Hebei Mutian Solar Technology Development Co., Ltd.

Solar Photovoltaic Network News The photovoltaic power station industry can be said to be the most popular link in the entire photovoltaic industry chain. Almost all companies are involved in the field of photovoltaic power plant development. Driven by the dual factors of favorable policies and market boom, the photovoltaic power station industry will usher in a spring breeze in the industry in 2019. However, despite all the advantages, hidden dangers in the photovoltaic power station market still deserve our attention, so let’s take a look at
What are the general trends of the photovoltaic power station industry in 2020
1. Overview of the photovoltaic power station industry

, product classification and use
Photovoltaic power stations can be divided into two categories: distributed photovoltaic power stations and centralized photovoltaic power stations.

, Distributed photovoltaic power station
Distributed photovoltaic power station refers to a distributed photovoltaic power station that is located near the user, and the generated energy is used locally and connected at a voltage level less than
kilovolts or lower. Photovoltaic power generation projects that connect to the power grid and the total installed capacity of a single grid-connected point does not exceed
.

, Centralized photovoltaic power station
Centralized photovoltaic power station mainly uses large-scale solar cell arrays to directly convert solar energy into DC power. Through lightning protection combiner boxes and DC distribution cabinets, multiple DC It is fed into the photovoltaic inverter. The photovoltaic inverter converts multiple direct currents into alternating current. It is then connected to the power grid through the AC power distribution cabinet, step-up transformer and high-voltage switching device, and transmits photovoltaic power to the power grid, which is uniformly distributed by the power grid to users. powered by. Centralized photovoltaic power stations cannot be directly connected to the power grid and need to be connected to the power grid through a booster station.

Analysis of business model
At present, the business direction in the field of photovoltaic power stations mainly includes
,
and operation models

Similar to real estate Developer mode.
2. Analysis of the photovoltaic industry chain

, Introduction to the photovoltaic industry chain

, upstream part
Starting from crystalline silicon, through silicon rods and silicon wafers , until the cells are finally made, the price changes of crystalline silicon are gradually transmitted to the midstream cell links. In terms of photovoltaic cell types, crystalline silicon cells account for about
of the total, among which polycrystalline silicon is the mainstream. As the price of crystalline silicon materials continues to decline, the prices of its downstream products, silicon rods and silicon wafers, have also dropped simultaneously. Although thin-film batteries have various advantages, they are still in the initial development stage due to production capacity and price factors, and have not yet been able to achieve large-scale commercialization.
3. Profit analysis of photovoltaic power station industry

Growth rate of photovoltaic power generation in China
China is rich in solar energy resources and is very suitable for the development of photovoltaic power generation.
The power transmission project to rural areas in 2018 kicked off the development of distributed photovoltaic power generation in our country.
In 2009, my country began to implement the solar photovoltaic building application demonstration project and the Golden Solar Demonstration Project, clearly providing subsidies for photovoltaic power generation systems, and my country's photovoltaic power generation market entered a stage of large-scale development.
4. Industry risk warning

Subsidy arrears issue
According to the data in the first half of 2020, the subsidy arrears of
operators have exceeded
br/> billion. The main reason is that renewable energy subsidies cannot be collected in full and the subsidy disbursement procedure is too complicated. It may take more than a year and a half for companies to receive subsidies.

, backward construction of power grid channels

, land tax issues
Local governments have too large differences in land tax collection standards, and the phenomenon of random collection has caused serious unfairness, which will cause The profitability of development and operation companies is difficult to guarantee.

The problem of power curtailment is serious in some areas
The second is to coordinate the planning of the construction of large-scale photovoltaic bases and power grid channels, and reduce administrative obstacles to ensure smooth grid connection. Increase the priority dispatch of renewable energy and introduce a renewable energy quota system. The third is to introduce land use tax policies for photovoltaic companies at the national level to avoid uneven collection across regions.