On July 6, the "2023 China Cement Energy Conservation and New Energy Development Conference" sponsored by China Cement Network was held in Chongqing, a mountain city. Wei Yu, a photovoltaic new energy analyst at
China Cement Network Cement Big Data Research Institute, gave a brilliant speech on the theme of "Photovoltaic Installation Status and Demand Prospect Analysis". She said that since 2021, the installed capacity of non-fossil energy has exceeded the installed capacity of coal-fired power, with the largest growth in photovoltaic power. Photovoltaic power generation accounted for 5.83% of the total electricity consumption of the whole society. In 2013, the domestic photovoltaic application market gradually rose. Since 2020, photovoltaic development has entered the era of double carbon and parity.
Wei Yu pointed out that the core factors affecting the demand for photovoltaic installation are policy, macro environment, and fluctuations in the industrial chain. It is estimated that the first task of energy work in 2023 will be Muguang Yufeng. In 2025, the cumulative installed capacity of photovoltaic in China will reach 766 GW, and in 2023, the installed capacity of photovoltaic in China will reach 140 GW.
Wei Yu emphasized that distributed photovoltaic has broad prospects. First, the filing procedure of industrial and commercial distributed photovoltaic is simpler, the voltage level is lower and it is not controlled by the index scale. Second, industrial energy consumption is constrained. Third, the rate of return is higher. Fourth, tax incentives. However, it should be noted that the mode of promoting distributed photovoltaic in the whole county is not yet mature, Shaanxi and Jiangxi have encountered many problems, and the projects are scattered, requiring more personnel.