Recently, Jingke energy, Risen Energy Co.Ltd(300118) and other photovoltaic enterprises have launched BIPV (photovoltaic building integration) products. Driven by the policy, the acceptance of BIPV in the construction industry has increased significantly. Insiders said that at present, building carbon reduction is not a icing on the cake, but has become a necessity. The combination of building and photovoltaic will effectively promote the process of building energy conservation and carbon reduction.
photovoltaic enterprises intensively release new BIPV products
On April 12, Jingke energy launched n-type BIPV color steel tile products - crystal color series, including curtain wall products, color steel tile products and tile products, covering three main application scenarios: building facade, industrial and commercial roof and household roof. On March 29, Risen Energy Co.Ltd(300118) also released the new BIPV products "super energy roof" and "super energy tile". The "super energy roof" adopts a new integration mode of components and steel sectors, which can be seamlessly connected with the color steel industry and integrated into the building system as building materials. On March 23, Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) together with Manning family, Karen, willux and other traditional building materials enterprises, released three photoelectric building materials products, "sunrise tile", "Arctic tile" and "Xingyu tile".
In fact, a number of established photovoltaic enterprises have long aimed at this track. In addition to the above three companies, Longji, Arctech Solar Holding Co.Ltd(688408) , Yingli and other enterprises have already released their BIPV products.
Qian Jing, vice president of Jingke energy, said: "with the continuous implementation of the green construction policy and the improvement of the mandatory degree, BIPV has become a 'green construction rigid demand'. Through the n-type TOPCON technology, BIPV is even lower than the traditional green building materials in the whole life cycle investment cost."
Lian Junjian, the person in charge of Risen Energy Co.Ltd(300118) bipv, said in an interview with the reporter of Huaxia times that driven by the national dual carbon goal, carbon reduction in China State Construction Engineering Corporation Limited(601668) industry is imminent. At present, building carbon reduction is not icing on the cake, but has become a necessity. The demand of construction enterprises for photovoltaic has increased greatly, and the market space of BIPV in the future is still large. At present, the BIPV market is a blue ocean market, and all enterprises have just begun to make efforts. In the future market competition, only with advanced product concepts and products with higher cost performance can they stand out in the competition.
Previously, BIPV could be regarded as a "luxury" in the construction industry. The construction cost was high and the promotion was subject to many restrictions. A person in charge of BIPV department who has worked for many years told the Huaxia times that with the progress of photovoltaic technology, especially the development of n-cell technology, the price of BIPV has been greatly improved compared with the past, because BIPV integrates roof and photovoltaic panels, and the price of BIPV can be equal to the cost of roof and ordinary distributed power station, so the economic account can be calculated.
industry obtains policy support
The newly built building shall be approved by the Ministry of construction and energy conservation. The installation of Cecep Solar Energy Co.Ltd(000591) system on buildings shall not reduce the sunshine standard of adjacent buildings. Meanwhile, the design service life of photovoltaic modules in Cecep Solar Energy Co.Ltd(000591) photovoltaic power generation system shall be higher than 25 years.
On March 11, China's Ministry of housing and urban rural development issued the notice on the development plan of building energy efficiency and green buildings in the 14th five year plan. According to the document, with the new requirements put forward in the vision of carbon peak and carbon neutralization, by 2025, it is necessary to complete the energy-saving transformation of existing buildings with an area of more than 350 million square meters, build ultra-low energy consumption and nearly zero energy consumption buildings with an area of more than 50 million square meters, and the proportion of prefabricated buildings in new urban buildings in that year will reach 30%, The installed capacity of Cecep Solar Energy Co.Ltd(000591) photovoltaic in new buildings nationwide is more than 50 million KW, the building application area of geothermal energy is more than 100 million square meters, the replacement rate of renewable energy in urban buildings is 8%, and the proportion of power consumption in building energy consumption is more than 55%.
In order to promote the development of photovoltaic industry, after the decline of national subsidies, many places have set up photovoltaic subsidies, and many regions have also given corresponding subsidy policies for BIPV projects. The subsidy standard for schools, social welfare places and all photovoltaic building integrated application projects in Beijing is 0.4 yuan per kWh (including tax). If the Shanghai housing and Urban Rural Development Commission adopts Cecep Solar Energy Co.Ltd(000591) light and heat for projects that meet the demonstration of renewable energy and building integration, the subsidy per square meter of beneficial area is 45 yuan. After the photovoltaic building integration project is connected to the grid and passed the acceptance, Xi'an will give the construction unit a project subsidy of 0.3 yuan / watt according to the installed capacity, and the maximum amount of a single project (non single building) shall not exceed 1 million yuan.
market acceptance increased significantly
Lian Junjian said that the capacity of photovoltaic in carbon reduction is essentially power generation. Each power generation is equivalent to reducing one kilogram of carbon dioxide emissions. The higher the power generation, the higher the carbon reduction efficiency. BIPV R & D needs compound talents, who should be very proficient in the construction industry and photovoltaic industry. Photovoltaic enterprises need to hold a more open attitude to embrace more people from construction enterprises.
the Research Report of China Industrial Securities Co.Ltd(601377) shows that it is estimated that the market capacity of BIPV is expected to reach more than 100 billion yuan in 2025. The target market of BIPV includes stock building reconstruction and new construction market. At present, it is still dominated by stock reconstruction projects. It is expected that the new construction market will gradually increase in volume. However, with the industry gradually becoming mature and standardized, the application scale of BIPV in new markets will further increase in the future.
In terms of project promotion, many photovoltaic enterprises have announced to cooperate with real estate enterprises to jointly expand the application scenarios of photovoltaic products and realize the large-scale application of BIPV. The person in charge of the above departments said that although BIPV products have been for many years, it has really ushered in its development period in the past two years. At present, the market competition is not fierce, because everyone has just begun to pay attention to this matter, and it still belongs to the blue ocean market.
The head of the above department also said: "Now it's really different from the past. In the past, when we promoted our products to construction enterprises, many construction enterprises were unwilling to accept it and would raise a lot of questions. We even have to explain what BIPV is and what bapv is. Now it's really different. After China's double carbon target is determined, construction carbon reduction is imminent. If construction enterprises do not meet certain carbon reduction standards, they may fail to pass the approval in the future. Now construction enterprises Enterprises are more anxious than us. Many construction enterprises come to us and say they want to do building photovoltaic. Do you have any good products to recommend to me? "
