In this winter Olympic Games, the unique curved glass curtain wall composed of 22 “ice ribbons” in the national speed skating hall has attracted many people’s attention.
It is understood that these glass curtain walls are spliced by 12000 gem blue photovoltaic power generation glass. They are not only exquisite and flexible in shape, but also continuously generate electric energy to deliver electricity to the venues for a long time in the life cycle of decades.
The 12000 pieces of power generation glass constituting the “ice ribbon” are the latest generation of products specially customized for the project by Zhongshan Ruike new energy Co., Ltd. (hereinafter referred to as “Zhongshan Ruike”) under Ming Yang Smart Energy Group Limited(601615) (601615. SH) – BIPV (photovoltaic building integration) photovoltaic power generation glass.
The relevant person in charge said that the photovoltaic power generation glass curtain wall itself is not only a load-bearing structural part of the building, but also can generate electricity. Although the price of BIPV photovoltaic glass curtain wall is more expensive than that of conventional glass curtain wall, the electricity generated by BIPV is enough to cover the extra cost after a certain recovery period. In addition to the benefits of energy conservation and environmental protection, it also reflects economic benefits and has the prospect of large-scale application.
Glass also needs to generate electricity. The “new energy attack” in the Winter Olympic Games
Why does “ice ribbon” use BIPV photovoltaic power generation glass? Because under the concept of “Green Olympics”, while the structure and appearance of the national speed skating hall meet the standards, the energy consumption of the whole building should be reduced as much as possible.
As a glass curtain wall occupying a large area in the building, if it can bear the function of power generation, it will reduce the external power demand of the national speed skating hall. The 12000 photovoltaic power generation glasses provided by Zhongshan Ruike can not only show the beauty of science and technology in appearance, play a load-bearing effect in buildings, but also achieve excellent power generation performance.
Ming Yang Smart Energy Group Limited(601615) the relevant person in charge said, “the power generation life of BIPV products is the same as that of conventional photovoltaic products, at least 20 to 25 years. Therefore, assuming that the cost can be recovered through power generation within 10 years, the economic benefits of the whole BIPV product will be reflected within the excess time, or the prospect of its large-scale application will be reflected.”
In addition to the “ice ribbon” glass curtain wall, the “attack of new energy” is reflected everywhere in the whole winter Olympic Games.
Ming Yang Smart Energy Group Limited(601615) the relevant person in charge said that, for example, many hydrogen energy buses were also used in the Winter Olympic Games, and many wind power projects were built in Zhangjiakou to provide green energy for the Winter Olympic Games.
“There are many application cases like this. Generally speaking, through the platform of the Winter Olympics, we have demonstrated to the world China’s green concept and determination to use clean energy.” Ming Yang Smart Energy Group Limited(601615) the relevant person in charge also said that the concept of green environmental protection advocated by the Winter Olympic Games has a very important driving and demonstration significance for the development of the whole new energy industry.
What is the application prospect of BIPV behind “ice ribbon”?
Back to the 12000 photovoltaic power generation glasses of “ice ribbon”, the BIPV industry behind it is still in the initial stage of development.
It is understood that the concept of ” Cecep Solar Energy Co.Ltd(000591) building integrated photovoltaic” was first proposed by the world energy organization in 1986, referred to as “BIPV”, which usually means Cecep Solar Energy Co.Ltd(000591) photovoltaic power generation system integrated into buildings. With the development of photovoltaic industry, the ” Cecep Solar Energy Co.Ltd(000591) photovoltaic building integration” has been further subdivided: among them, “bapv” is called “installation type” photovoltaic building, such as household roof photovoltaic which has been developed on a large scale; “BIPV” is called “building type” and “building material type” photovoltaic buildings, such as photovoltaic glass curtain wall.
Zheshang Securities Co.Ltd(601878) a research report said that compared with bapv, BIPV products have outstanding advantages in service life, beauty, waterproof effect and so on. In recent years, with the continuous promotion of China’s carbon reduction goal, BIPV, which can help reduce building carbon emission, has become the development direction of buildings in the future. There is a huge market space in the future, and the penetration rate is expected to continue to increase.
