With 1,354 exhibitors, 100,000m² of exhibition space and around 50,000 visitors from 162 countries, Intersolar Europe – the world's leading exhibition for the solar industry – has celebrated another successful year, along with its three accompanying energy exhibitions.
From PV production technologies to hybrid inverters to subsidy-free business models, the topics explored at the 2019 event were highly diverse and well received by crowds of visitors. Attendees also had the chance to learn more about trends, innovative business models and international markets at the Intersolar Europe Conference. Intersolar Europe is part of The smarter E Europe show, the continent's largest platform for the energy industry, which covered ten exhibition halls in 2019 – two more than at the event's debut last year.
Sunny days are on the horizon for Europe as the solar market booms. Last year saw the deployment of 11.2 more GW of photovoltaic power on the continent, representing impressive growth of 21% over the previous year. That information came from the latest edition of the Global Market Outlook, presented by SolarPower Europe at this year's Intersolar Europe Conference. The outlook is just as promising for 2019. The industry association expects to see 20.4 GW of newly installed capacity this year, an increase of more than 80%. The most influential European solar markets in 2019 are expected to be Spain, Germany, the Netherlands, France and – for the first time – Ukraine.
Looking forward to 2020, SolarPower Europe expects the Europe-wide solar market to grow 18% with new PV installations adding 24.1 GW of capacity. That would surpass the record deployment seen in 2011, when newly installed PV capacity in Europe totaled 22.5 GW. And solar power isn't just on the rise in Europe, but worldwide too. On a global scale, the association forecasts new PV capacity of around 128 GW in 2019, which would represent growth of 25%.
Against the backdrop of a globally booming solar market, Intersolar Europe once again established itself as the industry's most important event. “Great things are happening on the market, and that dynamism is reflected at the exhibition,” said Carsten Körnig, CEO of the German Solar Association (BSW-Solar). “Our members are reporting solid new deals, a great deal of confidence and full order books. The message from Munich is unmistakable – the solar and storage industry are prepared for much more rapid expansion and ever-smarter solutions in the electricity, mobility and heating sectors for power plants of all sizes around the world.”
Multiple factors driving the PV boom
The driving forces behind the boom are many: the continuously falling cost of generating solar power, cheaper energy storage, the growing competitiveness of PV in comparison to conventional energy sources and the importance of new subsidy free business models for financing solar farms based on power purchase agreements.
Spain is a hotspot for PPAs in Europe, at the start of 2019 the world’s largest PPA for a solar project portfolio – 708 MW – was signed in Spain and Portugal. BayWa r.e. sent another clear signal of growth by signing a PPA for a 175 MW solar park in Andalusia.
“Our goal is to play an active role in creating a carbon free future based on renewable energies. From small plants to large scale solar power stations, our solar energy division offers high quality, affordable solutions to contribute to the global energy transition,” said Matthias Taft, board member responsible for Energy at BayWa AG. “We attended Intersolar Europe once again this year because it’s where the major players in the solar industry come together and because only when our efforts are combined can we achieve a clean energy future.”
Intersolar Europe and the Intersolar Award
The Intersolar Europe Conference focused on global markets, technologies and financing for PV projects once again in 2019. In addition to the market trends in Europe, experts shone a light on markets in sub-Saharan Africa and Middle East and North Africa regions. Other sessions explored the interaction of PV and storage systems – the latest hot topic in the industry. Attendees gained valuable information about new applications, including solar installations in façades, on agricultural land and floating PV. The participants also learned more about the opportunities afforded by digitalization for the operational control of PV installations – knowledge which is sure to give them an edge.
Each year, the first day of the exhibition is rounded off in style with the presentation of a coveted Intersolar Award, a long-standing highlight of the event. This year’s panel of judges chose to honor Huawei Technologies Co Ltd; Raycatch Ltd; and Zhejiang Jinko Solar Co Ltd; for their trailblazing solutions, products and projects. The ees Award and The smarter E Award were also presented. The winners and finalists of all three awards serve as the beacons of a new energy world. The international media response was no less than they deserved.
