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The Photovoltaic Industry in 2020 – the Stock Price Skyrocketed, and the Price of Photovoltaic Glass Risen

2020 is the final year of the 13th Five-Year Plan, and it is also a very tortuous year. At the beginning of the year, under the influence of the COVID-19 epidemic, many industries have stalled. With the concerted efforts of the people across the country, the economy has begun to recover, and future-oriented renewable energy has also returned to the fast lane of rapid development.

As of the end of October 2020, China’s cumulative installed capacity of photovoltaics has exceeded 230GW, and it is expected that this year’s new installed capacity will be 35GW, an increase of approximately 14% compared to 30.1GW in 2019. Behind the contrarian growth, China’s photovoltaic industry is also quietly ushering in changes.

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New installed capacity grows against the trend

Since the peak of 53.06GW in 2017, China’s newly installed photovoltaic capacity has been declining in the past two years. Especially from 2018 to 2019, the decline has exceeded 30%, making companies and investors more inclined to the development of photovoltaic industry Yu conservative.

However, in 2020, when photovoltaics are not optimistic, the estimated new installed capacity will increase by about 5GW compared to 2019, which exceeds market expectations and paves the way for the re-emergence of the photovoltaic industry. With the continuous decline of module prices, photovoltaics have also entered the protagonist stage with independent vitality from the stage of subsidy profitability.

Specifically, in 2020, distributed photovoltaics will usher in an outbreak. According to data released by the National Energy Administration, China’s newly installed distributed photovoltaic installations in the first November of this year have exceeded 10GW. In addition to the December installation data, it is expected to be 12GW. About one-third of the annual new installed capacity.

Recently, many cities in China have issued subsidy policies for household photovoltaics for up to 5 years. This move will stimulate further growth in the installed capacity of distributed photovoltaics, allowing photovoltaics to truly enter thousands of households and accelerate
photovoltaics to become the ultimate goal of conventional energy.

The market value of photovoltaic companies has skyrocketed

In November 2020, the share prices of Chinese new energy car companies rose sharply, BYD’s market value surpassed Volkswagen, and Weilai Automobile’s market value surpassed BMW. In fact, photovoltaic companies that have received less attention from the outside world have performed equally well.
On July 24, the market value of Longji, a leading photovoltaic company in China, exceeded 200 billion, on October 9 it exceeded 300 billion, and on December 23 it exceeded 350 billion, making it the highest photovoltaic company ever. The stock price also rose from 24 yuan at the beginning of the year to around 93 yuan. The market value of Tongwei shares in second place also officially exceeded 100 billion on July 21.

In addition to component companies, the market value of the supporting supplier Sungrow exceeded 100 billion on December 23, becoming the first inverter company with a market value of over 100 billion.

This situation may make the outside world puzzled, but the internal logic is also very simple, that is, revenue has risen sharply. In addition to the three companies mentioned above, the revenue of most photovoltaic companies in the first three quarters of this year has approached or even exceeded the revenue of the entire year of 2019. The performance is very eye-catching. It is not surprising that the stock price and market value have soared.

The battle for leading companies

In the past ten years, the technical routes taken by Chinese photovoltaic companies have not been consistent, and the differences in market layout have made it difficult for them to form an absolute advantage, and the module shipment champion has changed several times.

In 2011, China’s photovoltaic enterprise module shipment champion was Wuxi Suntech, 2012-2013 Yingli Group, 2014-2015 Trina Solar, 2016-2019 JinkoSolar won the module shipment champion for four consecutive years , Its position is not stable.

By 2020, according to JinkoSolar’s CEO, Mr. Kangping Chen, when he released the third quarter financial report, JinkoSolar’s total solar module shipments in 2020 will be in the range of 18.5GW to 19GW. Although there is more than 30% improvement compared to 2019, it is very likely to give up the championship position this year.

Longi announced in early December that this year’s module shipments have exceeded 20GW, exceeding JinkoSolar’s estimated total shipments, and annual shipments will be higher than 20GW. It is worth mentioning that LONGi’s module shipments in 2019 were only 9.0GW, and shipments in 2020 will increase by at least 120%.

This is inseparable from the high emphasis on technology. A few years ago, LONGi was positioned to develop monocrystalline cells. In 2017, its monocrystalline PERC cell conversion efficiency reached 23.26%, which was the industry’s leading level at that time. Since then, LONGi has made persistent efforts to increase the front conversion efficiency of single crystal double-sided PERC cells to 24.06% in early 2019, setting a world record.

This makes LONGi modules so popular in the market that they have achieved the surge in module shipments today. According to the calculation of the production capacity currently under construction and planning of LONGi, LONGi’s module shipment volume is expected to exceed 30GW in 2021 and continue to maintain rapid growth.

