Anhui: Promote the advanced photovoltaic <B>and</B> new energy storage industry
In order to further promote the high-quality development of the province's advanced photovoltaic and new energy storage industries, the Provincial Party Committee and the Provincial Government have established a leading group for the construction of advanced photovoltaic and new energy storage industry clusters, and issued the "Guiding Opinions on Strengthening Innovation and Leading to Promote the High-quality Development of Advanced Photovoltaic and New Energy Storage Industry Clusters", proposing: "By 2025, we will strive to achieve an operating income of more than 500 billion yuan in the province's advanced photovoltaic and new energy storage industries, and by 2027, we will strive to achieve an operating income of more than 750 billion yuan, and cultivate 1— Two leading enterprises with global competitiveness, advanced photovoltaic and new energy storage industries have become important pillar industries in our province. ”
Focusing on this goal, our province has organized and implemented seven actions, including the improvement of innovation capabilities, the forging of the industrial chain to complement the weaknesses, the improvement of industrial levels, the optimization of industrial ecology, the expansion of overseas markets, the demonstration of application traction scenarios, and the standardized and orderly development, so as to "escort" the high-quality development of advanced photovoltaic and new energy storage industrial clusters.
Hefei implements the strategy of "borrowing light for development" and introduces a series of policies to extend, strengthen and supplement the chain——
"Chasing the light" is moving forward, and the "chain" is a 100 billion industry
Recently, the reporter walked into the Hefei Circular Economy Demonstration Park in Feidong County, GCL Integration nearly 80,000 square meters of dust-free workshop, 10 fully automated assembly lines are fully open, and photovoltaic products are rolled off the assembly line in an orderly manner.
The staff pointed to the fully automated assembly line and told reporters that as the world's largest high-efficiency photovoltaic module project, GCL Integrated Super Photovoltaic Module Project has a total investment of 18 billion yuan and will be settled in Feidong in 2020.
"This year, we will achieve an output value of more than 10 billion yuan. The person in charge of Hefei GCL Integration New Energy Technology Co., Ltd. told reporters that GCL Integration Hefei Base will be built into a GCL Integration global supply chain center, marketing center, R&D center and manufacturing center, helping Feidong to build a 100-billion-level photovoltaic new energy industry cluster.
In recent years, Hefei has implemented the strategy of "borrowing light for development" and introduced a series of support policies to extend, strengthen and supplement the chain around photovoltaic glass, cells, modules, energy storage batteries, and system integration. At present, Hefei has successively introduced leading enterprises such as Sungrow, Rainbow Photovoltaic Glass, JA Solar, Tongwei Solar, GCL Integration, JinkoSolar, etc., and the industrial structure has been continuously optimized and the industrial chain has become increasingly sound.
In the raw material area of JA Solar Technology Co., Ltd.'s smart factory in Hefei High-tech Zone, you can see that the hoist "elevator" lifts the thin cells to the production layer, and then sends them to the production line in batches through the robotic arm, and after multiple processes such as welding, stacking, and framing, the cells become rectangular photovoltaic modules. Subsequently, the quality inspection equipment carefully selects the products with defects, hidden cracks and other problems inside the module, and then reworks them to ensure that the production pass rate is close to 100%.
As the "bridgehead" of Hefei to connect with Jiangsu, Zhejiang and Shanghai in the east, Feidong County strives to become the vanguard of Hefei's pursuit of "light" development. In recent years, Feidong County has firmly seized the historical development opportunity, strived to build a new industrial cluster of "Xinguang Avenue", and promoted the high-quality economic and social development of the county around the realization of the "double 100 billion" goal. Since 2021, Feidong County has fully implemented the new development concept, rapidly adjusted the industrial structure, selected industrial tracks, accelerated the construction of a modern industrial system of "Xinguang Avenue", accelerated the introduction of photovoltaic head enterprises, and strived to build a "first photovoltaic county", and vigorously promoted Hefei to accelerate its progress towards "the first photovoltaic city".
