The ten -year journey of China's photovoltaic power generation, from being "card neck" to the world's lead

If you want to say an exciting industry, China's photovoltaic new energy is undoubtedly on the list.

In 2021, China provided more than 70%of photovoltaic components for the global market; in 2021, the output value of the four major links in the Chinese photovoltaic industry exceeded 750 billion yuan, a record high; in 2021, the number of new photovoltaic power generation installations of photovoltaic power generation 54.88GW, distributed, distributed, distributed, distributed, and distributed History of the proportion of photovoltaic power generation exceeded 50%for the first time, and the scale of installation ranks first in the world; China's photovoltaic industry continues to break through in key core technology fields. Relying on independent and controllable patent technology and scale advantages, the cost of power generation decreased by about 80%compared with 10 years ago Native

The report of the 18th National Congress of the Communist Party of China proposed that "strengthen energy conservation and consumption reduction, support the development of energy -saving and low -carbon industries, and the development of new energy and renewable energy sources to ensure national energy security." Under this spiritual guidance, in the past 10 years, the photovoltaic industry has increased quality and efficiency through cost reduction and quality, from being leading the world to leading the world, and has made important contributions to China's renewable energy leapfrog development.

Photo source: Photo Network-401099827

Ten years of photovoltaic: The age of affordable has come, and the output value of the four major links exceeds 750 billion

The report of the 18th National Congress of the Communist Party of China pointed out that "strengthen energy conservation and consumption reduction, support the development of energy -saving and low -carbon industries, new energy and renewable energy development, ensure national energy security", and make clear instructions for China's vigorous development of clean energy.

In the past ten years, China has begun to further promote energy reform.

The first is the top -level design high house. In 2013, the State Council issued the "Twelfth Five -Year Plan" of Energy Development, which clearly proposed "the implementation of the dual control of energy consumption intensity and total consumption", which requires the implementation of the total energy consumption control goals into the comprehensive evaluation and assessment system of economic and social development in various places in various places. , Implement a regular reporting system.

In 2017, the 19th National Congress of the Communist Party of China proposed "promoting energy production and consumer revolution and building a clean and low -carbon, safe and efficient energy system." The "Thirteenth Five -Year Plan of Energy Development" pointed out that the structural reform of energy supply side should be continuously promoted.

By 2022, 9 departments such as the National Development and Reform Commission and the National Energy Administration jointly issued the "Fourteenth Five -Year Plan" Renewable Energy Development Plan "to clarify that the energy consumption structure has become more transformed, the process will be faster, and the development of the energy revolution will be promoted. District, city) follow -up preparation of the five -year plan for renewable energy.

The photovoltaic industry is an important component of renewable energy. Looking back at 2011, at that time, the photovoltaic industry was limited by the core technology level and cost, and the cost was high, which became an important factor restricting the large -scale application of photovoltaic power generation.

Since then, in order to further support the development of the photovoltaic industry, the government has introduced industrial policies many times. Through the implementation of fiscal and tax subsidies, increasing land use, expanding markets, and industrial investment, it provides a good policy environment for the rapid development of the photovoltaic industry. In the past few years, policies such as Ductinal Subsidies, Leaders Plan, Household Photovoltaic, and Green Certificate Trading have successively appeared, paving the road for the development of the photovoltaic industry.

Secondly, all companies in the photovoltaic industry chain also started a new round of "grabbing". With a series of policies, supporting enterprises in all aspects of the photovoltaic industry chain have developed rapidly, continuously breaking through key core technologies of the photovoltaic industry through scientific and technological innovation, and occupying market share.

Based on cold hydrogenation, diamond cutting technology, PERC technology, and HJT technology breakthroughs reduced the transformation efficiency of photovoltaic components, the industrial chain benefited from factors such as scale benefits, technical dividends, and decline in marginal investment costs. During the "Thirteenth Five -Year Plan" period, the cost of all aspects of the photovoltaic industry chain decreased steadily, the prices of polysilicon dropped by 24.9%, the price of silicon wafers, battery films and components decreased by more than 50%, and the system price decreased by 47.2%, which basically achieved affordable Internet access.

In 2011, the National Development and Reform Commission determined the price of solar photovoltaic power generation to 1.15 yuan/degree; by 2022, photovoltaic power generation has achieved parity online, a decrease of about 80%compared to ten years ago.