The price of photovoltaic glass unexpectedly soared

With the efforts of photovoltaic companies, the price of photovoltaic modules has shown a downward trend year by year. However, this year due to the epidemic caused some factories to stop production, and the hidden danger of insufficient photovoltaic glass production capacity already exists. The high demand in the second half of the year, coupled with capacity restrictions, further aggravated the shortage of photovoltaic glass.

According to statistics, the average price of mainstream coated 3.2mm photovoltaic glass has risen from 26 yuan/m2 at the end of July to the current 43 yuan/m2, a full increase of 65%, which has caused serious damage to the photovoltaic industry. However, there is also another scene, that is, many companies announced their entry into photovoltaic glass, including Kibing Group, CLP Rainbow and other glass giants.

Based on the 18-month investment and construction cycle of photovoltaic glass, it is necessary to wait at least until the end of 2021 to solve the shortage of photovoltaic glass in China. At that time, the pattern of existing photovoltaic glass companies will also have an impact. Whether existing giants use scale production to maintain their advantages or reshuffle between giants is a major highlight of the photovoltaic glass industry in 2021.

Frequent huge long-term contracts

Troubled by the shortage of photovoltaic glass, major module companies are paying more and more attention to the supply of raw materials, and huge long-term contracts are frequently issued at the end of the year.

In August, Longi signed a polysilicon procurement contract with Asia Silicon Industry for an estimated amount of about 9.498 billion yuan. In December, its seven subsidiaries signed a contract with Xinte Energy for 5 years, and there was a lot of cooperation. In the 270,000 tons of polysilicon material contract, more than 20 billion will be spent in half a year.

In November, Trina Solar signed long-term contracts with Hongyuan New Materials, Changzhou Almaden and other companies with an estimated amount of over 24 billion yuan, covering monocrystalline silicon wafers, photovoltaic glass and polycrystalline silicon materials. Raw materials, silicon rods and slicing projects are also involved.

This move has benefited a lot from Asian Silicon Industry, Tongwei and other raw material companies. It has also stepped out of a dark horse, that is, CNC. This advanced machinery manufacturing and information technology company with a revenue of less than 1 billion for many years Hongyuan New Materials, a subsidiary of the company, signed a huge contract with a leading photovoltaic company, and its share price has risen six times in the past year. This situation has also attracted a large number of companies to set up subsidiaries to enter the photovoltaic industry, but I don’t know if they can replicate the success of CNC.

Write at the end

2020 will be full of challenges for the global economy and major industries, and the photovoltaic industry is not immune. Fortunately, the photovoltaic industry has withstood the test. Not only has China’s new photovoltaic installations resumed positive growth, but many other countries and regions have also returned to the right track in the second half of the year. With the global emphasis on renewable energy and the efforts of photovoltaic people, photovoltaics are bound to usher in greater development in the future and at the same time make greater contributions to the realization of global carbon neutrality.

Posted by 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.

https://www.wsl-solar.com

Original news from https://www.wsl-solar.com/Industry_News/2021/0107/The-Photovoltaic-Industry-in-2020.html

SPIC’s 100 Billion Clean Energy Investment Plan is Successively Implemented, and the Scale of Photovoltaic Reserves Surges 6.8GW+

Since the beginning of 2020, state-owned enterprises have accelerated their deployment of new energy projects such as wind power and solar photovoltaic. Among them, the State Power Investment Corporation is the most obvious. According to the State Power Investment Corporation’s 2020 development plan, this year plans to increase the proportion of clean energy to more than 54%. To achieve this goal, SPIC plans to invest in about 300 new projects in 2020, with a total investment of over 100 billion yuan.

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According to incomplete statistics, as of October 29, SPIC and its subsidiaries have successively signed 15 solar photovoltaic power generation projects. The total scale of solar photovoltaic projects exceeds 6.85GW, located in Henan, Shandong, Shanxi, Guangxi, Shaanxi, Guizhou, Yunnan, Hunan, Hubei, Jiangxi and Hebei 11 provinces.

As of the end of 2019, the total scale of photovoltaic power plants held by State Power Investment Corporation reached 19.3GW. In 2020, SPIC will continue to refresh this figure.

Posted by 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.

https://www.wsl-solar.com

Original from https://www.wsl-solar.com/Industry_News/2020/1102/SPIC-100-Billion-Clean-Energy-Investment.html

Who Is More Likely to Share the Big Cake of BIPV?

Recently, it has been reported that the new BIPV products that Longi New Energy is about to release will be officially launched on the market in the second half of this year after more than a year of research and development and preparation.

It is understood that in order to effectively solve the shortcomings of the short service life of the existing industrial and commercial buildings, the weak waterproof and wind resistance, and the long-term idle roof, etc., Longji BIPV new products will comprehensively improve the performance and service life of BIPV products such as thermal insulation, windproof and waterproof, fire and lightning protection, impact resistance, light weight, etc., while achieving the perfect combination of efficient power generation and reliable building materials.

