Under the guidance of multiple favorable and national strategies, the PV industry has officially entered the era of multiplied growth. Whether it is the long term goal of achieving carbon neutrality in China by 2060, or the medium term goal of more than 1200GW by 2030 as specified in the Climate Ambition Summit, and the near term goal of adding 120GW of renewable energy in China by 2021, they all fully point out the direction of high quality development of PV industry, which is expected to form the core competitiveness of the whole industry chain in the next decade.
In recent years, with the increasing demand for clean energy in China, the photovoltaic industry is receiving more and more attention. According to the export data, since the second half of 2017, it began to show an accelerating trend.
During 2014 ~ 2016, the number is more volatile, but since the beginning of 2017 year, module exports has shown significant growth, due to the 2018 year industry chain price plunges, which stimulated overseas demand, the export number achieved 39.2GW, with an increase of 51.9% year-on-year. The total export in 2019 is 66.3GW, up to 43.5% year-on-year.
The synergistic technology innovation of the whole PV industry chain will occupy an important strategic position in the 14th Five-Year Plan and even in the future. The seminar will cover the new opportunities of innovation and technology in 8 different fields, including silicon, wafers, cells, tracking brackets, application development, operation and maintenance, drones, module recycling, etc., and introduce the potential market space and core technology points.
In the silicon segment, mainly in the silane purification process, the specific companies are mainly GCL, Asia Silicon (Qinghai) Co. In terms of application development in PV building integration, the main companies are Helio New Energy, Sunny, etc.; in terms of operation and maintenance in cleaning robots, the main companies are Anxuan Technology, Genesis Technology, etc.; in terms of drone inspection, the main companies are Lykos, Jinhongtai, etc.; in terms of module recycling, the main companies are VEOLA (France), ROS (France), etc.
The era of photovoltaic price parity is not only the removal of photovoltaic tariff from subsidies, but also the historic transformation of photovoltaic industry to upgrade and become a conventional energy source. Combined with the “14th Five-Year Plan” and “carbon neutrality”, the PV industry is standing at the windbreak of energy transformation and is in urgent need of technological innovation to bring about innovation and evolution from the inside out.
In the future, as the installed cost of PV continues to decrease rapidly, the market demand is expected to rise rapidly, and the industry is about to enter a period of rapid growth. The current PV industry chain, technology, management, capital leading enterprises to accelerate the expansion of production, market share continues to head concentration, the Matthew effect is prominent.
At the same time, as the technology of each link of the industry chain is still in continuous innovation and optimization, the leading technology companies are expected to gain accelerated development opportunities. Part of the industry chain, such as polysilicon material is expected to tight supply-demand balance next year, product prices are expected to maintain a high level, earnings growth certainty is strong.
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