光伏行業(yè)經(jīng)歷過去兩年的搶裝期，開始回歸理性。擁有核心技術優(yōu)勢、項目落地實施能力強的公司開始釋放勢能，創(chuàng)造出顛覆性并引領未來市場的產品。 1997年創(chuàng)立的天合光能，目前已經(jīng)是全球領先的光伏智慧能源整體解決方案提供商。這也是創(chuàng)始人高紀凡自信的來源。當年放棄去美國伯克利大學攻讀博士學位的機會，在廣東的一間陋室里，高紀凡開發(fā)出8個填補國內空白、替代進口的化工新產品。隨后市場嗅覺敏銳的他，關注到太陽能技術，并創(chuàng)立天合光能。 2018年他曾獲評“改革開放40年?最受尊敬的蘇商功勛人物”。2019年3月，高紀凡第7次出席“博鰲亞洲論壇2019年年會”，為企業(yè)全球化、創(chuàng)新驅動及高質量發(fā)展等主題貢獻天合智慧。  

一 創(chuàng)新產品的 “底牌”實驗室 

在高紀凡看來，以創(chuàng)新為首的發(fā)展戰(zhàn)略，可保證天合光能在行業(yè)內一直處于領先地位。未來仍舊如此，因為他們有一個極度專業(yè)的“光伏科學與技術國家重點實驗室”為何稱之為極度專業(yè)？它凝聚著來自全世界頂尖的專家和人才。至今，該實驗室在光伏電池和組件的轉換效率、輸出功率等方面連續(xù)創(chuàng)造和刷新18次世界紀錄。 這個在2013年順利通過科技部驗收的實驗室，是在發(fā)展初期的光伏行業(yè)第一輪大洗牌后，高紀凡做出的重要決策，現(xiàn)已發(fā)展成為世界級的技術創(chuàng)新平臺。“當時很多企業(yè)把幾十個億甚至上百億全去投產能，但是我們更重要的是搞科技創(chuàng)新?！备呒o凡說道。截至2018年底，天合光能“光伏科學與技術國家重點實驗室”在中國境內的發(fā)明專利授權量達284件，發(fā)明專利擁有量行業(yè)領先，同時主導和參與92項標準制定，其中已發(fā)布標準達67項。  

      自十八大以來，黨中央、國務院高度重視生態(tài)文明建設和環(huán)境保護，將生態(tài)文明建設納入“五位一體”總體布局，并提出“創(chuàng)新、協(xié)調、綠色、開放、共享”五大發(fā)展理念，十九大也在談能源轉型、煤炭消費的減少、清潔能源發(fā)展，未來清潔能源綠色低碳轉型將成為發(fā)展的重點方向，創(chuàng)新是光伏行業(yè)的未來發(fā)展之路。 高紀凡曾表示，中國企業(yè)在能源領域的創(chuàng)新投入正在惠及全世界，正在推動全球的能源變革。天合光能經(jīng)過二十幾年韜光養(yǎng)晦，目前在技術研發(fā)水平已成厚積簿發(fā)之勢。 

二 技術沉淀帶來更高產品價值 

      當前市場，P型光伏組件大行其道。究其原因，P型電池的技術相對成熟，成本較低，投入產出收益高，承載著光伏系統(tǒng)應用的重要環(huán)節(jié)，必不可少。天合光能常務副總裁印榮方認為，光伏行業(yè)目前有三個演化，第一，市場在演化，第二，商業(yè)模式在演化，第三，產品在演化。每家企業(yè)都有各自專注的市場和發(fā)力點，而天合光能3月份的全新四大組件系列，把P型組件產品進行系列化的細分，拋開單一技術模式的爭論，從應用場景和經(jīng)濟性兩個維度看，力圖進一步降低系統(tǒng)度電成本，給客戶帶來更高的產品價值。  

“自2015年，我們開始在全球范圍做組件產品市場應用情況的跟蹤調研，這為針對不同光伏應用場景的系列化分類提供重要依據(jù)。”印榮方表示。多年沉淀，使得天合光能能夠運用成熟工藝將多種主流技術疊加到一起，實現(xiàn)組件功率的大規(guī)模量產突破，鞏固其在P型組件量產技術及產品性能方面的領導地位。 今年春分之時，天鯨、天鰲、天鰲雙核及天雀四大系列組件正式發(fā)布，天合光能大規(guī)模量產組件的最高功率已達415W。