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Longji announced in 2019 to enter the BIPV market, and will launch its own industrial and commercial BIPV roof products in mid-2020, and plan to achieve BIPV revenue volume of 10 billion yuan by 2024.

It is understood that as of now, Longji IPV production line equipment has been installed and commissioned, and will soon enter the mass production stage. The official product name and time to market of the new Longi BIPV products have also been finalized and will be officially announced in the second half of this year.

Tesla in the North American market has a soft spot

In fact, after years of development in BIPV, the industry has moved from concept to implementation.

More and more companies realize that the integration of solar photovoltaic modules and building materials is a double benefit for the solar photovoltaic industry and the construction industry, and in the process has set off a new revolution in green development.

In terms of application form, BIPV is a new hotspot of distributed photovoltaics. Compared with BAPV with a single application scenario, BIPV can be applied to roofs, curtain walls, sunshades, greenhouses, etc.

Based on this, BIPV can be applied to a series of scenarios such as photovoltaic tile surface, daylighting roof, external window shading, awning and so on.

Overseas, there has also been new progress in BIPV’s R&D and business development. Judging from the trends of foreign companies, Tesla can be described as having a soft spot for the BIPV business.

Tesla’s solar rooftop business can be traced back to 2008 at the earliest. After continuous innovation of technology, in October 2019, Tesla launched the third generation BIPV residential roof system Solar Roof V3, with a cost of about $34,000 per set. According to the California average electricity price, Tesla’s solar roof V3 standard project The payback period is 11 years.

The third generation of Solar Roof mass-produced photovoltaic roof products for the first time. This product embeds photovoltaic cells in tempered glass to realize the integration of photovoltaic buildings.

In March 2020, according to the company’s latest developments, Tesla is looking for “commercial and residential user side” business development managers, project development engineering managers and other relevant personnel. The monthly salary for the business development manager is 30,000 to 40,000 yuan. That is, the annual salary can be up to 480,000 yuan. It is enough to see Tesla’s determination to revive the solar rooftop photovoltaic business.

Recently, Tesla China has newly added three recruitment information for the solar roof business. Combined with the previous two recruitment information in March, it is not difficult to find that Tesla’s BIPV business has officially opened in the Chinese market.

Relevant agencies pointed out that this year, affected by the epidemic situation at home and abroad, the price of the industrial chain has fallen sharply, and the cost side continues to fall sharply. It is expected that the scale of the bidding index this year is expected to exceed expectations, while the consumption expansion will also facilitate the promotion of parity projects. According to estimates, the annual installation of Tesla photovoltaic roofs in the North American market is expected to reach 5-10GW per year.

Domestic photovoltaic companies “distribute huge cakes”

BIPV has amazing market development potential, with a potential market space of hundreds of billions. This provides BIPV with sufficient business bearing and development space.

According to the National Bureau of Statistics data and the China Academy of Building Research estimates, China’s existing building area is about 80 billion square meters, solar photovoltaic cells can be installed nearly 3 billion square meters, and the installed capacity is about 400GW; at the same time, China’s new construction area is about 40 100 million square meters, about 300 million square meters of solar cells can be installed, and the installed capacity is not small.

This huge cake has made many domestic photovoltaic companies “coveted”.

Since the “531 policy”, whether for active or passive reasons, in order to further reduce the cost of photovoltaic power generation, Chinese photovoltaic companies are getting rid of the risk of a single market and actively deploying the rooftop photovoltaic market.

In the domestic market, in addition to Longji shares, CITIC Bo, Dongfang Risheng, Jinko are also early BIPV companies.

As one of the earliest domestic enterprises engaged in photovoltaic power generation business, Dongfang Risheng is also actively deploying BIPV. At the beginning of 2020, Dongfang Risheng said that the company has reserved and applied BIPV-related technologies.

It is understood that Dongfang Risheng Changzhou’s 2.05MW BIPV project has passed the grid acceptance on August 28, 2019 and started generating electricity. It is estimated that the average annual power generation is about 2 million kWh, and the internal rate of return on investment is 14.8%.

CITIC Bo predicts that in the future, more owners will adopt BIPV integrated solutions. While enjoying the green benefits of solar power generation, they will also save the capital cost and time of roof repairs.

JinkoSolar provides predictions of the legislative requirements for photovoltaic buildings. Jinko Electric stated that by 2025, more and more countries and regions will adopt local regulations to modify or add new building standards for local application of solar energy systems. It is required that within a certain height, new residential buildings above a certain area must be installed with photovoltaic systems; all suitable industrial and commercial roofs of the park must be installed with photovoltaics, which will also be incorporated into local park management regulations.

The new BIPV products to be released by the above Longji New Energy will comprehensively apply leading technologies such as double-glass half-sheet high-efficiency single crystal, 360-degree upright locking, seamless splicing, etc. At the same time of performance and service life, it realizes the integration of efficient power generation and reliable building materials.

