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返回列表 來源: 隆基股份 發(fā)布日期: 2021.03.23 瀏覽次數(shù):

     在中國(guó)加速實(shí)現(xiàn)“碳中和”的背景下,光伏產(chǎn)業(yè)的發(fā)展備受關(guān)注。近日,央視二套《正點(diǎn)財(cái)經(jīng)》聚焦隆基股份,進(jìn)行實(shí)地采訪。以隆基為范本,解析了中國(guó)光伏產(chǎn)業(yè)的發(fā)展現(xiàn)狀。經(jīng)過十幾年的發(fā)展,光伏發(fā)電成本逐漸與火電、風(fēng)電、水電等發(fā)電方式接近,在2020年正式進(jìn)入平價(jià)期,即擁有了平價(jià)接入電網(wǎng)的競(jìng)爭(zhēng)實(shí)力。據(jù)國(guó)際可再生能源機(jī)構(gòu)發(fā)布的數(shù)據(jù)顯示,2010年至2019年,全球太陽(yáng)能容量從40GW增加到580GW,增長(zhǎng)了14倍。同時(shí)期內(nèi),光伏組件價(jià)格下降了90%,且仍具有較大的下降空間。
“10年以前這個(gè)硅片大概要100元,比這還要小一點(diǎn);但是今天它只要3塊多錢的價(jià)格。”隆基股份總裁李振國(guó)說,正是因?yàn)閱尉Ч杵膬r(jià)格降低,才推動(dòng)了整個(gè)光伏行業(yè)成本下降。所以,今天在全球絕大多數(shù)國(guó)家和地區(qū),光伏發(fā)電已經(jīng)成為當(dāng)?shù)刈畋阋说碾娏δ茉戳恕?br> 2020年4月26日,隆基股份光伏產(chǎn)品搭乘“中歐班列”從西安首發(fā),直抵歐洲大陸。截至目前,隆基股份已發(fā)送45趟“光伏專列”,共1847個(gè)貨柜,金額超10億元人民幣??傮w來看,海外光伏市場(chǎng)受疫情影響不大;而國(guó)內(nèi)光伏市場(chǎng)從2020年下半年開始,出現(xiàn)快速增長(zhǎng)勢(shì)頭。
“海外市場(chǎng)的出貨,還是在快速發(fā)展過程中??傮w上,隆基在歐洲、美國(guó)和亞太地區(qū)的市場(chǎng)占有率都有較大提升。”隆基股份品牌總經(jīng)理王英歌介紹。一季度往往是光伏行業(yè)的傳統(tǒng)淡季,但今年隆基股份的訂單卻十分飽和。
“從設(shè)備進(jìn)場(chǎng)那天起,工人們就24小時(shí)輪班調(diào)試生產(chǎn)?!甭』煞菸靼搽姵毓S總經(jīng)理邵愛軍表示,目前的訂單已經(jīng)排到二季度、三季度,所有一線員工都是24小時(shí)倒班生產(chǎn),來保證連續(xù)性發(fā)貨的需求。以往分布式屋頂發(fā)電,需要通過支架進(jìn)行安裝,同時(shí)留出運(yùn)維通道,而目前新型的光伏一體化的產(chǎn)品,可以直接替代傳統(tǒng)建材,用于公共建筑及工商業(yè)廠房的屋頂、幕墻、車棚等,不需要支架,后期運(yùn)維也更便利。
2020年8月,隆基首款建筑光伏一體化(BIPV)產(chǎn)品——“隆頂”在上海重磅發(fā)布?!奥№敗辈粌H繼承了隆基“穩(wěn)健可靠、技術(shù)引領(lǐng)”的品牌基因,也實(shí)現(xiàn)了可靠建筑材料和高效光伏產(chǎn)品的完美結(jié)合。隆基股份新能源事業(yè)部總經(jīng)理陳鵬飛表示,隆基BIPV可以在屋頂上方全面滿鋪,和以前的發(fā)布式發(fā)電相比,該產(chǎn)品提高了15%的發(fā)電率。同時(shí),后期運(yùn)維工人在屋頂上方作業(yè)的時(shí)候,也完全可以踩踏在‘隆頂’之上。
     未來,分布式光伏前景廣闊,其安裝靈活、投入少、方便就近消納的優(yōu)點(diǎn),利于解決發(fā)電與負(fù)荷不一致的問題,同時(shí)大幅降低傳輸損失。在2060年“碳中和”目標(biāo)下,分布式光伏將成為重要的支撐力量。


The development of the photovoltaic industry has attracted much attention in the context of China's accelerating efforts to become "carbon neutral".Recently, CCTV 2 "on the point of finance and economics" focus on Longji shares, field interviews.Taking Longji as an example, the development status of China's photovoltaic industry is analyzed. After more than a decade of development, the cost of photovoltaic power generation is gradually approaching that of thermal power, wind power, hydropower and other power generation methods, and it will officially enter the parity period in 2020, that is, it will have the competitive strength of parity access to the grid.Between 2010 and 2019, global solar capacity increased 14-fold from 40GW to 580GW, according to data released by the International Renewable Energy Agency. During the same period, the price of photovoltaic modules fell by 90%, and there is still a lot of room for decline.

"Ten years ago this silicon chip cost about 100 yuan, a little bit less than that;But today it costs just over three yuan." Li Zhenguo, president of Longi Group, said that it was the price reduction of monocrystalline silicon wafers that pushed down the cost of the entire photovoltaic industry. Therefore, in most countries and regions of the world today, photovoltaic power generation has become the cheapest local power source.

On April 26, 2020, the photovoltaic products of Longji Stock will be launched from Xi 'an to the European continent on the "China-Europe Express".Up to now, Longji has sent 45 "photovoltaic train", a total of 1,847 containers, the value of more than 1 billion yuan.In general, the overseas photovoltaic market was not affected by the epidemic. The domestic photovoltaic market from the second half of 2020, there is a rapid growth momentum.

"Shipments in overseas markets are still in the process of rapid development.Overall, Longi's market share in Europe, the United States and the Asia Pacific region has increased significantly." Longji brand general manager Wang Yingge introduced.The first quarter is often the traditional low season in the photovoltaic industry, but this year Longji shares are very saturated orders.

"From the day the equipment came into production, workers worked 24 hours in shifts to debug production."Shao Aijun, general manager of Longji's Xi 'an battery factory, said orders have been booked for the second and third quarters, and all front-line staff are working 24-hour shifts to ensure continuous delivery. In the past, the distributed roof power generation needs to be installed through the bracket, while leaving the operation and maintenance channel. At present, the new integrated photovoltaic products can directly replace the traditional building materials, and be used for the roof, curtain wall and carport of public buildings and industrial and commercial plants. There is no need for the bracket, and the later operation and maintenance is also more convenient.

In August 2020, Longi's first building integrated photovoltaic (BIPV) product -- "Longtop" was launched in Shanghai."Longding" not only inherits the brand gene of "stable and reliable, technology-leading" of Longji, but also realizes the perfect combination of reliable building materials and efficient photovoltaic products. Chen Pengfei, general manager of Longji's new energy division, said that the Longji BIPV can be fully covered above the roof, and compared with the previous release of power generation, the product has improved the power generation rate by 15%.At the same time, the operation and maintenance workers in the later period can also tramp on the "top of the roof" when working on the roof.

In the future, distributed photovoltaic has a broad prospect. Its advantages of flexible installation, low investment and convenient nearby consumption are conducive to solving the problem of inconsistent power generation and load, while significantly reducing transmission losses. Under the goal of being "carbon neutral" by 2060, distributed PV will be an important support force.

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