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| Top 10 keywords in photovoltaic industry in 2022! |
| Release time:2022-12-28 09:27:22| Viewed： |
Top 10 keywords in photovoltaic industry in 2022!
We are about to wave goodbye to 2022 and welcome the new 2023.
2022 is a key year to implement the "Fourteenth Five Year Plan", a key year for China to launch the implementation of the "Double Carbon Strategy", and a major year for China to advocate the construction of a new power system.
This year, nine ministries and commissions including the National Development and Reform Commission jointly issued the "Fourteenth Five Year Plan" for Modern Energy System, laying out a plan for China's future energy development. This year, in the face of the epidemic situation, China's photovoltaic industry, despite favorable policies, was in a tight supply of silicon materials. Under the sanctions of the United States, the development of the entire industry was still "waves stop flying boats and stir up thousands of waves", facing unprecedented opportunities, as well as dangers and tests.
There is always a touch that makes people cry, and there is always a moment that makes people unforgettable. Looking back to 2022, the "double carbon" action, the scenery base, the new power system, the price rise of polysilicon, the integration of light and body... photovoltaic keywords emerge from my mind, showing the grass and grass lines of photovoltaic development in the "double carbon" new era.
▍Key word 1: "double carbon" action
On September 20, 2020, China made a solemn commitment to reach the peak of 30.60 carbon and neutralize carbon globally at the United Nations General Assembly. After the promulgation of national strategic plans such as the Opinions of the Central Committee of the Communist Party of China and the State Council on the Complete, Accurate and Comprehensive Implementation of the New Development Concept to Achieve Carbon Peak and Carbon Neutralization, and the State Council's Plan of Action to Achieve Carbon Peak by 2030 in October 2021, putting the "dual carbon" strategy into practice has become the main task of governments at all levels and ministries this year. Since the beginning of 2022, Hebei, Guizhou, Qinghai, Tianjin, Beijing, Inner Mongolia and other provinces, regions and cities have successively released the "double carbon" strategic action plan. Recently, the Inner Mongolia Carbon Peak Action Plan proposed that by 2030, the total amount of new energy power generation will exceed the total amount of thermal power generation, and the total installed capacity of wind power, solar energy and other new energy power generation will exceed 200 million kilowatts. Guizhou Carbon Peak Action Plan proposes that by 2030, the installed capacity of photovoltaic, wind power and biomass power generation will be increased to more than 60 million kilowatts, 15 million kilowatts and 800000 kilowatts respectively, and the utilization area of shallow geothermal energy will reach 50 million square meters.
At the same time, the Ministry of Industry and Information Technology, the National Development and Reform Commission and the Ministry of Ecology and Environment jointly issued the Non ferrous Metals Industry Carbon Peak Implementation Plan, which proposed to encourage and guide non-ferrous metal enterprises to actively consume renewable energy through green power trading, purchase green power certificates and other ways to ensure that the weight of renewable energy electricity consumption responsibility is higher than the minimum weight of the region. The Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Ecological Environment and the Ministry of Housing and Urban Rural Development jointly issued the Implementation Plan for Building Materials Industry to Achieve Carbon Peak, which proposed to guide building materials enterprises to actively consume solar energy, wind energy and other renewable energies.
Under the background of building a new power system with new energy as the main body, photovoltaic and wind power have become the main body of market increment, playing an increasingly prominent role in the national and local implementation of the "double carbon" action, which has become the main line of photovoltaic industry development.
▍Keyword 2: Scenery Base
In June 2021, the State Council first proposed at the Western Development Conference to give full play to the advantages of wind, light, hydropower and mineral resources in the western region and build a large clean energy base. Since then, wind and light bases have emerged. Subsequently, the Wind and Light Base has successively written into the CPC Central Committee's dual carbon work opinion and the State Council's carbon peak action plan, keeping abreast of the whole county's photovoltaic pilot, and established the wind and light development route of both centralized and distributed development in China. At the end of 2021, the construction of the first batch of 97.5GW scenic large base was started on a large scale, which opened the prelude to the "new infrastructure" of wind and light.
More importantly, Fengda and Everbright bases were first written into the government work report of the National People's Congress and the National People's Congress in 2022, and included in the priorities of new infrastructure construction and government work in 2022. According to the report of the 2022 NPC and CPPCC, we will promote the planning and construction of large-scale wind and solar power bases and their supporting regulatory power sources, and improve the absorption capacity of the grid for renewable energy power generation. Almost at the same time as the two sessions, the National Development and Reform Commission issued the second batch of more than 450GW of wind and Everbright bases.
On November 14, the relevant person in charge of the National Energy Administration disclosed at the quarterly press conference that the first batch of large-scale wind power photovoltaic bases had all been started, the second batch of projects were being started in succession, and the third batch of projects were being reviewed as soon as possible.
