The state should be developed as soon as possible "solar photovoltaic industry," the support policy. In the field of solar power, China has no electricity price, every year hundreds of megawatts of solar power plant construction and the annual production capacity of several gigawatt solar photovoltaic cells dwarfs, far out of proportion. Therefore, the solar energy tariff as soon as possible is China's solar power industry's top priority.

Japan earthquake triggered tsunami, nuclear leak and a series of secondary disasters, it is predictable that the Japanese government may therefore re-consider the proportion of nuclear energy in its energy supply, most likely to solar, wind and other new energy tilt. From the perspective of the future of China and the world's photovoltaic road, photovoltaic industry as if a bright, but I believe that behind this prosperity is difficult to conceal the existence of risk.

This year the battery and components will face enormous challenges and risks

According to the latest statistics, China's PV cell production line will reach 740 production lines (25 MW / bar) in 2011, and CCEI expects that China's PV market will continue to grow in 2011. In 2011, the production capacity of photovoltaic cells and PV modules will increase by 7% The annual production capacity of all the battery will reach 30 GW, the Chinese component production capacity will reach 32.97 GW, if the 2012 battery production capacity of all the release of polysilicon silicon material demand will reach 25-28 million tons, it is predicted that China's polysilicon production capacity in 2012 will Up to 12-15 million tons, imports remain at 5-6 million tons, the current silicon material is still far from enough, due to polysilicon production investment in large, long cycle and other reasons, a short time is also difficult to meet the current battery manufacturers and components Business needs. Therefore, the author believes that China's polysilicon and silicon wafer market is difficult to meet the market supply, there will be supply and demand contradiction, investment in batteries and components of the enterprise trapped on the one hand, due to uncertainty in the photovoltaic power generation market, lead to market Orders difficult; the other hand, due to expansion, the upstream capacity can not meet the downstream supply, which in the market can not buy silicon and silicon material, many enterprises, especially small battery and component companies significantly reduce the risk, No rice under the pot, did not start on the production situation.

The innovation and development of new technology is also a challenge to the existing technology and industry. Whether it is the technological innovation of PV industry or the development of thin film technology, new challenges are faced. In the polysilicon production enterprises, the next 10 years will appear. A group of 5-10 million tons of large-scale polysilicon enterprises, both in scale or in technology will achieve further development, the cost advantage will be further evident in the photovoltaic cell side of the study, the major battery companies have also introduced high-performance batteries, Such as the crystal Austrian Sau show efficient battery, Changzhou Tianhe TSM-PC14 high efficiency battery, Yingli Panda efficient battery use their advantages to participate in international solar energy technology research, introduction, absorption and innovation to improve battery efficiency and reduce costs; the face of photovoltaic industry The development of thin-film battery technology has also made rapid development, and the development and industrialization of CIGS, CIS, CdTe and so on have been further intensified, which poses new challenges to the development of photovoltaic industry.

China's solar PV manufacturing industry competition has been formed

Competition of solar photovoltaic industry and traditional fossil energy competition. As the fossil fuels lead to global warming, the world is looking for new alternative energy solutions, the EU proposed 2020, renewable energy replacement of 20% in 2050 80% -100% plan, China also proposed in 2020 China Non-fossil energy ratio of 15%, then the alternative energy in the future to play a leading energy in the end what is the energy? From the current technological development and application prospects, I believe that solar energy has the greatest opportunity to become the world's major alternative energy. 1, the world's rich optical resources, solar inexhaustible, inexhaustible; 2, solar energy technology and talent emerging, IT technology professionals around the world to the solar technology, the solar photovoltaic industry and IT industry is very similar to the solar level Polysilicon and electronic grade polysilicon is a pulse from the thin film technology is extended from the LCD technology out, so the upgrading of solar photovoltaic power generation technology is very fast, photovoltaic power generation efficiency is also increasing, the cost is lower and lower, while smart grid and Energy storage technology will further enhance the application of solar energy, the development of space is very large, not subject to resource constraints and resource prices, if a stable price support, will be able to maintain long-term fixed income, the solar power industry as a financial product development 3, the world's climate change requirements, as solar energy is a one-time investment, the current data show that the solar power plant business life cycle of 25 years, the first 3-5 years for the solar power plant manufacturing costs, resulting from the production of solar energy, Of carbon dioxide is far lower than the same scale fossil power station, it will contribute to global climate change and carbon dioxide emission reduction; 4, solar energy applications are very broad, whether it is a roof power station, large solar power station, Life applications will be very popular, related to the power system are likely to combine with solar energy.