When visiting the production line of Longji Stock, Three Gorges Capital said: “Longji has launched a landmark BIPV product, hoping to continue to lead the new direction and trend of the development of the photovoltaic industry. BIPV, as the future development direction of green buildings, deeply integrates building materials and photovoltaic energy The functions and characteristics of the company will continue to promote the diversified development of clean energy.”

According to the Longji BIPV building photovoltaic integrated solution, the project investment recovery period is only 7-8 years, and the IRR (internal rate of return) reaches 11%.

The good news is that, according to the policy of the National Energy Administration, the wind power consumption space is 37GW, and the photovoltaic power consumption space is 48GW, which greatly exceeds the market’s expected consumption indicators of 30GW for wind power and 40GW for photovoltaic. At present, all provinces have started the declaration work for photovoltaic parity and bidding projects in 2020, and they will land before the end of June. The expansion of the consumption index will undoubtedly give the applicants confidence.

Regarding the future prospects of BIPV, industry insiders believe that BIPV is a key technical factor to solve the demand for near-zero energy consumption of building electricity. With the rapid reduction of the cost of the photovoltaic industry chain in recent years, the photovoltaic industry has moved from photovoltaic power plants to BIPV. Relying on the era of no subsidies, the rise of spontaneous market demand will open up a broad space for the development of BIPV.

Posted by 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.

https://www.wsl-solar.com

Poland’s Solar Photovoltaic Market Explodes, and Traditional Coal Industry is Under Threat

Recently, the unions of PGG, Poland ’s largest coal group, warned that if the government does not provide help, the coal industry will collapse due to falling demand. Poland relies heavily on coal-fired power generation and is the only EU member state that has not committed to zero carbon emissions by 2050. But in the face of increasing pressure from the EU to reduce emissions, Poland began to encourage investment in solar and offshore wind farms. The increase in the share of clean energy in power generation, the decline in power demand after the epidemic is closed to the city, and coal imports have exacerbated problems in the coal industry.

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The Polish government previously stated that the installed capacity of solar photovoltaics will reach 10.2GW in 2030 and 20.2GW in 2040. The Polish government also supports industrial and commercial and large-scale power plant projects through the renewable energy auction system. The new government regulations allow owners of solar photovoltaic systems of more than 50 kW to sell excess power. Growth in the industrial and commercial field will be particularly strong. At the same time, the promotion of rooftop solar photovoltaic incentives and corporate net measurement policies has stimulated the potential of the solar photovoltaic market. In 2019, solar power generation in Poland has risen sharply.

On the other hand, due to the increase in the price of carbon dioxide certificates, the impact of the increase in the price of European carbon dioxide emission quotas will seriously affect Poland ’s electricity prices, and coal is the most intensive energy source for carbon dioxide. Great power to promote the development of clean energy in Poland.

According to SolarPower Europe data, in 2019 Poland ranked fifth in the number of new photovoltaic installations among European countries, and it is only 300MW less than the fourth place in France. It is also unknown that it exceeds France. In early 2020, Bloomberg predicted that Poland will be one of the top ten global solar photovoltaic markets this year.

Posted by 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.

https://www.wsl-solar.com

The Total Market Value Exceeded 100 Billion Yuan! “Expansion King” Longji’s Q1 Net Profit is Expected to Increase by More Than 170%

In the first quarter of 2020, solar photovoltaic companies issued performance forecasts, and more than half of the companies were affected by the epidemic, resulting in a decline in net profit.

However, the epidemic did not affect Longji, the world’s largest manufacturer of monocrystalline solar products.

On the evening of April 16, Longji announced that it expects to realize net profit attributable to shareholders of listed companies in the first quarter of this year of 1.65 billion to 1.950 billion yuan, an increase of 175.05% to 219.15% year-on-year. After deducting non-recurring gains and losses, the company’s net profit also reached 1.549 billion yuan to 1.849 billion yuan.

Public information shows that in the same period last year, Longji shares realized a net profit attributable to shareholders of listed companies of 611 million yuan. As a result, in the first quarter of 2020, Longji’s main business performance was very strong.

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“The King of Expansion” Expanding Production Capacity

According to the announcement, Longji shares attributed the rapid growth of performance to the expansion of production capacity.

Throughout the entire solar photovoltaic industry, Longji shares are well-deserved “kings of expansion,” and public data compilation shows that the investment amount of Longji shares reached as high as 30 billion yuan in 2019 alone.

Longji said that under the influence of the expansion of production capacity, the company’s main products monocrystalline solar wafers and solar modules sales increased rapidly year-on-year, the proportion of large-size silicon wafers and high-power solar module products increased rapidly, and the operating income increased significantly year-on-year Costs continued to decrease, and product gross profit margins increased year-on-year.

Looking back on 2019, in the case of sluggish domestic PV market demand, many domestic PV companies, including Longji, have chosen to “go overseas.” Taking the company’s solar module shipments in the first half of 2019 as an example, its overseas shipments accounted for 70%.

