热门关键词: 光伏太阳能板天窗 防水光伏太阳能电池板 U玻璃光伏太阳能电池板
在中国加速实现“碳中和”的背景下,光伏产业的发展备受关注。近日,央视二套《正点财经》聚焦隆基股份,进行实地采访。以隆基为范本,解析了中国光伏产业的发展现状。经过十几年的发展,光伏发电成本逐渐与火电、风电、水电等发电方式接近,在2020年正式进入平价期,即拥有了平价接入电网的竞争实力。据国际可再生能源机构发布的数据显示,2010年至2019年,全球太阳能容量从40GW增加到580GW,增长了14倍。同时期内,光伏组件价格下降了90%,且仍具有较大的下降空间。
“10年以前这个硅片大概要100元,比这还要小一点;但是今天它只要3块多钱的价格。”隆基股份总裁李振国说,正是因为单晶硅片的价格降低,才推动了整个光伏行业成本下降。所以,今天在全球绝大多数国家和地区,光伏发电已经成为当地最便宜的电力能源了。
2020年4月26日,隆基股份光伏产品搭乘“中欧班列”从西安首发,直抵欧洲大陆。截至目前,隆基股份已发送45趟“光伏专列”,共1847个货柜,金额超10亿元人民币。总体来看,海外光伏市场受疫情影响不大;而国内光伏市场从2020年下半年开始,出现快速增长势头。
“海外市场的出货,还是在快速发展过程中。总体上,隆基在欧洲、美国和亚太地区的市场占有率都有较大提升。”隆基股份品牌总经理王英歌介绍。一季度往往是光伏行业的传统淡季,但今年隆基股份的订单却十分饱和。
“从设备进场那天起,工人们就24小时轮班调试生产。”隆基股份西安电池工厂总经理邵爱军表示,目前的订单已经排到二季度、三季度,所有一线员工都是24小时倒班生产,来保证连续性发货的需求。以往分布式屋顶发电,需要通过支架进行安装,同时留出运维通道,而目前新型的光伏一体化的产品,可以直接替代传统建材,用于公共建筑及工商业厂房的屋顶、幕墙、车棚等,不需要支架,后期运维也更便利。
2020年8月,隆基首款建筑光伏一体化(BIPV)产品——“隆顶”在上海重磅发布。“隆顶”不仅继承了隆基“稳健可靠、技术引领”的品牌基因,也实现了可靠建筑材料和高效光伏产品的完美结合。隆基股份新能源事业部总经理陈鹏飞表示,隆基BIPV可以在屋顶上方全面满铺,和以前的发布式发电相比,该产品提高了15%的发电率。同时,后期运维工人在屋顶上方作业的时候,也完全可以踩踏在‘隆顶’之上。
未来,分布式光伏前景广阔,其安装灵活、投入少、方便就近消纳的优点,利于解决发电与负荷不一致的问题,同时大幅降低传输损失。在2060年“碳中和”目标下,分布式光伏将成为重要的支撑力量。
The development of the photovoltaic industry has attracted much attention in the context of China's accelerating efforts to become "carbon neutral".Recently, CCTV 2 "on the point of finance and economics" focus on Longji shares, field interviews.Taking Longji as an example, the development status of China's photovoltaic industry is analyzed. After more than a decade of development, the cost of photovoltaic power generation is gradually approaching that of thermal power, wind power, hydropower and other power generation methods, and it will officially enter the parity period in 2020, that is, it will have the competitive strength of parity access to the grid.Between 2010 and 2019, global solar capacity increased 14-fold from 40GW to 580GW, according to data released by the International Renewable Energy Agency. During the same period, the price of photovoltaic modules fell by 90%, and there is still a lot of room for decline.
"Ten years ago this silicon chip cost about 100 yuan, a little bit less than that;But today it costs just over three yuan." Li Zhenguo, president of Longi Group, said that it was the price reduction of monocrystalline silicon wafers that pushed down the cost of the entire photovoltaic industry. Therefore, in most countries and regions of the world today, photovoltaic power generation has become the cheapest local power source.
On April 26, 2020, the photovoltaic products of Longji Stock will be launched from Xi 'an to the European continent on the "China-Europe Express".Up to now, Longji has sent 45 "photovoltaic train", a total of 1,847 containers, the value of more than 1 billion yuan.In general, the overseas photovoltaic market was not affected by the epidemic. The domestic photovoltaic market from the second half of 2020, there is a rapid growth momentum.
"Shipments in overseas markets are still in the process of rapid development.Overall, Longi's market share in Europe, the United States and the Asia Pacific region has increased significantly." Longji brand general manager Wang Yingge introduced.The first quarter is often the traditional low season in the photovoltaic industry, but this year Longji shares are very saturated orders.
"From the day the equipment came into production, workers worked 24 hours in shifts to debug production."Shao Aijun, general manager of Longji's Xi 'an battery factory, said orders have been booked for the second and third quarters, and all front-line staff are working 24-hour shifts to ensure continuous delivery. In the past, the distributed roof power generation needs to be installed through the bracket, while leaving the operation and maintenance channel. At present, the new integrated photovoltaic products can directly replace the traditional building materials, and be used for the roof, curtain wall and carport of public buildings and industrial and commercial plants. There is no need for the bracket, and the later operation and maintenance is also more convenient.
In August 2020, Longi's first building integrated photovoltaic (BIPV) product -- "Longtop" was launched in Shanghai."Longding" not only inherits the brand gene of "stable and reliable, technology-leading" of Longji, but also realizes the perfect combination of reliable building materials and efficient photovoltaic products. Chen Pengfei, general manager of Longji's new energy division, said that the Longji BIPV can be fully covered above the roof, and compared with the previous release of power generation, the product has improved the power generation rate by 15%.At the same time, the operation and maintenance workers in the later period can also tramp on the "top of the roof" when working on the roof.
In the future, distributed photovoltaic has a broad prospect. Its advantages of flexible installation, low investment and convenient nearby consumption are conducive to solving the problem of inconsistent power generation and load, while significantly reducing transmission losses. Under the goal of being "carbon neutral" by 2060, distributed PV will be an important support force.