Strong Demand PV Industry Accelerates Quality Upgrade

Photovoltaic product manufacturing, new domestic installed capacity and many other indicators to a new high; photovoltaic products become one of the "new three" foreign trade exports; technology iteration and upgrading accelerated, intelligent photovoltaic demonstration and leading the first results ...... China's photovoltaic industry to achieve many new breakthroughs. Industry insiders expect that in 2023 China's photovoltaic industry will continue to maintain a high degree of prosperity, the main body of the investment is more diversified.

Application end of the hot drive industry chain

Mao Wusu sand edge, national energy group ningdong 2 million kilowatts of composite photovoltaic base project site, forklift shuttle transportation installation equipment, more than a thousand builders to install photovoltaic bracket and components, the construction of the successive advance.

NINGDONG photovoltaic base project is the "west to east" Lingshao DC important green energy base, plans to put into production in 2023 full capacity. After completion and commissioning, it is expected to provide 3.7 billion kWh of clean electricity annually and reduce carbon dioxide emissions by about 3.15 million tons.

In 2022, China's photovoltaic industry, the construction of large bases and distributed photovoltaic applications steadily improved, photovoltaic new installed capacity of more than 87GW, a year-on-year increase of 59.3%, a new high, becoming the largest new installed capacity, the fastest growth rate of power supply type. Among them, centralized PV added 36.3GW, up 41.8% year-on-year; distributed PV added 51.1GW, up 74.5% year-on-year.

At the same time, the demonstration of intelligent PV has begun to show results. A new generation of information technology and PV industry to speed up the integration of innovation, the third batch of smart PV pilot demonstration list timely expansion, industrial, construction, transportation, agriculture, energy and other areas of systematic solutions emerge in an endless stream, the PV industry, intelligent manufacturing, intelligent operation and maintenance, intelligent scheduling, the integration of light storage and other levels of effective enhancement.

Taking Ningdong PV base project as an example, through the means of "drone+" and intelligent algorithm, it has taken the lead in real-time monitoring and scientific management by cell phone, on-site personnel's face recognition to strictly control the admission, drone voice reminder to correct the violation of rules in a timely manner, and drone statistics on the number of photovoltaic panels to generate a progress report.

The application side of the hot drive of the industry chain links. Data from the Ministry of Industry and Information Technology shows that in 2022, the national output of polysilicon, silicon wafers, batteries and modules reached 827,000 tons, 357GW, 318GW and 288.7GW respectively, and the total output value of the photovoltaic industry exceeded 1.4 trillion yuan.

China's PV module production, polysilicon production, PV new installed capacity, PV cumulative installed capacity has ranked first in the world for many years.

Photovoltaic exports become a new bright spot in foreign trade

Domestic market blossomed at the same time, the overseas market is also accelerating the expansion of photovoltaic products become China's foreign trade exports new bright spot.

In 2022, China's exports of photovoltaic products exceeded 51.2 billion U.S. dollars, a year-on-year increase of more than 80%. In terms of volume, PV module exports of about 153.6GW, silicon wafer exports of about 36.3GW, battery wafer exports of about 23.8GW, respectively, year-on-year growth of 55.8%, 60.8%, 130.7%.

Li Xingqian, director of the Department of Foreign Trade of the Ministry of Commerce, said that in 2022, electricity, light, lithium, "three new things" that is, electric vehicles, photovoltaic products, lithium battery exports as a representative of China's high-tech, high-value-added, leading the green transformation of the products to become a new growth point in exports.

According to the China Photovoltaic Industry Association statistics, in 2022, China's photovoltaic products exported to all continents market have realized growth, which exported to the European market had the largest increase, an increase of 114.9% year-on-year.

China's photovoltaic products sell well overseas can not be separated from the support of technological innovation. Over the past 10 years, with the continuous innovation of photovoltaic technology iteration, China's photovoltaic power generation kWh cost decreased by more than 80%.

The Ministry of Industry and Information Technology information shows that in 2022, the domestic mainstream enterprises P-type PERC battery mass production, the average conversion efficiency of 23.2%; N-type TOPCon battery mass production scale, the average conversion efficiency of 24.5%; HJT battery mass production speed up, silicon heterojunction solar cell conversion efficiency of 26.81%.

Jin Lei, Director of Electronic Information Division of the Ministry of Industry and Information Technology, said that the photovoltaic industry is one of the few emerging industries in China that has gained a global competitive advantage and realized end-to-end security and control.

Enterprises to accelerate investment layout

China Photovoltaic Industry Association expects that in 2023 the global PV new installed capacity will reach 280 to 330GW, China's PV new installed capacity will reach 95 to 120GW.

China Electricity Council released the "2023 annual national power supply and demand situation analysis and forecast report", said the end of 2023, the national grid-connected solar power generation is expected to reach 490 million kilowatts, solar power installed capacity will be in 2023 for the first time more than the size of the installed hydropower.

Under the soaring demand, the PV industry chain is accelerating capacity expansion. At the beginning of the new year, a number of photovoltaic companies disclosed the expansion plan.