The problem of solving the cost of constraints is conducive to the healthy development of the photovoltaic industry as a whole. In February this year, data released by the China Photovoltaic Industry Association showed that in 2021, polysilicon, silicon, battery films, and component output reached 505,000 tons, 227GW, 198GW, 182GW, respectively. The output value of these four links exceeded 750 billion yuan. On September 22, Liu Dechun, director of the Resources Salvation and Environmental Protection of the National Development and Reform Commission, said at the press conference that last year, China provided more than 70%of photovoltaic components for the global market; At about 12 times, the new energy power generation exceeds 1 trillion kWh.

The new installation continues to break through, and the construction of wind power photovoltaic bases in many places

In the past ten years, the scale of China's photovoltaic market has continued to expand, and the amount of new installation machines has continued to break through a record high.

According to the statistics of the China Photovoltaic Industry Association, in 2011, my country's photovoltaic power generation installation machine exceeded 1GW for the first time; in 2013, the new installation machine for photovoltaic power generation exceeded 10GW for the first time; in 2015, my country's photovoltaic power generation installation machine exceeded Germany for the first time, with a cumulative installed capacity of 43.18 GW has become the country with the largest photovoltaic installation capacity in the world.

By 2021, my country's photovoltaic power generation installed capacity continued to increase by 54.88GW, of which distributed photovoltaic power generation increased by 29.28GW, accounting for the first time in the history of 50%; photovoltaic power generation was 325.9 billion kilowatt -hours, a year -on -year increase of 25.1%. In terms of exports, my country's photovoltaic products exported more than 28.4 billion US dollars, an increase of 43.9%year -on -year. In the first half of this year, my country's photovoltaic power generation installed capacity reached 30.88GW. The China Photovoltaic Industry Association predicts that the new installed installation of photovoltaic power generation in 2022 is expected to achieve 85GW ~ 100GW, towards a new stage.

Under the blessing of the dual carbon policy, the development prospects of the photovoltaic industry are well developed. According to the "Fourteenth Five -Year Plan" Renewable Energy Development Plan and the "Carbon Peak Action Plan for 2030", the proportion of non -fossil energy consumption will reach about 20%by 2025, and by 2030, the proportion of non -fossil energy consumption proportion will be It reaches about 25%.

According to this goal, the Inner Mongolia Autonomous Region plans to exceed the total amount of new energy power generation by 2030 by 2030; Shandong Province plans to be a renewable energy power generation installation capacity by the end of 2025 The volume will reach 300%; the scale of wind power installations from Sichuan Province to 2025 will be four times; Zhejiang Province plans to reach the end of the "14th Five -Year Plan".

Hubei Jiugong Mountain Top Power Generation Windmill Picture Source: Photo Network -501244616

Under the goal of carbon peaks, carbon neutrality, and vision, vigorously promoting the grid of renewable energy is an important proposition for the next five years. In order to further improve the proportion of non -fossil energy in the energy consumption structure, shifts to speed up in development scale and cleaning alternatives require large -scale development of renewable energy. All parties use the advantages of my country's concentrated power to do major events to jointly promote the construction of wind power photovoltaic bases.

In 2021, the National Development and Reform Commission and the State Energy Administration issued the notice of "Planning and Laying Planning Plan for Desert, Gobi, and Desert areas (hereinafter referred to as the" Plan ") in the notification Focusing on Langbuhe, Tengger, and Badan Jilin Desert, it is planned to build a large -scale wind power photovoltaic base.

The "Plan" proposes that by 2030, the planning and construction of the construction of the wind power photovoltaic base will be about 455 million kilowatts. Among them, Kubuqi, Wulanbuhe, Tengger, and Badan Jilin Desert base planned 284 million kilowatts, 37 million kilowatts were planned for coal mining, and 134 million kilowatts were planned for other deserts and Gobi areas.

Inner Mongolia focuses on existing geographical conditions and development plans along the border, Gobi Desert, desert governance, and mining area restoration, to build a new energy base of Mongolian and Mongolian Tongdong.

Shandong Province pointed out in its "Renewable Energy Division Plan" that it will focus on creating four major bases, namely the 10 million kilowatts of sea wind power bases in the Shandong Peninsula, and the 10 million kilowatt -level landscape storage and infusion base of the Lubei salt -alkali beach. The one million kilowatt -class "photovoltaic+" base and the external electrical channel of the Lunar Channel in the southwck of coal mining areas in the southwest of Ru were renewable energy bases. By 2025, Shandong Province plans to develop 57 million kilowatts for photovoltaic development.

Sichuan Province planned to reach 12 million kilowatts by 2025, focusing on promoting the construction of Liangshan State Wind Power Base and the construction of photovoltaic power generation bases in the "Sanzhou and One City", planning and building the upstream of the Jinsha River, the lower jinsha River, the Yayu River, and the Dadu River Zhongzhongzhongzhong The upstream water scenery integration and renewable energy comprehensive development base.