Traditional crystalline silicon enterprises and new crystalline silicon enterprises to compete. Formed in 2008 before the financial crisis to Suntech, LDK, Yingli, crystal Austrian, Artes, CLP, for the echelon of the traditional crystalline silicon enterprises, has made great progress, the production capacity of various enterprises have over Giva, and After 2008, the emerging crystalline silicon enterprises such as Guodian PV, China Power Investment, in energy, building materials, Sinochem Group and a number of national prefix of the enterprise, with a huge capital into the polysilicon market to BYD, TSMC, Foxconn A group of IT companies to join the formation of a new competitive landscape, as the new crystalline silicon enterprise capacity is under construction in 2011 will not form the traditional crystal silicon enterprises competition, but the market share battle will intensify.

The current competition is mainly reflected in the crystalline silicon vertical industry chain to create and develop a single part of the competition, usually refers to the "Yingli model" and "Jingao mode" competition. The future in the end is to go vertical industry chain development model, or take a single link model, depending on the enterprise itself and application market. I believe that the current two models will achieve great development. But in the long run, if the world to cancel PV subsidies, especially in China, to achieve parity Internet access, more competitive industry, the vertical industry chain "Yingli model" and the current single-link investment "Jingao mode", reduce the cost of space More advantages, I believe that if the evaluation of Internet access, there is no revolutionary breakthrough in the case of technology, then create a vertical industry chain, "Yingli model" will be extended in the power generation side, that is, these manufacturing companies have May be homegrown, a solar power company, the industry chain through the Internet to achieve the ultimate profit.

The traditional crystalline silicon line and the emerging thin-film technology line mainly reflected in the equipment manufacturing industry's core technology competition. Equipment manufacturing industry is a strategic industry to provide technical equipment for the national economy. It has high industrial association, intensive technology capital and strong ability to absorb employment. It is an important guarantee for industrial upgrading and technological progress and a concentrated expression of national comprehensive strength. PV equipment can be classified into the field of semiconductor equipment, its technology involves physics, chemistry, optics, electronics, materials and automatic control, dozens of professional fields, with a high technical content. PV equipment is not only the carrier of production technology, the quality of photovoltaic products related to the pros and cons, but also the main component of industrial investment, affecting the cost of photovoltaic products level, therefore, photovoltaic equipment manufacturing industry is the basis of the overall industry support industry, The status of the industry chain is very important.

Photovoltaic equipment can be broadly divided into crystalline silicon devices and thin film equipment, two categories, of which, due to crystalline silicon cells occupy the entire PV market share of more than 80%, making crystalline silicon equipment has become the most eye-catching industry. Crystalline silicon photovoltaic equipment, including the front of the industrial chain of industrial silicon smelting, polysilicon production, wafer processing, cell manufacturing and the latter part of the production of components, application systems and the corresponding auxiliary equipment. There are more than 60 enterprises engaged in R & D and production of photovoltaic equipment, mainly in wafer processing, cell manufacturing, component manufacturing and auxiliary equipment manufacturers, mostly distributed in North China, North China and South China, of which about 15 Family.

However, due to the backward technology base, China's photovoltaic industry, many links also rely on imported equipment, key equipment. Such as the production of polysilicon material reduction furnace, China's production equipment, product quality, single production capacity, energy consumption per unit of product and costs are not a small gap with the international level, can only use imported equipment. In the battery manufacturing sector, the number of domestically produced equipment has occupied the majority, but the core process equipment such as polysilicon velvet washing machine, flat PECVD (plasma chemical vapor deposition), automatic screen printing press and fast sintering furnace basically rely on imports. Particularly worth mentioning is that with the future large-scale industrialization of crystalline silicon cells, the emergence of fully automated production of crystalline silicon to become the main form, which not only requires equipment companies have automated development of the entire line capacity, but also requires its full line process research and development Capacity, in this regard, domestic enterprises is almost blank, most companies only have the ability to provide a small number of single devices.

