"Expansion"? In fact, technological innovation

2021-11-09


The photovoltaic energy storage industry is setting off a huge wave. This wave has promoted the development of the upstream and downstream of the industrial chain, the most obvious is the increase in installed capacity and installed capacity. According to the National Bureau of Statistics, the installed capacity of new solar power generation reached 48.31GW in April, an increase of 31.43GW year-on-year, an increase of 186.2%. . This is also close to the annual capacity of 54.88GW in 2021. In other words, in just four months, the new installed capacity reached 88% of 2021.

However, the great waves can bring opportunities, but also "hell". With the influx of many enterprises, the track becomes crowded, overcapacity begins, price war is triggered, the track opens the internal volume mode, and the industry seems to enter hell.

Demand driven, internal volume upgrade

2023 photovoltaic energy storage is developing rapidly, the domestic photovoltaic new installed capacity maintains a rapid growth momentum, and in the industry, the time node for photovoltaic to become the world's largest energy is coming. A series of digital technologies over the past year have shown that China's photovoltaic industry has entered a new scale, both on the supply side and on the demand side.

According to the statistics of the China Photovoltaic Industry Association, in 2022, the output of polysilicon, silicon wafers, batteries and modules reached 827,000 tons, 57GW, 318GW and 288.7GW, respectively, with year-on-year growth rates of 63.4%, 57.5%, 60.7% and 58.8%. In terms of demand, in 2022, China's new installed capacity of photovoltaic power generation was 87.41GW, an increase of 59.3%, of which the installed capacity of centralized photovoltaic power generation was 36.3GW, an increase of 41.8%, and the installed capacity of distributed photovoltaic power generation was 51.1GW, an increase of 74.5%.

In overseas markets, the performance of photovoltaic energy storage is particularly striking. In 2022, China's total exports of photovoltaic products (silicon wafers, cells and modules) amounted to about 51.25 billion US dollars, an increase of 80.3% year-on-year and a record high. Among them, the export volume of components was about 153.6GW, an increase of 55.8%; The export volume of silicon wafers was about 36.3GW, an increase of 60.8%. The export volume of batteries was about 23.8GW, an increase of 130.7%.

According to the forecast of the China Photovoltaic Industry Association, under the conservative and optimistic scenario, the global new installed capacity in 2023 is 280GW, 330GW, and China's new installed capacity is 95GW and 120GW respectively. The market share of Category N technology products has increased and is expected to exceed 20% this year.

Under the stimulus of strong demand, photovoltaic energy storage is upgraded. Many enterprises came across the border, textile giant stick Jie stock, "buffalo milk king" Huang Group, traditional glass leader Jin Gang Glass, famous wine Wuliangye, etc., to join the track, old photovoltaic energy storage companies have disclosed large-scale expansion plans, photovoltaic energy storage seems to enter the hell mode. Under the craze, the serious excess of photovoltaic energy storage capacity will become inevitable. In this way, how should the enterprises already in the track break the game and escape from hell?

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