The photovoltaic industry has a broad prospect, and photovoltaic auxiliary materials help carbon neutrality

July 18, 2023

Photovoltaic has entered the era of parity. In the past, the development of the photovoltaic industry lacked endogenous growth momentum. The main reason was that the cost of photovoltaic power generation was significantly higher than that of other energy sources. Therefore, the demand for photovoltaic terminal installations depended on the subsidy policy. When China "531", the demand will drop rapidly. With the overall cost reduction and efficiency improvement of the photovoltaic industry chain, the investment cost of photovoltaic power generation has gradually decreased and the economy has gradually improved. In 2021, according to CPIA data, the initial investment cost of my country's ground photovoltaic power station is about 4.15 yuan/W, of which the component cost accounts for about 46%. The initial investment cost of my country's industrial and commercial distributed photovoltaic system is 3.74 yuan/W, of which the component cost accounts for about 50%. In the future, with the gradual implementation of new production capacity of silicon materials and the improvement of the shortage of supply, the cost pressure caused by upstream raw materials is expected to gradually ease, and the cost reduction effect brought by new technological trends such as large-scale silicon wafers and improved conversion efficiency of N-type batteries. , the cost of components in the future still has a certain room for reduction.

For the levelized cost of electricity generation (LCOE) of photovoltaic power plants in my country, according to CPIA estimates, in 2021, the LCOE of ground photovoltaic power plants under the full investment model in 1800/1500/1200 hours of equivalent utilization hours will be 0.21, 0.25, and 0.31 yuan/hour, respectively. The LCOE of distributed photovoltaic power generation system is 0.19, 0.22 and 0.28 yuan/kWh respectively. Compared with the coal-fired power generation on-grid price of 0.28-0.45 yuan/kWh in various regions of the country, Photovoltaic accessories generally have the following:PV Pipe Support, PV Support Fixture, PV Connector...
photovoltaic power generation is fully economical. We expect that in the future, the LCOE of photovoltaic power generation is expected to further decline with the optimization of initial investment, operation and maintenance and other links.

The proportion of photovoltaic power generation in China is still relatively low, and the proportion is rapidly increasing. At present, the main forms of power generation in my country include thermal power, hydropower, nuclear power, wind power and photovoltaics, of which thermal power generation dominates. According to data from the National Bureau of Statistics, in December 2021, my country's total power generation was about 723.4 billion kWh, of which thermal power accounted for 75%, a year-on-year decrease of 3pct, and photovoltaic power generation accounted for 2.0%, a year-on-year increase of 0.6pct.

Domestic distributed photovoltaics benefit from multiple advantages and have broad space for future development. Compared with centralized photovoltaic projects, distributed photovoltaics have the advantages of high yield, more developable resources, and local consumption. In 2021, the newly installed photovoltaic capacity of domestic distributed photovoltaics will reach 29.28GW, an increase of 88.7%, accounting for 53% of all new additions, a record high.

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Mr. AILVKE

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