According to foreign media reports, the Indonesian government recently announced an ambitious solar energy development plan aimed at deploying 100 GW solar photovoltaic power generation projects.
The plan is divided into two parts, one is 80 GW distributed photovoltaic , which will be deployed in 80000 villages in Indonesia. And each 1MW solar power plant will be equipped with 4M Wh " Currently, the plan is jointly promoted by the Ministry of Energy and the Ministry of Economic Coordination. Under the guidance of 100GW market demand, will Indonesia become the next new blue sea for Chinese photovoltaic enterprises?
100GW！
Among them, Trina Solar announced that its solar cell and module factory in Indonesia will soon be put into operation . It is understood that the annual production capacity of the plant components is 1GW, and the future goal is to increase the annual output to 3GW .
Longji Green Energy announced the start of construction of an advanced annual production capacity 1.
The two leading enterprises have successively settled in Indonesia and laid out new production capacity, which has once again attracted the attention of investors in China's photovoltaic industry. But in fact, as early as before the layout of Trina Solar Energy and Longji Green Energy, many photovoltaic enterprises have taken root here .
According to Digital New Energy DataBM.
From the point of view of production links , the Indonesian projects of Chinese enterprises mainly focus on batteries and components . Among them, there are seven photovoltaic enterprises involved in the battery sector. The total planned capacity is 26. Details are shown in the following table:
this photovoltaic market? Indonesia straddles the equator and has the most abundant solar (light) resources in the world, which provides a congenital condition for the development of photovoltaic power generation in its country.
Data show that the annual average total solar radiation in Indonesia is between 1389-2222 KWh/㎡, and the annual sunshine duration is 1719-2430 hours, up to 3500 hours in some areas. Accordingly, the Indonesian government estimates that, based on the domestic sunshine conditions, its installed capacity of solar power is expected to reach 3.
This provides sufficient construction space for Indonesia to develop offshore photovoltaic and floating photovoltaic projects .
The huge gap means that the local photovoltaic installed capacity has a huge market development space .
The second is Indonesia 's vast demand for electricity.
As the fourth most populous country in the world, Indonesia's electricity coverage is less than 80% , mainly because 70% of Indonesia's population is scattered on more than 6000 islands, making it difficult for traditional power grids to cover.
In this context, "photovoltaic + energy storage" is the optimal solution to solve the current power supply problem. This is the same as the 80 MW distributed photovoltaic project and 320 MW " previously planned by the Indonesian government. Third, the policy drive also provides strong support for photovoltaic enterprises to choose the layout of Indonesia.
In addition to the 100GW development plan mentioned above, the Indonesian government recently released the Power Supply Plan 2025-2034 (RUPTL). In this plan, solar energy is listed as the type of energy to be supported .
RUPTL plans to increase the total installed capacity of power generation by 69. Photovoltaic power generation ranks first in renewable energy. The total planned amount is 17.
Despite the vast market development and urgent construction needs, the foundation of Indonesia's local photovoltaic industry is extremely weak.
From the perspective of industrial chain, Indonesia's core photovoltaic materials rely on imports (mainly from China), lack of local manufacturing capacity, and the start is lagging behind-at present, most of the Chinese photovoltaic enterprises that seem to be piling up to build lines have started to promote the layout around 2023.
In addition, although the number of production lines planned by Chinese photovoltaic enterprises is large and the total scale is large , up to now, the single scale is small and the landing process is slow. According to the incomplete statistics of digital new energy DataBM. Com, up to now, 26.
In addition, the silicon material and silicon wafer links in the local photovoltaic industry chain are missing , and the integrity of the supporting industry chain is also low .
However, it is noteworthy that the Indonesian government's acceptance of Chinese photovoltaic enterprises is also very inclusive and open. "We are seeking investment in the solar energy industry and some technical assistance to help us reduce pollution from coal-fired power plants and improve air quality," Luhut,
Indonesia's Coordinating Minister for Marine and Investment, said publicly. " We encourage Chinese solar photovoltaic enterprises and product suppliers to set up factories in Indonesia.". In an exclusive interview with China Global Television (CGTN) earlier this year, Putra Adiguna, managing director of
Indonesia's Institute of Energy Transformation, said that Chinese investment could accelerate Indonesia's solar energy transformation process. "China is a natural partner in the field of solar energy production, because China is in the leading position in terms of technology and capital investment.". This means that as a big country in Southeast Asia, Indonesia's best partner is actually China .
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