-heat-volt fusion products, Huangming this direction is very few enterprises involved, but Huang Ming said: "others do not do, I do, solar energy is my faith, I believe that I can make full use of solar energy." He proposed "solar and thermal resonance, photovoltaic with radiance", and built a "too all-round" product including too volt air conditioner, too volt thermal box, too volt heat storage tank, too instant heat, too volt refrigerator, too volt lighting, etc., the living room, kitchen, bedroom and other electricity, heat, cold units, are provided by solar energy, together in the drink-cold-warm-baking-bathroom-bath-electric central control and too AI screen to operate. Over the past 30 years, Huangming has built 10 million units of CSP and 300,000 sets of small and micro photovoltaic products, with 5 series, 30 sub-series, and more than 500 kinds of light-volt-heat series products. He sincerely invites business partners and customers to participate in the alliance and jointly expand the international market.
Huang Ming, founder of Huangming Solar
After the theme report session, the release ceremony of the first volume of "Our Photovoltaic Life" was held at the conference site.
The first volume of "Our Photovoltaic Life".
In the first roundtable dialogue session, Zhao Wei, Senior Vice President of Solarga Energy Co., Ltd., Zou Chicheng, Vice President of Suzhou Jolywood Photovoltaic New Materials Co., Ltd., Xiao Shengyi, Assistant President of Tongwei Co., Ltd. and General Manager of Tongwei Solar Technology Co., Ltd., Xu Weizhi, Chief Technology Officer of Chint New Energy Technology Co., Ltd., CMB International Capital Management (Shenzhen) Yu Cao, Executive Director of GoodWe Technology Co., Ltd., Xia Yuanfu, Deputy General Manager of Optoelectronic Building Materials Division of GoodWe Technology Co., Ltd., and Shen Zhenjue, Deputy Director of Yangtze River Delta Solar Photovoltaic Technology Innovation Center, attended as guests. The guests at the meeting discussed the current situation of the industry's involution and the development direction of new quality productivity.
Zhao Wei pointed out that the performance of involution in the field of energy storage is obvious, but in fact, it can promote the rapid development of the energy storage industry. The general direction of new qualitative productivity in energy storage is how to better support the power grid or even build the power grid. Regarding the new quality productivity, Sungrow will make a layout in the direction it is best at, and then cooperate with the upstream and downstream fields of the industry on this basis.
Zou Chicheng believes that the current overcapacity of the photovoltaic industry is inevitable, the external environment is very harsh, and all industrial chain enterprises need to seriously think about their own survival.
Xiao Shengyi pointed out that from the history of the development of the photovoltaic industry, it can be found that overcapacity is a cyclical process, and the photovoltaic industry will inevitably return to the normal track in the future. The current situation of low bidding prices will not last for a long time, and the top priority is to establish the correct orientation of the industry's price mechanism.
Xu Weizhi pointed out that overcapacity is a cycle and a new era, and these three aspects are very important: accurate technical route, prudent equipment selection, and stepping on the right investment rhythm. At the moment when the photovoltaic industry is declining, it is still necessary to maintain a cautious and optimistic attitude, because the current overall trend of photovoltaic is still growing.
Yu Cao said: Every time the card is reshuffled, the photovoltaic industry will get better and better, and better companies will emerge. Good technology and good innovation are all "rolled". Every trough is especially important for the PV industry. Every test is not necessarily a bad thing, at least investors are still optimistic about the development of the industry at the moment.
Xia Yuanfu pointed out that the involution of the industry is good news for BIPV. On the contrary, the involution of the industry has made customers more and more accepting of BIPV products.
Shen Zhenjue emphasized: photovoltaic must not be a zero-load industry, on the issue of overcapacity, I think good technology and products are actually not excessive.
Zhang Fulong pointed out that there are five reasons for photovoltaic overcapacity, one is the poor guidance and regulation of the government, the second is the IPO climax, the capital of central state-owned enterprises is forced to enter, and the local disorderly investment promotion; the third is the deep sinking of the comprehensive integration of leading enterprises, and the repeated production capacity is intensified; the fourth is the technology iteration to shorten the cycle; and the fifth is the acceleration of the clearing of enterprise production capacity.
