太阳能发电行业发展因素分析
一、有利因素
(I) policy support
"13th Five-Year" period, our country comprehensively promote the solar power industry, according to the National Energy Administration scale development index, by 2020, solar power installed capacity is expected to reach 160 million kilowatts, the annual generating capacity reached 170 billion kwh. National energy board on June 2016 issued on the issuance of photovoltaic power generation in 2016, the implementation of the program clearly, in 2016 issued a new national photovoltaic power plant construction scale of 18 million 100 thousand kilowatts.
(two) new energy transformation and upgrading
The world's conventional energy shortage crisis, a large number of fossil energy development and utilization has become one of the main causes of pollution of the natural environment and human survival environment, looking for new energy has become a hot spot in the world. In a variety of new energy sources, solar photovoltaic power generation has the advantages of no pollution, sustainability, large amount, wide distribution, various forms of application and so on.
China's photovoltaic industry has good development base on the level of R & D, manufacturing industry system, technology and other aspects, the domestic and foreign market generally optimistic about the prospects, as long as seize the opportunity for development, accelerate the transformation and upgrading, the latter will usher in a broader space for the development of.
(three) great development potential
Solar energy is a renewable energy, solar radiation on earth is extremely large, with an average of 40 minutes per day of solar energy, can make the whole world for a whole year. Therefore, solar energy is inexhaustible and true.
In addition to improving the lives of people, solar power technology may also play a huge role in promoting the economy. In Watly, for example, the company hopes to install the number of Watly in Africa within 8 years to reach 10000 units. It is estimated that this behavior at least for the local people to create 50000 and machine manufacturing and maintenance related jobs.
Solar power technology and hydropower, thermal power and other technologies, do have more advantages. Not only can enhance people's quality of life, but also to create active economic growth point. Solar power generation technology has great potential to be excavated, the future may have a more profound impact.
(four) deep enterprises lead the "light and heat" industry, the promotion of high temperature molten salt trough solar power technology
In 2016, the complete verification of high temperature molten salt tank test station the world's first independent operation of the whole industry chain, the first phase of the project verification platform and network commissioning. This marks the depth of the leader in the light industry, officially opened a new era of solar power in china.
Shenzhen gold vanadium (Shenzhen gold vanadium Energy Technology Co., Ltd.) 50 MW high temperature molten salt trough solar thermal power project in Gansu successful operation of Aksai grid. This is the first phase of the project verification platform for the enterprise, is also the high temperature molten salt tank test station the world's first independent operation to achieve a complete verification of the collector, heat storage and heat and power grid, all the functions of the whole industrial chain.
The project is the first demonstration project of the national energy board, the 15 hours of energy storage standards on behalf of the current design of the world's highest technical standards. The successful operation of its network, not only can provide practical experience for thermal power generation industry in China, technological progress and development but also for the global solar thermal power field has played an exemplary role, contribute to the practical application of large-scale thermal power generation in the field of new energy.
Two, unfavorable factors
(1) external market dependence is high
The process of policy system currently supports the application of photovoltaic photovoltaic power generation and promote the sustainable development of the long-term interaction mechanism is established in the overseas market, most of the export of solar products, industrial development by the financial crisis and overseas market changes have great influence on the external market dependence is too high, is not conducive to the sustained and healthy development.
From a global perspective, photovoltaic power generation has the market competitive in price is required for a period of time, the demand of the recent growth of solar power mainly comes from the governments of the photovoltaic industry policy support and price subsidies; sustained growth of the market will also promote the industry scale and product cost reduction, and promote the healthy development of the PV industry.
(two) facing the severe challenges of international economic turmoil and trade protection
The parties of capital are generally optimistic about the photovoltaic industry, the photovoltaic industry on the one hand, many large enterprises have announced a new investment plan, expanding the scale of production; on the other hand, in other fields such as semiconductor enterprise, enterprise capital market a variety of display articles are about to enter the photovoltaic industry.
In recent years, the global economic development is in a turbulent situation. Some new energy policies in some countries have been adjusted, and related subsidies have been lowered, which has a great impact on the development of China's photovoltaic industry. At the same time, Europe and the United States has occurred against China's photovoltaic industry trade disputes, similar disputes will occur in the future, the main reasons are: one is the advantage of solar cell cost in China is obvious, causing pressure on foreign products; two is the domestic PV market has not yet started, the main export products, may lead to dumping doubts; three is the standard system in our country is still not perfect, the level of product quality problems such as uneven.
(three) international competition is intensifying
The development of the global PV industry technology change rapidly, crystal silicon solar cell conversion efficiency of an average annual increase of one percentage point; thin film battery technology and constantly improve the level of development of nano materials; batteries rapidly emerging technology; solar cell production and testing equipment upgrade. The domestic photovoltaic industry in many areas there is still a big gap, the international competitive pressures continue to upgrade, polysilicon key technology is still lagging behind the international advanced water