Longji said that in the first quarter of this year, in the face of the spread of the epidemic and the complex external operating environment, it flexibly adjusted its production and operation plans. For overseas orders, the company strengthened timely communication with domestic and foreign customers, and strived to ensure timely and high-quality delivery of orders in hand.

In addition, the crazy expansion of Longji’s shares on the silicon side in 2019 seems to be preparing for the future price war of monocrystalline solar wafers.

On March 25, 2020, LONGi released the price announcement of monocrystalline solar wafers. The price of monocrystalline solar wafers P-type M6 180μm thickness (166 / 223mm) is 3.41 yuan / sheet, which is the price announced on February 24 Compared with it, it is reduced by 0.06 yuan / piece; the price of single crystal solar silicon P-type M2 180 μm thickness is 3.07 yuan / piece. Compared with the price released on February 24, it remains unchanged.

In this announcement, Longji announced the same price for P-type boron-doped and gallium-doped silicon wafers. Industry insiders believe that its official announcement of the same price for both may be laying the foundation for the elimination of backward monocrystalline solar capacity.

The long-term trend of solar photovoltaics has not changed

At present, under the spread of overseas epidemics, short-term demand in overseas markets has been impacted, and whether the overseas sales of Longji shares have been affected has attracted considerable attention from investors.

On April 15th, Longji’s board secretary responded that the epidemic was a short-term impact on the solar photovoltaic industry, and the mid-to-long term trend of the solar photovoltaic industry has not changed. The company’s order fulfillment has been normal in the past week, and it will carefully evaluate the market situation to fully prevent market risks.

It is worth mentioning that in 2020, Longji shares non-stop, and has successively announced a number of expansion projects to further enhance the overall production capacity.

According to public information, Longji’s planned production capacity has exceeded 133GW, and on its traditional strength silicon side, it will achieve 80GW of production capacity in 2020.

It is worth noting that the development trend of large-size silicon wafers has also become a hot topic this year. M6 (166mm) size silicon wafers represented by Longji shares and M12 (210mm) size silicon wafers represented by Zhonghuan shares Direct collision.

According to Longji shares, the company ’s M6 (166mm) silicon wafer orders have been filled in the second quarter since full production resumed in March. Looking forward to the whole year, its calculated M6 silicon wafer will account for more than 70% of the total shipments.

It can be said that from the comparison of production capacity, Longji currently has no rivals on the silicon side.

Finally, back to the performance forecast, affected by the large pre-increased performance of Longji shares, Longji shares opened higher and higher today, and once touched the daily price limit, the total market value exceeded 100 billion yuan.

Relevant agencies expect that the second quarter of this year will be a period of downturn overseas. The adjustment of the industrial chain price will accelerate, driving the demand after the epidemic. The leading share will further increase. The current adjustment is relatively large. The long-term value of the solar photovoltaic leading including Longji shares appears.

Posted by 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.

https://www.wsl-solar.com

Signed a Contract for the “Redouble” Project of 14.5 Billion, Focusing on the Three Latest Trends of JinkoSolar

Jinko Energy, a leading company in the solar photovoltaic industry, has spread new trends.

The expansion of production, the progress of patent cases and the technical planning constitute the three latest trends of JinkoSolar.

On the morning of April 14th, JinkoSolar’s multiplication project signing event was held.

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The total investment of Jinko’s “redouble” project is 14.5 billion yuan to build a 10GW high-efficiency solar module, a 10GW diamond wire slice, and a 10GW high-efficiency solar cell production and R & D headquarters. It is planned to start construction one month after signing the contract and complete the construction and trial production before the end of this year. It will reach full production in 2021, and it is estimated that the main business income will reach 36 billion yuan per year after the completion of production.

It is understood that Jinko Solar Energy Co., Ltd. settled in the Shangrao Economic Development Zone in June 2006 and is one of the largest solar photovoltaic product manufacturers in China. In 2019, the total solar module shipments reached 14.3GW, compared with 2018 An increase of 25.6%, which has ranked first in the world for four consecutive years.

After the “redoubled” project reaches production, JinkoSolar’s solar module shipments are expected to account for 20% of the global market share.

With regard to the progress of the patent case with Hanwha, JinkoSolar also received good news.

JinkoSolar announced in Jacksonville, Florida on April 13 that it has made two independent and important developments in the defense of the patent case filed by Hanwha Q Cells.

The administrative judge ruled that JinkoSolar had not infringed Hanwha’s patent, and Judge MaryJoan McNamara had issued a preliminary ruling approving the motion of summary summary of non-infringement submitted by JinkoSolar. The US International Trade Commission will review the ruling and submit a review opinion within 30 days.