Walking into the super factory of JinkoSolar's Feidong production base in Hefei Recycling Industrial Park, the fully automatic intelligent assembly line is running at high speed, and industrial robots are shuttling through it in an orderly manner. Last year, JinkoSolar created the "Feidong Speed" of two phases of production in 205 days. "At present, 16GW of cell projects and 8GW of module projects have been completed and fully produced. According to the person in charge of the Feidong County Development and Reform Commission, in 2022, JinkoSolar's Feidong Base will achieve an output value of 11.5 billion yuan, becoming the first "10 billion enterprise" in Feidong County, and driving the formation of a 50 billion photovoltaic new energy industry cluster in the county.
With the acceleration of chasing "light", at present, Hefei has gathered more than 100 photovoltaic and new energy enterprises, employing more than 25,000 people. In 2022, the output value will reach 110.7 billion yuan, an increase of 117.5%, ranking sixth among cities in the country. Cell, module and inverter shipments were 12GW, 27GW and 75GW respectively, accounting for 4.3%, 10.8% and 70% of the country's total. (Xu Genhong)
Wuhu strives to build a collaborative innovation ecosystem of "head goose enterprise + industrial chain enterprise"——
Recruit big and strong, and cultivate green kinetic energy
On November 7, Wuhu GCL Integrated New Energy Technology Co., Ltd., located in Wanlan District, Wuhu City, was a busy scene, with photovoltaic cells flowing on the production line. The high-efficiency cell manufacturing project, with a total investment of 8 billion yuan and a design capacity of 20GW, uses the world's most advanced automated production equipment, and it took only 144 days from the start of construction in February this year to the first batch of cells rolling off the assembly line in July.
"We take production as a starting point, accelerate the pace of mass production, upgrading, quality control, channels and other work, build a large-scale, digital, intelligent and ecological R&D and manufacturing base, and strive to build a benchmark enterprise in the battery industry. The person in charge of the company said that the Wuhu GCL integrated battery project, as an important part of the layout of GCL Group's photovoltaic integrated industrial chain, has brought a strong demonstration and agglomeration effect to Wuhu City's implementation of the "double carbon" goal and the development of photovoltaic and other new energy industries.
Achieving the goal of "carbon peak and carbon neutrality" has opened up a golden track for the photovoltaic industry. In recent years, Wuhu City has listed the photovoltaic industry as one of the 25 advantageous subdivisions of the top ten emerging industries, established a special class for new energy and energy conservation and environmental protection industries, adhered to the advanced photovoltaic industry as the focus of attraction, continued to optimize the business environment, strengthened the guarantee of project elements, and clarified that the Economic Development Zone, Fanchang District, and Wanlan District are key development clusters, focusing on supporting the development of Xinyi Photovoltaic, Wuhu LONGi, Wuhu GCL and other enterprises, increasing the leading role of upstream and downstream industrial chain enterprises, and making every effort to build a "head goose enterprise + industrial chain enterprise" Collaborative innovation ecosystem.
In the Wuhu Economic and Technological Development Zone, the Xinyi Jiangbei photovoltaic module cover project with a total investment of 1.5 billion US dollars is about to be put into operation with 6 lines. The project has a total of 12 lines planned with a production capacity of 3.6 million tons, and is expected to be put into operation in 2024 according to market conditions. As the world's largest manufacturer of solar PV module covers, Xinyi Solar currently has four major solar PV module cover production bases, located in Wuhu, Tianjin, Beihai and Malacca, Malaysia, with a total daily melting capacity of more than 20,000 tons.
On June 16 this year, the Tianchen Energy Photovoltaic and Storage Integrated New Energy Industrial Base Project with a total investment of 11.6 billion yuan was signed and settled in Fanchang District, and a new 20GW high-efficiency solar cell and 20GW energy storage converter and energy storage system integrated manufacturing base were built. In recent years, Fanchang District has focused on the development of new energy industries represented by advanced photovoltaic and new energy storage, and has successively recruited leading enterprises in the industry such as Arctech New Energy and Yongzhen Technology to build a new highland for the development of new energy industry in the Yangtze River Delta and become an important part of the city's photovoltaic energy storage industry.
