Editorial
Status and future of global photovoltaic industry
Seetao 2022-01-18 18:24
  • In recent years, the proportion of renewable energy in China has been rising, from less than 10% to nearly 20% in 2020
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People often say that "the scenery is infinitely beautiful", but now the "scenery" no longer simply refers to the beautiful scenery and infinite scenery, but in the context of the continuous strengthening of human environmental protection awareness and the common response of all mankind to global warming, The emerging new energy sources under the dual carbon goal—wind power and photovoltaics, each have an unshakable position in completing the carbon neutrality goal and have unlimited possibilities in China’s energy transition in the future.

Photovoltaic power generation (also known as solar power generation) is a technology that directly converts light energy into electrical energy by using the photovoltaic effect of the semiconductor interface. It includes three power generation methods: independent photovoltaic power generation, grid-connected photovoltaic power generation, and distributed photovoltaic power generation. Using photovoltaic power generation, there is no need to worry about the danger of energy exhaustion, solar energy is inexhaustible and inexhaustible. The solar radiation energy received by the earth's surface can meet the global energy demand 10,000 times. During solar power generation, there will be no waste, no pollution, noise and other public hazards, no adverse impact on the environment and no geographical restrictions, eliminating the risk of long-distance transportation, and no need to consume fuel and erect transmission lines. It can also take advantage of the characteristics of the building itself and areas with complex terrain.

As of 2020, global photovoltaics accounted for about 42% of all new renewable energy generation, although more than a year has passed since the outbreak of the new crown virus in late 2019. According to the 2020 Global Photovoltaic Report data released by the International Energy Agency (IEA) recently, it can be seen that the global photovoltaic market has not been affected by the new crown virus for more than a year, and the photovoltaic market has grown significantly. There are 20 countries with new PV capacity exceeding 1GW, China 48.2GW, the EU 19.6GW, and the United States 19.2GW. The PV installed capacity of these three countries ranks among the top three in the world. By the end of 2020, the cumulative installed photovoltaic capacity in the world will be 760.4GW.

In the global PV installed capacity, 14 countries have a cumulative installed capacity of more than 10GW, and 5 countries have a cumulative installed capacity of more than 40GW. The top four China, the European Union, the United States, and Japan have a total of 254.4GW, 151.3GW, 93.2GW, and 71.4GW of cumulative photovoltaic installed capacity, respectively. As can be seen from the above figure, China and Vietnam are the countries with the main increase in the photovoltaic market. The PV market in the European Union and the United States also saw a small increase. But India's PV market saw a major decline. In general, the new crown virus has no significant impact on the market development in 2020. Although during Q1, some projects were delayed due to the blockade measures to prevent and control the new crown epidemic, with the effective implementation of the new crown epidemic prevention and control measures, and the resumption of work and production one after another, most countries have returned to normal in Q3 and Q4.

From a national perspective, China's clean energy development has entered the fast lane. In recent years, the proportion of renewable energy in China has been rising, from less than 10% to nearly 20% in 2020. As of the end of April 2021, the installed capacity of power plants of 6,000 kilowatts and above in the country was 2.10 billion kilowatts, a year-on-year increase of 9.1%, of which grid-connected solar power generation reached 180 million kilowatts, accounting for 8.5% of the country's power generation. The country's installed power generation capacity was 2.23 billion kilowatts, a year-on-year increase of 9.5%, and solar power generation was 260 million kilowatts, a year-on-year increase of 24.3%. From January to April, the new power generation production capacity of national infrastructure was 29.72 million kilowatts, 9.63 million kilowatts more than the same period of the previous year, of which solar power generation was 7.08 million kilowatts, accounting for 23.8% of the new power generation production capacity of national infrastructure construction. In the same period, an additional 2.53 million kilowatts were put into production.

In the context of double carbon, the State Grid Energy Research Institute released the "China Energy and Power Development Outlook 2020" on November 28, 2020, predicting that the installed photovoltaic capacity will reach 840 million kilowatts in 2030. On March 18, 2021, the Global Energy Internet Development Cooperation Organization held the "China Carbon Peak Carbon Neutral Achievement Release and Seminar" in Beijing, and released "China's 2030 Energy and Power Development Planning Research and 2060 Outlook", "China Three high-quality research reports, including the Research Report on Carbon Peaking by 2030 and the Research Report on China's Carbon Neutrality by 2060: The new electricity demand from 2025 to 2030 will be fully met by clean energy. Among them, the installed capacity of photovoltaic power generation reached 1.025 billion kilowatts. By 2050 and 2060, the installed capacity of photovoltaics will be 3.45 billion kilowatts respectively. 3.8 billion kilowatts. It can be seen that photovoltaics will play a key role in the energy transition and have an unimaginable future in the future. Editor / Xu Shengpeng


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