Photovoltaic industry ushered in heavy documents again.
The Ministry of industry and information technology and other five ministries and commissions recently issued the action plan for innovation and development of intelligent photovoltaic industry (2021-2025) (hereinafter referred to as the "plan"). Take the supply side structural reform as the main line, adapt to the development needs of new power system as the guidance, and build an intelligent photovoltaic industry ecosystem as the goal. Promote the integration and innovation of new generation information technologies such as 5g communication, artificial intelligence, advanced computing and industrial Internet with photovoltaic industry.
on the whole, the plan mainly starts from the manufacturing end and application end to guide the industrial development direction.
In terms of manufacturing end, aims to significantly improve the intelligence level of photovoltaic industry and make breakthroughs in industrial technological innovation by 2025. The mass production conversion efficiency of the new high-efficiency Cecep Solar Energy Co.Ltd(000591) battery has been significantly improved, forming a complete supporting capacity of silicon materials, silicon wafers, equipment, materials and devices.
Specifically, multiple production / technical links are included. While putting forward the intelligent demand for manufacturing equipment, the plan also points out the technical progress direction of multiple manufacturing links.
equipment: promote the R & D and application of intelligent production equipment. Realize intelligent production operation and fine production control, and build an intelligent manufacturing demonstration factory;
polycrystalline silicon: expand and break through high-purity electronic grade polycrystalline silicon;
silicon rod / wafer: support the drawing of large-size monocrystalline silicon rod, and study the cutting technology of large-size, low loss and ultra-thin wafer;
crystalline silicon battery: continuously improve the conversion efficiency of p-type crystalline silicon battery, and carry out the R & D and industrialization of n-type TOPCON, hjt, IBC and other high-efficiency batteries;
photovoltaic modules: support the development and application of high-efficiency module production technologies such as multi main grid, nondestructive cutting and high-density packaging, and accelerate the R & D and industrialization of perovskite, laminated and other new battery modules. Develop BIPV photovoltaic components and photovoltaic tiles with long life and high safety;
inverter: develop inverters based on wide band gap materials, power devices and chips. Intelligent technologies such as real-time monitoring and processing, on-line PID suppression and repair to improve the safety of inverter system;
photovoltaic materials, parts and equipment: develop high-quality packaging adhesive film, photovoltaic glass and backplane products, and carry out auxiliary materials such as conductive adhesive, special-shaped welding tape and intelligent junction box for efficient packaging. Develop a large area uniform deposition technology for flexible thin film batteries.
From the application end of , aims to gradually expand the application scale of photovoltaic in green industry, green building, green transportation, green agriculture, Rural Revitalization and other new fields, form a stable business operation mode and effectively meet the needs of multi scenario large-scale applications.
On the one hand, the plan proposes to build an intelligent photovoltaic system. Support the application of intelligent photovoltaic products in the survey, design, integration, operation and maintenance, settlement and transaction of photovoltaic power generation system. In addition, it also includes photovoltaic power generation terminal, photovoltaic key devices, photovoltaic system support tools, household photovoltaic system, design, integration, operation and maintenance and other links.
On the other hand, it also deploys the application of intelligent photovoltaic in eight fields: industry, transportation, construction, agriculture, countryside, power station, communication and innovative application.
It is worth noting that the plan involves BIPV, "light storage direct flexibility" and other building photovoltaic related concepts , such as:
Encourage new government investment in public welfare buildings and promote Cecep Solar Energy Co.Ltd(000591) roof system.
Encourage the application of intelligent photovoltaic in the development pilot of roof distributed photovoltaic in the whole county (city, district).
Develop long-life and high safety BIPV photovoltaic components and photovoltaic tiles to support building roof photovoltaic action.
Actively carry out the building construction demonstration of "light storage, direct and flexible" integrating photovoltaic power generation, energy storage, DC distribution and flexible power consumption.
At the same time, in the part of "expanding the coupling of intelligent photovoltaic technology", the plan also mentioned to support the construction of pilot demonstration projects such as intelligent photovoltaic hydrogen production, and accelerate the research on the coupling technology between hydrogen production system and photovoltaic.
In addition, according to the national development and Reform Commission on December 31, 2021, the first batch of large-scale wind power photovoltaic base projects have been started, with a scale of about 75gw, and the remaining about 22gw will be started in Q1 this year. In addition, according to the incomplete statistics of Zhihui PV, the new grid connected amount of PV in China in 2021 is expected to reach 60GW, a year-on-year increase of 40%, exceeding the industry's expected installed level of 45-55gw.
Guosheng securities reported yesterday that from the supply side, with the decline of silicon material price and the acceleration of silicon wafer slicing, the cost pressure of the industrial chain will be relieved. On the demand side, overseas benefited from the fiscal year node and the tariff window period. The demand in the first quarter is expected to exceed expectations, while China benefited from the high enthusiasm of annual installed capacity, the promotion of large base projects exceeding expectations, the component price decreased significantly, and the demand in the first quarter is expected to recover one after another.
(Financial Associated Press)
