Film protrusions, distributed generation has become mainstream

Recently, the Hanergy Holding Group's Brand Strategy Conference held in Beijing presented positive news: As of December 2012, its annual production capacity of thin-film solar energy has reached 3GW, which indicates that its production capacity has surpassed the United States's No. 1 solar energy, becoming the largest in the world. Thin film solar companies and solar power system integrators.

At the beginning of November, the United States’ “dual” dust just fell. After the EU’s anti-dumping investigation, it will launch a countervailing investigation on China. In the winter of 2012, it was undoubtedly the coldest for the ever-expanding Chinese PV industry. Winter. However, in recent days, the Hanergy Holding Group's brand strategy conference held in Beijing presented positive news: As of December 2012, its annual production capacity of thin-film solar energy has reached 3GW, which indicates that its production capacity has surpassed the United States’s No. 1 solar energy, becoming the world’s The largest thin-film solar energy company and solar power system integrator.

Analysis of the industry, Hanergy's sudden emergence has released a strong signal to China's photovoltaic industry, thin-film solar energy or will become a direction of industrial transformation, and technology-driven future Hanergy will also lead the industry collective breakthrough.

Membrane protrusions distributed generation has become mainstream

"If we say that crystalline silicon is a black and white TV, the film is a LCD TV." Li Hejun, the board of directors of Hanergy Group, described it as such. Because thin-film solar energy is light and can be curled, the thin-film technology has a unique advantage in photovoltaic building integration and distributed applications. In the past three years, the market share of thin film photovoltaic solar energy has spanned from 5% to 15%. In the future new energy development industry, thin film solar energy has great potential.

From the perspective of foreign application experience, distributed generation is the main form of photovoltaic power generation applications. The proportion of photovoltaic building integration applications in most European countries exceeds 80%. In the future, as more households become self-sufficient through thin-film photovoltaic power generation systems and even supply electricity to the grid, the current pattern of traditional energy sources that consume fossil fuels will fundamentally change.

It is reported that there are not many photovoltaic companies that choose the thin film route in the country, mainly limited by the scale and core technologies. Thin film does not resemble crystalline silicon. Instead of simply purchasing equipment, it can be produced. Instead, it needs continuous technology research and development and capital investment. At the same time, it needs to achieve a production capacity of more than 2 GW as the first solar energy in the United States, and it is possible to reduce costs.

Regarding the overcapacity in the photovoltaic industry, Li Hejun said that at present, the global photovoltaic application market is still growing at a rate of nearly 30% per year. At the same time, the market for the application of thin-film and crystalline silicon is not exactly the same. Therefore, the market for thin films is not only not The surplus is just beginning.

Made in China leads industrial innovation transformation

The rise of Hanergy can in fact be regarded as the inevitable path for the transformation and upgrading of China's photovoltaic industry. According to relevant experts, "dual opposition" means two changes, one is the transition of the photovoltaic market from the international to the domestic; the other is the transformation of the industrial structure of the photovoltaic industry based on crystalline silicon technology in China. In this transition, technology and cost are the key to the success of the photovoltaic industry, and the thin film will be one of the solutions to the “double reverse”.

All along, the development of China's solar PV industry has been fatally flawed -- "two ends out": high-purity polysilicon needs to be imported from abroad, more than 90% of PV modules and batteries are exported to overseas markets. Therefore, in the context of the European debt crisis and the US economic downturn and increasing trade barriers, China's PV companies with foreign export dependence of over 90% have to face the situation of volume and price declines, and the entire industry is in trouble. According to the State Development and Reform Commission's Industry Department, 80% of China's polysilicon companies have stopped production and the industry is in urgent need of restructuring.

According to the analysis, in this round of industrial upgrading, core technology is the key to decide whether an enterprise is eliminated. Companies with core technologies will weather this crisis and successfully complete industrial transformation, or they will be eliminated.

The volume production conversion rate of thin film solar cells produced by Solibro reached 14.7%, ranking the world's leading level. For Hanergy, after completing the acquisition of Solibro in Germany, Hanergy has been at the forefront of global thin film technology. Through technology acquisition and independent innovation, Hanergy's CIGS module has reached a production conversion rate of 15.5. %.

The integration and innovation of technologies on a global platform has enabled Hanergy to demonstrate its technologically advanced advantages in this crisis. At present, a major action to save China's photovoltaic industry has begun. Whether it is the state's support for distributed photovoltaic power generation policy or the State Grid's free access to distributed photovoltaic power, the strategic direction of China has been seen by us. The new generation of photovoltaic companies represented by China will either succeed in transforming China's Zhisheng to lead the industry and ultimately change the world's energy landscape.