With the rise of global green energy, the development of the rooftop photovoltaic market has become a general trend. Whether domestic or overseas, this market is being deployed one after another.
Earlier this year, Tesla CEO Elon Musk stated that the company will prepare to launch solar roof business in other international markets outside the United States in 2020, including China.
Tesla’s layout of its solar roof business dates back to 2008.
In October 2008, Tesla founder Elon Musk’s cousins Lyndon Rive and Peter Rive founded SolarCity, a family photovoltaic installation company with a cumulative installed capacity of more than 3GW. It was once the largest domestic solar photovoltaic system service provider in the United States.
In December 2012, SolarCity went public on the Nasdaq and acquired Silevo in 2014, extending from photovoltaic installation services to the manufacturing of battery modules.
In June 2016, Tesla purchased SolarCity under its $ 2.6 billion stock, but SolarCity was in a dilemma when it was acquired. In the following years, its business plummeted and it suffered annual losses.Musk was also accused by Tesla shareholders and To sue.
In October 2019, Tesla launched its third-generation photovoltaic roof product (Solar Roof V3). Due to the use of Chinese photovoltaic cells, the price is 40% lower than in the past.
In December 2019, Musk stated on Tesla’s earnings call that Tesla’s photovoltaic and energy storage business will grow faster than its electric vehicle business, and Tesla will focus more on Tesla Pull on the energy business.
According to the company’s latest developments, Tesla is looking for “business and residential user-side” business development managers, project development engineering managers and other related talents. The monthly salary for the position of business development manager is 30,000 to 40,000 yuan, that is, the highest annual salary can be Up to 480,000 yuan. It is enough to see Tesla’s determination to revive the solar roof photovoltaic business.
In fact, Tesla’s development of photovoltaics in China is inseparable from Chinese products and technologies. In the final analysis, Tesla’s main profit model is to improve Tesla’s new energy electric vehicle charging needs, and use solar photovoltaic power generation as a new investment profit growth point.
The industry’s analysis of Tesla’s business model found that the company made profits through investment in photovoltaic power plants, so Tesla’s benchmarking company was photovoltaic power plant development investment and operating companies.
It is unclear whether Tesla’s BIPV business in China will replicate the US model.
Back in the domestic market, companies’ investment in rooftop photovoltaics is also in full swing.
Since the fourth quarter of 2019, Jinko has launched its N-type all-black module, which is specifically targeted at the residential roofing market. It has a 405-watt residential version with an efficiency of 21.22%. The launch of this product means that The company will vigorously expand its photovoltaic home roof business in 2020 in Europe, Japan, Australia, Southeast Asia and China.
On January 4, 2020, Ganneng announced that Jiangxi Yuchen Smart Energy Co., Ltd., a subsidiary of the company, plans to build a 16MWp rooftop photovoltaic power generation project in the Oufei Light Park in the high-tech zone of Nanchang, Jiangxi Province. The total planned investment of the project is about 5,400. It is planned to be connected to the grid for power generation in the first half of 2020.
On March 4, 2020, Jinlang Technology and Wal-Mart jointly created an urban green photovoltaic roof, aiming to achieve the 2025 emission reduction target and promote the harmonious symbiosis of industry development and the natural environment.
In fact, from 2013 to 2020, just 7 years after the Chinese household photovoltaic market was subsidized by the government, the Chinese household photovoltaic market set off an ups and downs for the whole nation.
Since the “531 Policy”, whether for active or passive reasons, in order to promote the further reduction of photovoltaic power generation costs, Chinese photovoltaic companies are getting rid of the risk of a single market and actively deploying the rooftop photovoltaic market.
According to the industry, the early pain points of rooftop photovoltaic include sub charging, high power with low power, exaggerated publicity, and making quick money in the business process. There is no shortage of short-term speculation in the industry, no long-term planning, and even zero investment in maintenance after installation. What’s more, some brand advertisements promise a 20-year guarantee, but in fact they haven’t done operation and maintenance work and can’t guarantee quality at all.
As photovoltaic power generation enters millions of households, the competition on rooftop photovoltaics will shift from simply competing for rooftop resources to a high-quality, high-security, high-tech competition model with efficient technology as its core competence.
In the future, rooftop photovoltaics will enter the era of efficient technology and personalized customization.
In terms of system design, Chinese companies are also exploring and innovating. They have conducted in-depth research in the areas of rapid assembly, saving materials, and reducing assembly labor costs in order to have multiple advantages.
In the future, the focus of photovoltaic research and development will also focus on photovoltaic materials to high-efficiency cells, high-efficiency components, and customized system integration design. Think about how to integrate excellent technology and equipment to share the huge “cake” of the rooftop photovoltaic market. “.
Editor: Carrie Wong / WSL Solar
WSL Solar has been a quality and professional manufacturer of custom solar panel and solar solution provider in China since 2006.