Jinko Energy CEO Chen Kangping said, “The rulings made by the two organizations prove our position from the beginning of the case: Hanwha Q Cells’ allegations based on its single patent have no technical and legal basis, and its intention is only to slow our development momentum. JinkoSolar strongly supports fair competition in the market and respects the intellectual property rights of all companies in the industry. We look forward to continuing to serve global customers with our market-leading innovative solar modules and continuing our growth momentum. “

In the technical process, Netcom Jinko Energy has been looking for a path for the 600 watt process and the team has officially entered the blueprint stage of technical planning.

In recent years, the photovoltaic industry has become increasingly subject to Moore’s Law, which has turned the industry’s attention to increasing the size of silicon wafers.

With the adjustment of silicon wafer size, the advancement of solar cell welding technology, the improvement of solar module encapsulation technology, the coordination of inverter, bracket and power station design, the prospect of accelerated power increase is expected, and it may become the largest opportunity in the photovoltaic industry in history.

In this regard, JinkoSolar believes that size should not be synonymous with technology. Customers are not paying for silicon wafer size but for solar module power and efficiency. Rather than betting on the superiority of the size of solar module manufacturers, it is better to change the customer’s power station design and usage habits, continue the existing mature specifications, and achieve power improvement.

As a result, Jinko’s Cheetah used 158 silicon wafers for the first time to cut power from this new perspective. This opened a whole new direction for the industry.

JinkoSolar said that for end customers, what they are more concerned about is not what kind of silicon wafer size, but what kind of solar module power, and what kind of products can bring them the greatest investment value, what kind of Products can have both high power and maturity of integration.

In addition, JinkoSolar is optimistic about the impact of the epidemic on the solar photovoltaic industry.

Li Xiande said that the “crisis” that has not been encountered in a hundred years must hide the “opportunity” that has not been encountered in a hundred years. It is believed that once the epidemic is effectively controlled, photovoltaic will be one of the fastest recovering industries.

“If this epidemic can give us a firm belief, it is that photovoltaic will play a more indispensable role, supporting the next most critical new infrastructure investment in world recovery, especially green, low-carbon power facilities. New construction, thereby driving demand, providing employment and accelerating energy transformation. “Li Xiande said.

Posted by 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.

https://www.wsl-solar.com

Longi: 2020 is the Best Time for BIPV to Take Off

After years of development, BIPV is moving from concept to landing.

At present, the integration of green intelligent power generation systems in buildings has become the consensus of all countries and the trend of building development.

BIPV is already well-equipped in China and will usher in rapid development. It is reported that in June 2020, a BIPV project with an installed capacity of up to 40.9 MW in Jiangxi Province will be completed and will be the largest BIPV project in the world after completion.

BIPV exceeds the “trillion” market development potential, so that many solar photovoltaic companies are “coveted”.

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Longji announced that in the second half of 2020, the company will join the BIPV market army and is expected to launch new BIPV products and solutions, which will further promote the rapid development of the domestic BIPV market.

Longji New Energy said that for the Chinese BIPV industry, the industrial and commercial roof market has a huge capacity. According to data statistics, the total area of photovoltaics that can be installed on the roofs of existing industrial and commercial (including public buildings) nationwide is about 6 billion square meters, and the facade is about 1.6 billion square meters, totaling nearly 8 billion square meters. If all are built into BIPV, a total of 1100GW can be installed, equivalent to A potential market of 5.5 trillion yuan.

As early as two years ago, CITIC Bo discovered the huge business opportunities in the BIPV market. Relying on its own technical advantages, it carried out the preliminary layout, compared the advantages and disadvantages of various types of BIPV projects at home and abroad, and carried out technical research on the core difficulties.

As one of the earliest domestic enterprises engaged in solar photovoltaic power generation business, Dongfang Risheng is also actively deploying BIPV. At the beginning of 2020, Dongfang Risheng said that the company has reserved and applied BIPV-related technologies.

JinkoSolar has given a forecast of the legislative requirements for photovoltaic buildings. Jinkoko Electric said that by 2025, more and more countries and regions will adopt local regulations to modify or add building standards for local application of solar energy systems. It is required that within a certain height, new residential buildings above a certain area must be installed with photovoltaic systems; all suitable industrial and commercial roofs of the park must be installed with photovoltaics, which will also be incorporated into local park management regulations.

The industry believes that BIPV is a key technical factor to solve the demand for near-zero energy consumption of building electricity. With the rapid reduction in the cost of the solar photovoltaic industry chain in recent years, the photovoltaic industry has moved from solar photovoltaic power plants to BIPV, and the industry has moved from policy dependence to no In the era of subsidies, the rise of spontaneous market demand will open up a broad space for the development of BIPV.

Longji said that 2020 is the starting point of the rise of BIPV, and BIPV’s investment income can recover the investment in the construction of the entire house within 20-25 years.

LONGi shares revealed that in China, LONGi’s involvement in BIPV is mainly to enlarge the company’s industrial park, logistics and other major customers, and will not be pushed out to residents for the time being.