Facts and figures
With 1,354 exhibitors, 15% on last year, and around 50,000 visitors (up 8%) across an exhibition space of 100,000m² (16% more floorspace than last year), The smarter E Europe and individual exhibitions were met with an overwhelmingly positive response from visitors and exhibitors alike.
This success rests on the powerful dynamic of progress and vision created by recent developments in renewable energies, energy storage and in the digital interconnection of previously independent sectors.
“In an ideal world, I’d like to see 100% renewable energy in Germany, across Europe and around the world,” said Oliver Beckel, director of public affairs at Hanwha Q CELLS. “ We believe that by 2050 – in a mere 30 years – we can make this a global reality. Germany in particular has done a lot over the last 20 years to help make this happen. Intersolar Europe shares the same goal, and for us it’s one of the most important exhibitions worldwide. It’s where we meet our clients, competitors, partners and suppliers.”
Intersolar Europe was accompanied by ees Europe, Power2Drive Europe and EM-Power as part of The smarter E Europe, the innovation hub for new energy solutions.
Solar panel maker ARTsolar has filed a petition with the International Trade Administration Commission of South Africa , seeking customs tariffs on all imported crystalline silicon PV panels.
In the document, submitted at the end of March, the manufacturer complained there was no protection for module manufacturers in the country, as existed in the U.S. Europe, although in the latter case trade measures were lifted last year.
“A number of photovoltaic module/panel manufacturers had ceased their production operations in the SACU region due to high competition from low-priced imports,” the petitioner wrote, in reference to the Southern African Customs Union area which also includes Botswana, Lesotho, Namibia Eswatini.
Pegg, CEO of the SegenSolar (Pty) Ltd South African subsidiary of U.K. solar distributor Segen Ltd, said the introduction of import tariffs could see the price of PV modules rise by 10% overnight in South Africa. “The 10% tariff will, ultimately, be passed down to the customer or installer in the form of increased product prices – which could see dem plummet profit margins squeezed, particularly for smaller distributors,” he told pv magazine.
Pegg added, the major problem with tariffs in South Africa would be the lack of government support for the sector. For tariffs to be effective, he said, the policy regulatory environment must support the growth supply of the renewables sector. “For example, China has seen explosive growth in solar PV power generation due to continually adjusting its solar energy targets upward in line with dem – which increased from 10% in 2012 to 55% in 2017,” he said.
It’s all about Eskom
Pegg also highlighted the operational financial problems of state-owned utility Eskomas a hicap to the country’s energy sector. Last month, Eskom required an emergency $355 million bailout to prevent a debt default when it was already struggling to fix crippling power shortages. Media reports claimed the utility also failed to receive ZAR7 billion ($485 million) in loan payments from the Chinese Development Bank this month.
“It seems more likely the proposed import tariffs would make it explicitly easier for the state-owned Eskom to keep its monopoly on energy supply in South Africa,” Pegg said.
Chris Ahlfeldt, energy specialist at Blue Horizon Energy Consulting Services, said tariffs would probably have a net negative impact on jobs for the domestic solar industry, adding they would slow down customer adoption through higher prices. “Solar PV installers create many more local jobs than the manufacturing industry globally, so the focus should be on accelerating growth in the industry as a whole to create jobs not slowing it down with tariffs,” he said to pv magazine.
‘Incentives, not penalties’
According to Ahlfeldt, the best way to incentivize localization of industry is by creating stable dem. Rather than introducing tariffs, he said, the government should focus on enabling regulations for the industry more regular procurement for utility scale projects. “South Africa’s REIPPPP [Renewable Energy Independent Power Producer Program] already has localization requirements but delays in the program contributed to closure of most of the local module assembly capacity over the past few years, from companies like Solairedirect, SunPower Jinko Solar,” he said.
Alfehldt added South Africa is part of the World Trade Organization, so new tariffs could result in trade law violations as they have in other countries.
The South African government was expected to launch a new 1.8 GW REIPPP round last yearbut Eskom’s troubles may have stymied that plan. Early this year, president Cyril Ramaphosa announced a plan to rescue Eskom by splitting it into three units. Consultants Frost & Sullivan said that move could encourage renewables even if it is not enough to fully address the utility’s financial crisis.