▍Key word 3: new power system
On March 15, 2021, the ninth group meeting of the Central Finance and Economics Commission proposed to promote the market-oriented reform of electricity, build a new power system with new energy as the main body, and make it clear that new energy such as wind power, photovoltaic, nuclear power and so on will become the main body of market increment.
According to the power grid construction plan issued by the two major power grids, the State Grid and the Southern Power Grid will invest nearly 3 trillion yuan during the "Fourteenth Five Year Plan" period to accelerate the construction of digital power grids and modern power grids, and accelerate the construction of a new power system with new energy as the main body. The Fourteenth Five Year Plan for Power Grid Development of China Southern Power Grid proposes that during the Fourteenth Five Year Plan period, the planned investment in power grid construction will be about 670 billion yuan to accelerate the construction of digital power grids and modern power grids, and promote the construction of new power systems with new energy as the main body. In combination with the "investment scale of about 350 billion US dollars (about 2.23 trillion yuan)" previously issued by the State Grid Corporation of China, this means that during the "Fourteenth Five Year Plan" period, the investment in the construction of new power systems for China's two major power grids will be close to 3 trillion yuan.
▍Key word 4: price rise of polysilicon
Due to tight supply balance, the "bull market" of silicon materials in 2021 will last until 2022. Since the beginning of 2022, the price of silicon material has remained unchanged for only three weeks, and the other 28 quotations have risen. The highest transaction price once rose to 312000 yuan/ton, a new high in 10 years. At the same time, according to the statistics of "grass root photovoltaic", Tongwei, GCL Group, TBEA, Daqo Energy and Dongfang Hope and other silicon materials "five tigers" signed new agreements within the year amounted to 819.88 billion yuan. This kind of clustered "lock material without lock price" behavior of enterprises shows that middle and downstream enterprises have a strong desire to snap up silicon materials, and the supply and demand have not yet reached a balance.
The huge installed demand for photovoltaic released by the "dual carbon" strategy has made the supply of polysilicon a thorny problem in the industry. The report of the 2022 NPC and CPPCC clearly pointed out that the energy consumption of new renewable energy raw materials will not be included in the total energy consumption control, trying to alleviate the shortage of polysilicon supply caused by the "power rationing" policy.
In order to stabilize the price of silicon materials and promote the healthy development of the market, the relevant national ministries and commissions have issued documents twice to guide and standardize. On August 17, the General Administration of Market Supervision, the National Development and Reform Commission and the National Energy Administration jointly issued the Notice on Promoting the Coordinated Development of the PV Industry Chain Supply Chain, which proposed to reasonably guide the pace of upstream and downstream construction and expansion according to the development characteristics of each link of the industry chain, optimize the regional layout of the industry, and avoid industrial convergence, vicious competition and market monopoly. In the development and construction of photovoltaic power generation projects, it is not allowed to hoard and resell resources such as power station development, force investment in supporting industries, and purchase local products.
On November 16, 2022, the National Development and Reform Commission, the National Bureau of Statistics and the National Energy Administration jointly issued the Notice on Further Doing a Good Job in the Relevant Work of Not Including New Renewable Energy Consumption into the Total Energy Consumption Control, which clearly stated that the renewable energy consumption in each provincial administrative region should take the green certificate of the current year held by various types of power users in the province as the benchmark for relevant accounting work. The renewable energy consumption of the enterprise is based on the green certificate held by the enterprise in the current year.
▍Key word 5: PV integration under the tide of production expansion
The high profits of upstream silicon materials attracted midstream and downstream enterprises to begin to extend upstream, and the upstream enterprises to extend downward to sprint the PV vertical integration strategy. Trina Solar, Jingao, Jinke, Shangji CNC, TCL Zhonghuan, Zhonglai and other component enterprises are speeding up the pace of integration strategy towards upstream polysilicon, battery chips, while the upstream GCL Group and Tongwei are also extending to the downstream. Tongwei was once "surprised" when it entered the component field.
At present, PV has entered the "no integration, no expansion, no integration, no PV" mode, as if the integration strategy has become a decisive weight for enterprises. Whether the integration strategy can become the key to the success of photovoltaic enterprises remains to be tested by the industry and the market. Anyway, under the new tide expansion in 2022, the PV integration strategy is still very hot.
The expansion intensity of the photovoltaic industry in 2022 is still one notch higher than that in 2021. According to the statistics of "grass root photovoltaic", the total investment of the expansion plan disclosed by the upstream silicon material link, "old players of Keban" such as Tongwei Shares, GCL Technology, Xinte Energy and Dongfang Hope, "new players of the industry" such as TCL Central, Trina Solar, Artes and the number of online players, "cross-border new players" such as Baofeng Group, Qiya Group, Jinnuo New Energy and Qingdian New Energy has reached 684.82 billion yuan, The planned new polysilicon plant has a capacity of 5.085 million tons.
