Photovoltaic Leading Energy ** Three Focuses

According to the recently released "Energy Development Strategic Action Plan (2014-2020)", China has established a national policy for energy development based on the "four tactics" and "one cooperation." Specifically, the “four **s” include energy consumption**, energy supply**, energy technology**, and energy system**.

As an important representative of new energy and emerging industries, the photovoltaic industry will also usher in its own development opportunities.

However, as far as the current situation is concerned, there is obviously much room for improvement in the innovation of the business model of photovoltaics. Even in some of the most innovative space related derivative operations around the power plant operation, the existing model appears to be lackluster.

As a kind of energy industry that integrates intelligence, the Internet, and financial products, how PV can make better use of new technologies and new business models, including the Internet, and do some useful layouts for direct electricity trading. Paving roads, as well as the construction of eco-cycles around energy conservation management and photovoltaic power plants, will determine the future development space and depth.

Obviously, if photovoltaic power generation is to seize the important historical development opportunity of the reform of the energy system, it will inevitably need to change old thinking, bid farewell to over-reliance on policies, and completely shift from a “policy market” to a market-oriented development.

I. Four opportunities under energy

Under the background of the energy ignited by the new round of energy development strategy, the photovoltaic industry will undoubtedly give birth to tremendous opportunities for development.

According to the newly released "Energy Development Strategic Action Plan (2014-2020)" (hereinafter referred to as the "Action Plan"), China has established a national policy of energy development for the "Four Fights" and "One Cooperation." Specifically, the “four **s” include energy consumption**, energy supply**, energy technology**, and energy system**.

Under the background of energy-saving in the consumer end, the above-mentioned “four buzzwords” will bring development opportunities for the photovoltaic industry and may increase the price of traditional fossil fuels through measures such as taxation and fee reform, which will further reduce the photovoltaic power price. The price difference with the former is not necessarily the supply side. As one of the major new energy sources, it will inevitably involve the expansion of the terminal application. In the aspect of technology and institutional innovation, if the photovoltaic industry can better exert its own intelligent attributes, Internet attributes, and financial product attributes, it will certainly play a role in promoting energy system reform, technological progress, and business model innovation. More leading role. At the same time, we can also use this to strive for greater development opportunities for ourselves.

Second, the price reduction under the energy saving priority

According to China’s energy development strategy in the coming years, in promoting energy consumption, it will suppress unreasonable energy consumption, firmly control the total energy consumption, effectively implement the energy conservation priority policy, and permeate energy conservation throughout the entire process of economic and social development and various fields. We will resolutely adjust the industrial structure, attach great importance to urbanization and energy conservation, establish a thrifty outlook on consumption, and accelerate the formation of an energy-saving society.

Regarding the control of energy consumption, in addition to the elimination of high-energy-consuming industries, other measures that can be taken include technological advancement, improved energy efficiency, and use of price leverage to force energy conservation. Judging from the available information, the latter may play a greater role.

According to former Deputy Director of the National Development and Reform Commission and Deputy Director of the National Financial and Economic Committee, Peng Sen, according to the strategic deployment of the Central Government's comprehensive deepening reform from 2014 to 2020, the next step will be to accelerate price reforms in the electric power, oil, natural gas and other fields. In all fields involving prices in the competition field, the government should control as little as possible and form a mechanism that mainly determines the energy price by the market, including oil prices, electricity prices, and gas prices. The government determines the formula for pricing, and the intermediary agencies regularly and regularly publish internationally. Changes in several reference standards, independently set by the company

Third, the development of photovoltaic consumer products technology

A little observation shows that some of China’s emerging industries have repeated similar development trajectories. As the industry begins to pick up, it will inevitably attract more and more investors again. Under the pressure of overcapacity, the price war will be As a result, its gross profit margin has continued to decline, and eventually it has fallen back to the situation where similar manufacturing industries rely on scale and fine cost control to survive.

For the photovoltaic manufacturing sector, how to get rid of the industrial cycle problems and open up a larger market space is undoubtedly a viable way, such as attaching photovoltaics as an added value to other products in order to obtain more opportunities.

According to public information, the industry has already begun to try in this area.

At the China Photovoltaic Conference held recently, Dai Mingfang, vice president of Hanergy Holding Co., Ltd., said that the use of gallium arsenide thin film materials in mobile power supplies cannot be underestimated in the future. In the specific direction of development, the focus will be on civilian use and supplemented by industry, which may become a direction for photovoltaic companies to enter millions of households. “That means that anything that can be moved, carried or worn can use high-efficiency gallium arsenide thin film technology. The application of mobile power also includes systems like drones, consumer electronics such as remote power supplies, automobiles, and the Internet of Things. From the current product point of view, some products have already started to be sold on the market, and some are in the joint R&D, joint development or manufacturing stage."

Dai Mingfang stated that for the above-mentioned fields, the most important thing at present is how to reduce the cost and increase the output of the product. “In 2014, it basically started to become industrialized. In 2015 and 2016, as the market develops, it will gradually enlarge, and at the same time, costs will drop substantially. The conservative estimate is that the cost will be about US$3. It is currently large in the high value-added automotive market. After the scale of production, this cost is still competitive in the field of high-end conventional photovoltaic applications."

In addition, the technological advances surrounding the entire manufacturing sector will remain the focus of the industry and will affect the future competition with other energy sources.

It is understood that in the "13th Five-Year Plan" photovoltaic technology planning, battery technology is still the focus of attention, including low-cost crystalline silicon cells, thin film batteries and some new high-efficiency solar cells.

However, with regard to the current reality of terminal applications, it is of course important to increase the efficiency of the battery, but in the entire system and the current grid-connected environment, the importance is greatly reduced.

For the entire manufacturing industry, auxiliary materials and equipment manufacturing may need to make up for the gap that may exceed the battery.

Therefore, based on the current trade environment, the photovoltaic industry should obtain more breakthroughs in auxiliary materials and equipment manufacturing, so as to win more countermeasures for China in the future of possible trade disputes. Initiative.