Eskom’s debt pile stood at around ZAR419.2 billion at the end of September, according to its financial results. The utility is the only buyer of the power generated under the REIPPP its lack of funds pushed it to delay the signing of several PPAs awarded in rounds 3.5 four of the program.
Unlike previous trade actions which targeted solar imports from China, later Taiwan, the truly global nature of the Section 201 tariffs ensured there weren’t many places to relocate a factory get around tariffs on modules shipped to the United States.
There weren’t many; but there were some. The Section 201 tariffs carry exemptions for several dozen developing nations that are part of the Generalized System of Preferences (GSP) list, as long as imports from such nations do not exceed 3% of the total volume imported during any year, or 9% of aggregated import levels.
While Thail the Philippines were not exempted, as they had already supplied more than 3% of PV imports, one nation that was on the list was promising for east Asian manufacturers: Turkey.
Over the last few years, Turkey has become a minor PV manufacturing destination, with local producers including Ankara Solar CW Enerji joining China Sunergy, with Chinese PV maker HT-SAAE commissioning a 600 MW cell module fab in 2017 planning an 850 MW mega-factory.
At the time of writing it was not clear how much of the nation’s cells modules were making their way to the U.S. market but as of last week that no longer mattered, as Turkey was formally removed from the GSP on May 17.
Contractors working in the U.S. solar market wishing to source modules overseas not pay tariffs will now be competing for the limited supply available from Algeria, Brazil, India Tunisia.
The price of economic success
Although the removal of Turkey from the GSP will hit PV module importers, that was not necessarily the aim of the Trump administration.
The GSP is intended for developing nations, Turkey’s removal from the list – which was established in 1974 – is intended to recognize it has developed sufficiently that it should no longer receive preferential treatment, even though Turkey still has a per-capita GDP of less than $10,000. The World Bank has described the nation’s economic social development in the past two decades as “impressive”, with the incidence of poverty more than halving between 2002 2015.
As such, the lender now describes Turkey as an “upper-middle-income country”, it is likely to be this economic success that determined the recent change.
“The energy storage system can regulate the frequency of the electricity market,” said Garth Heron, Australian Development Director of Neoen SA, owner of the battery energy storage system, at a press conference in Sydney.
In places like South Australia, the energy storage industry is becoming more and more important as fossil fuels such as coal and natural gas in the region generate less electricity. Australian energy market operator AEMO said in an e-mail that the Hornsdale energy storage system plays an important role in providing frequency control services, and the speed and accuracy of its response to system events is encouraging.
Solar power generation is one of the main ways in which household users use renewable energy. According to the Solar Energy Industry Association, the total US solar power generation capacity reached 53.3 GW in 2017, enough to power more than 10 million homes. And a 30% solar tax credit policy is still in place.
Industry consultant Aurecon Group said that after the grid connector between Queensland and New South Wales was shut down in August this year, the Hornsdale battery energy storage system responded within 100 milliseconds, providing electricity and stabilizing grid operations. , its control response time can be as long as 6 seconds.
The factory signed a supply contract with the South Australian government in the first half of 2018 and independently sold the stored electricity, earning 8.1 million euros ($9.2 million) in revenue for Neoen and recovering an investment of 56 million euros. Part of the cost. According to Bloomberg NEF's survey data, it also reduced the cost of grid-assisted services by nearly 75%.
A big problem facing the renewable energy industry is whether battery energy storage systems can extend the power of the base load as fossil fuels dominate the power structure.
Neoen's Heron said that the battery energy storage system can be expanded, and the company plans to add at least two battery energy storage projects in Australia. Liberty House CEO Sanjeev Gupta plans to build a 120MW energy storage system in South Australia and hopes to exceed the Hornsdale battery energy storage system.
But not everyone believes in the value of battery storage. Australian Prime Minister Scott Morrison said the energy storage project does not solve Australia's energy problems.
Tom Howell, CEO of Tomago Aluminium, said that the Hosdale battery energy storage system's smelter power supply can only provide electricity in less than 8 minutes.
Andrew McKenna, senior policy adviser at Business SA, said that local companies' attitudes are generally positive, but they also have some doubts about their true capabilities. When homes and businesses turn on air conditioning and cooling systems, the state has not experienced a long-term test that truly tests the limits of battery energy storage systems.
