Recently, Martin Green, the "father of the world's solar energy" at the 6th China International " in 2023,
served as the "father of the world's solar energy". Martin Green witnessed the process of photovoltaic industry from weakness to prosperity. At this meeting, he gave his views on the current hot topics in the industry, such as "price war", "technology dispute" and "overcapacity".
In view of the previous technical disputes such as TOPCon, BC and HJT, he believes that the competition among the four battery technology paths is fierce. In his view, "the biggest competition lies in TOPCon and HJT, which can not decide the winner, but IBC is the winner in the long run." Compared with a single technology, he prefers a combination of technologies, "such as TOPCon and HJT, or TOPCon and IBC." In his view, the next five years will be a critical period for technological competition.
Under the current market competition pattern, "although enterprises are facing many challenges, in general, companies with better technological strength will survive , while companies with weaker development will certainly go bankrupt". He believes that although big companies have a better chance of surviving, start-ups have a good chance of surviving if they choose the right technology route. Liu Hanyuan
, Chairman of the Board of Directors
of Tongwei Group SRC = "https://img7.ccement.com/richtext/img/tp445b8cmhj1700013345452.
he thinks," Over the next 30 years, The green transformation represented by automobile electrification, energy consumption electrification and clean power production will form an industrial scale of 100 trillion RMB in China and 100 trillion US dollars in the world.
In this context, "how to maintain the competitive pressure and efficiency, while giving due consideration to the competitive ecology of the industry, is worthy of our industry colleagues to think and explore together."
Cao Renxian
Faced with such challenges, he believes that innovation should become the key driving force for the development of the industry, continue to promote technological innovation and improve core competitiveness.
Finally, he also mentioned that various applications of "photovoltaic +" are gradually taking shape and developing rapidly, and that "photovoltaic + energy storage" and "photovoltaic + hydrogen energy" need to explore new market mechanisms and business models in the future. Zhong Baoshen
, Chairman
of Longji Green Energy SRC = "https://img7.ccement.com/richtext/img/p4ya6uyq7g1700013362938."
He insisted throughout, Cost reduction and efficiency enhancement is the eternal theme of photovoltaic future development, which was emphasized at the 2023 Annual Meeting of Entrepreneurs of Listed Companies in China, Xiangmihu, on the 10th of this month. Technological innovation is the core driving force for cost reduction in the photovoltaic industry.
Zhong Baoshen pointed out that "the next stage of innovation in the photovoltaic industry focuses on conversion efficiency." Taking a cell with a 20% conversion efficiency as an example, it is estimated that every percentage point increase in conversion efficiency can save more than 5% of the cost for downstream power plants. As a result, the conversion efficiency of the battery is only increased by 0.
Gao Jifan, Chairman and CEO of Trina Solar
, said, "Photovoltaic is moving towards 3."."Trina Solar Chairman and CEO Gao Jifan said that the current photovoltaic industry opportunities and challenges coexist , this year, although the output and export performance is bright, but behind the sharp decline in prices in all sectors, there is a hidden worry of volume increase and price fall.".
At the same time , too fast investment will affect the healthy development of the industry. Technology iteration causes depreciation loss pressure, and the international environment increases the depth of trade barriers.
As a leading photovoltaic enterprise, it should lead the industry to move forward hand in hand and jointly meet the challenges.
He said that in order to promote the high-quality development of the photovoltaic industry, efforts should be made to do three things well.
The first is to promote the high-quality development of the photovoltaic industry by further playing the leading and supporting role of key scientific and technological enterprises;
the second is to promote the high-quality development of the photovoltaic storage industry by establishing a new ecosystem of the photovoltaic industry through the integration of the four chains;
Third, by supporting leading photovoltaic enterprises to go out with high quality, we will build world-class photovoltaic enterprises.
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