Longji shares once said in a conference call, “Now Longji has done a lot of IP layout, more is the intellectual property protection of appearance and structure, that is, customer recognition, this should be the new blue ocean. In addition, in the photovoltaic scenario such as Rural distributed energy storage plus diesel backup can reduce costs, which is why the company is involved in BIPV (photovoltaic building materials). ”

Lungi believes that with the continuous decline of BIPV investment costs, the continuous improvement of industry standards and the continuous completion of certification qualifications, market growth is expected to accelerate. Now, perhaps the best time for BIPV to take off.

Posted by 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.

https://www.wsl-solar.com

Source from https://www.wsl-solar.com/Industry_News/2020/0413/2020-BIPV.html

Trends of over 30 Solar Photovoltaic Companies (2)

CSG A raises 3.15 billion yuan to build a new solar photovoltaic glass production line

On March 5, CSG A announced the preliminary plan for the non-public issuance of A shares. According to the announcement, the total amount of funds to be raised in this non-public issuance of A shares is not more than 4.5 billion yuan (including the principal). It is used for the project of manufacturing base of light and highly transparent panels for solar equipment, supplementing working capital and repaying bank loans.

JinkoSolar’s 30GW photovoltaic solar modules and supporting projects settled in Shangrao, Jiangxi

On March 10, 2020, a 30GW photovoltaic solar module and supporting project of Shangrao Jinko Energy with a total investment of 13.5 billion yuan was held in the Shangrao Economic Development Zone. This project construction is the project with the largest investment in Shangrao this year, and thus Shangrao has also become the world’s largest solar photovoltaic base. After the project is completed, it can add 36 billion yuan in main business revenue each year and achieve 750 million yuan in tax revenue, which is equivalent to rebuilding a Jinko Energy, consolidating the supremacy of Shangrao’s “World Solar Photovoltaic” city.

Jiayu Group invested in Fuxin 800MW solar photovoltaic wind power comprehensive demonstration base project

From March 9th to 10th, Jiayu Group plans to invest a total of 4.6 billion yuan to build a Fuxin high-efficiency CSP + clean energy production base and a 500MW solar photovoltaic power station and a 300MW wind power station project; CSP + clean energy heating products will also gradually be in Fuxin Promotion and application of municipal construction projects such as hospitals and schools.

Longji commissions another 5GW solar module plant

On March 16th, the first Hi-MO 4 solar module was rolled out at the factory in Jiangsu Longji Leye, which means that the 5GW solar module project factory in Jiangsu Longji was officially put into operation, and the large-scale mass production of 166-size products is underway. One advance. At the same time, Longji’s ability to supply global high-power solar module products has been further strengthened.

Tongwei Solar Jintang 30GW high-efficiency solar cell and supporting project started

On March 25, the commencement ceremony of Tongwei Solar Solar Photovoltaic Industry Base project was grandly held in Chengdu Huaizhou New City. The total investment is about 20 billion yuan. In Jintang County, Chengdu, an annual output of 30 GW high-efficiency solar cells and supporting projects will be built. It is estimated that the added output value will be about 70 billion yuan, and more than 10,000 people will be employed. The annual tax will be about 2 billion yuan. The first phase of the project is expected to be completed by the end of this year and put into production in the first quarter of 2021.

SPIC plans to invest 100 billion new projects in 2020. Solar photovoltaic, hydrogen, etc. account for 90%

Among the approximately 300 new investment projects planned by the State Power Investment Corporation in 2020, clean energy and new formats will account for 90%. In this plan with a total investment of 104.4 billion yuan, a number of projects in the fields of nuclear energy, hydrogen energy, solar photovoltaic, and smart energy have appeared, and the investment quota has nearly doubled compared with the same period last year. According to the plan, in the next few years, SPIC will further increase its investment in clean energy. By 2025, the proportion of clean energy installed capacity will reach 60%, and by 2035 it will reach 75%. It will be transformed from a comprehensive energy group into a clean energy company.

Aikang Technology: Plan to Raise 1.7 Billion to Build 1.32GW High-efficiency HJT Project

On the evening of March 17, Jiangsu Aikang Technology Co., Ltd. announced an announcement on the 2019 non-public offering of A shares. According to the proposal, the funds raised in this non-public offering does not exceed 1.7 billion yuan, and the company intends to invest in the company’s 1.32GW high-efficiency heterojunction (HJT) photovoltaic solar cells and solar module projects, as well as to supplement working capital and repay interest-bearing liabilities. Among them, 1.19 billion of the funds raised were used for solar cell and solar module projects, and 510 million were used to supplement working capital and repay interest-bearing liabilities.

Longji announces 7 billion yuan investment in monocrystalline solar cells, silicon rods and solar module projects

On March 23, Longji announced that the company plans to invest in the construction of a 5GW monocrystalline solar module project in Jiaxing, a 10GW monocrystalline silicon rod project in Tengchong and a 7.5GW monocrystalline solar cell project in the first phase of Xi’an Aerospace Base. It is estimated that the total investment will be 7.011 billion yuan.

