在相關政策對中國太陽能光伏發(fā)電行業(yè)的不斷完善和大力支持下，中國光伏產(chǎn)業(yè)迅速發(fā)展，目前已呈現(xiàn)出區(qū)域化、集群化，臨近企業(yè)之間已形成產(chǎn)業(yè)鏈互補和經(jīng)濟合作，產(chǎn)業(yè)的競爭力實現(xiàn)了整體提高。
       隨著國家政策對光伏產(chǎn)業(yè)支持力度的不斷加大，產(chǎn)業(yè)市場規(guī)模仍將保持高幅度增長的趨勢。目前，光伏產(chǎn)業(yè)鏈的各個環(huán)節(jié)面臨的競爭環(huán)境差別很大，從整體來看，隨著中國光伏產(chǎn)業(yè)政策的不斷出臺，各地的光伏產(chǎn)業(yè)發(fā)展都在向更高水平發(fā)展，投資規(guī)模在擴大，產(chǎn)業(yè)技術水平的升級速度也在加快。產(chǎn)業(yè)面臨發(fā)展的高速成長期，整體競爭程度較高，光伏發(fā)電已經(jīng)成為中國清潔能源產(chǎn)業(yè)發(fā)展的戰(zhàn)略方向       近幾年來，中國光伏產(chǎn)業(yè)發(fā)展迅速，年均新增裝機量持續(xù)上揚。隨著產(chǎn)業(yè)發(fā)展的逐步成熟，光伏企業(yè)亟待自主創(chuàng)新、分布式光伏加速前行、“平價上網(wǎng)”漸行漸近等特征日益明顯。
       所謂光伏發(fā)電是利用半導體界面的光生伏特效應而將光能直接轉變?yōu)殡娔艿囊环N技術。主要由太陽電池板(組件)、控制器和逆變器三大部分組成，主要部件由電子元器件構成。太陽能電池經(jīng)過串聯(lián)后進行封裝保護可形成大面積的太陽電池組件，再配合上功率控制器等部件就形成了光伏發(fā)電裝置。
       光伏發(fā)電是根據(jù)光生伏特效應原理，利用太陽電池將太陽光能直接轉化為電能。不論是獨立使用還是并網(wǎng)發(fā)電，光伏發(fā)電系統(tǒng)主要由太陽電池板(組件)、控制器和逆變器三大部分組成，它們主要由電子元器件構成，不涉及機械部件。
       2019年的平價上網(wǎng)項目得到了政策上最大力度的支持，有望為光伏市場帶來新機遇。從行業(yè)發(fā)展的角度來說，平價上網(wǎng)時代即將來臨，未來幾年時間里，能拿到補貼的項目勢必會越來越少，平價上網(wǎng)項目將成為主流，最終行業(yè)將徹底告別補貼，進入無補貼時代。因此，從現(xiàn)在開始，鼓勵平價上網(wǎng)項目的優(yōu)先建設對行業(yè)的未來發(fā)展具有重要意義。
       根據(jù)2019年發(fā)布的《國家發(fā)展改革委關于完善風電上網(wǎng)電價政策的通知》，2018年底之前核準的陸上風電項目，2020年底前仍未完成并網(wǎng)的，國家不再補貼;2019年1月1日至2020年底前核準的陸上風電項目，2021年底前仍未完成并網(wǎng)的，國家不再補貼。自2021年1月1日開始，新核準的陸上風電項目全面實現(xiàn)平價上網(wǎng)，國家不再補貼。
       中國光伏行業(yè)協(xié)會預測，“十四五”期間，國內(nèi)年均光伏新增裝機規(guī)模一般預計是7000萬千瓦，樂觀預計是9000萬千瓦。國內(nèi)400余家風能企業(yè)代表聯(lián)合此前發(fā)布的《風能北京宣言》提出，到2030年至少達到8億千瓦，到2060年至少達到30億千瓦。  目前中國光伏正“光耀全球”，在光伏制造、光伏發(fā)電裝機量、光伏發(fā)電量三大方面均位居“世界第一”，至2019年底，中國光伏產(chǎn)業(yè)鏈各環(huán)節(jié)產(chǎn)能在全球占比均絕對領先，硅片環(huán)節(jié)占比最高達94%左右。光伏行業(yè)存在需求、供給、技術三重周期而又由于成本下降迅速，因此成長空間巨大，同時光伏市值又受到預期驅動和盈利的支撐，未來具備較好投資價值。

