Photovoltaic Solar Energy Market Analysis 2022
In recent years, with the advancement of technology, the installed cost of solar photovoltaics has continued to decline, the utilization rate has increased year by year, and the average power generation cost has dropped significantly. Compared with other clean energy sources, the comprehensive advantages of solar photovoltaics have become more prominent.
Photovoltaic solar energy generally refers to solar photovoltaic, solar photovoltaic system, also known as photovoltaics, referred to as photovoltaics (photovoltaics; word source "photo-" light, "voltaics" volt), refers to the photovoltaic effect of photovoltaic semiconductor materials A facility that converts solar energy into direct current electricity. The heart of the photovoltaic installation is the solar panel . The main semiconductor materials used to generate electricity include: monocrystalline silicon , polycrystalline silicon , amorphous silicon and cadmium telluride, etc.
How popular is the photovoltaic industry under the background of "double carbon"? Since the end of April this year, the photovoltaic equipment sector has been rising sharply. From April 27 to August 16, the cumulative increase in the photovoltaic equipment sector has reached 103.92%, among all sectors The medium-term gains were at the forefront. According to incomplete statistics, at least 87 companies have entered the photovoltaic field across industries since 2020. From three barrels of oil to slippers king Baofeng Fashion, glass king King Kong shares, pig king Zhengbang Technology (quote 002157, stock diagnosis), they are all here.
Data released by the National Energy Administration shows that in the first half of 2022, the country's renewable energy power generation reached 1.25 trillion kilowatt hours, of which solar power generation increased by 13.5%. It only took less than 10 years for the solar photovoltaic industry to go from being "three heads outside" and being constrained by others to firmly occupying the top spot in the world's photovoltaic industry and becoming China's business card in the new era. Among them, technological innovation is an important force that cannot be ignored.
According to the International Energy Agency (IEA), global renewable energy power demand will account for 80% of global power demand growth by 2030, with wind energy and photovoltaic power generation accounting for nearly 30% from 8% in 2019. my country's "Carbon Peaking Action Plan Before 2030" points out that the proportion of non-fossil energy consumption will reach about 20% by 2025, and the proportion of non-fossil energy consumption will reach about 25% by 2030.
According to the China Research Institute Puhua Research Report "2022-2027 China Photovoltaic Solar Industry Market In-depth Research and Investment Strategy Forecast Report" analysis
"double carbon" goals, and the construction of new power systems with new energy as the main body have been proposed, giving photovoltaics more great historical responsibility. For the photovoltaic industry, photovoltaic power generation technology innovation will remain a key factor in meeting these challenges.
According to Tianyancha data, there are currently 90 photovoltaic companies in Guangdong Province including A shares , Chinese concept stocks and New OTC listed companies, 33 of which are A-share listed companies. The registered capital of Guangdong Province is more than 10 million, and There are a total of 11,216 companies in operation, and their business scope covers almost the entire photovoltaic industry chain, from component production to installation, operation and maintenance.
The "14th Five-Year Plan" for energy development in Guangdong Province points out that "our province is short of primary energy resources, lacks coal, lacks oil, lacks gas, and has basically completed the development of water energy resources. Renewable energy sources such as wind power and photovoltaics have not yet been developed and utilized on a large scale." , it is expected that the new installed photovoltaic power generation capacity during the "14th Five-Year Plan" period will be approximately 20GW.
html On August 18, nine departments including the Ministry of Science and Technology issued a document proposing to further research and break through a number of carbon-neutral cutting-edge and disruptive technologies by 2030, including perovskite batteries, which have been hot on the market recently. According to incomplete statistics, most of the current mainstream photovoltaic listed companies are in technical reserves, and the listed companies that have actually started commercial use are more located at the upstream equipment and materials end of the industry chain.Follow the headline account "China Research Network" and reply "Free Report" to get a free report excerpt, come and get it quickly!