In the battery chip segment, the battery chip capacity of Tongwei, Runyang, Junda (Jietai Technology), Longji Green Energy, Jingao Technology, Trina Solar, Jinke Energy and Aixu will reach 490.47GW by the end of 2022. According to the investment plan disclosed by the relevant factories, the future battery chip capacity planning of 38 "sections", integrated players and cross-border players has reached 565.1GW. Stock capacity+new capacity will add up to 1055.57 GW.
In the photovoltaic module link, by the end of 2022, Longji Green Energy, Jinke Energy, Trina Solar, Jingao Technology, CSI, Dongfang Risheng, GCLSI, Chint New Energy, Yingli Group, TCL Central, Tianda New Energy, Zhongli Tenghui, Suntech Power, Yijing Optoelectronics, Haitai New Energy, Cerafur, Tongwei Shares, Shuangliang Energy Conservation, Zhonglai Shares The PV module capacity of 21 manufacturers including Lu'an Solar and Haiyuan Composite will reach 465.8GW. According to the future 351.8GW module plant capacity planning of 19 relevant manufacturers, China's PV module capacity is expected to reach 817.6GW in the future.
▍Key word 6: cross-border photovoltaic
In addition to the rapid expansion of production, the vigorous "photovoltaic cross-border" movement has been launched. According to the statistics of "Grassroot PV" in the article "Nearly 50 famous enterprises cross the border PV, involving paper making, pig raising, cement, e-commerce, real estate, etc.", since 2022, there have been no less than 50 listed companies "cross the border PV", covering Poly&Biguiyuan, Bluelight Development, which is engaged in real estate production, Baofeng Fashion which sells slippers, Muyuan Shares, Tangrenshen, Zhengbang Technology which raises pigs, Senma Clothing which sells clothes, Huangshi Group which sells milk, Zhongnan culture engaged in media, Shangfeng cement, Jingxing paper industry, Rongsheng environmental protection, Jiangsu Sunshine engaged in textile.
Some of these listed companies have invested heavily in polysilicon, such as Baofeng Group and its sub groups, or have strategically invested in photovoltaic cells and silicon chip enterprises, or have entered the fields of silicon materials, HJT, Topcon batteries, photovoltaic power stations, new materials, etc. by building photovoltaic power stations together with central enterprises. Some of these companies actually invest in or transform PV, while others are conceptual enough to achieve the goal of "gaining exposure" to rise and manage market value.
▍Keyword 7: PV+and energy storage
Since 2021, when the installed capacity of new PV exceeded that of centralized PV for the first time, distributed PV has gradually become the new main force in the market, and the development of distributed PV is benefiting from the extensive expansion of "PV+".
On November 9, the Ministry of Education issued a notice on the Implementation Plan for the Construction of a Green and Low Carbon National Education System. The Plan proposes to carry out photovoltaic action on the roof of school buildings in areas where conditions permit, so as to promote the integrated development of photovoltaic and buildings.
On November 11, the Ministry of Industry and Information Technology, the Ministry of Housing and Urban Rural Development, the Ministry of Transport, the Ministry of Agriculture and Rural Affairs and the National Energy Administration jointly issued the Notice on Carrying out the Third Batch of Intelligent Photovoltaic Pilot Demonstration Activities. The Notice said that it supports the cultivation of a number of smart photovoltaic demonstration enterprises and the construction of a number of smart photovoltaic demonstration projects. At the same time, the pilot demonstration gives priority to optical storage integration, transportation application, agricultural application, information technology, industrial chain upgrading and advanced technology products and applications.
Energy storage is indispensable for building a new power system and developing PV+. On February 10, 2022, the National Energy Administration and the National Development and Reform Commission jointly issued the Implementation Plan for the Development of New Energy Storage during the "Fourteenth Five Year Plan", proposing that by 2025, new energy storage will have entered the stage of large-scale development from the initial stage of commercialization and meet the conditions for large-scale commercial application; By 2030, new energy storage will be fully developed in the market.