Under the continuous improvement and strong support of relevant policies for China's solar photovoltaic industry, China's photovoltaic industry has developed rapidly, and now it has shown regionalization and clustering. Industrial chain complementarity and economic cooperation have been formed between neighboring enterprises, and the competitiveness of the industry has been improved as a whole.

With the increasing support of national policies for the photovoltaic industry, the industrial market scale will continue to maintain a high growth trend.At present, each link of the photovoltaic industry chain is facing a very different competitive environment. On the whole, with the continuous introduction of China's photovoltaic industry policy, the development of the photovoltaic industry is developing to a higher level, the scale of investment is expanding, and the upgrading speed of industrial technology is also accelerating. In recent years, China's photovoltaic industry has been developing rapidly, with the annual number of newly installed machines rising continuously.With the gradual maturity of industrial development, photovoltaic enterprises urgently need independent innovation, distributed photovoltaic accelerated forward, "affordable Internet access" gradually become increasingly obvious characteristics.

Photovoltaic power generation is a technology that converts light energy directly into electricity by using the photogenerating volt effect of semiconductor interface. It is mainly composed of solar panels (components), controllers and inverters, and the main components are composed of electronic components.Solar cells are packaged and protected in series to form large-area solar cell modules, and then combined with power controllers and other components to form photovoltaic power generation devices.

Photovoltaic power generation is based on the principle of photogenerating volt effect, using solar cells to directly convert solar light energy into electrical energy. Whether used independently or connected to the grid, photovoltaic power generation system is mainly composed of solar panels (components), controllers and inverters, which are mainly composed of electronic components and do not involve mechanical components.

The affordable access project in 2019 has received the biggest policy support and is expected to bring new opportunities to the photovoltaic market. From the perspective of industry development, the era of affordable Internet is coming. In the next few years, there will be less and less subsidized projects, and affordable Internet projects will become the mainstream. Finally, the industry will completely bid farewell to subsidies and enter the era of no subsidy.Therefore, from now on, it is important to encourage the priority construction of affordable Internet projects for the future development of the industry.

According to the Notice of the National Development and Reform Commission on Improving the Wind Power On-grid Pricing Policy issued in 2019, the state will no longer subsidize onshore wind power projects approved by the end of 2018 but not completed by the end of 2020. Onshore wind projects approved between January 1, 2019 and the end of 2020 will not be subsidized by the state if they are still not connected to the grid by the end of 2021. Starting from January 1, 2021, the newly approved onshore wind power projects will fully realize affordable Internet access, and the state will no longer provide subsidies.

China Photovoltaic Industry Association predicts that during the 14th Five-Year Plan period, the average annual installed capacity of photovoltaic in China is generally expected to be 70 million kW, and the optimistic estimate is 90 million kW. The Beijing Declaration on Wind Energy, jointly released by representatives of more than 400 wind energy enterprises in China, proposed to reach at least 800 million kilowatts by 2030 and 3 billion kilowatts by 2060. At present, China's pv industry is shining globally, ranking first in the world in pv manufacturing, pv power generation and pv power generation. By the end of 2019, China's pv industry chain took an absolute lead in the global production capacity, with silicon wafer accounting for up to 94%.The photovoltaic industry has a triple cycle of demand, supply and technology, and due to the rapid cost decline, so the growth space is huge. At the same time, the market value of photovoltaic is driven by expectations and supported by profits, so it has good investment value in the future.