14 to 16, at the theme forum held by
2023, China's photovoltaic industry has made historic achievements in many aspects, such as output and export, and has been striving towards the goal of tripling the installed capacity of renewable energy by 2030. Opportunities and challenges coexist . Gao Jifan, chairman
of Trina Solar, believes that the key to ensuring the continued growth of new installed capacity in the future is that " the electricity generated by the new installed capacity should be able to be used, not abandoned ," he pointed out. The key is to build a broad coordinated system of wind, solar and storage, and the reform of power system must be carried out first. Shi Zhengrong, chairman
of Shangmai New Energy, also said that the current price of the industrial chain has fallen to the bottom, and further decline is not only a challenge for enterprises, but also can not bring new gains to the current power system.
He pointed out that the current industry bottleneck is not in the product manufacturing industry, but limited by the power system, we should speed up the underlying design of the power system and promote the construction of smart grid.
In terms of absorption, he suggested that in the future, in terms of absorption capacity, all localities should give deterministic planning and timely disclosure of information to avoid the "barrier lake" situation in the middle of the project.
At the same time, in order to solve the problem of absorption, it is common in China to solve it by means of distribution and storage, without giving more technical selectivity. He hopes to explore a new absorption mode, which can focus on " power quality requirements ", "after putting forward an objective requirement for power quality requirements, enterprises will have many innovative methods. To achieve this requirement at the lowest cost, instead of simply not giving you the choice of technology, but giving you a unified requirement (allocation and storage), I think this will also enable us to achieve such a goal in our future development.
As Wang Bohua, honorary chairman of China Photovoltaic Industry Association, said, if there are hot words in the industry this year, one may be excess, the other may be price reduction.
At present, the problems of overcapacity and imbalance between supply and demand in the industry are prominent, " essentially caused by a non-market-oriented allocation of resources," said Zhong Baoshen , chairman of Longji Green Energy. Irrational factors in the capital market have boosted the influx of capital
"This year's new production expansion, we have also done a preliminary survey, from batteries to silicon wafers to silicon materials, but each link is different, generally speaking, the new year is now almost 400 to 500 GW , and there may be more silicon materials." The silicon wafer is probably a little less, and the battery is about this number, Gao Jifan pointed out. At present, there are four main reasons for the rapid decline in prices caused by the periodic surplus of production capacity: 1.2.3.4.
At present, the capital market has begun to impose some restrictions and adjustments on cross-border non-main business enterprises, but financial institutions are still in the wait-and-see stage. He called on financial institutions to support the industry within a reasonable range.But he also stressed that the heat of the industry should be reduced at a reasonable rate, " the overheating situation should be cooled down, but we do not want the overheating situation to happen.".
Backward production capacity will be eliminated and new technologies will be retained, so for the latter, " if you can install it, you can install it. ".
03 How can China's photovoltaic enterprises go out? Since the second half of
this year, Chinese photovoltaic enterprises have gone to sea intensively. Xiexin Technology announced the establishment of the first overseas silicon material factory of Chinese enterprises in Saudi Arabia. Trina Solar's overseas supply chain layout has been basically settled. For these Chinese enterprises going abroad, building factories overseas is not just as simple as "changing places to produce". So where is the challenge? And how to deal with it? Ccement. Com/richtext/IMG/j5s5b823451702862703050.
Second, on the issue of culture, the nationalization of enterprise talents is also the focus of attention. Internationalized talents and localized talents are different in human cost and authorization, which requires enterprises to make a lot of investment.
Third, there is a great risk of unsustainability of foreign policies, which should not only consider whether the policies can be sustained at the time of the change of government, but also consider the unfair treatment of Chinese enterprises in some regions.
"The biggest challenge for Chinese enterprises to go out is that our Chinese enterprises will use Chinese thinking to think about local things, " Lu Chuan said. Otherwise, it is easy to cause irregularities in the work because of the differences in understanding and concept. "This is a process of constant research, running-in and innovation."
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