Despite this, Tesla's battery energy storage system will not be a versatile solution to the state's power problems, but the energy storage system's potential contribution to the grid is strongly supported.
Ali Asghar, an analyst at Bloomberg NEF, said, “The project raises people's understanding of the revenue streams and returns of energy storage projects and indirectly reduces the risk of future energy storage investments.” Operation of the Hornsdale Energy Storage System Since then, the Australian public and private sector has deployed approximately 2,500 MWh of energy storage projects.
The capacity comes from two solar parks and five wind power plants awarded firm energy obligations for 2022-2023. The Reliability Charge auctions were created by the Colombian government to ensure power supply during water shortages.
(People in rural area of Colombia using the distributed PV station to gain the electricity.)
XM Compañía Expertos en Mercados (XM), a subsidiary of the Colombian state transmission company ISA, has contracted 1.39 GW of solar and wind capacity in the Reliability Charge auction held on Friday.
The Reliability Charge auctions were introduced by the Colombian government in 2006 to ensure power supply during droughts. The latest exercise assigned contracts for 2022-2023 to 70 generation plants, of which 23 have yet to be built.
The list of selected projects published by XM included only two PV projects – El Paso Solar, by energy company Emgesa and the Loma Solar plant of Enel Green Power Colombia. Five wind power plants also won contracts but most of the winning projects were hydroelectric and thermoelectric.
As reported by Colombian energy regulator CREG in a statement, the auction allocated 250.55 GWh of power daily in Obligations of Firm Energy contracts, of which 37.37 GWh corresponded to new generation projects. “The closing price of the auction was $15.1/MWh – COP46.46/kWh. This value is 11% lower than the reliability charge resulting from the last auction, which is the one currently in effect – $17.01/MWh,” said CREG.
Renewables garner 6%
Some 4,010 MW of firm power was contracted in the procurement exercise. Minister of energy and mines María Fernanda Suárez welcomed the first contracts awarded to solar and wind in the auction as a step towards an energy system incorporating large volumes of renewables. However, only a few days earlier not a single project was selected in the first renewable energy auction held in the Latin American country.
Colombia’s National Mining and Energy Planning Unit said the bids received did not comply with the criteria for competition and market dominance. Enel Green Power, Canadian Solar, Trina Solar and Solarpack were among the developers admitted to the auction’s final phase.
A repeat of the auction, with amended rules, is set to be launched by the end of June, Minister Suárez said after the failed exercise.
Luneng·Yijun 49.5MWp PV Power Generation Project was invested by Shaanxi Luneng Yijun New Energy Co.,Ltd and contracted to build by SCEGC Group New Energy Co.,Ltd.
This project is located in Bazhangyuan Village, Yaosheng Town, Yijun County, Tongchuan City, Shaanxi Province.
The total installed capacity of the project is 49.5MW. As of November 30, 2018, the project has basically completed construction and grid-connected work, and is currently undergoing final commissioning. The detailed completion progress is as follows:
As the “The Belt and Road Initiative”1 sprouted and blossomed in various industries, the footsteps of the photovoltaic industry have become more and more smooth and farther and farther in the overseas market.
On last Friday, November 30, the headquarter SCEGC Group and SCEGC Group New Energy Co., Ltd. met with Lee Choo Boo, president of the ITRAMAS Group in Malaysia. During the talks, the two sides indicated that they will actively promote the cooperation project of Shaanxi Construction Group's new energy in Malaysia, and at the same time confirm that the two sides will expand their cooperation to other countries in the Belt and Road.
Meng Jian, Chairman of the Group, and Lee Choo Boo, President of ITRAMAS, presented a gift to each other after the meeting
Southeast Asian countries have sufficient sunshine and have a daily sunshine of 1460-1900 kWh/m2, which has the advantage of natural photovoltaic power generation. However, due to the influence of geographical conditions, some countries and regions still have problems of power shortage and long-term power shortage, which restrict economic development. Energy problems need to be solved urgently. Photovoltaic power generation has become a feasible solution for solving energy problems in the region.