Qinghai Province plans to build Hainan's tens of millions of kilowatts and more energy complementary 100%clean energy base. Haixi tens of millions of kilowatts of "Chaidamu Muzhuang Vanguard Corridor" clean energy base.

Photovoltaic improvement of people's livelihood, promoting local socioeconomic and ecological development

In the past ten years, China's photovoltaic industry has not only completed the transformation and upgrading itself, but also played a pivotal role in the world. It has become a global leader in renewable energy, and photovoltaic poverty alleviation has also become a boutique project for industrial poverty alleviation in my country and the top ten precision poverty alleviation poverty alleviation One of the projects plays an important role in the economic and social development of remote places.

In October 2020, Zhang Jianhua, director of the National Energy Administration, introduced at a press conference that a total of 26.36 million kilowatts of light poverty alleviation power stations were built in a press conference to benefit nearly 60,000 poor villages and 4.15 million poor households. , Correspondingly resettlement of 1.25 million public welfare positions. "The income of photovoltaic poverty alleviation projects is stable and effective, and it directly drives the poverty alleviation effect." Zhang Jianhua said.

Photovoltaic new energy is also a "new engine" that continues to drive investment, employment, and economic and social development in the western region. Taking Guizhou Province as an example, according to the statistics of the Guizhou Provincial Taxation Bureau, in 2021, the province's photovoltaic power generation enterprises contributed a tax of 53.21 million yuan to the province, an increase of 43.97%year -on -year.

Photovoltaic leading enterprises are also actively bowing in the photovoltaic Huimin project. Jing'ao Technology (SZ002459, a stock price of 65.48 yuan, and a market value of 154.13 billion yuan) has built photovoltaic poverty alleviation power stations in Yanchi, Hebei Kangbao, Hebei Lingcheng, Ningxia. These photovoltaic poverty alleviation power stations will provide more than 2 consecutive years in poverty -stricken areas. Poverty alleviation funds with 100 million yuan involves 4,055 households in poor families and benefit more than 10,000 poor people. In the first half of 2022, Jing'ao Technology Photovoltaic Poverty Alleviation Project had paid a total of about 7.602 million yuan in poverty alleviation; as of June 30, 2022, a total of about 63.6 million yuan in poverty alleviation had been paid.

Photovoltaic new energy is also becoming an important supplement to rural economy and an important channel for farmers' income. In February of this year, the "Opinions of the Central Committee of the Communist Party of China on the key work of comprehensive promotion of rural rejuvenation in 2022" pointed out that the promotion of clean energy construction such as rural photovoltaic and biomass energy. The "photovoltaic+" models such as photovoltaic planting, photovoltaic farming, photovoltaic water conservancy, and photovoltaic village houses are vigorously promoting and applied. The development of the photovoltaic industry not only effectively drives economic and social benefits, but also plays a role in complementary environmental benefits. While the photovoltaic arrays reducing evaporation, water retention and water storage, the basic light required for vegetation growth, accelerating the natural replacement and ecological repair process of plant communities, and promoting soil improvement and local climate improvement.

The "ecological repair+photovoltaic" power station model is emerging -that is, make full use of the conditional land resources such as deserted mountains and desertification areas, desertification areas, exhaustion and post -repairing mining areas.

In 2021, Dongchuan District, Kunming City, which was more prominent in Shi desertification, built the nation's first "photovoltaic power generation+water collection irrigation+ecological repair" miniature model project. Then use a positive role.

The photovoltaic power plant built by Hainan Tibetan Autonomous Prefecture in Qinghai Province provides both clean energy and improved the ecological environment of Gobi Beach. According to the People's Daily report, the current average annual power generation of Tara Beach has reached 80 million degrees, the vegetation coverage rate has returned to 80%, and land desertification has been curbed. The improved vegetation environment has attracted the return of herders. The annual pastoral output of pastures reaches 110,000 tons, and the "photovoltaic sheep" of the depository column reaches more than 20,000.

Tura Beach Photovoltaic Industrial Park, Hainan Tibetan Autonomous Prefecture, Qinghai Province Source: Visual China-VCG111298818782

Since the 18th National Congress of the Communist Party of China, within 10 years, my country has become the world's largest renewable energy market and equipment manufacturer. With the continuous increase in investment and support of the new energy industry, the Chinese photovoltaic industry has achieved the achievement of the world's attention with amazing development speed, and has won widespread international praise.

Daily Economic News

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