Zhong Baoshen believes that the industry cycle of the photovoltaic industry is elimination , and many people will face a painful situation . He believes that the best way to deal with the elimination competition is differentiated competition and high-intensity investment in scientific research and innovation. Only high-intensity investment in innovation can bring about differentiated results. The
17th China New Energy International Exposition and Summit Forum
was held in Xi'an from November 22 to 24. During this period, Zhong Baoshen, chairman of the New Energy Chamber of Commerce of the All-China Federation of Industry and Commerce and chairman of Longji Green Energy Technology Co., Ltd. (Hereinafter referred to as Longji Green Energy), was interviewed by Xinhua and expressed his views on technological innovation, photovoltaic industry , new energy development and other related topics.
Talking about the value of scientific and technological innovation,
Zhong Baoshen said that the certification report of the National Renewable Energy Laboratory (NREL) of the United States showed that in November 2022 and November 2023. The conversion efficiency of silicon heterojunction cells independently developed by Longji is 26.81%, and the highest efficiency of silicon-based tandem cells is 33.9%. This means that Longji Green Energy has become the leader in the two major tracks of silicon-based single-junction batteries and silicon-based laminated batteries, which are the most concerned in the global photovoltaic industry.
Scientific and technological innovation is the gene of Longji and the foundation of Longji. Longji is the leader and promoter of the industry by pursuing technological innovation to achieve differentiated competitive advantages. Whether it is difficult or smooth, Longji has always maintained the investment intensity of Kechuang.
Zhong Baoshen said that Longji has always had the tradition of "wide research and narrow investment". "Longji Foundation pays attention to many technologies and fields related to us, so as to be able to identify the development prospects of different technologies and facilitate us to screen out the most potential technologies.". When it is put into production, it will measure which technology has the most potential for development and can reflect the greatest social value, and then concentrate on putting the preferred seeds and technologies into mass production.
Solar photovoltaic industry is an innovation-driven industry. There is an upper limit to the value brought by the improvement of labor efficiency and the scale effect, while technological innovation is sustainable and its value has no upper limit.
In recent years, the solar energy industry has developed very rapidly, facing various uncertainties, global decarbonization and new energy is a relatively definite direction, so the photovoltaic industry has experienced a stage of overcapacity.
Zhong Baoshen believes that the root cause of overcapacity is excessive investment. Solar photovoltaic has become the focus of attention of governments in many countries and regions around the world. People rush to invest, old enterprises expand production, and new capital rushes in, which eventually leads to the current stage of overcapacity.
There is a view that excess capacity is due to the imbalance between supply and demand, in a few years with the expansion of the market size, supply and demand balance, these capacity will have a market, Zhong Baoshen does not agree with this view. 'This Cycle is elimination, '
he said.' Many people are going to learn the hard way. '. At present, the market has not changed much, but the supply side has changed a lot. When the market is balanced, the new technology has come out, the original capacity market is not needed, what is needed is the capacity of the new technology. "The best way to deal with the elimination competition is differentiated competition and high-intensity investment in scientific research and innovation.". Only high-intensity investment in innovation can bring about differentiated results.
Talking about new energy & nbsp; Real decarbonization requires a variety of complementary
energy sources. New energy generally refers to renewable energy developed and utilized on the basis of new technologies, such as solar energy, biomass energy, water energy, wind energy, hydrogen energy, etc. With the limitation of conventional energy and the increasingly prominent environmental and climate problems, new energy has attracted much attention from all countries and is the future of the energy industry.
At present, the development of China's new energy industry mainly presents two characteristics: one is the rapid development, and the other is the rapid technological progress. The development speed is mainly due to the rapid growth of new energy-related manufacturing capacity and product output, as well as the rapid development of new energy applications. Technically, whether it is photovoltaic, wind power, lithium power, new energy vehicles and so on, there is a very fast speed of scientific and technological progress.
"Because the speed of capacity construction is very fast, whether it is photovoltaic, wind power or lithium power, these new energy industries are showing a trend of periodic surplus, which also brings great pressure to operators and needs our attention." Zhong Baoshen believes that this is a problem in the development of the new energy industry.
Zhong Baoshen said, "Considering the deep decarbonization of the world, the current metallurgical, aviation, shipping and other systems are based on oil and gas. We believe that hydrogen energy may replace oil and gas in the future, reduce or replace our carbon consumption in metallurgy, shipping and other aspects, so we believe that hydrogen energy will have broad prospects in the future."
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