With the construction and successive commissioning of a number of photovoltaic new energy projects represented by Wuhu GCL Integrated Battery Project, Xinyi Phase VII, and Tianchen Energy Photovoltaic and Storage Integrated New Energy Industrial Base, Wuhu is becoming a new highland for new energy investment. At present, there are 49 photovoltaic projects in Wuhu (including those that have been signed, started and put into operation), with a total investment of 46.1 billion yuan. A total of 43 projects under negotiation, including a 15 billion yuan photovoltaic new energy project in Jiangbei Industrial Concentration Zone and a 2 billion yuan photovoltaic backsheet and new energy materials project in Wanlan District, are under negotiation with a total investment of 60.1 billion yuan.
According to statistics, in 2022, the output value of Wuhu's photovoltaic industry will reach 13.4 billion yuan. From January to September this year, the output value of the city's photovoltaic industry was 14.5 billion yuan, a year-on-year increase of 34%. (Nguyen Mengyue)
Photovoltaic enterprises in Anhui Province continue to increase R&D investment and adhere to differentiated development——
Innovation and empowerment to accelerate "transformation"
Stringing, nesting, laminating, framing... In the full-screen photovoltaic module production workshop of Anhui Daheng Energy Technology Co., Ltd., located in Hefei Luyang Economic Development Zone, module products continue to roll off the assembly line day after day and are shipped to all parts of the world.
Since entering the photovoltaic industry in early 2015, Daheng Energy, a local photovoltaic company in our province, has been focusing on the R&D and manufacturing of photovoltaic modules, household photovoltaic systems based on microinverters, and photovoltaic storage system equipment, and has now formed an industrial chain layout integrating silicon wafers, cells, photovoltaic modules, and photovoltaic power stations.
Continuous R&D investment and differentiated development route are the magic weapons for Daheng Energy to form a unique competitive advantage. On November 7, in the exhibition hall of Daheng Energy, the reporter saw the "housekeeping product" - full-screen photovoltaic modules up close. What are the advantages of this product?
"Photovoltaic modules operate outdoors all year round, and the accumulation of dust at the bottom of the modules will lead to a large amount of power generation loss, which has plagued the industry for many years." Bian Chonglei, general manager of Daheng Energy, introduced that Daheng Energy's full-screen photovoltaic modules solve the pain points of the industry due to their bezel-less design on the front, and effectively realize the self-cleaning, no dust accumulation, and more power generation of the modules.
It has been calculated that the annual power generation of this photovoltaic module has increased by 6%-15% compared with conventional modules.
"Solar unit" is another innovative product of Daheng Energy. Generally speaking, the full-screen component generates direct current, and it is necessary to convert the direct current generated by the component into alternating current that meets the grid-connected power quality requirements. After purchasing an all-screen module, users also need to purchase a microinverter, which is a device capable of converting direct current to alternating current.
The "Solar unit inverter integrated photovoltaic system" produced by Daheng Energy integrates the full-screen module with the microinverter when it leaves the factory, making the installation of the entire power station very convenient.
According to reports, the innovative "Solar unit inverted integrated photovoltaic system" independently developed and produced by Daheng Energy is exported to more than 100 countries and regions such as Brazil, Mexico, Germany, and the Netherlands.
Regarding the concerns about overcapacity in the photovoltaic industry in recent years, Bian Chonglei has his own understanding. "From the perspective of long-term demand, the future market space is still broad." Bian Chonglei said, "Most industries will experience a stage of overcapacity in the development process, which also encourages our enterprises to adhere to technological innovation, improve their competitiveness with high-quality products, and achieve transformation." ”
"In the future, the company will be committed to based on the solar photovoltaic module business, increase R&D investment, improve independent innovation capabilities, continuously launch competitive products, innovate and expand the integrated construction of photovoltaic power generation, photovoltaic power station construction and operation and maintenance, continue to improve customer satisfaction, and strive to become a benchmark enterprise in the photovoltaic industry segment." Bian Chonglei said. (Zhu Zhuo)
Chuzhou puts the photovoltaic industry in the "leading" position of the city's eight industrial chains——
From scratch to strength, to create a "photovoltaic capital"
On November 6, the first phase of the high-efficiency N-type cell and module project of Xuhe Technology was put into operation; Previously, on September 20, the fourth phase of Chuzhou LONGi's high-efficiency monocrystalline photovoltaic module project was put into operation; On October 27, the Lishen battery base project with a total investment of 20.1 billion yuan and a planned annual total production capacity of 48GWh was put into operation... Since the second half of this year, Chuzhou's photovoltaic and energy storage industry has continued to maintain a strong investment momentum, striving to build the world's photovoltaic capital, and strive to be the first city in the province's advanced photovoltaic and new energy storage industries.
