2 thoughts on “Photovoltaic battery development trend”
Reginald
Basic Overview of the solar cell industry
The photovoltaic industry refers to the production of solar batteries that produce silicon materials through various technologies and process routes, and the solar cells are packed and protected by packaging to form a large area of solar battery Components, with power controllers, etc. to form an industrial chain of photovoltaic power generation devices.
. The proportion of single crystal silicon solar energy continues to increase
The different semiconductor materials can be divided into crystal silicon solar cells and film solar cells. Crystal silicon batteries are the earliest and first -generation solar cell technology that studies the first and first application. According to the form of the material, it can be divided into single crystal silicon batteries and polysilicon batteries. Among them, single crystal silicon batteries are divided into P according to the different matrix silicon wafers. Type battery and N -type battery.
The most widely used single crystal PERC batteries are P -type single crystal silicon batteries, while new solar cell technology such as TOPCON, heterogeneity, and IBC mainly refer to N -type single -crystal silicon batteries. In the solar battery market, the polycrystal silicon wafer economy has once led the single crystal. However, from 2015 to 2016, a single crystal manufacturer headed by Longji achieved technological breakthroughs, which greatly reduced the cost of single crystal silicon wafers. Due to the higher transformation efficiency of single crystal silicon batteries, the single -wal cost of single -crystalline silicon wafers is overtaken, which is lower than polycrystalline. Later The substitution of crystal silicon to polysilicon has also declined year by year.
The decline in the cost of silicon mainly depends on the decline in battery costs and prices. Since 2016, with the reversal of the single polycrystal market share, the battery price has fallen by 2/3 in the past three years. On the one hand, its driving force comes from the rapid decline in the cost of single crystal silicon wafers, and on the other hand Increased significant improvement of battery conversion efficiency. As of 2019, the market share of single crystal products exceeded 65%.
. The raw materials are in the west. The application end is in the east
in 2019 my country's photovoltaic products have a wide distribution of photovoltaic products. The western region, especially Xinjiang, Sichuan, Ningxia, Yunnan and other places. The middle and lower reaches of battery films and components are mainly concentrated in the eastern region. For example, Zhejiang and Jiangsu, the production capacity of the two accounts for more than 60%of the national production capacity.
3. There is still a large development space in solar cells
The development scale of solar cells in my country is far less than the European and American markets, so that the subsidies for solar batteries in the European and American market have begun to decline. And my country's subsidy is still very great. Under the government's subsidies, with the intensification of industry competition, especially the upgrading of industry technology renewal, small enterprises will not keep up with large -scale enterprises, and the backward technology has led many companies to be eliminated by the market year by year. Therefore, the total result is that the concentration of the solar cell industry has increased year by year.
The main listed companies in the solar cell industry: At present, listed companies in the domestic solar cell manufacturing industry are mainly Tongwei (600438.SH), Longji (601012.SH), Zhongli Group (002309.SZ), Jing'ao Technology (002459. SZ), GCL Integration (002506.SZ), Oriental Risheng (300118.SZ), Zhonglai (300393.SZ), Aerospace Electromechanical (600151.SH), Yijing Optoelectronics (600537.SH), Aixu Co., Ltd. (600732.SH), Tianhe Guangneng (688599.SH), Tuoji Xinneng (002218.SZ), Aikang Technology (002610.SZ), Amaton (002623.SZ), etc. Data: Solar battery production, solar battery export scale, photovoltaic power generation installation capacity downstream photovoltaic power generation installed capacity continues to increase although my country's solar photovoltaic industry has started late Driven by policies in countries and regions, solar photovoltaic power generation has shown explosive growth in my country. According to statistics from the State Administration of Energy, in 2017, the new installation capacity of photovoltaic power generation in my country was 53.06GW, a record high. The influence of the 531 New Deal, the new projects of photovoltaic power generation in various places have declined. The new installed capacity of the year was 44.26GW, a year -on -year decrease of 16.6%. Affected by the national photovoltaic industry subsidies and financial support, the volume of photovoltaic installations in 2020 has rebounded significantly. In 2020, the national photovoltaic power generation installation machine was 48.20GW, a year -on -year increase of 59.5%. It's accumulated installed capacity, according to statistics from the National Energy Administration, since 2013, my