ENGLISH
CHINESE
In the field of photovoltaic applications, the domestic market has also become a major market. In 2017, China's new installed photovoltaic power generation reached 53.06 GW, accounting for 39% of the total installed capacity of the national power supply, which was the first in the world for five consecutive years, with a total installed capacity of 130.25 GW, the first in the world for three consecutive years, accounting for 32.4% of the total installed capacity of global photovoltaic power.
Photovoltaic industry is ushering in a new revolution.
Recently, the Ministry of Industry and Information Technology, the State Energy Administration and other six ministries jointly issued the Action Plan for the Development of Intelligent Photovoltaic Industry (2018-2020) (hereinafter referred to as the Action Plan), which clearly calls for accelerating the development of advanced manufacturing industries, accelerating the upgrading of the level of Intelligent Manufacturing in the photovoltaic industry, and promoting the Internet, big data and artificial intelligence. Integration of energy and other industries with photovoltaic industry will encourage intelligent photovoltaic applications in characteristic industries and promote China's photovoltaic industry to the middle and high end of the global value chain.
As an emerging industry that can participate in international competition at the same time, the output of main products of photovoltaic industry in China ranks first in the world for many years, but the problems of large but not strong industry and large but not excellent industry are still very prominent. The plan of action was proposed to accelerate China's progress from a "big photovoltaic country" to a "strong photovoltaic country". For photovoltaic enterprises, it is also necessary to turn from manufacturing and cost to technology and innovation.
Domestic PV has "quantity" or "quality".
Photovoltaic power generation is currently the most important way of using solar energy in the world, and has broad prospects. China, as the rising star of photovoltaic industry, was once the catch-up of the industry.
In 2005, China's solar cell module production was only about 200 MW, accounting for 11% of the global 1.8 GW output, while Japan accounted for 40% of the global output and Europe accounted for about 45%.
In the early stage of industrial development, domestic photovoltaic raw materials are basically dependent on imports, while product sales are heavily dependent on exports, which is a typical "two ends out" industry. In 2011, with the "double anti" trade sanctions directed at China's photovoltaic enterprises, leading to the bankruptcy of a large number of domestic enterprises, the industry ushered in a "frozen period".
But for photovoltaic companies, it is also difficult to start transformation. In just a few years, China's photovoltaic enterprises have been trying to reduce production costs, improve production technology and succeed in "reverse attack". Data show that China's photovoltaic industry has ranked first in the world in terms of scale. The output of main photovoltaic products, such as polycrystalline silicon, silicon wafers, batteries, modules and inverters, ranks first in the world for many consecutive years. Among them, the global output of polycrystalline silicon accounted for 55%, the proportion of silicon wafers was 83%, and the proportion of battery wafers was 68%, and the top 10 enterprises in each link output were among them. More than half of the industry is located in China.
In the field of photovoltaic applications, the domestic market has also become a major market. In 2017, China's new installed photovoltaic power generation reached 53.06 GW, accounting for 39% of the total installed capacity of the national power supply, which was the first in the world for five consecutive years, with a total installed capacity of 130.25 GW, the first in the world for three consecutive years, accounting for 32.4% of the total installed capacity of global photovoltaic power.
But at the same time, China's photovoltaic industry is also facing the problems of insufficient technological innovation ability, low-end industry, inadequate competitiveness in the international high-end market, and the dependence on imports of key equipment and special materials. For example, about 60% of the silver powder used to make silver paste still depends on imports, and the VA particles used to make packaging film are also basically dependent on imports. Some people in the photovoltaic industry believe that this means that China's photovoltaic industry "quantity" has gone up, but still lacks "quality", many core technologies are still severely constrained by others. If China's photovoltaic industry wants to go up to a higher level, it must be transformed to a higher and more efficient direction, along the value chain curve to the top.
Intelligent PV promotes transformation and upgrading
The shortcomings of the industry were identified. On April 19, the State issued the Action Plan to encourage the photovoltaic industry to develop in the direction of intelligence. Before that, some photovoltaic enterprises have begun to transform and upgrade intelligent photovoltaic.
"The development of the energy industry has entered a new era. The new players in the future energy system will certainly be the enterprises that can deeply integrate new energy, new materials, new technologies and the Internet of Things. This is what we call the digital and intelligent transformation, which is comprehensive and all-round (transformation)." Gao Jifan, chairman of Tianhe Solar Energy, said that in the future, decentralized energy, storage and utilization will build a smart energy network with smart energy and digital energy as management methods. Intelligent technology is used to combine power generation, energy storage, distribution, energy use and control to build a new energy Internet system, namely "Energy Internet of Things".
In the future, Tianhe Solar Energy will build an integrated energy Internet of Things solution based on the Intelligent Energy Cloud Platform (Tianneng Cloud) to connect energy generation, energy storage, distribution network and energy end, so that energy flow, information flow, value flow and energy equipment can interact and share wisdom. Energy networks are interconnected to achieve integrated management and control of energy interconnection and provide users with various intelligent and efficient energy services.
Around this goal, Trina Solar has a layout.
In Hefei, Anhui, Trina Solar's "Internet +" smart energy demonstration project was successfully selected into the list of the first "Internet +" smart energy demonstration projects of the State Energy Bureau. It became a national energy Internet pilot project and won the "best energy Internet demonstration project award", which became Trina Solar. Explore a successful practice of intelligent photovoltaic transformation.
On March 22, 2018, at the Tianhe Solar Energy Development Conference, Tianhe Solar Energy released the brand of Energy Internet of Things, Tianhe.