In recent years, Chuzhou City has seized the opportunity of "double carbon", relying on the rich quartz sand resources in Fengyang County, placing the photovoltaic industry in the "leading" position of the city's eight industrial chains, implementing the model of "one team, one fund, one association, and one R&D platform", and making every effort to attract the head enterprises of the domestic photovoltaic industry to settle down. The photovoltaic industry has achieved from scratch, from large to large, from large to strong, the industrial chain has been continuously extended, the industrial scale has continued to grow, and the annual conference of China's photovoltaic industry has been held in Chuzhou for two consecutive years.
In 2016, as one of the giants of domestic photovoltaic glass production enterprises, Flat Group Co., Ltd. settled in Fengyang, with a total investment of 20 billion yuan. "In 2022, the company's output value will reach 7.454 billion yuan, and this year's output value is expected to exceed 10 billion yuan. After the completion of the project, it will become one of the most influential photovoltaic glass industrial parks in the world. Pan Rongguan, general manager of the company, told reporters.
Up to now, Chuzhou has landed and is talking about more than 120 key projects in the photovoltaic industry, with a total investment of more than 300 billion yuan, and a total investment of about 100 billion yuan, including 12 projects with a single investment of more than 10 billion yuan, and 9 of the world's top 20 photovoltaic enterprises have settled in Chuzhou. In 2021 and 2022, the output value of the city's photovoltaic industry will be 40.9 billion yuan and 87.3 billion yuan respectively, an increase of more than 100% for two consecutive years, and the output value is expected to exceed 120 billion yuan this year. At present, the city's photovoltaic glass, photovoltaic modules and photovoltaic cell production capacity accounts for 60%, 50% and 50% of the province's production capacity respectively.
In order to support the scientific and technological innovation of the photovoltaic industry, Chuzhou City has given incentives or subsidies in the establishment of laboratories, innovation centers, training and introduction of talents, technological research, transformation of advanced technological achievements, purchase of scientific and technological equipment, and high-tech identification. At the same time, we will accelerate the construction of scientific and technological innovation platforms, build research and development institutions such as Becquerel Photovoltaic Research Institute, High-efficiency Photovoltaic Cell Industry Research Center, China Photovoltaic Materials Innovation and Application Research Center, Chuzhou Economic and Technological Development Zone Photovoltaic Testing Center, and build 12 photovoltaic industry innovation and R&D platforms such as Anhui Quartz Sand Purification and Photovoltaic Glass Engineering Research Center; The conversion efficiency of LONGi Solar's monocrystalline PERC cells and heterojunction cells reached 24.06% and 26.81% respectively, and the power of Risen Energy's super-large modules exceeded 700W, both of which were the highest in the world.
The city has also established a "1+1+2+N" mechanism for industrial chain financial services, and innovated the batch docking mode of "one chain, one bank and multiple enterprises" of "host bank + chain main enterprise + chain affiliated enterprise", so that the development momentum of new energy enterprises is sufficient. As of the first half of this year, banking institutions at all levels in Chuzhou have granted a total of 20.8 billion yuan of credit to photovoltaic enterprises, and 36 enterprises have received loans of 8.3 billion yuan. On this basis, the city has also set up a new national adjustment fund with a total scale of 10 billion yuan and a 1.5 billion yuan Anhui carbon neutral industry merger and acquisition fund to prepare enough "financial living water" for new energy enterprises.