Specifically, where is the market space of BIPV?
Ming Yang Smart Energy Group Limited(601615) the relevant person in charge said that most of the main wall structures of office buildings in urban CBD are curtain wall glass. If most of the traditional curtain wall glass can be replaced with BIPV photovoltaic power generation curtain wall, its power generation capacity is very considerable.
“It can be said that BIPV is an indispensable segment for promoting clean energy in cities.” The relevant person in charge said.
However, the size of the market space ultimately depends on how the product can achieve economic benefits. From an economic point of view, does BIPV product have advantages?
Guosheng securities calculated in a research report. Taking a 10000 square meter public building as an example, it is assumed that it is constructed in the form of “pure public building roof”, “public building roof + bapv” and “pure public building BIPV”. If the annual power consumption reaches the upper limit of BIPV power generation (1.5 million kwh), compared with the traditional roof scheme, The payback period of bapv scheme is 5-6 years, while that of BIPV is 4-5 years. In the 50 year operation cycle, the total cost of roof + electricity paid for pure industrial color steel roof / bapv roof / BIPV roof is 59.25 million yuan / 26.1 million yuan / 17.81 million yuan respectively.
It can be seen that compared with the traditional roof and bapv scheme, BIPV scheme has obvious cost advantages in the long run.
“Sea breeze leader” Ming Yang Smart Energy Group Limited(601615) , why layout photovoltaic?
Zhongshan Ruike, which is deeply engaged in BIPV, is a holding subsidiary of the listed company Ming Yang Smart Energy Group Limited(601615) . In addition to BIPV, it is understood that Ming Yang Smart Energy Group Limited(601615) also announced the investment and layout of 5GW heterojunction next-generation photovoltaic cell capacity. As the leader of offshore wind power, Ming Yang Smart Energy Group Limited(601615) why make efforts to layout photovoltaic?
The relevant person in charge of Ming Yang Smart Energy Group Limited(601615) said that “integration of scenery and hydrogen storage” is the core strategy of the company. Why do you want to make photovoltaic layout? Because in the future clean energy consumption process, the complementarity of multiple energy comprehensive forms must be an important direction.
“One of the characteristics of clean energy is that it has certain volatility or intermittence. Ming Yang Smart Energy Group Limited(601615) has been committed to promoting a comprehensive clean energy manufacturing system integrating wind, solar energy and hydrogen storage, increasing the grid friendliness of clean energy, so as to promote the large-scale application and promotion of clean energy.” The relevant person in charge said.
So, in the process of comprehensive application of clean energy, what problems need to be solved?
Ming Yang Smart Energy Group Limited(601615) believes that with the gradual implementation of the dual carbon goal, clean energy represented by photovoltaic and wind power has begun to realize large-scale installation, and in this process, the impact of the unique intermittence and volatility of clean energy power generation on the power grid has attracted more and more attention from the industry. The integration of scenery and storage is considered to be one of the important ways to solve this problem.
On February 10, Ming Yang Smart Energy Group Limited(601615) announced that it would increase the capital of Haiji new energy, a subsidiary of Jiangsu Baichuan High-Tech New Materials Co.Ltd(002455) (002455, SZ), with 190 million yuan, acquire 13.03% shares of Haiji new energy and become its third largest shareholder. Previously, Ming Yang Smart Energy Group Limited(601615) subsidiary Tianjin Ruineng Electric Co., Ltd., after years of technical experience, has developed energy storage PCS system, energy management system (EMS), battery management system (BMS) and other core equipment of energy storage system, and has batch external orders.
This investment in Haiji new energy may open up the layout of the energy storage core industrial chain from the energy storage system to the battery for Ming Yang Smart Energy Group Limited(601615) , which will help to improve the comprehensive service ability of the company’s one-stop intelligent new energy overall solution.