Southeast Asia has installed a total of 4,170 MW by the end of 2017. Of these, only Thailand and the Philippines accounted for 86% of installed capacity. The markets in Malaysia, Thailand, Vietnam and the Philippines in Southeast Asia are the most worthwhile. Take Vietnam and Thailand as examples. Both have set the goal of future PV industry development. Vietnam has set a PV installation of 12GW in 2030, and Thailand is in In 2036, it reached 6GW of PV installation. The two countries also introduced FiT (Feed-in Tariff) and Net Metering policies to stimulate the development of the national photovoltaic industry.
In April 2017, the Malaysian Ministry of Energy said that renewable energy in Malaysia will reach 2,080 MW in 2020, accounting for 7.8% of the total power generation, of which the PV installation target is 500 MW. As of the end of 2017, the cumulative installed capacity of renewable energy for FiT has reached 563MW, of which the cumulative installed capacity of photovoltaics has reached 380MW, accounting for 67% of the total installed capacity. On the other hand, the amount of electricity generated for each of the renewable energy sources is the best for PV performance.
Minister of energy of Malaysia YEO BEE YIN
According to Minister of Energy of Malaysia Yeo Bee Yin, the third round of Malaysian Large Solar (LSS) tenders will increase capacity by 500MW, details will be announced in January 2019.
Yeo said the value of these projects could be as high as RM2 billion (about $477 million).
1. What is "The Belt and Road Initiative"?
The Belt and Road Initiative refers to the proposal to build a Silk Road Economic Belt and a 21st Century Maritime Silk Road. During his visits to Central and Southeast Asia in September and October 2013, Chinese President Xi Jinping unveiled the initiatives of building the Silk Road Economic Belt and the 21st Century Maritime Silk Road in cooperation with related countries, and laid out policy coordination, facilities connectivity, unimpeded trade, financial integration, and people-to-people bonds as the five major goals.
To implement the Belt and Road Initiative, China has set up a leading group and developed close contacts with the countries along the land and sea Silk Roads. In March 2015, the leading group published a white paper entitled Vision and Actions on Jointly Building the Silk Road Economic Belt and the 21st Century Maritime Silk Road.
(Part of the data comes from: https://mp.weixin.qq.com/s/qwiYoxCnJqSlE9MeIBBXUw)
On November 22nd, the “2018 China PV Industry Annual Conference and Smart Energy Innovation Forum” hosted by China Photovoltaic Industry Association was held in Hefei. The theme of the conference was “New Situation, New Action”, which aims to study the background of energy reform. The direction and path of sustainable innovation and development of the photovoltaic industry. The conference has carried out various topics on China's PV industry, PV prospects under the energy transformation, PV export situation in the context of Sino-US “trade” disputes, future PV industry development pattern, PV power generation technology, PV+ energy storage, and smart energy. discuss in depth.
Director of Trade Relief Investigation Bureau of the Ministry of Commerce YU BEN LIN
Deputy Director, Department of Electronic Information, Ministry of Industry and Information Technology
In 2017, the photovoltaic industry in Hefei achieved an output value of 42.5 billion yuan, which is in the forefront of the national cities. So far, the city has built and connected to the grid to generate more than 18,000 types of photovoltaic power generation systems, with an installed capacity of 2.2GW, ranking the forefront of the provincial capital cities. In the future, Hefei will continue to build the first city of China's photovoltaic industry, and continue to promote the development and transformation of the photovoltaic industry in the city, and contribute to the construction of ecological civilization.
Vice Chairman and Secretary General of China Photovoltaic Industry Association WANG BOHUA
Wang Bohua introduced that from January to October, domestic silicon wafer production was 77.8GW, battery production was 60.5GW, and module output was 63.7GW. The capacity utilization rate of large-volume enterprises remained above 70%, and many small-volume enterprises Capacity utilization has been below 50%. According to data released by the Energy Bureau, from January to October, China's new PV installed capacity is about 36GW, with a cumulative total of more than 116GW.
Wang Bohua is optimistic about the global prospects of the photovoltaic industry. He made a simple analysis of the future of the photovoltaic market. First, the industry should continue to have confidence in the domestic market. Secondly, the photovoltaic industry is a global manufacturing industry, based on the global market. Consider the problem; in the end, the photovoltaic industry still needs to innovate, to reduce costs, improve quality, and increase efficiency. Wang Bohua believes that the photovoltaic industry is still in the process of rapid cost reduction. According to his estimation, the cost may fall by 30% from 2018 to 2022.
