Remember the over seventy years of Chinese Academy of Engineering Ni fighting in an interview, angrily up from his seat, forced gestures, said: “can not go down pediment, and must stop to think! Wind power can not take the original ‘Great Leap Forward’ the road. Many people say that I was pouring cold water, I should just call the sound development of industry. “
Nearly a year, now seems to better understand the struggle was Ni Academy of caution. Today, people are pleasantly surprised to find that the solar wind and the Relay will achieve a great development, but had to pour cold water again, “Beware of ‘fan fold wing’ phenomenon repeat itself, the solar industry should standardize and improve the advance, with a view to the sound development of the industry.”
Voice of the emergence of consolidation
Into May, has been a voice, that rectifying photovoltaic upstream market.
Australia’s Macquarie Bank analyst Yuesefukui due to open, said: “Some Chinese businessmen to establish a fake plant, through the purchase of components resold to the next person, claiming that their own products.”
Indeed, the AQSIQ is planning to carry out a national PV industry quality checks on the industry, quality problems be rectified. The direct reason is that, with the rapid development of photovoltaic industry in recent years, many companies lack technical experience involved, good and bad, and the lack of access standards and product quality certification, it is difficult to guarantee the quality of some products, have been returned and foreign customers complaints, attracted the attention of relevant domestic departments.
Chinese solar panel the size of the industry ranked first in the world, with the cost advantage of Chinese enterprises in recent years, competitors from the West quickly won market share, competitors did lead to some dissatisfaction.
It is reported that China’s exports in order to confirm the existence of PV modules foreign buyers complained of quality problems, the Customs Department from September last year, in the process of China’s exports of PV modules in a temporary increase in quality inspection part of. This work by the third-party testing agency, the detection is the main indicators of the actual power of PV modules are consistent with the standards. But it seems did not play much role, grumbling still everywhere.
“Should not be said to be consolidation, but to do some testing and certification, because the quality of export products have some problems, especially the component, must ensure that our products have a good international reputation.” China Renewable Energy Society, Vice president of Meng Xiangan again correct.
Investment Advisor in Senior Researcher Li Sheng-mao clearly support this view, he said: “After the introduction of polysilicon industry standards, the industry made polycrystalline silicon was reorganized, the next step is silicon, a component part, but now says too early to rectify Because PV has not developed to this stage, we are now is to expand the market, to expand the scale, although in the ‘Golden Sun’ there have been some problems, go with inferior products, it is just a discordant episode it. ”
But does the lack of industry standards and development. In particular the lack of a solar panel domestic industry certification program, should be promptly introduced and amended.
The Colorado chain length?
From ore to power generation, solar energy has a very long chain, the chain size enterprises are involved in state-owned, private enterprises together eating. So, is the separation of various companies in various segments of the industry chain, or take-all to do the whole industry chain, to become a new topic of debate, and influence the healthy development of the solar industry. Should be a kind of pattern?
Discrete Automation and Motion Control ABB Global Head of Business History LaBeouf interview with reporters made it clear that, ABB will not do the whole industry chain, at least not involved in the upstream of the battery industry, only large-scale equipment and integrated solutions for the downstream station, because he believed that cells, polycrystalline silicon and other industries to consume a large amount of capital, profits high but not downstream. The upstream is not ABB’s expertise.
The Ningxia Electric Power Group Sheng, deputy chief engineer of the forest do not think so, he is responsible for the solar industry to power generation from ore include the entire chain. “From the overall benefits that the company made the whole industry chain, combined into one or several business chain, can improve the ability to resist risks, to avoid certain aspects of the profit is too high, the average open, the enterprise is a form of protection. And we The aim is to keep costs down together, if a company can do the whole industry chain, cost control is good. ”
Li Sheng-mao do not support the whole industry chain, he said, the status quo of China’s solar energy industry is more concentrated in the upper reaches of private enterprises, state-owned enterprises are concentrated in the downstream power generation sector. Situation is the case, the downstream power generation enterprises are central and local state-owned enterprises, but investment is relatively large, but also to coordinate the various relationships, communication with the grid, the Government’s approval, and other private enterprises in itself is difficult to intervene. On the other hand, the downstream power generation companies are not involved in the upstream polysilicon and the battery industry, power stations so that system integration can be, the next part is the system component integration, integration of the next part is to generate electricity. Involved in systems integration in order that they can identify which more advanced technology, which for yourself, you can integrate the advantages. Power generation and integrated docking system is very simple, does not require much technology.
“The ideal situation should be a few large companies to do a complete industrial chain, market competition is bound to form a handful of key enterprises, and small companies carry out their duties, have their own development.” Mengxian Gan said.
Path selection diversity
Orderly development of the industry to be considered a good number of major development path. Beware of wind power industry profits to buy paper for short-sighted.
