The Photovoltaic Industry May Become a "golden Track" in 2021

From the perspective of double cycle and carbon emission reduction, energy security and clean transformation will become the key contents of the 14th five year plan. In September 2020, Chinese leaders announced to the world for the first time that "China's carbon dioxide emissions will reach the peak by 2030 and strive to achieve carbon neutrality by 2060." under the 14th five year plan and the support of global carbon emission reduction and energy policies, the growth path of the photovoltaic industry is becoming clearer and clearer. In the eyes of people in the industry, the era of affordable photovoltaic Internet access in 2021 is coming, and the photovoltaic industry may become a success "Golden track".

The photovoltaic industry has broad prospects

In the whole industrial chain, all kinds of listed companies have been chased by market funds, from polysilicon and silicon chips in the upstream to photovoltaic glass and battery chips in the midstream, and then to inverters and components in the downstream.

Wind statistics show that the PV index has risen by 49.83% this year, making it one of the best performing industries. Among the 31 listed photovoltaic equipment companies, a total of 29 have risen in share prices this year. Among them, 14 have increased by more than 50%; the top seven listed companies, including sunshine power, Jingao technology and Longji, have risen in share prices this year The amplitude exceeds 100%.

At present, the photovoltaic industry has become one of the strategic emerging industries with the most core competitiveness in China. Chinese enterprises have a high share in the global photovoltaic market, with silicon chips accounting for 97% and modules accounting for 71%.

The era of affordable Internet access will begin

Shi Zhengrong, academician of the Australian National Academy of technology and engineering and professor of Shanghai Electric Power University, made a speech at the third cross gate financial week - "Finance cross border capital special forum" It is pointed out that in the photovoltaic field, China is far ahead of Europe, America and Japan in terms of production capacity, conversion efficiency and production cost. Among the top ten photovoltaic manufacturing enterprises in the world, China occupies the top nine. Professor Shi Zhengrong believes that the rapid development of China's photovoltaic industry is related to the affordable Internet access of the photovoltaic industry.

In terms of technology, photovoltaic has completed the transformation from polycrystalline cell to single crystal cell. At present, p-type perc cell is the mainstream. The conversion efficiency of mass-produced cells In terms of manufacturing, driven by the demand of the application market, the global photovoltaic production scale reached a new high in 2019, including 138gw of photovoltaic module output and the output value of the whole industry of more than 500 billion yuan. With the advantages of technology and cost control, Chinese photovoltaic enterprises continued to increase production capacity, and the focus of the global photovoltaic industry further increased China transfer

In 2021, domestic PV will officially enter the stage of affordable Internet access. In China, "30.60" With carbon as the anchor under the goal, the incremental and stock substitution of traditional thermal power will be gradually opened; at the same time, the global photovoltaic market continues to develop in a diversified manner. With the improvement of the strategic position of renewable energy planning in various countries and the enhancement of the investment attraction of photovoltaic projects under economic fluctuations, the growth of industry demand may accelerate.