country's photovoltaic power generation capacity has increased rapidly. In 2013, the cumulative installed capacity of photovoltaic power generation in the country was only 19.42GW, and by 2020, it has increased to 253.43GW. In 2013-2020, the cumulative installed capacity of photovoltaic power generation in the country has increased by 10 times. As of the first three quarters of 2021, a total of 277.83GW was installed in photovoltaic power generation. Overseas demand has also continued to increase In export situation, my country is a large photovoltaic industry country. From 2015-2021, the number of solar batteries in my country increased year by year. Especially in 2019, industry exports have grown rapidly. According to data from the General Administration of Customs, the number of solar batteries in my country in 2015 was only 632.49 million, which increased to 2452.73 million by 2019, an increase of 120.23%compared with 2018. As of November 2021, the number of solar batteries in my country has reached 2919.27 million, which has exceeded the number of years in 2020. The demand to promote the continuous innovation of the industry output From the perspective of the number of solar batteries in my country, the output of solar cells in China has continued to increase by the rapid growth of demand since 2015, and has maintained higher industry increased industries. Quick, affected by the epidemic in 2020, the industry's output growth rate was only a slight decrease from 2019. From January to November 2021, the output of solar cells in my country has reached 211.135 million kilowatts, more than 2020 data. The forward -looking believes that the output of the solar cell industry in my country in 2021 will be due to the promotion of the carbon neutralization and carbon peak strategy and the rapid increase in global demand for environmental protection energy. The industry output will exceed 230 million kilowatts. In the following years, although my country's solar cell industry will be negatively affected by the decline in national subsidies, due to the huge potential of the overall green energy market demand, the demand for solar cells will still grow rapidly. Prospective is expected to reach 850 million kilowatts in 2027, and the compound annual growth rate of about 30%will be reached by about 30%. It data refer to the "Analysis Report of the Foresight and Investment Strategic Planning of the Chinese Solar Battery Industry Market Market Market in China" above data.
Basic Overview of the solar cell industry
The photovoltaic industry refers to the production of solar batteries that produce silicon materials through various technologies and process routes, and the solar cells are packed and protected by packaging to form a large area of solar battery Components, with power controllers, etc. to form an industrial chain of photovoltaic power generation devices.
. The proportion of single crystal silicon solar energy continues to increase
The different semiconductor materials can be divided into crystal silicon solar cells and film solar cells. Crystal silicon batteries are the earliest and first -generation solar cell technology that studies the first and first application. According to the form of the material, it can be divided into single crystal silicon batteries and polysilicon batteries. Among them, single crystal silicon batteries are divided into P according to the different matrix silicon wafers. Type battery and N -type battery.
The most widely used single crystal PERC batteries are P -type single crystal silicon batteries, while new solar cell technology such as TOPCON, heterogeneity, and IBC mainly refer to N -type single -crystal silicon batteries. In the solar battery market, the polycrystal silicon wafer economy has once led the single crystal. However, from 2015 to 2016, a single crystal manufacturer headed by Longji achieved technological breakthroughs, which greatly reduced the cost of single crystal silicon wafers. Due to the higher transformation efficiency of single crystal silicon batteries, the single -wal cost of single -crystalline silicon wafers is overtaken, which is lower than polycrystalline. Later The substitution of crystal silicon to polysilicon has also declined year by year.
The decline in the cost of silicon mainly depends on the decline in battery costs and prices. Since 2016, with the reversal of the single polycrystal market share, the battery price has fallen by 2/3 in the past three years. On the one hand, its driving force comes from the rapid decline in the cost of single crystal silicon wafers, and on the other hand Increased significant improvement of battery conversion efficiency. As of 2019, the market share of single crystal products exceeded 65%.
. The raw materials are in the west. The application end is in the east
in 2019 my country's photovoltaic products have a wide distribution of photovoltaic products. The western region, especially Xinjiang, Sichuan, Ningxia, Yunnan and other places. The middle and lower reaches of battery films and components are mainly concentrated in the eastern region. For example, Zhejiang and Jiangsu, the production capacity of the two accounts for more than 60%of the national production capacity.