Two years ago, when Deputy General Manager Zhou Fuyun Tat new energy in Inner Mongolia, told reporters about the trough solar thermal power generation project, simply did not think the development of solar thermal power generation will be so fast. Now, in a variety of new energy forum, in discussing the development prospects of light and heat.
Haiyang is the most rapid transformation in a new energy company, since its establishment in 2005, formed a large-scale solar photovoltaic, solar thermal power plant based systems integration industry, photovoltaic arrays and solar power plant development, and manufacturing of intelligent control system supporting two class structure, that is, Li Sheng-mao mouth typical docking station and system integration to the enterprise.
A month ago, and in Haiyang, chairman Xue Liming exchange, he proposed that from 2010 the focus will shift in Haiyang light and heat. And ahead of the layout, construction of a condenser in Chengdu thermal power mirror field, is expected to the end of 2010 production. By 2015, the Haiyang will achieve the same light weight thermal and photovoltaic.
Sheng Lin is proposed a bold new ideas, and has begun to implement, “We do a combination of photovoltaic and solar thermal means heat generated by photovoltaic solar thermal power generation to do. Currently no, we are with the international jointly developed by the relevant agencies on. ”
Xue Liming said: “The PV can not be bigger, but also on large-scale application of light and heat, light and heat can increase the efficiency and therefore, solar thermal power will have more space.”
Li Sheng-mao also believe that photovoltaic and solar thermal should be applied to different areas of joint development, such as the PV should be used for small-scale, distributed, a one generation, even the buildings in the thin film battery type. Should be applied to large-scale solar thermal power plants. The cost is relatively low light and heat, the greater capacity, lower cost of electricity, can achieve scale. Moreover, the fixed asset investment, investment per kilowatt of light and heat in a million 5000 yuan, per kilowatt of photovoltaic investment in fixed assets will need three million.
And thermal power solar thermal can be combined to other conventional power generation, solar thermal and thermal power generation principle is the same. Generating relatively stable, there will not be the same as intermittent wind power. But also a very good combination with the thermal power plants, combined heat and power to do. Thermal power generation during the day light, at night with thermal power.
During the interview, the solar heaters also Vice President ZHANG Wen-peng, “Energy” magazine reporter said to Emperor Ming of the water heater companies are represented by a transition in thermal power generation.
Visible, with different wind power, solar energy industry chain is more complex and diverse, to healthy development, it is not limited to a single quality issue, PV challenge than wind power will be more.
China Solar Energy Do not Go too fast
Posted by admin in News
Remember the over seventy years of Chinese Academy of Engineering Ni fighting in an interview, angrily up from his seat, forced gestures, said: “can not go down pediment, and must stop to think! Wind power can not take the original ‘Great Leap Forward’ the road. Many people say that I was pouring cold water, I should just call the sound development of industry. “
Nearly a year, now seems to better understand the struggle was Ni Academy of caution. Today, people are pleasantly surprised to find that the solar wind and the Relay will achieve a great development, but had to pour cold water again, “Beware of ‘fan fold wing’ phenomenon repeat itself, the solar industry should standardize and improve the advance, with a view to the sound development of the industry.”
Voice of the emergence of consolidation
Into May, has been a voice, that rectifying photovoltaic upstream market.
Australia’s Macquarie Bank analyst Yuesefukui due to open, said: “Some Chinese businessmen to establish a fake plant, through the purchase of components resold to the next person, claiming that their own products.”
Indeed, the AQSIQ is planning to carry out a national PV industry quality checks on the industry, quality problems be rectified. The direct reason is that, with the rapid development of photovoltaic industry in recent years, many companies lack technical experience involved, good and bad, and the lack of access standards and product quality certification, it is difficult to guarantee the quality of some products, have been returned and foreign customers complaints, attracted the attention of relevant domestic departments.
Chinese solar panel the size of the industry ranked first in the world, with the cost advantage of Chinese enterprises in recent years, competitors from the West quickly won market share, competitors did lead to some dissatisfaction.
It is reported that China’s exports in order to confirm the existence of PV modules foreign buyers complained of quality problems, the Customs Department from September last year, in the process of China’s exports of PV modules in a temporary increase in quality inspection part of. This work by the third-party testing agency, the detection is the main indicators of the actual power of PV modules are consistent with the standards. But it seems did not play much role, grumbling still everywhere.
“Should not be said to be consolidation, but to do some testing and certification, because the quality of export products have some problems, especially the component, must ensure that our products have a good international reputation.” China Renewable Energy Society, Vice president of Meng Xiangan again correct.
Investment Advisor in Senior Researcher Li Sheng-mao clearly support this view, he said: “After the introduction of polysilicon industry standards, the industry made polycrystalline silicon was reorganized, the next step is silicon, a component part, but now says too early to rectify Because PV has not developed to this stage, we are now is to expand the market, to expand the scale, although in the ‘Golden Sun’ there have been some problems, go with inferior products, it is just a discordant episode it. ”
But does the lack of industry standards and development. In particular the lack of a solar panel domestic industry certification program, should be promptly introduced and amended.
