Rapid growth of production at the manufacturing end and comprehensive "flowering" of photovoltaic high-efficiency technology

"In recent years, China's photovoltaic industry has made rapid development by taking advantage of its own industrial advantages and gained a comprehensive leading advantage in the global photovoltaic market. At the same time, domestic photovoltaic enterprises have also opened the situation from product supply to whole industry supply. Driven by policies, the domestic photovoltaic industry will continue to maintain a healthy development trend. " Wang Bohua, chairman and Secretary General of China Photovoltaic Industry Association, pointed out in the "2019 photovoltaic industry chain supply forum" that 2019 is the key year for China's photovoltaic industry to shift from competitive photovoltaic to affordable online.

"Against the market" growth of photovoltaic manufacturing end

On November 5, the State Energy Administration released the construction and operation of photovoltaic power generation in the first three quarters of this year on its official website. According to the data, by the end of September this year, the total installed capacity of photovoltaic power generation in China was 190.19 million kilowatts, up 15% year-on-year, with an increase of 15.99 million kilowatts; the national photovoltaic power generation capacity was 171.5 billion kilowatt hours, up 28% year-on-year, with remarkable results.

As early as may this year, the relevant director of the new energy department of the National Energy Administration mentioned in the interpretation of the notice on matters related to the construction of wind power and photovoltaic power generation projects in 2019 that the basic consideration of this year's photovoltaic development policy is "stability, transformation and transformation". Stability is the expectation of stabilizing the market, transformation is to promote the transformation of photovoltaic power generation from high-speed growth to high-quality development, transformation is to reform photovoltaic power generation Power management mechanism, improve the development policy of photovoltaic power generation.

With the policy support and the joint efforts of all enterprises, the application scale of photovoltaic power generation has been expanding, the technical level has been significantly improved, and the cost has been significantly reduced. Wang Bohua pointed out at the 15th China solar grade silicon and photovoltaic power generation seminar held recently that this year, the conversion efficiency of the battery is rapidly improving, the modules are developing towards high power, and the technical development tends to be diversified. Previously, there was not much innovation in the component sector for many years, but this year there are many innovations, and the manufacturing end gradually started to develop actively with innovation as the driving force.

"The market size declined in the first three quarters of this year, but the growth rate of the manufacturing end is accelerating." Wang Bohua pointed out that in the manufacturing end of last year, the growth rate of polysilicon was single digit in the whole year of 2018, and the growth rate of the other three links was below 20%, but the growth rate of the four links this year exceeded 30%, and the highest link was even close to 50%.

Why is China's application end declining while manufacturing end output is growing, and the growth rate is faster than last year? According to Wang Bohua, the main reason is that although China's market is shrinking, the global market is still in the process of rapid development. He cited several fast-growing emerging markets, such as Vietnam with an installed capacity of more than 40 gigawatts in the first half of the year, Ukraine with an installed capacity of 90% of the total installed capacity of last year in the first half of the year, and Mexico and other places with the same example this year. In addition, traditional overseas markets are expanding, such as Spain's installed capacity of 1.5 GW in nine months, surpassing the total installed capacity of the past decade.

In recent years, the export volume of China's photovoltaic industry has been at a new high. In addition to the traditional western developed country market, there are many new emerging markets. In the export of photovoltaic products, modules have always accounted for a relatively high proportion. With the innovation and development of cost reduction technology of components in China, some regions without conditions to install photovoltaic have gradually joined the ranks of China's export emerging markets.

"The development of the global photovoltaic industry has led to the rapid growth of the export of Chinese products. China photovoltaic Association expects that this year's export volume of China will be the third highest in the history after 2010 and 2011." Wang said.

According to the data released by solar photovoltaic products branch of China Chamber of mechanical and electrical import and export, the export value of photovoltaic products in 2010 reached 30.52 billion US dollars, and the export value of photovoltaic products in 2011 reached 35.82 billion US dollars. The third highest point in history is worth looking forward to.

New air outlet for battery technology innovation

"Before, technological innovation was our weakness, but now, some technologies in China's photovoltaic industry have broken the world record 16 times, and some records are still maintained, and all kinds of efficient technologies are in full bloom." Wang Bohua said that 11 of these records have occurred in the past two years. The record breaking has proved that the technological innovation of China's photovoltaic industry in the past two years is very active.

In the overall wave of technological innovation of photovoltaic, high-efficiency battery technology stands at the forefront. Among them, the key back field passivation (PERC) battery and heterojunction (HIT) battery are the two main directions of technological innovation in China's photovoltaic enterprises.

The advantage of perc battery lies in the low cost of initial equipment investment. It only needs to add passive film deposition equipment and slotting equipment in the traditional battery production line, which has become the most commonly used technical route.

The production line of heterojunction battery needs to be rebuilt, and the initial investment cost is high. However, due to the higher conversion efficiency of heterojunction battery (the starting efficiency is 23%, and the highest efficiency record has reached 26%), the advantages of less production steps, short process flow, low process temperature, high low light response, and easier to reduce production cost, it is still considered to be a more promising technical route. At the same time, the double-sided generation characteristics of heterojunction battery also conform to the current trend of double-sided generation.

Jin Yi, vice president of Junshi (China) energy Co., Ltd., predicted in the "2019 China International Photovoltaic Technology Forum (citpv) sub Forum - Battery Technology Forum heterojunction special session" held on September 6 that from 2021 to 2023, the heterojunction capacity will be expanded by 10 GW per year, and the heterojunction Market share will be expected to reach 20% by 2025.

Jinyi pointed out that heterojunction solar cells have excellent technical characteristics and more efficiency