On May 23, the 16th SNEC (2023) International Solar Photovoltaic and Smart Energy (Shanghai Conference and Exhibition) was grandly opened. Many photovoltaic leaders gathered in Shanghai to voice their opinions intensively. What are their brilliant views? In his speech
at the opening ceremony, Liu Hanyuan , chairman of the board of directors
of Tongwei Group, said that under the background of carbon neutrality, Second, in the process of this round of ecological low-carbon and high-quality development in the world, China will become the largest country leading the energy transformation of all mankind. Made in China, Chinese capital and Chinese technology will become the first leading role in promoting and leading the energy transformation of all mankind, bringing new, progressive, ecological and sustainable future energy and economic and social development to all mankind. For China and the world, this is of great practical significance and far-reaching historical significance.
Liu Hanyuan said that in the face of industry competition, what China lacked in the past was not competition and competition, but proper control of disorderly competition, increase the intensity of orderly competition, increase rational business thinking, and increase the benign business culture of "you have me, I have you, I am good for you, you are good for me". This is not only of practical significance for the development of the industry, but also the common responsibility of industry associations and industry participants.
Under the background of the integration of source, network, load and storage, the energy storage industry is experiencing explosive growth, and it is expected that in the next three years, the new energy storage will increase by about 80 GW annually. By 2025, the cumulative scale is expected to reach about 230GW . In terms of
hydrogen energy, with the continuous increase of single-line production capacity and the gradual decrease of power consumption, the market competitiveness of green hydrogen is gradually improving. It is expected that after 2025, green hydrogen is expected to achieve parity with natural gas hydrogen production, and around 2030, it is expected to achieve parity with coal hydrogen production, and maintain a compound growth of about 5% in the next decade.
He believes that from 2023, perovskite battery technology will officially enter the first year of mass production, after crossing the most important threshold of mass production, perovskite will stride into a new era of empirical application.
AI gives birth to the digital mirror world, computing power makes the mirror more accurate, and power makes the mirror more stable and clear . "Energy AI" will become the next investment hotspot. Technology is the "first energy", materials are the "first cornerstone", and the next stop of photovoltaic parity is lithium power parity and energy storage parity.
In addition, Zhu Gongshan also put forward four suggestions:
First, rationality first, orderly evolution. Drawing lessons from the historical cycle fluctuations of barbaric expansion, disorderly growth and ups and downs, we should change from impulsive and blind investment to rational and steady investment, aiming at the iterative trend, based on the internal logic of supply and demand, competitive and cooperative development, symbiosis and co-prosperity.
Second, science and technology are the first and innovation is the king. Returning to the first principle of new energy development-based on the cost economy brought about by technological upgrading, we will find that iteration is an objective law and upgrading is an inevitable trend. We should grasp the law and grow with the general trend. In the research and development of key technologies and "bottleneck" technologies, we should work together to learn from each other, seize the axis of scientific and technological progress, mode innovation, material revolution, equipment revolution and application revolution, and jointly unlock the future low-carbon wisdom space of green power.
Third, we should integrate with the international community and unify standards. In terms of carbon footprint basic database, carbon footprint evaluation methods and processes, and carbon neutralization certification, we should unify standards, improve processes, establish models, and be in line with international standards.
Fourth, cross-border integration and coordinated development . It not only takes the immersive love of "being in it", but also needs to use the perspective of "the third eye" to jump out to promote new energy to embrace change across industries and fields. Get rid of low-level industry involution and take the road of differentiation, complementarity and coordinated development. Respect intellectual property rights, jointly protect the innovative achievements of the industry, guide the high-quality development of the industry, promote the goal of double carbon, cope with climate change, and make our contribution to the protection of the blue planet, the protection of the earth's homeland and the watch for a better future! Ccement. Com/richtext/IMG/kdc28pkniz1684979632339.
Li Zhenguo reviewed the scientific and technological innovation process of Longji since its establishment and summarized it as the UNK4 of "Four Innovation Methodologies of Longji". 1, namely: 0 HTML 0 UNK4 2 technological innovation follows the "first principle" and is always positioned in the main channel of improving efficiency; 0 HTML 0 UNK4 3 adheres to customer first, creates value for customers, and always provides customers with product reliability guarantee with leading standards, reliable quality and excellent product experience; 0 HTML 0 UNK4 4 Steady and reliable corporate values, with product reliability and economy as the core, customer value promotion as the driving force, provide long-term value for photovoltaic power plants; HTML0 UNK4 5 Adhere to an open mind, continue to invest in scientific and technological research and development, create an open cooperative ecosystem, empower peers, achieve their own achievements, at the same time, achieve partners and even the industry, and lead industry innovation and change. 0 HTML 0 UNK4 6 Zhong Baoshen, chairman of Longji Green Energy 0 HTML 0 UNK4 7, said that 0 HTML 0 UNK4 8 in 0 HTML 0 UNK4 9 in the past, we used 18 years to build 380 GW capacity, but now it takes only 18 months to build more than 380 GW capacity 0 HTML 0 UNK5 0. At this time, there will inevitably be various imbalances between supply and demand in the industry. This imbalance, for each of us here, 
dominated by renewable energy: the proportion of renewable energy installed will increase from 28% to 91% in 2050, of which photovoltaic will become the main energy source. In China, photovoltaic installed capacity has surpassed hydropower in 2023 Q1, jumping to the second largest energy source.
Take electricity as the center: electricity will become the main body of energy consumption, and the proportion of electricity in energy consumption will increase from 22% now to 51% in 2050.
Digital technology is the key enabler: Digitalization is accelerating the activation of energy data potential, the energy system is highly intelligent, the energy Internet with self-balancing, self-operation and self-processing will initially take shape, and new energy systems and business models will continue to emerge.
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