Thin film solar cells, at present, the small size of amorphous silicon thin-film batteries in the mainstream, small size amorphous silicon cells due to the existence of inefficient congenital deficiency, making efficient thin-film battery technology developed rapidly, including the main technologies include amorphous / microcrystalline thin film technology , Copper indium gallium selenide thin film technology and cadmium telluride thin film technology. Efficient thin-film solar cells with its wider application of the film, integrated power generation efficiency and higher efficiency in the future to enhance the advantages of greater space, and become the fastest growing photovoltaic technology in the family. Thin-film solar cell equipment as a whole has a higher technical content, therefore, at present, China in addition to providing small-size amorphous silicon thin film battery equipment, the rest of the highly efficient thin-film battery equipment all rely on imports.

To respond to the current solar energy competitive environment and market structure

Suggested one: the state as soon as possible to implement the "solar energy industry" as a national pillar industry policy measures. China's solar thermal and photovoltaic industry, whether it is the scale of the number of personnel engaged in (the number of enterprises reached 5,000, employing more than 1 million people), whether capital investment or technological innovation, today has formed a huge industrial cluster, In the financial crisis, China's solar energy industry is at the forefront of the world. When countries around the world are looking for new economic growth points, most countries have chosen clean energy as the focus after the current financial crisis, especially the development of solar energy industry. We should adjust the structure of energy consumption as soon as possible, vigorously develop and promote the solar energy industry, reduce the construction of fossil power stations, reduce dependence on petroleum, coal and other fossil fuels, the current national long-term plan for 2020 , China's development of solar power installed capacity of 20 million kilowatts of the target too small, should be adjusted as soon as possible for the 5000-1 million kilowatts, while the future "big pressure small" 80 million small thermal power installed policy amendments, To encourage and support the closure of small thermal power plants of power companies, while giving solar power support.
In this case,
Recommendation II: countries should develop relevant "solar photovoltaic industry" support policies. In the field of solar power, China has no electricity price, every year hundreds of megawatts of solar power plant construction and the annual production capacity of several gigawatt solar photovoltaic cells dwarfs, far out of proportion. Therefore, the solar energy tariff as soon as possible the introduction of China's solar power industry is a top priority, it is recommended that the state as soon as possible the introduction of solar energy tariff for off-grid power stations, especially in remote areas such as Tibet, Xinjiang, Qinghai and islands in the concession should Not less than 20% of the installed capacity, and actively encourage the development of off-grid type of solar + energy storage of power plants and solar energy + energy subsidies to subsidize electricity prices, but also recommended that the "Renewable Energy Law" clearly defined each year from desulfurization Internet Based on the extraction price of 4% on the basis of expansion 10 times, adjusted to 4 points a year to achieve 100 billion yuan subsidy of new energy in order to achieve 15% by 2020 non-fossil energy targets in order to control the total energy demand in 4.5 billion Ton of coal within the standard.

Suggestion 3: Support China's solar PV enterprises "going out" strategy. China's solar thermal and solar photovoltaic manufacturing capacity, are currently the world's first, it is recommended that the Ministry of Foreign Affairs, Ministry of Commerce in aid to Africa and other friendly countries in the infrastructure, should be solar thermal and solar photovoltaic power generation projects as the object of support , Recommended that policy-oriented financial institutions, such as the Export-Import Bank and the State Development Bank, in the foreign investment in solar power plants or thermal use to give financial support, a reason to support these areas, most of the solar energy resources are particularly rich, and local The independent power company's electricity price is very high, the return on investment is generally high; reason two, solar power and solar thermal use can be needed for the scale to facilitate control, conducive to individual and small collective use, easy to improve local livelihood. Reason 3, solar energy output is clean energy, in line with the current international climate change needs, is conducive to enhancing the national image.

Recommendation IV: support the development of photovoltaic equipment manufacturing industry, focusing on supporting a number of photovoltaic equipment manufacturing industry in the development of enterprises. Photovoltaic equipment is the basis of photovoltaic industry, to provide support for the PV industry, photovoltaic technology must be synchronized with the development of technology, and even lead the development trend.

Although China has become the world's largest producer of photovoltaic cells, but not a technical power, one of the important reasons is not to master the core equipment technology, its situation and China's semiconductor integrated circuit industry and flat panel display industry is similar, therefore, actively carry out photovoltaic core equipment And process research and development is very necessary, it is recommended that the Government can refer to the integrated circuit equipment development model, the photovoltaic core equipment and technology research and development of major projects included in the Ministry of Science and Technology special, to give priority support