The hottest solar photovoltaic industry has a broa

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Solar photovoltaic industry: the domestic market is broad

the economic data of the third quarter released at the end of October shows that the signs of domestic economic recovery are becoming more and more obvious. When the economy stopped falling and stabilized, the China Chamber of Commerce for import and export of mechanical and electrical products announced the performance of China's solar photovoltaic products (including batteries, equipment and components). It can be seen from this report released for the first time:


the domestic photovoltaic industry has developed rapidly

from 3000 kW in 2001 to 2million kW in 2008, in seven years, China's solar cell output has increased by more than 600 times, leaping to the first in the world. Over the past 10 years, the annual average growth rate of the output value of the global solar photovoltaic industry has been 41.3%, and the scale of the solar cell industry has expanded 35 times. In contrast, China's solar photovoltaic industry has developed rapidly

solar photovoltaic industry is one of the new energy industries with the most development potential at present. The rapid development of China's photovoltaic industry will inevitably promote more funds and enterprises to participate in it, and drive the progress of photovoltaic technology. Take polysilicon, the raw material of photovoltaic products, as an example. At present, the domestic polysilicon investment entities have developed from a single entity into four categories: the first category is the old polysilicon enterprises represented by Emei semiconductor factory and Luoyang Zhongsi company, the second category is the original metal silicon manufacturers, the third category is the downstream photovoltaic product manufacturers, and the fourth category is the ones who intend to obtain land by entering the polysilicon industry Investors in electricity prices or stock returns

China has become the world's largest manufacturing base of solar photovoltaic products, but there are still some problems, such as the overall scale of enterprises is relatively small, low price disorderly competition, low independent innovation ability, and weak concept of honesty and trustworthiness. At present, 16 provinces in the country are under construction or preparing to start construction of up to 33 polysilicon projects. If these projects are completed on schedule and the production capacity is fully released, China's polysilicon output will reach 140000 tons, while the global demand for polysilicon in 2010 is only about 80000 tons

there is a huge gap between China's solar photovoltaic production and demand. At present, the installed capacity of domestic photovoltaic power generation system is less than 2% of the production capacity. The narrow market has seriously hindered the technological development of China's photovoltaic industry

then, what is the reason for the rapid expansion of the industrial scale and the slow market expansion of the domestic scientific research test flight in Yanliang, Shaanxi Province in November

first, there are "three heads out", lacking autonomy. It is reported that the driving force for the leapfrog development of the photovoltaic industry comes from abroad. The problem of "three heads out" of key technology and equipment, market demand and raw materials has always plagued enterprises. Almost all technical equipment depends on imports, more than 90% of raw materials depend on imports, and 80% of sales depend on exports

second, the environmental protection problem has not been solved. The photovoltaic industry chain mainly involves polysilicon raw materials, solar cells, integrated components, and power generation projects. Limited by key technologies and process technologies, there are problems such as high energy consumption and high pollution in the production process of polysilicon in key industries

third, the photovoltaic industrial structure is not reasonable enough, showing a "pyramid" pattern of small upstream and large downstream. Therefore, strengthening the midstream and expanding the upstream, especially silicon materials, will be the key to the sustainable development of the photovoltaic industry

in order to make the domestic photovoltaic market achieve great development, from the enterprise level, we should strengthen product research and development, improve the conversion efficiency of solar photovoltaic products, and reduce product costs; From the national level, we should further support relevant policies, vigorously support the photovoltaic industry in the early stage of development, encourage the development of the domestic market, and make the photovoltaic industry a new economic growth point

the policy subsidies and implementation scope of the Chinese government for the solar photovoltaic industry have been further improved. In March, 2009, the Ministry of Finance and the Ministry of housing and urban rural development jointly issued the Interim Measures for the administration of financial subsidies for the application of solar photovoltaic buildings, which supported the development of photovoltaic building application demonstration projects through financial subsidies, driving the development of solar photovoltaic industry


export has become an important means to drive industrial development

the domestic solar photovoltaic industry has developed rapidly, and export has also become the main channel to absorb huge production capacity

the export of solar photovoltaic products in China has increased rapidly in recent years. When China's export trade was frustrated by the financial crisis, the export of solar photovoltaic products increased against the trend. In 2008, the annual export of solar energy products reached US $6.364 billion, an increase of 3% over the previous year. There is no need to spend more money to improve the accuracy by 8%; From January to August 2009, the export of solar photovoltaic products reached US $8.721 billion, an increase of 123.37% over the same period in 2008

according to the statistical data of China Chamber of Commerce for import and export of mechanical and electrical products, the export of domestic solar products shows the following characteristics:

photovoltaic products are mainly exported to the European and American markets, and the domestic market share is very small. Solar photovoltaic products have become a new growth point of China's foreign trade export. In recent years, the export volume of China's photovoltaic industry has increased rapidly, with an average annual growth rate of more than 40% in the past five years. Among them, the export to Europe was 2.829 billion US dollars, an increase of 290% year-on-year; HRD exports to Oceania were US $111million, an increase of 252% year-on-year. Under the background of further strengthening policy support, the growth prospect of photovoltaic industry will be broader