Eight provinces and regions including Shandong, Jilin, Zhejiang, Qinghai, Sichuan, Inner Mongolia, Tibet, Hebei and Jiangmen City of Guangdong proposed to actively develop energy storage when deploying the priorities for 2022. Shandong: Accelerate the integration of wind and solar energy storage in northern Shandong and the large-scale development of photovoltaic in the whole county; Jilin: Actively develop new energy storage facilities; Zhejiang Province: The construction of a 1 million kilowatt new energy storage project was started, with more than 4 million kilowatts of new wind power installed capacity; Qinghai: to build a diversified, collaborative and efficient energy storage system; Sichuan: promote the implementation of major industrial projects such as diversified energy storage; Inner Mongolia: accelerate the integrated application demonstration of source network, load storage and wind solar fire storage, and expand the wind solar hydrogen storage industry cluster; Tibet: orderly promote the pilot demonstration of "new energy+energy storage"; Hebei: promote the development of new energy storage; Jiangmen, Guangdong: Strengthen the promotion and application of new technologies such as photovoltaic and new energy storage.
▍Keyword 8: "Double control" of carbon emission
The 2022 government work report proposed to orderly promote the transformation from "dual control" of energy consumption to "dual control" of total carbon emissions and intensity, improve the incentive and restraint policies for reducing pollution and carbon, and accelerate the formation of a green production and lifestyle. This is widely considered as an important step in the transformation of the "dual control" assessment mechanism.
According to the analysis, with the increase of the proportion of renewable energy in China, the disadvantages of simply controlling energy consumption will appear, which may hurt the enthusiasm for the development and utilization of renewable energy and the quality of economic development in regions with abundant renewable energy. To truly achieve carbon emission reduction, it is necessary to promote the transformation from "dual control" of energy consumption to "dual control" of total carbon emissions and intensity, and replace energy consumption indicators with carbon emission indicators, so that pollution and carbon reduction will be more accurate.
At the same time, the report of the 20th National Congress of the Communist Party of China proposed to actively and steadily promote carbon peak carbon neutralization. Focus on controlling fossil energy consumption, and gradually shift to the "dual control" system of total carbon emissions and intensity. We will improve the accounting system for carbon emissions statistics and the market trading system for carbon emissions. This indicates that it has become an inevitable trend for China to shift from "dual control" of energy consumption to "dual control" of carbon emissions.
▍Key words 9: agricultural photovoltaic, offshore photovoltaic
Under the background of promoting rural revitalization with the strength of the whole party and the whole country, agricultural photovoltaic and rural photovoltaic are taking the lead of the times.
On January 6, the National Energy Administration, the Ministry of Agriculture and Rural Affairs and the Guojia Village Revitalization Bureau jointly issued the Implementation Opinions on Accelerating the Transformation and Development of Rural Energy to Boost the Revitalization of Rural Areas, which proposed to build photovoltaic power generation and build photovoltaic+modern agriculture by using the idle land of farmers and the roof of rural houses.
On January 21, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Housing and Urban Rural Development, the Ministry of Commerce, the General Administration of Market Supervision, the State Administration and the Central Administration jointly issued the Implementation Plan for Promoting Green Consumption, which proposed to improve the application of renewable energy such as solar energy in rural life.
On February 22, 2022, photovoltaic will be written into the "No. 1 central document" every five years. According to the document, we will consolidate the achievements of the photovoltaic poverty alleviation project and develop the photovoltaic industry in poverty free areas where conditions permit. Promote the construction of clean energy such as rural photovoltaic and biomass energy.
On October 9, 2022, the National Development and Reform Commission and the National Energy Administration released the Guidance on the Implementation of the Rural Power Grid Consolidation and Improvement Project (Draft for Comments) on their websites, proposing to promote the construction and transformation of rural power grids and ensure that the distributed "should and should be merged".
"Search mountains and inspect sea dry photovoltaic". At present, offshore PV has entered the eve of explosive growth. Zhejiang, Shandong and Shanghai have successively issued documents to support the development of offshore PV. As of May 2022, China has confirmed 28 offshore photovoltaic projects, with a total area of 1658.33 hectares. Among them, there are 18 in Jiangsu, 4 in Shandong, 3 in Zhejiang, 2 in Liaoning and 1 in Guangdong. Zhejiang Province has the largest confirmed area of 770.89 hectares.
▍Keyword 10: PV IPO
Under the strategic vision of "dual carbon", photovoltaic concept stocks are hot in the A-share market. Not only cement, real estate, animal husbandry, paper making and other listed companies have cross-border photovoltaic, looking forward to the rise of "Zhanguang". At the same time, the strong performance of the photovoltaic sector in the A-share market and the convenience of financing are attracting overseas listed photovoltaic enterprises to speed up their return to A, which has also aroused the enthusiasm of other photovoltaic enterprises to rush for IPO.
According to statistics, GCL Science and Technology, Meike, Runyang, Xinte Energy, CSI, Sanjing Electric, Capital Airlines New Energy, Xinyi Solar, Sunny Science and Technology, Rainbow New Energy, Ailuo Energy, Shichuang Energy, Juhe, Yuanshi New Material and Guruiwat are all preparing for IPO. |