3. There is still a large development space in solar cells
The development scale of solar cells in my country is far less than the European and American markets, so that the subsidies for solar batteries in the European and American market have begun to decline. And my country's subsidy is still very great. Under the government's subsidies, with the intensification of industry competition, especially the upgrading of industry technology renewal, small enterprises will not keep up with large -scale enterprises, and the backward technology has led many companies to be eliminated by the market year by year. Therefore, the total result is that the concentration of the solar cell industry has increased year by year.
The main listed companies in the solar cell industry: At present, listed companies in the domestic solar cell manufacturing industry are mainly Tongwei (600438.SH), Longji (601012.SH), Zhongli Group (002309.SZ), Jing'ao Technology (002459. SZ), GCL Integration (002506.SZ), Oriental Risheng (300118.SZ), Zhonglai (300393.SZ), Aerospace Electromechanical (600151.SH), Yijing Optoelectronics (600537.SH), Aixu Co., Ltd. (600732.SH), Tianhe Guangneng (688599.SH), Tuoji Xinneng (002218.SZ), Aikang Technology (002610.SZ), Amaton (002623.SZ), etc. Data: Solar battery production, solar battery export scale, photovoltaic power generation installation capacity
downstream photovoltaic power generation installed capacity continues to increase
although my country's solar photovoltaic industry has started late Driven by policies in countries and regions, solar photovoltaic power generation has shown explosive growth in my country. According to statistics from the State Administration of Energy, in 2017, the new installation capacity of photovoltaic power generation in my country was 53.06GW, a record high. The influence of the 531 New Deal, the new projects of photovoltaic power generation in various places have declined. The new installed capacity of the year was 44.26GW, a year -on -year decrease of 16.6%. Affected by the national photovoltaic industry subsidies and financial support, the volume of photovoltaic installations in 2020 has rebounded significantly. In 2020, the national photovoltaic power generation installation machine was 48.20GW, a year -on -year increase of 59.5%.
It's accumulated installed capacity, according to statistics from the National Energy Administration, since 2013, my country's photovoltaic power generation capacity has increased rapidly. In 2013, the cumulative installed capacity of photovoltaic power generation in the country was only 19.42GW, and by 2020, it has increased to 253.43GW. In 2013-2020, the cumulative installed capacity of photovoltaic power generation in the country has increased by 10 times. As of the first three quarters of 2021, a total of 277.83GW was installed in photovoltaic power generation.
Overseas demand has also continued to increase
In export situation, my country is a large photovoltaic industry country. From 2015-2021, the number of solar batteries in my country increased year by year. Especially in 2019, industry exports have grown rapidly. According to data from the General Administration of Customs, the number of solar batteries in my country in 2015 was only 632.49 million, which increased to 2452.73 million by 2019, an increase of 120.23%compared with 2018. As of November 2021, the number of solar batteries in my country has reached 2919.27 million, which has exceeded the number of years in 2020.
The demand to promote the continuous innovation of the industry output
From the perspective of the number of solar batteries in my country, the output of solar cells in China has continued to increase by the rapid growth of demand since 2015, and has maintained higher industry increased industries. Quick, affected by the epidemic in 2020, the industry's output growth rate was only a slight decrease from 2019. From January to November 2021, the output of solar cells in my country has reached 211.135 million kilowatts, more than 2020 data.
The forward -looking believes that the output of the solar cell industry in my country in 2021 will be due to the promotion of the carbon neutralization and carbon peak strategy and the rapid increase in global demand for environmental protection energy. The industry output will exceed 230 million kilowatts. In the following years, although my country's solar cell industry will be negatively affected by the decline in national subsidies, due to the huge potential of the overall green energy market demand, the demand for solar cells will still grow rapidly. Prospective is expected to reach 850 million kilowatts in 2027, and the compound annual growth rate of about 30%will be reached by about 30%.
It data refer to the "Analysis Report of the Foresight and Investment Strategic Planning of the Chinese Solar Battery Industry Market Market Market in China" above data.