     其中，新品天鰲雙核系列雙面雙玻組件專門針對雪地、沙地等高反射環(huán)境，能最大程度發(fā)揮雙面發(fā)電性能，組件背面可提升5%至30%的發(fā)電量。長達30年質保期內，結合其低衰減的優(yōu)勢，可額外提升21%的發(fā)電量。作為全球首批推動雙玻組件產業(yè)化的企業(yè)之一，天合光能在雙玻技術應用領域積累了多年經(jīng)驗。公司現(xiàn)持有28項技術專利，是業(yè)內第一家獲得TüV雙玻認證的光伏企業(yè)，并率先實現(xiàn)批量化生產。“此次新品發(fā)布，對于天合光能的雙玻組件也可稱為二次起步。隨著雙面技術的突破和應用場景的多樣化，結合天合光能在雙玻技術上的獨特優(yōu)勢，我們相信雙玻組件能夠得到更廣泛的運用，天合光能也希望通過和行業(yè)人的共同努力，把這一性能和經(jīng)濟性上都非常優(yōu)秀的產品，提升到新的應用階段。”印榮方表示。 此前，受限于成本，傳統(tǒng)無邊框雙玻組件在高風壓地區(qū)很難兼顧安裝的可靠性。如果給雙玻組件增加邊框，又會增加成本，影響收益，基于此，天合光能全新推出的組件部分邊框設計可同時兼顧經(jīng)濟性與可靠性。據(jù)悉，某央企在山東申請150MW平價上網(wǎng)項目，業(yè)主單位原計劃使用固定支架加大尺寸多晶組件，收益率不能達到9%。經(jīng)過天合光能團隊對7個經(jīng)濟性技術方案的對比，最終采納的大尺寸雙面雙玻組件加多排聯(lián)動跟蹤支架方案，可以降低度電成本0.27元/kWh，發(fā)電量增益達到 19.8%，內部收益率達到9.4%。  

三 強者更強的晉級之路 

光伏組件的產能目前仍集中在傳統(tǒng)的“豪強”手中。根據(jù)《光伏變遷見證者》的統(tǒng)計數(shù)據(jù)，大陸組件產能累計達到177.87GW。晶科、天合光能、晶澳、韓華等老牌光伏企業(yè)產能排名均靠前。業(yè)內專家判斷，光伏行業(yè)今年將迎來“分水嶺”。強者更強，弱者更弱，甚至退出。 在光伏行業(yè)的其他幾個主流賽道里面，都誕生過獨角獸，資源向“寡頭”公司逐步傾斜。企業(yè)發(fā)揮先行先發(fā)優(yōu)勢、研發(fā)顛覆性產品才會得到市場關注。“從硅料到硅片，特別是單晶，本身就有集聚效應，從組件端來看，也能看到集聚趨勢，尤其隨著海外市場的興起，組件品牌優(yōu)勢會越來越明顯，因為老牌企業(yè)有全球網(wǎng)絡，有更強的抗風險能力，也有足夠的交付能力。光伏行業(yè)需要對未來不斷做預測，而對于未來經(jīng)營風險的把握，包括未來的產品路線規(guī)劃，這些企業(yè)也會有更好的預判?！庇s方表示。 天合光能四大系列組件的發(fā)布，以最高415W的量產輸出功率一枝獨秀，引領行業(yè)，標志著國內光伏企業(yè)正式邁入以400W量產輸出功率為起點的光伏4.0時代。而隨著光伏超低價格時代的推進，從國內外龍頭企業(yè)高效產品的研究和發(fā)布來看，400W+光伏組件規(guī)?；瘧谜龔妱莸絹怼?/span> 

