The hottest new energy industry, photovoltaic wind

2022-10-20
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New energy industry: photovoltaic wind power "ice and fire"

in the first half of the year, China's new energy industry represented by photovoltaic and wind power has achieved rapid development, but its development content and trend show different situations. Affected by the slowdown of new construction and the decline of subsidy policies, the photovoltaic industry is facing severe challenges of reducing power generation costs, optimizing development scale and improving operation quality; The wind power industry has accelerated the pace of promoting the development of offshore wind power and distributed wind power. Under the situation of declining installed capacity for two consecutive years before, the situation has been reversed -

the China Electricity Council recently released data showing that in the first half of this year, the national infrastructure added 52.11 million kw of power generation capacity, including 2.49 million kw of hydropower, 15.15 million kw of thermal power, 1.13 million kw of nuclear power, 7.53 million kw of wind power Solar power generation was 25.81 million KW, 2.19 million KW more than the same period last year. The new power generation capacity of solar power generation accounted for nearly half of the new power generation capacity of national infrastructure

in recent years, China's new energy industry, represented by photovoltaic and wind power, has achieved rapid development, and its installed capacity has leapt to the first in the world. Pursuing high-quality development has become a new goal of the industry. Since the first half of this year, with the issuance of a series of national guiding documents to regulate and guide the development of the industry, higher requirements have been put forward for the development of new energy in terms of strict scale control, raising standards, and encouraging local consumption. The new energy industry will move from high-speed growth to high-quality development

photovoltaic entered the period of strategic adjustment

although the photovoltaic industry still maintained a rapid growth momentum in the first half of the year, the industry has undoubtedly entered the period of strategic adjustment. Recently, the national development and Reform Commission, the Ministry of Finance and the National Energy Administration jointly issued the "notice on matters related to photovoltaic power generation in 2018", requiring a reasonable grasp of the pace of development, optimize the new construction scale of photovoltaic power generation, temporarily not arrange the construction scale of ordinary photovoltaic power stations in 2018, and are mostly used in plastic plates, pipes, plastic films, rubber Before the state issues documents to start the construction of ordinary power stations, all regions shall not arrange the construction of ordinary power stations requiring state subsidies in any form. In addition, the subsidy intensity of photovoltaic power generation will be further reduced

"China's photovoltaic power generation has gone through the stages of growth, industrialization and large-scale development. The current development focus needs to shift from expanding the scale to improving quality and efficiency, and promoting technological progress. From the perspective of more conducive to healthy and sustainable development, we need to focus on promoting technological progress, reducing power generation costs, reducing subsidy dependence, optimizing the development scale, improving the operation quality, and promoting the orderly and high-quality development of the industry." Li chuangjun, deputy director of the new and renewable energy department of the national energy administration, said that this will become the basic idea for the development of photovoltaic power generation this year and in the future

although the new deal has brought a certain impact to the industry in the short term, leading enterprises have said that they are ready to deal with the challenges. "The company began to seek and layout transformation and upgrading as early as a few years ago." Gao Jifan, chairman of Trinasolar, said that at present, Trinasolar's business not only includes the manufacturing and sales of photovoltaic modules, but also develops power station development, photovoltaic system solutions, energy storage, power distribution, energy interconnection and other businesses, realizes the diversification of business relevance, and enhances the risk-resistant energy modified polyphenylene oxide, which can eliminate stress cracking; Force

Qian Jing, vice president of Jingke energy, said that globalization ability is the core competitiveness of enterprises at present. Taking Jingke as an example, according to the customs data, the company has ranked first in overseas exports for seven consecutive quarters, and its revenue from overseas markets has exceeded 70%. In addition to the composition of revenue, Jinke has also completed the complete globalization construction and globalization integration in terms of organization and team operation. Based on this, the shock of the single market has a relatively small impact on the global layout of Jingke

linjianwei, chairman of Zhonglai Co., Ltd., also believes that the introduction of the new deal will gradually get rid of subsidies and make the industry gradually move towards a new path of independent development, which is conducive to the healthy development of the photovoltaic industry in the long run. Under the current policy background, photovoltaic enterprises should further strengthen their own strength and strive to reduce the cost of photovoltaic power generation with an average annual growth rate of more than 24%

the declining trend of wind power installation has been reversed

while the photovoltaic industry has been adjusted, the wind power industry has ushered in good news. Recently, the national power industry statistics from January to June released by the national energy administration showed that by the end of June, the cumulative installed capacity of wind power in China was 170.96 million KW, and the cumulative average utilization hours was 1143 hours, an increase of 159 hours year-on-year; The newly installed capacity was 7.53 million KW, a year-on-year increase of 1.52 million KW, a year-on-year increase of 25.29%, and the growth rate hit a new high in recent three years. This means that the continuous decline in China's wind power installed capacity over the past two years has been reversed

at the same time, according to the data of the national energy administration, we will try our best to show that in the first quarter of this year, the national wind power and wind abandonment rate achieved "double reduction". Industry insiders believe that under the background of accelerating the development of offshore wind power and distributed wind power this year and continuing to promote the consumption of renewable energy, the wind power industry may face a reversal

after years of steady development, China's offshore wind power has basically met the conditions for large-scale development, both in terms of exploitable resources and technical policies. It is understood that Fujian Province plans to have more than 2million kW of offshore wind power installed by the end of 2020. Guangdong Province has planned 23 offshore wind power sites in the province, with a total installed capacity of 66.85 million KW. Jiangsu plans to build 3.5 million kilowatts of offshore wind power projects by 2020. At present, these regions are actively improving supporting policies for the development of offshore wind power

at the same time, decentralized wind power is also considered to be the next focus of the development of the wind power industry. Qinhaiyan, Secretary General of the wind energy professional committee of the China Renewable Energy Society, said that during the "13th five year plan" period, it is inevitable that the focus of China's wind power development will shift to the southeast. However, the terrain in these areas is complex, mostly mountains and hills, and there are fewer and fewer areas for centralized and continuous development. The large-scale development model is increasingly useless. In the future, decentralized development will become one of the main models

"at present, to truly develop decentralized wind power, we must also solve the practical problems such as complex approval process, unclear power access requirements, difficult financing, and more difficult land acquisition." Qin Haiyan added

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