Intelligence quotient (IQ) of the pv test new technology investment capital

Solar photovoltaic webex: at present, in other industries, capital may sorrow technological progress is too slow, but in the photovoltaic industry, capital will be sorrow technological progress too fast.

　　“ That kind of technical route on behalf of tomorrow? ” “ When to invest the new technology the best route? ” Portal is a period of time, solar energy, the old red capital person ask most problems.

China pv industry has taken less than 20 years, solar energy, from learning to be learned, to walk in front of the world. Photovoltaic industry rapid progress is driven by technology, photovoltaic technology rapid progress is driven by capital and technology because of capital and brilliant, capital because of the technology boom, technology and capital kept perfectly.

suddenly, capital puzzled, because the progress of photovoltaic technology speed too fast, too much direction. Fast, fast iterative speed not to give to the technology capital enjoy the excess profit time, direction, how to make capital of don't know how to choice.

speed, & other; Before 2018, the conventional BSF battery market share is still as high as 83. 3%' ，“ In 2019 the PERC batteries have accounted for 63% & throughout; ，“ Throughout 2020 HJT battery is expected to accelerate into its early &; 。 “ Longji shares recently, ja, tong wei, central, east nison, poly golden concord, suntech, in building materials, icahn, love of science and technology xu, coal and jun mountain stone association of science and technology announced expansion plans, overall demand could exceed 200 billion yuan & throughout; 。

select, N type, HIT heterojunction, the IBC back contact, perovskite, 166, 210 and 18 x large size multiple technology, the production line at the same time.

since the industrial revolution, the industrial enterprises rely on technological progress constantly go today, at the same time, relying on new technology and bring excess profits & ndash; — Average profit & ndash; — Update technology to bring the excess profit & ndash; — Average profit this benign law go today, but the current in the photovoltaic industry is not, in the passive continuous pursuit of technological progress, there are few excess profit difficult have average profit phase state, turned into a technical conjecture, gambling. Bet on, fame, wrong, insolvency.

in the face of numerous technology selection, experts say & other; Boom in perovskite solar battery technology and good prospect, but to determine whether their is still too early to become a mainstream technology, photovoltaic industry should continue to strengthen including heterojunction, TOP - CON, perovskite, and other new technology research and development strength & throughout; ，“ A future subversive completely different technical route, route of multiple parallel is possible & throughout; 。

in the face of numerous technology selection, entrepreneurs say, & other; I don't believe that industry can go to a particular technology such as mature and stop other technical research and development. As for the heterojunction and TOP - Con, battery technologies such as photovoltaic (pv) grid, solar power network, industry still will continue to strengthen research and development, so a breakthrough of the photovoltaic industry is a small, medium and large technical breakthrough add up throughout the process of continuous development &; 。

but in the face of numerous technology selection, capital is difficult to determine, because any kind of technical route choice, at the cost of tens of billions. “ Assuming 2020 - 2023 HJT new capacity respectively 10 GW, 40 GW, 60 gigawatts (GW), 80 GW, each GW investment 700 million yuan, 500 million yuan and 400 million yuan respectively, 3. 500 million yuan, is 2020 - HJT equipment market scale in 2023 7 billion yuan, 20 billion yuan and 24 billion yuan respectively, 28 billion yuan & throughout; , choose the wrong, choose early, all is the loss of the subversive. So currently, pv test new technology investment is a bit like capital IQ game.

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this paper statistics the September to today issued a total of 2. 85 gw pv power plant EPC and 1. 9 gw component bid opening information. Among them, the EPC project owner units is given priority to with soe/state, this also reflected from the side, in project bidding and parity, the state-owned enterprises have become the absolute main force. Specifically, CGNPC in development of 410 mw, 603 mw, guangzhou energy saving 220 mw, 345 mw, jin can group the people vote for 200 mw, 190 mw hubei energy group, huaneng 180 mw

, Chinese solar power network