"World Photovoltaic Look at China, China Photovoltaic Look at Jiangsu!"!
As of the first quarter of 2023, the cumulative installed capacity of photovoltaic industry in Jiangsu is 27. Only in the first quarter of 2023, the new distributed installed capacity of industry and commerce is 1. In 2022, the photovoltaic industry in Jiangsu will achieve business income of 6159. The advantages of the photovoltaic industry in Jiangsu are all-round, with a complete photovoltaic industry chain. The production capacity and output of silicon wafers, batteries and components have remained the first in China and even in the world for more than 10 consecutive years. The top photovoltaic enterprises in the country and even in the world are
gathered here; the excellent photovoltaic talents and entrepreneurs in the country and even in the world are gathered here; the photovoltaic products produced are continuously supplied to the world. Every move of Jiangsu photovoltaic industry is related to the global photovoltaic industry and even the process of carbon neutralization.
This paper will analyze the development path and current situation of Jiangsu photovoltaic industry from three dimensions of policy, market and enterprise, and perspective the development prospects of Jiangsu and even China's photovoltaic industry.
Despite the bankruptcy and liquidation of Suntech in Wuxi, his role in driving and cultivating the photovoltaic industry chain in Jiangsu and even in the whole country is hard to erase. Since then, the photovoltaic industry in Jiangsu has started, developed and expanded rapidly, forming an agglomeration effect and becoming an important part of the manufacturing industry in Jiangsu.
It can be said that the development of Jiangsu photovoltaic industry, even the national photovoltaic industry, can not be separated from the support of government policies. In fact, the government plays an important role in the development of photovoltaic industry in Jiangsu. In recent years, the photovoltaic industry in Jiangsu has entered the fast lane of development, which is also inseparable from the planning and support of the provincial government and local governments. There are only 22 photovoltaic related policies at the provincial government level.
In terms of the target planning of photovoltaic installed capacity, the Jiangsu Province's" 14th Five-Year "Renewable Energy Development Special Plan issued in 2020 points out that the installed capacity of photovoltaic power generation will reach 26 million kilowatts in 2025.". Photovoltaic power generation has increased by about 9 million kilowatts, with an additional investment of about 30 billion yuan. As of the first quarter of 2023, the cumulative photovoltaic installed capacity in Jiangsu has reached 27. This data means that in just over two years, Jiangsu has achieved the target of 14 or 15 installed capacity. The Jiangsu Province Carbon Peak Implementation Plan released in October 2022 changed the target of the 14th Five-Year Plan to 35 GW. In terms of
specific development direction, it is found that distributed photovoltaic is mainly promoted by the whole county, and it is proposed to make every effort to build a Jiangsu demonstration of "thousands of households bathing". In the field of construction, it is proposed that by 2025, the installed capacity of solar photovoltaic building integration will reach 500 MW, and the application area of solar photothermal building will be 50 million square meters. In the industrial field, it is proposed to create 1000 green factories and build more than 10 green parks during the 14th Five-Year Plan period. In the field of public buildings, it is proposed to encourage the centralized and unified organization and construction of public institutions. " The problem of centralized photovoltaic is land use. In response, the Jiangsu Provincial Department of Natural Resources, the Provincial Forestry Bureau and the Provincial Energy Bureau jointly issued the Notice on Strengthening the Guarantee of Land Use Services to Support the Development of Photovoltaic Power Generation Industry, proposing that major key photovoltaic industries should be included in the list of key construction projects and that the scale of new land for photovoltaic projects should be rationally arranged. In addition, the Jiangsu Development and Reform Commission also plans that by 2025, the grid-connected scale of offshore photovoltaic will reach about 5 million kilowatts.
With the increase of the installed capacity of new energy such as photovoltaic, new energy consumption has become an important problem. The Jiangsu Provincial Government is quite forward-looking in this regard, and proposes to focus on the supervision of provincial energy authorities, power grid enterprises, power dispatching agencies, power trading agencies, power generation enterprises to implement the target task of clean energy consumption, the weight of responsibility for renewable energy power consumption, grid-connected access, optimal dispatch, inter-provincial transactions, and participation in ancillary services market. In addition, targeted policies such as photovoltaic distribution and storage and green power trading have been introduced.
For the photovoltaic manufacturing industry, the Jiangsu Provincial Government has issued a policy to speed up the research and development of N-type technology and next-generation solar cell technology, break through the research and development of production technologies and equipment such as new high-efficiency large-size battery components, testing equipment for batteries and components, and support the development and application of intelligent operation and maintenance systems, tracking brackets and wind-solar storage and charging systems.
The Jiangsu Provincial Government has issued a complete policy system for the development of photovoltaic industry, while various cities have issued relevant policies to concretize the planning of the provincial government. According to the statistics of International Energy/Photovoltaic Headlines (PV-2005), 13 cities in Jiangsu have put forward the objectives of the 14th Five-Year Plan for the development of new photovoltaic energy.
In addition to the target of PV installed capacity, it is noted that the main focus of each city is the development of PV manufacturing industry. For example, Yancheng, Jiangsu Province, proposed that by 2025, the capacity of photovoltaic modules and batteries will exceed 100 gigawatts. There are 1-2 leading enterprises with invoice sales exceeding 10 billion yuan, 6-8 enterprises with invoice sales exceeding 5 billion yuan, 20 enterprises with invoice sales exceeding 1 billion yuan and 1-2 listed companies. Suqian proposes to build a new highland of the national crystalline silicon photovoltaic industry, build the largest photovoltaic new energy production base in the country, and become a veritable "photovoltaic capital" of China, with the output value of the photovoltaic industry reaching 85 billion yuan by 2023 and exceeding 100 billion yuan by 2025.