Former Director of the Energy Research Institute of the National Development and Reform Commission
According to Han Wenke, in the "2030" year and in achieving the goal of "energy revolution", photovoltaics will replace some of the nuclear power and become the first main force of clean energy, becoming an industry connecting the supply side and the consumption side.
Vice President of China Chamber of Commerce for Import and Export of Mechanical and Electrical Products WANG GUI QING
In the dialogue between the leaders of the photovoltaic industry, the former State Council’s former director Shi Dingxi, Trina Solar Chairman Gao Jiyao, SUNGROW Group Chairman Cao Renxian, LONGi Chairman Chairman Zhong Baoshen, Zhengtai New Energy Chairman Qiu Zhanqi, Three Gorges New Energy Chairman Li Bin, Artes COO Zhang Guangchun, Vice President Hu Jinzhu of Tongwei Group and Yu Qiaoqi, Vice President of Jingko Solar, discussed issues such as national policy, affordable Internet access and corporate development.
In Gao Jifan's view, this year's PV industry has experienced another internal and external problem, but in the medium and long term, changes in external policies will not necessarily have an essential impact on the photovoltaic industry. He believes that the current scale of the photovoltaic industry is indeed increasing, but the rapid decline in the price of photovoltaic products, resulting in no increase in total sales. However, in the past decade, the annual investment of PV companies has been increasing, and the proportion of input and output in the industry is getting lower and lower. The past two decades have been a process in which the industry has reduced costs through technological innovation, policy support, and continuous investment in scale. However, the high-quality development model creates more value with less resources input, and the current development mode of the industry has not undergone qualitative changes. Gao Jifan said that in order to move toward more influential and higher quality development, in addition to continuing to reduce costs and increase efficiency and expand scale, it is more important to complete the transition from energy characteristics to feeling characteristics. Different, users are willing to pay for the experience, then PV can become an industrial form based on photovoltaics beyond photovoltaics.
Yu Qiaoqi said that because PV companies are highly dependent on policies, the ups and downs of the industry are closely related to policies. Under the current situation, the entire industry should work together to tide over the difficulties. After “531”, the sharp drop in the price of upstream components accelerated the parity of the Internet. From the auction results of the third batch of runners, the price of the fourth batch of runners tends to be cheaper. In her view, the photovoltaic industry wants to go well. The “last mile” before the parity Internet access is mainly at three points, subsidies, non-technical costs, and scale. Yu Qiaoqi said that a large number of stock projects are not included in the catalogue, and the delay in subsidies affects the cash flow of enterprises. Technology costs are already low, and non-technical costs depend on local government and grid support. A certain scale can support enterprises to improve their technical level. If there is a need to choose between subsidies and scales, PV companies will choose to reduce their subsidies to increase their scale.
In the photovoltaic industry expert forum, Zhao Yuwen, vice chairman of China Renewable Energy Society, Yu Zhenhua, chairman of Zhongguancun Energy Storage Alliance, Shen Hui, professor of Sun Yat-sen University, Wang Shijiang, deputy secretary general of China Photovoltaic Industry Association, and Liu Rui, general manager of Zhenheng Certified Photovoltaic Business Unit Chen Junying, an analyst of Jibang New Energy EnergyTrend, conducted in-depth discussions and sharing on issues such as subsidy dependence, photovoltaic + energy storage, trade barriers, household distributed standard system, and future efficient technology development.
Deputy Director, Renewable Energy Development Center, Energy Research Institute, National Development and Reform Commission TAO YE
In order to reduce the demand for the subsidy process, the focus of next year's work will be on the adjustment of electricity prices, the adjustment of large-scale project management, the Internet side parity project, the quota system, and the green card trading mechanism. The focus of the work in the early period of the "14th Five-Year Plan" will be in the promotion of unsubsidized projects and the improvement of the quota system.
Tao Ye said that the difference between planning objectives and market expectations should be correctly understood. The planning objectives are not strongly constrained by the market. The planning objectives are guiding targets. From the actual results, the “13th Five-Year Plan” of PV must be adjusted.