The Colorado chain length?
From ore to power generation, solar energy has a very long chain, the chain size enterprises are involved in state-owned, private enterprises together eating. So, is the separation of various companies in various segments of the industry chain, or take-all to do the whole industry chain, to become a new topic of debate, and influence the healthy development of the solar industry. Should be a kind of pattern?
Discrete Automation and Motion Control ABB Global Head of Business History LaBeouf interview with reporters made it clear that, ABB will not do the whole industry chain, at least not involved in the upstream of the battery industry, only large-scale equipment and integrated solutions for the downstream station, because he believed that cells, polycrystalline silicon and other industries to consume a large amount of capital, profits high but not downstream. The upstream is not ABB’s expertise.
The Ningxia Electric Power Group Sheng, deputy chief engineer of the forest do not think so, he is responsible for the solar industry to power generation from ore include the entire chain. “From the overall benefits that the company made the whole industry chain, combined into one or several business chain, can improve the ability to resist risks, to avoid certain aspects of the profit is too high, the average open, the enterprise is a form of protection. And we The aim is to keep costs down together, if a company can do the whole industry chain, cost control is good. ”
Li Sheng-mao do not support the whole industry chain, he said, the status quo of China’s solar energy industry is more concentrated in the upper reaches of private enterprises, state-owned enterprises are concentrated in the downstream power generation sector. Situation is the case, the downstream power generation enterprises are central and local state-owned enterprises, but investment is relatively large, but also to coordinate the various relationships, communication with the grid, the Government’s approval, and other private enterprises in itself is difficult to intervene. On the other hand, the downstream power generation companies are not involved in the upstream polysilicon and the battery industry, power stations so that system integration can be, the next part is the system component integration, integration of the next part is to generate electricity. Involved in systems integration in order that they can identify which more advanced technology, which for yourself, you can integrate the advantages. Power generation and integrated docking system is very simple, does not require much technology.
“The ideal situation should be a few large companies to do a complete industrial chain, market competition is bound to form a handful of key enterprises, and small companies carry out their duties, have their own development.” Mengxian Gan said.
Path selection diversity
Orderly development of the industry to be considered a good number of major development path. Beware of wind power industry profits to buy paper for short-sighted.
Two years ago, when Deputy General Manager Zhou Fuyun Tat new energy in Inner Mongolia, told reporters about the trough solar thermal power generation project, simply did not think the development of solar thermal power generation will be so fast. Now, in a variety of new energy forum, in discussing the development prospects of light and heat.
Haiyang is the most rapid transformation in a new energy company, since its establishment in 2005, formed a large-scale solar photovoltaic, solar thermal power plant based systems integration industry, photovoltaic arrays and solar power plant development, and manufacturing of intelligent control system supporting two class structure, that is, Li Sheng-mao mouth typical docking station and system integration to the enterprise.
A month ago, and in Haiyang, chairman Xue Liming exchange, he proposed that from 2010 the focus will shift in Haiyang light and heat. And ahead of the layout, construction of a condenser in Chengdu thermal power mirror field, is expected to the end of 2010 production. By 2015, the Haiyang will achieve the same light weight thermal and photovoltaic.
Sheng Lin is proposed a bold new ideas, and has begun to implement, “We do a combination of photovoltaic and solar thermal means heat generated by photovoltaic solar thermal power generation to do. Currently no, we are with the international jointly developed by the relevant agencies on. ”
Xue Liming said: “The PV can not be bigger, but also on large-scale application of light and heat, light and heat can increase the efficiency and therefore, solar thermal power will have more space.”
Li Sheng-mao also believe that photovoltaic and solar thermal should be applied to different areas of joint development, such as the PV should be used for small-scale, distributed, a one generation, even the buildings in the thin film battery type. Should be applied to large-scale solar thermal power plants. The cost is relatively low light and heat, the greater capacity, lower cost of electricity, can achieve scale. Moreover, the fixed asset investment, investment per kilowatt of light and heat in a million 5000 yuan, per kilowatt of photovoltaic investment in fixed assets will need three million.
And thermal power solar thermal can be combined to other conventional power generation, solar thermal and thermal power generation principle is the same. Generating relatively stable, there will not be the same as intermittent wind power. But also a very good combination with the thermal power plants, combined heat and power to do. Thermal power generation during the day light, at night with thermal power.
During the interview, the solar heaters also Vice President ZHANG Wen-peng, “Energy” magazine reporter said to Emperor Ming of the water heater companies are represented by a transition in thermal power generation.
Visible, with different wind power, solar energy industry chain is more complex and diverse, to healthy development, it is not limited to a single quality issue, PV challenge than wind power will be more.