R & D and innovation capabilities have been continuously strengthened. The number of patents for global solar technology has remained stable in recent years, but the number of patents from China has increased strongly. Since 2000, most of the holders of solar patents have come from Japan, accounting for 45%; The United States ranked second with 21 percent; Germany and China followed, with 10% and 8% respectively. As of 2008, the patentees of solar invention patents in China are mainly academic institutions, which may be because the government has mainly invested the R & D funds of solar power generation technology in academic institutions

the export market was seriously affected by the financial crisis. The development of China's photovoltaic industry mainly benefits from the international market, and 98% of the finished products depend on exports. However, in recent years, due to the support of the governments of Germany, Japan, Spain and other countries, the photovoltaic industry in these countries has developed rapidly, and the cost of photovoltaic power generation has fallen rapidly. Countries are likely to restrict foreign products by raising the threshold of access

the financial crisis led to the decline in polysilicon prices, coupled with the lack of key technologies, resulting in a sharp decline in overseas orders of domestic solar photovoltaic enterprises. In the past, in European and American countries, the price difference between photovoltaic power generation and traditional power generation was often subsidized by the government. However, after the outbreak of the financial crisis, western countries reduced or cancelled the price subsidies for optoelectronics, resulting in the rapid contraction of the optoelectronics market. At present, the installed capacity of photovoltaic power generation in China is less than 1% of the battery output. Once the international market changes, a large number of photovoltaic cells will be unsalable and at great risk

processing trade is the main industry, and independent research and development system has not been established. According to the export statistics from January to June 2009, China's solar photovoltaic products accounted for 58% of exports in the form of processing trade, and 34% of exports in general trade. Export prices have fallen rapidly, and the phenomenon of low price competition is obvious. At present, photovoltaic production technology has been upgraded rapidly, and photovoltaic product technology is developing in the direction of optimization and automation of the whole industrial chain, while China is still fighting alone in various industrial chains. Therefore, it is urgent to take effective measures to deal with it

it is of great significance to start the domestic photoelectric market

76% of China's land is abundant in sunlight and solar energy resources. The solar energy absorbed by the earth's surface every year is equivalent to about 2.4 trillion tons of standard coal, equivalent to 842 times the total national energy consumption in 2008. Compared with hydropower, wind power and nuclear power, solar power generation has no emissions and noise, and its application technology is mature, safe and reliable. In addition to large-scale parallel power generation and separation applications, solar energy can also be stored by pumping water, superconductivity, batteries, hydrogen production and other ways. Solar energy can almost meet China's stable energy demand in the future

with such superior development conditions, it is inevitable to vigorously develop the solar photovoltaic industry. Obviously, facing the huge contradiction between the current supply and demand of solar photovoltaic products, what we should do is not to restrict development, but to vigorously explore the domestic market with great potential

historical experience shows that every recovery after economic depression will bring about some new technologies, new industries and new concepts. The insqin brand overall solution means that there is a broad possibility to enhance and change the characteristics of fabrics, thus promoting the continuous development of human civilization. In this century, photovoltaic technology, based on its progressiveness, unlimited resources and green environmental protection, is undoubtedly one of the core contents of the next round of industrial technology revolution. In the US $700billion economic stimulus plan, the Obama administration takes the development of solar photovoltaic industry as an important national strategy to get rid of the economic recession, create jobs and seize the commanding heights of future development. China has also quickly formulated the detailed rules of electricity price subsidy and launched the "electricity price law". Only in the early stage of the formation of the market, breaking the general rules, actively subsidizing the electricity price, and giving substantive incentives to domestic solar energy enterprises, can we quickly cultivate the market and form a domestic solar energy market with self-improvement mechanism. This is scientific and feasible both from the long-term strategic consideration of China's photovoltaic industry and from the short-term strategic consideration of successfully getting rid of the global financial crisis. Therefore, the introduction of regulations is particularly necessary and urgent at present

it is of great significance to start the domestic market. China must realize the strategic transformation from a large photovoltaic manufacturing country to a large application country. But this is not easy for China at present. Fortunately, China has issued a series of policies to boost the new energy industry, which can benefit the photovoltaic industry. Among them, the most direct is the implementation of the "solar roof plan". As the terminal link of the whole photovoltaic industry, once the solar photovoltaic building is launched on a large scale, it will also directly affect the polysilicon production enterprises upstream of the industrial chain

industrial planning, enterprise management and R & D technology need to be strengthened. First of all, the development goals of photovoltaic industry should be formulated on the basis of the medium and long term development plan of renewable energy; Secondly, we should establish a higher-level special government management organization to strengthen planning and management; Finally, we should give more capital investment to the photovoltaic industry in the "973" and "863" scientific research project plans, and quickly establish a national photovoltaic R & D system that closely integrates production, learning and research. In addition, we should also increase the proportion of solar photovoltaic power generation in the total power generation, support and encourage solar energy and power generation through subsidy policies, and encourage innovation

we know that it is impossible to start the demand for solar photovoltaic products in the domestic market in a short time; But we also know that only by taking steps in the right direction now - even a small step, can we gradually approach the final victory. This requires the joint efforts of the government, enterprises and society

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