In the non-fossil energy proportion target, the total energy consumption in 2030 will be controlled within 6 billion tons of standard coal, and non-fossil energy accounts for about 20% of total energy consumption. According to the latest newly installed data, 35.78GW of new installed capacity was added in January-October, accounting for 42.5% of all new power capacity. In terms of subsidies, the current subsidy funding source is only 1.9 points/kWh of renewable energy tariffs. By 2017, the cumulative subsidy gap will reach 120 billion yuan. Under the existing price-added level, the cumulative subsidy gap will reach 4000 by 2021. About 100 million yuan. So how to solve it? Tao Ye believes that an appropriate increase in the additional level of electricity prices will effectively reduce the cumulative subsidy gap. Under the conditions of wind power and photovoltaics to achieve Internet side parity in 2021, it is expected to achieve the balance of payments in the end of the 14th Five-Year Plan, and the accumulated subsidy funding gap is expected to pass. We will expand the scale of the “green card” transaction that is linked to the quota system.
Regarding the issue of parity, Tao Ye believes that the price should be treated rationally, the subsidy problem will not be dissipated naturally, and the scale of new construction will not be “open”. The renewable energy source cannot compete with the traditional power value competition in the electricity market. After the power technology is flat and the stage goal of parity is achieved, macro policy support is still needed.
Regarding the quota system, the goal is to solve the problem of consumption. The difference between the third edition and the second edition mainly includes the following aspects: the second edition proposes the minimum constraint indicator, and the third edition proposes that more than 10% of the constraint indicator is used as the incentive indicator, and the renewable energy consumption exceeding the quota component is not In the second edition, the compensation will be paid as the bottom policy. In the third edition, the credit market system of the power market is proposed, which is included in the bad credit record of the main body of the power market for joint punishment; the second edition is the green certificate transaction. In the third edition, market-oriented transactions were proposed, and the amount of quota excess was purchased from the market entity that exceeded the quota. The two parties independently determined the transfer price and voluntarily subscribed for the green certificate.
President of Tongwei's Photovoltaic Business Unit CHEN XINGYU
Chen Xingyu believes that the energy revolution is the consensus of the whole industry and the whole society. The energy consumption structure based on coal and oil is undoubtedly the main reason for the formation of smog. The energy revolution needs further deepening.
Chen Xingyu said that the current energy consumption for the entire process of manufacturing photovoltaic power generation systems can be fully recovered six to nine months after the completion of the power station. Within three years, system costs can be reduced by 20% or even more than 30%. Tongwei has the development of dual main industries of clean energy and aquatic products. At present, Tongwei aquatic feed accounts for 20% of the national market. In the field of new energy, Tongwei is integrated from polysilicon to battery chips, components and downstream fishing lights. Yongxiang Polysilicon, Tongwei Solar, Tongwei New Energy-based enterprises have formed an industrial chain.
Chen Xingyu introduced that Tongwei has set a strategy for 543 on the surface power station. By the end of 2018, all power stations in Tongwei should be reduced to 5 yuan/W, and will drop to 4 yuan/W next year, and then drop to 3 yuan/W in the following year. With the implementation of the 531 policy, the process has been significantly advanced. From the end of this year to the first half of next year, Tongwei will reduce the construction cost of the fishing light integrated power station to less than 4 yuan / W.
Chief Engineer, Institute of New Energy and Statistics, State Grid Energy Research Institute HUANG BIBIN
Huang Bibin said that from the perspective of operational practice, the development of distributed photovoltaics should focus on power balance problems and voltage control issues. The high-permeability distributed power supply brings significant challenges to the reliable economic operation of the distribution network. At present, there are no technical problems that are difficult to solve at the distribution network level. In the future, the State Grid Energy Research Institute will partition each 110 kV substation based on its bearing capacity, and use the installed capacity and short-circuit current as the basis for the differential management of the bearing capacity. According to the quantitative analysis of a large number of typical distribution network cases, each power supply area can be divided into recommended area, suitable construction area, control area and prohibited area by selecting typical values.