Forum Dialogue 1
With the theme of "Breakthrough Point in Industrial Development", Sun Yunlin, Deputy Director and Secretary-General of the Distributed Power Generation and Energy Storage Committee of China Rural Energy Industry Association, presided over the dialogue. Lv Fang, Secretary General of the Photovoltaic Special Committee of China Green Supply Chain Alliance, Shu Hua, Vice Chairman of GCL (Group) Holdings Co., Ltd., He Peilin, President of Suzhou Waterway Automation System Co., Ltd., Xu Tingting, Senior Vice President of TÜV Nord Renewable Energy, President of Global Photovoltaic Operation Center and Vice President of Greater China, Chen Sha, Vice President of Qingtian Solar Technology Co., Ltd., and Xu Jianmei, Director of the Application Research Institute of Yangtze River Delta Solar Photovoltaic Technology Innovation Center, discussed how to make breakthroughs in the development of the photovoltaic industry.
Lv Fang believes that the mainland has ranked first in the world in photovoltaic module manufacturing for 17 consecutive years, ranked first in the world in new photovoltaic installed capacity for 11 consecutive years, and ranked first in the world in cumulative installed capacity for 9 consecutive years. On the one hand, domestic enterprises feel that the involution is serious, and European and American countries have given up R&D and production because of the "volume" of us. In this regard, we have put forward some suggestions to the state, especially for low-price competition, the state can have some policy actions to take the advanced and green attributes of product technology as the bidding element, rather than only the price as the bidding element.
Shu Hua pointed out: At present, the ecology of the photovoltaic industry is very healthy, and I do not think that the current process is going through a cycle as before. Now photovoltaic is out of an era of change, to bid farewell to traditional manufacturing, everyone's competitive landscape should be based on this cognition, and at the same time strengthen innovation in all aspects to maintain the competitiveness of enterprises. The most important thing is to innovate the way of thinking of opening up the market, to focus on the application scenarios, to innovate in a targeted manner, to develop the market, and to create the market. The second is that enterprises should control themselves, take the initiative to reduce old production capacity, and learn to break the wrist of a strong man.
He Peilin said: As an equipment company, Suzhou Waterway has been in a cycle. The first thing equipment enterprises should do is to realize the process, and on the basis of the equipment process realization, it will bring value-added to the photovoltaic enterprises. This value-added process also includes continuous cost reduction without sacrificing quality. Therefore, innovation is the core competitiveness of equipment enterprises.
Xu Tingting emphasized: When every new photovoltaic technology first came out, it faced a great test. For example, N-type single-glass modules are in line with the trend of lightweight products, but how to ensure its wear resistance and other indicators requires careful evaluation by enterprises. TÜV is able to provide sufficient and detailed laboratory and outdoor test data to carry out adequate analysis and evaluation for PV companies and customers. What we provide to companies is not just a simple certificate, but an in-depth study of the efficiency and reliability behind new technologies. In an era of fierce competition, every company should take care of its feathers, and TüV can escort the innovation and development of enterprises.
Chen Sha believes that in the face of competition and involution, first of all, all application enterprises in the industrial chain should reasonably plan and expect. I think it's still prudently optimistic this year. Second, we must be pragmatic in the face of the market.
Xu Jianmei said: "As researchers, our team has done a lot of thinking and research on the standard of BIPV, considering how to balance aesthetics and practicality. The second direction is how to formulate BIPV lightweight standards. With the increase of lightweight application scenarios, this research direction requires more material science research and more detailed design and testing.
Forum Dialogue II
Many experts, scholars and business representatives participated in the grand event here to jointly explore the infinite possibilities of the scientific and technological development of the mainland photovoltaic industry. The participants were full of confidence and expectation for the future of the photovoltaic industry. We believe that with the continuous progress of science and technology and the support of policies, the photovoltaic industry will usher in a broader development space and a better future. At the same time, they also look forward to participating in this conference to work together with more peers and partners to jointly promote the prosperity and development of the mainland photovoltaic industry.
Source: International Energy Network WeChat public account