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2019年6月1日-2日，北京能見科技發(fā)展有限公司繼續(xù)聯(lián)合中國電力科學研究院，以及中國能源研究會、能源基金會、國網(wǎng)電動汽車服務有限公司共同舉辦“2019（第三屆）電力市場國際峰會暨IEEE PES CHINA 電動汽車技術委員會成立大會”。峰會將邀請國際電力市場機構、各主管部門、電力交易中心、售電公司、電動汽車公司、增值服務公司、金融機構等齊聚北京，共同研討電力現(xiàn)貨市場、電力金融市場等相關話題。詳情請點擊報名啟動 | 2019電力市場國際峰會暨IEEE PES 電動汽車技術委員會成立大會

Photovoltaic industry experienced the past two years of rush installation period, began to return to rationality.Companies with core technology advantages and strong project implementation ability begin to unleash potential energy to create disruptive and market-leading products in the future. Founded in 1997, Trina Solar is now the world's leading provider of total photovoltaic smart energy solutions.This is also the source of founder Gao Jifan's confidence. In a shack in Guangdong province, Gao JiFan, who gave up the chance to study for a PhD at Berkeley University in the US, developed eight new chemical products to fill gaps in China and replace imports. Then, with a keen sense of the market, he focused on solar technology and founded Trina Solar.In 2018, he was awarded "The Most Respected Meritorious Person of Jiangsu Business during the 40 Years of Reform and Opening Up". In March 2019, Gao Jifan attended the Boao Forum for Asia Annual Conference 2019 for the 7th time, contributing Tianhe Wisdom to the themes of corporate globalization, innovation-driven and high-quality development.

The "bottom card" laboratory of an innovative product

In Gao Jifan's view, innovation-led development strategy can ensure that Trina Light has been in the leading position in the industry.And that will continue to be the case, because they have an extremely specialized State Key Laboratory of Photovoltaic Science and Technology. Why is it extremely specialized?It brings together top experts and talents from all over the world.Up to now, the laboratory has created and broken 18 world records in terms of conversion efficiency and output power of photovoltaic cells and modules. This laboratory, which successfully passed the acceptance of the Ministry of Science and Technology in 2013, was an important decision made by Gao Jifan after the first round of big reshuffle of the photovoltaic industry in the early stage of development, and has now developed into a world-class platform for technological innovation."At that time, many enterprises devoted tens or even tens of billions of dollars to production, but what was more important for us was scientific and technological innovation." "Gao Jifan said.By the end of 2018, the "State Key Laboratory of Photovoltaic Science and Technology" of Trina Solar Energy had granted 284 invention patents in China, leading the industry in the number of invention patents. At the same time, Trina led and participated in the development of 92 standards, among which 67 standards had been issued.

Since the eighteenth big, the CPC Central Committee and state council attaches great importance to ecological civilization construction and environmental protection, ecological civilization construction should be brought into the "five one" the overall layout, and put forward the "innovation, coordination, green, open, sharing" five development philosophy, 19 big also talking about energy transformation, reduce the coal consumption, clean energy development, the future of clean energy will become the focus of the development of green low carbon transformation direction, innovation is the road to the future development of photovoltaic industry. Gao Jifan has said that Chinese enterprises' investment in energy innovation is benefiting the whole world and driving global energy reform.After more than 20 years of low profile, Trina Solar has become a strong momentum in technology research and development.

Technical precipitation brings higher product value

In the current market, P-type photovoltaic modules are popular.The reason is that the technology of P-type battery is relatively mature, the cost is low, the input-output income is high, and it bears the important link of photovoltaic system application, which is indispensable. Yin Rongfang, executive vice president of Trina Solar, believes that there are three evolvations in the photovoltaic industry: first, the market is evolving, second, the business model is evolving, and third, the product is evolving. Every company has its focus on the market and the swimmer, while trina solar in March, a new series of four major components, split type P component product seriation, discard the technology model, from two dimensions of application scenarios and economy, to further reduce system KWH cost, bring a higher product value to customers.

"Since 2015, we have been tracking the application situation of the module products in the global market, which provides an important basis for the serialization of different photovoltaic application scenarios." Yin Rongfang said.Through years of precipitation, Trina Solar has been able to use mature processes to stack multiple mainstream technologies together to achieve mass production breakthroughs in component power and consolidate its leading position in P-type component mass production technology and product performance. This year, when the spring equinox, sky whale, day ao, day ao dual-core and sky finch four series of components were officially released, trina solar mass production components of the highest power has reached 415W.