Industrial and commercial PV holds up half the sky
Rooftop PV development potential 125. In terms of the PV installed market, Jiangsu has been at the top of the national PV installed capacity list for many years. The
inquiry found that since 2013, Jiangsu photovoltaic installed capacity has shown two development peaks, from 2012 to 2014, the growth rate of photovoltaic installed capacity has doubled. After 2015, the growth rate of photovoltaic installed capacity declined slowly. In 2019, it dropped to the lowest point, with a cumulative installed capacity growth rate of 11. Since 2022, it has entered a peak period, with a cumulative installed capacity growth rate of 30.92%, and the cumulative installed capacity has exceeded 20GW at one stroke, reaching 25.2023, continuing the high growth momentum. 2.
Distributed photovoltaic is the main driving force for the rapid expansion of photovoltaic installed capacity in Jiangsu. Since 2013, the cumulative installed capacity of distributed photovoltaic has increased from 0.28 GW to 17 in 10 years. Similarly, the period from 2017 to 2018 is the peak period of development. In 2017, the newly installed capacity of distributed photovoltaic is 1.52 GW. In 2018, 2.2022, with the introduction of county-wide promotion policies and the successive landing of projects, distributed photovoltaic installations ushered in a new peak of development, with new installations as high as 5.2023 in the first quarter of the year, continuing the momentum of high growth, and 2.21 GW
of new distributed photovoltaic installations in Jiangsu were mainly distributed in industry and commerce. Starting from 2019, the annual installed capacity will be increased by more than 1 GW, and by 2022, it will be as high as 4. Household PV has been growing slowly since 2019, and it will also reach a peak in 2022, when the installed capacity will be increased by 1.
in Jiangsu is similar to that in Zhejiang, but different. Thirty-one cities and counties in Zhejiang have introduced photovoltaic subsidy policies, while Jiangsu is mainly market-driven. In addition, Jiangsu's distributed market, especially industrial and commercial distribution, is mainly concentrated in southern Jiangsu, such as Suzhou, Wuxi, Nantong and Changzhou, while the vast central and northern Jiangsu regions have more room for expansion.
Thus, whether from the perspective of photovoltaic installation over the years, market demand and development potential, Jiangsu's photovoltaic installation market has a broad growth space. And is entering a new period
of rapid growth
According to the data of Jiangsu Photovoltaic Association, there are about 450 photovoltaic manufacturing enterprises in Jiangsu Province in 2022, and the total revenue of photovoltaic enterprises in 2022 is 6159. Among them, listed enterprises are the leading enterprises. According to the statistics of International Energy Network Photovoltaic Headlines (PV-2005), there are 55 listed enterprises related to photovoltaic in Jiangsu, covering silicon wafers, batteries, components, inverters, equipment, auxiliary materials, power stations and other links. The total market value of these 55 enterprises is 895.522 billion yuan, and the total number of employees is 20.
" Taking photovoltaic cells as an example, the output of photovoltaic cells in Jiangsu was 22.37 GW in 2015. In 2016, the proportion reached 45. Since then, with the development of the photovoltaic industry, the concentration has decreased, but the output of photovoltaic cells in Jiangsu still accounts for about 31% of the total output of the country. Photovoltaic cells can be said to be one of the core links in the photovoltaic industry chain. The data over the years are enough to show that, driven by Trina Solar, Atlas and other enterprises, Jiangsu's photovoltaic manufacturing industry plays a decisive role in the country.
On the market side, with the proposal of the dual-carbon target and the global trend of energy transformation, Jiangsu photovoltaic manufacturing industry has two broad markets at home and abroad. In recent years, the output value of photovoltaic industry has repeatedly reached new heights, and this trend will continue. The local photovoltaic market in Jiangsu has also shown a trend of vigorous development, especially distributed photovoltaic, driven by industrial and commercial distributed photovoltaic, as well as the huge household installed market generated by the promotion of the whole county, in addition, the introduction of relevant policies and plans, including offshore photovoltaic, has become the main driving force for the development of the photovoltaic installed market in Jiangsu.
As the core photovoltaic enterprise of the photovoltaic industry, it has a pivotal position in the photovoltaic industry in Jiangsu. More than 450 core manufacturing enterprises, led by Trina Solar Energy and Atlas, have formed a huge photovoltaic industry cluster with the layout of the whole industrial chain. The pursuit of new technologies, the adoption of advanced manufacturing methods, the exploration of new business models and the development of emerging markets by Jiangsu photovoltaic enterprises have become the driving force for the development of Jiangsu photovoltaic industry. The agglomeration advantage of the layout of the whole production chain has given Jiangsu photovoltaic industry a stronger driving force for development. The experience of
Jiangsu photovoltaic industry development is precious, the experience of Jiangsu photovoltaic manufacturing industry through the cycle is worth learning, and the development prospects of Jiangsu photovoltaic industry are highly anticipated. From July 6 to 7, Jiangsu Photovoltaic Industry Association, together with the all-media platform of the International Energy Network and the National Energy Research Institute, organized the "Third Jiangsu Photovoltaic Storage Industry Development Forum", inviting relevant authorities, leaders of the two networks, senior experts and scholars, industry organizations, financial institutions, relevant third-party organizations and other relevant parties of the power energy industry to participate in the forum to exchange views and seek the future.
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