In 2019, press the fast forward button for wind power and photovoltaic parity online. At the beginning of 2019, the National Development and Reform Commission and the National Energy Administration issued the "Notice on Actively Promoting the Work Concerning the Unsubsidy Parity of Wind Power and Photovoltaic Power Generation". The era of parity for the two major new energy sources has come, and the wind power and photovoltaic power generation equipment market continues to grow. High-efficiency technology leads the development of the industry. The domestic manufacturing capacity of large-megawatt wind turbines has been basically mastered. The development of offshore wind power has entered an unprecedented stage of rapid growth. Cost reduction and efficiency increase have allowed the power of photovoltaic modules to reach the level of more than 400 watts. Two major forms of power generation win more room for cost reduction.
Photovoltaic has found new ways to reduce costs and increase efficiency
With the arrival of the era of parity, the domestic photovoltaic market has turned from fast to stable, and most companies are rationally deployed. After the baptism of the "531" New Deal and the transition in the second half of 2018, in 2019, the overseas installed capacity of the photovoltaic industry has become a new growth point, and overseas business has become the main growth point of most companies' annual performance. In the first half of 2019 alone, LONGi's overseas shipments of modules reached 76%, far exceeding expectations. GCL Integration plans to increase the proportion of overseas business to over 80% in 2019.
Countries around the world are actively investing in the development of the photovoltaic industry and the enthusiasm for the development of the photovoltaic industry is gradually increasing. The European photovoltaic market has recovered and the demand for emerging markets has great potential. Build factories overseas and establish local cooperation to achieve a win-win situation. JinkoSolar has established in Penang, Malaysia, the first overseas R&D center established by a Chinese photovoltaic company so far, in order to deepen its overseas market. It is also one of the largest overseas R&D centers of Chinese companies in countries along the “Belt and Road”.
In recent years, the domestic photovoltaic industry chain has repeatedly upgraded, accelerating the elimination of backward production capacity, and high-efficiency production capacity has become the mainstay of promoting the development of the industry. Internet access at a low price has stimulated the vitality of innovative research and development at all ends of the industry chain. In the new capacity in 2019, PERC high-efficiency technology will gradually replace traditional conventional batteries and become the mainstream. At the same time, heterojunction, half-cell, multi-bus grid, Topcon, N-type A variety of technical routes such as double-sided and so on are blooming, avoiding the situation of a single technology price war. According to incomplete statistics, more than 10 domestic companies have participated in the R&D and production of heterojunction batteries. As of now, the planned total production capacity has exceeded 20 GW
The improvement of component efficiency also puts forward new requirements for inverters. The higher voltage rating of inverters-1500V inverters for power stations has been quickly accepted by the industry. From the application data of ground power stations in 2019 Look, 1500 volt system inverter has basically replaced 1000 volt system. Looking back on this year, the end of photovoltaic power generation equipment has been highlighted with a "big" trend. Whether it is the silicon wafer end of the cell, the component end, or the inverter end, becoming "big" is the trend, and increasing efficiency is the goal. Enter the world's advanced offshore wind power manufacturing
In the past 10 years, the cost of onshore wind power in my country has dropped by 70%. At present, it has achieved parity in most regions. The export of wind power equipment and technology in my country to more than 30 countries has accelerated the development of wind energy resources in more and more regions. At present, my country's onshore wind power has maintained its vigorous development and has reached a mature stage. Offshore wind power, which is in the growth stage, has also accelerated in 2019 and entered the fast lane.
Technological progress is a necessary condition for wind power to truly enter the era of parity. Large-scale wind turbines are gradually becoming an inevitable trend in the development of world wind power.
The era of parity has arrived, and combined with the development trend of large megawatt units, in 2019, my country's wind turbine assembly capacity of 3 megawatts and above will be nearly 5,000 megawatts. At present, the development of onshore wind power in my country is still centered on the low wind speed areas in the south of the Middle East. The trend of large-scale wind turbines has promoted the development of onshore wind power to more and more regions. In 2019, Mingyang Intelligent released the MySE5.0-166 model, bringing onshore wind power into the 5 MW era, enabling it to compete with thermal power and realizing price parity. In just a few years, China's onshore wind power unit capacity has increased from 2 to 3 MW to more than 3 MW, and then 4 to 5 MW onshore wind turbines will be launched in 2019. Wind power is far from parity. It is getting shorter.
The rapid development of complete machine manufacturing technology cannot be separated from the joint support of the whole industrial chain. The team of offshore wind power construction equipment with China's independent intellectual property rights is gradually growing. Industrial parks with offshore wind power manufacturing bases in Guangdong Yangjiang, Huizhou and Jiangsu Sheyang, which are distributed in provincial regions in the Middle East and south of China, have been successively started to build 100 billion offshore wind power industrial clusters, providing a solid backing for China's further exploration into the sea.
Special issue | 2019 New energy power generation equipment Industry Development Report