Among them, the new Tiao dual-core series double-sided double-glass modules are specially designed for high reflection environment such as snow and sand, which can maximize the performance of double-sided power generation. The back side of the module can increase the power generation capacity by 5% to 30%. Up to 30 years warranty period, combined with the advantages of low attenuation, can increase the power generation by an additional 21%.As one of the first enterprises in the world to promote the industrialization of double glass components, Trina Solar has accumulated many years of experience in the field of double glass technology application. The company now holds 28 technical patents, and is the first photovoltaic enterprise in the industry to obtain TUV double glass certification, and the first to achieve mass production. "This new product release, for Trina Solar's dual glass components can also be called the second start. As the breakthrough of double-sided technology and the diversification of application scenarios, in combination with the unique advantages of trina solar on the double glass technology, we believe that the double glass components can be more widely used, trina solar also hope that through people and industry work together to put on the performance and fuel economy have very good products, to new application stage.Yin Rongfang said.Previously, due to cost constraints, traditional bezel-less dual glass components in high wind pressure areas are difficult to take into account the reliability of installation. If you add a frame to a double glass module, it will increase the cost and affect the revenue. Based on this, Trina Solar's new component part frame design can give consideration to economy and reliability at the same time. It is reported that a central enterprise in Shandong applied for a 150MW parity Internet project, the owner originally planned to use a fixed bracket to increase the size of polycrystalline components, the yield can not reach 9%.After comparing 7 economic and technical solutions, Trina Solar team finally adopted the scheme of large-size double-sided, double-glass components and multi-row linkage tracking bracket, which can reduce the kWh cost by 0.27 yuan /kWh, power generation gain reaches 19.8%, and internal rate of return reaches 9.4%.

The three teams will be stronger on the way to promotion

PV module production is still concentrated in the hands of the traditional "big guns".According to the statistical data of "photovoltaic change witness", the accumulative production capacity of mainland modules reached 177.87GW. Veteran photovoltaic companies such as Jinko, Trina Solar, JA and Hanwha all rank high in production capacity.Industry experts judge that the photovoltaic industry will usher in a "watershed" this year. The strong get stronger, the weak get weaker and even quit.In several other major circuits in the photovoltaic industry, unicorns have been born, and resources are gradually tilted toward "oligarchs". First-mover advantage, research and development of disruptive products will get market attention."From silicon to silicon wafers, especially single crystals, there is an agglomeration effect itself. From the component side, we can also see the agglomeration trend. Especially with the rise of overseas markets, the component brand advantage will become more and more obvious, because the established companies have a global network, stronger risk resistance, and sufficient delivery capacity. The photovoltaic industry needs to continue to make predictions for the future, and for the grasp of future business risks, including future product route planning, these enterprises will also have a better forecast." Yin Rongfang said.The release of the four series modules of Trina Solar led the industry with the highest mass production output power of 415W, marking that the domestic photovoltaic enterprises have officially entered the photovoltaic 4.0 era starting from the mass production output power of 400W. With the promotion of the era of ultra-low price of photovoltaic, from the research and release of efficient products of leading enterprises at home and abroad, the large-scale application of 400W+ photovoltaic modules is coming strongly.

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From June 1st to 2nd, 2019, Beijing Nengjian Technology Development Co., Ltd., together with China Electric Power Research Institute, China Energy Research Society, Energy Foundation, and State Grid Electric Vehicle Service Co., Ltd., jointly held the "2019 (3rd) Power Market International Summit & IEEE PES China Electric Vehicle Technical Committee Incorporation Conference". The summit will invite international power market institutions, competent departments, power trading centers, electricity selling companies, electric vehicle companies, value-added service companies, financial institutions and other institutions to gather in Beijing to jointly discuss the power spot market, power financial market and other related topics.For details, please click on the registration start | international summit and the IEEE PES 2019 power market electric vehicle technology committee meeting