It is suggested that the grid carrying capacity should be included in the distributed power development plan in terms of planning and construction. For areas with large scale of distributed power development, please ask the provincial and local power companies to report to the local government, and the local government will release the key points. The carrying capacity of the area guides the rational layout of the distributed power supply.
In addition, in the nuclear preparation case: the government simplified the nuclear preparation requirements in the recommended area and the suitable construction area, and should control and suspend the nuclear preparation case for the control area and the prohibited area. In the process of grid connection access: for the recommended area and the suitable area, the acceptance can be optimized, the management process can be further simplified, and the relevant access audits are strictly controlled for the control area and the prohibited area, so as to guide the enterprises in areas with relatively small installed capacity. Do investment construction. Scheduling operation: According to the management and control division, determine different measurable and controllable requirements. For the recommended area and the suitable construction area, the current relatively low scheduling operation management requirements are adopted to achieve considerable or measurable, and for the control area and the prohibited area, according to national standards or industry standards, measurable and controllable.
Senior Vice President, SUNGROW Co., Ltd. ZHAO WEI
Zhao Wei believes that the future energy architecture needs to absorb renewable energy to the maximum extent, making energy utilization more efficient, clean and stable. It is the core goal of energy development. All the means based on this core goal are part of smart energy. He believes that the energy structure is irrational, the lack of flexibility of the grid restricts high-volume applications, the volatility of new energy generation, the high penetration rate restricts high-ratio applications, and the poor profitability of smart energy projects are the challenges currently facing smart energy.
In his view, the universal application of energy storage makes it possible to use renewable energy such as high-scale photovoltaics. Inverter technology and product acceleration iteration, photovoltaic power generation around LCOE reduction, continuous innovation, grid side around improving grid stability for innovation, Internet of Things, cloud computing, edge computing, big data, AI, etc. can help smart energy development.
Chief Technology Officer of Yingli Group SONG DENG YUAN
Dr. Song Dengyuan introduced the latest technologies and prospects of photovoltaic power generation. First, he shared the progress of the efficiency of crystalline silicon solar cells, including the laboratory and industrialization efficiency of single crystal and polycrystalline batteries. It can be seen that laboratory efficiency and industrialization efficiency are probably The difference is 3 to 5 percentage points. There are many factors to consider when the battery of the laboratory goes into production. From 2017 to 2018, China's solar cell's highest efficiency progress has recorded eight highest records. This year, five kinds of batteries have set a record for last year, indicating that China's photovoltaic industry has a strong innovation capability.
Song Dengyuan believes that the key to high-efficiency laboratory battery technology to become an industrialized technology lies in the three aspects of equipment, material and process complexity and silicon type, and introduces high-efficiency battery technologies such as PERC, PERT, HJT, TOPCon, and IBC. . Song Dengyuan said that there are some shortcomings in the domestic PV industry, mainly in terms of basic research and key equipment. How to make up the short board and growth items is the whole photovoltaic industry needs to think and work hard.
At the meeting, many representatives from industry departments, industry organizations, industry experts, and PV industry leaders discussed and analyzed a series of hot issues in the industry to better explore the development direction and path of China's future PV industry in the new stage and new situation.
On November 11, the South African Development Community (SADC) Namibian delegation visited the headquarters of the SCEGC Group to discuss the cooperation in building a photovoltaic project in Namibia. Chairman of the group Meng Jian, Chairman of SCEGC Group New Energy Co.,Ltd., Li Jianfei and General Manager Li Weijiang attended the meeting.
Prior to the talks, the leaders of the group and new energy companies accompanied the Namibian delegation to visit the SCEGC Museum, which gave a detailed introduction to the development history of the group company, overseas projects and awards obtained, and also added confidence to the success of the talks.
After the talks, the reception team accompanied the Namibian delegation to our company's strategic partner, LONGi Leye Photovoltaic, to visit the production chain which selected by our company and the production workshop which constructed by the SCEGC Group.
At the meeting, the two sides conducted in-depth exchanges on African countries' PV industry development strategy, industrial layout, transformation and upgrading, project management and technical management. Chairman Meng affirmed the African people's active use of solar energy to solve their own energy problems. He hoped that the two sides could further strengthen communication, complement resources, strengthen deep exchanges and cooperation in various fields, and achieve win-win development.
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