Huadian Group: 1.5 billion yuan investment in Hubei regional clean energy projects resumed

While ensuring epidemic prevention and control is in place, Huadian Hubei Co., Ltd. accelerates the resumption of production and production of a batch of clean energy projects with a total investment of 1.5 billion yuan, and strives to complete the annual work task in order to win the epidemic prevention and control and economy. Double victory for social development contributes strength.

Jingsheng Electromechanical: Pre-bid in GCL Central’s 1.424 billion single crystal silicon material orders

On March 21, Jingsheng Mechanical and Electrical issued a reminder announcement that the company was the first candidate to win. The announcement shows that recently, according to the Chinese tendering and bidding public service platform, GCL Central’s renewable energy solar cell monocrystalline silicon material industrialization project of the fifth phase of the second batch of equipment procurement, the first package, the second package, the third package won the bid The candidate announced that Zhejiang Jingsheng Electromechanical Co., Ltd. was the first successful candidate for the above project. The total amount of pre-bids for this pre-bid was 1424.7 million yuan (including GCL Central Renewable Energy Solar Cell Monocrystalline Silicon Materials Industrialization Project Phase V project, the second batch of equipment procurement first pre-bid amount was 1.29.6 billion yuan The pre-bid amount for the second package was 198 million yuan, and the pre-bid amount for the third package was 17.1 million yuan.

JA Solar plans to invest in a 300MW solar photovoltaic parity on-grid project in Chaoyang County

JA Solar announced on the evening of March 23 that Chaoyang Xinghua Solar Power Co., Ltd., a wholly-owned subsidiary of the company, plans to invest in a 300MW solar photovoltaic parity on-grid project in Chaoyang County, Chaoyang City, Liaoning Province. The project construction period is expected to be 2 years. The operation period is 25 years, with a total investment of 1.454 billion yuan. The completion of the project will further expand the company’s solar photovoltaic power station construction scale and increase sales of solar photovoltaic solar modules.

State Grid: preliminary arrangement of 450 billion yuan for grid investment

A new round of UHV construction under “new infrastructure” is reversing the decline in investment in the power grid. As the main force of grid investment, State Grid Corporation of China (hereinafter referred to as “State Grid”) invests hundreds of billions of yuan in grid construction every year. The increase or decrease of its investment amount is directly related to the “money” of upstream and downstream suppliers in the industry chain. view. In 2020, the State Grid will initially arrange 450 billion yuan for grid investment, which will effectively drive social investment of more than 900 billion yuan, and the overall scale will exceed 1.3 trillion yuan.

Tongwei Solar: The total investment of about 20 billion yuan in solar photovoltaic industrial base project started

On March 25, Chengdu Huaizhou Xincheng Tongwei Solar Co., Ltd.’s solar photovoltaic industrial base project with a total investment of about 20 billion yuan started. It is reported that Tongwei Solar Co., Ltd. is the world’s largest crystalline silicon solar cell manufacturer, and its production capacity and output rank first in the global industry. The Tongwei Solar Solar Photovoltaic Industrial Base project in Jintang County has a total investment of about 20 billion yuan, and will build an annual output of 30 GW of high-efficiency solar solar cells and supporting projects. It is estimated that the added output value will be about 70 billion yuan, and more than 10,000 people will be employed, with an annual tax of about 20 100 million yuan.

Trina Guoneng plans to build 4GW high efficiency solar module project

According to the “Yancheng Economic and Technological Development Zone Enterprise Investment Project Credit Commitment Reform Implementation Plan (Trial)” (Yan Kai Ban Fa [2020] No. 13) document, Yancheng Tianhe Guoneng Solar Photovoltaic Technology Co., Ltd. has an annual output of 4GW high-efficiency solar module projects. An application for a credit commitment system has been submitted and has passed joint pre-examination by the department.

Longji clean energy total investment of about 1 billion 200MW solar photovoltaic parity project started

On March 26, the “Xinrong Longji Green Energy 100MW Solar Photovoltaic Parity Demonstration Project” and “Xi’an Longji Hunyuan 100MW Solar Photovoltaic Power Generation Price Project” independently developed and constructed by Xi’an Longji Clean Energy Co., Ltd., a wholly-owned subsidiary of Longji Co., Ltd. Construction of several projects in Datong City, Shanxi Province. It is reported that the parity on-grid demonstration projects started in the same period mentioned above are respectively located in Xinrong District and Hunyuan County of Datong City, with a total investment of about 1 billion yuan. Longji Clean Energy succeeds the 30MW solar photovoltaic poverty alleviation power station in Datong County of Datong City, and Guangling County of Datong City. After the 30MW solar photovoltaic poverty alleviation power station, another major solar photovoltaic power station project was constructed in Datong.

Posted by 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.

https://www.wsl-solar.com