Great changes in the photovoltaic industry chain! Who will be "hurricane" in 2023?
Since the end of 2022, the prices of polysilicon materials, silicon wafers, cells and components have all shown a sharp downward trend. According to the Silicon Industry Branch of China Nonferrous Metals Industry Association: Since this week, the transaction price range of silicon materials of various enterprises has been slightly differentiated. Most orders for single crystal re-feeding are priced at RMB 240,000-248,000/ton, and the prices of other orders are RMB 222,000-232,000 Yuan / ton. This price reduction is only the beginning of major changes in the next year or even several years.
In 2023, under the background of photovoltaic price reduction, there will be fierce competition and reshuffle in the industry. This is undoubtedly the stage of fierce competition for photovoltaics to become the main energy source.
Perovskite cells, which are regarded as the next variable of photovoltaics, have a bright future in the secondary market. Aolian Electronics, which is engaged in the auto parts business, has more than doubled its stock price in 39 trading days due to the announcement of its entry into the perovskite track. But recently, the information in this announcement has been "cracked down". Perovskite, heterojunction... Are all the "new technologies" really more powerful?
The nature and status quo of photovoltaics
Industry chain profit change
Next Tech Trends
The nature and status quo of photovoltaics
There are two ways of solar power generation, one is light-heat-electricity, and the other is light-electricity. Photovoltaic power generation belongs to the latter, which refers to the power generation method that uses the photovoltaic principle of solar photovoltaic cells to directly convert the sun's light energy into electrical energy.
The disadvantage of solar thermal power generation is that the efficiency is very low and the cost is high. In contrast, the basic device of solar photovoltaic power generation is a solar cell, which is a semiconductor photodiode. When the sun shines on the photodiode, the photodiode will convert the sun's light energy into electrical energy and generate current.
When many batteries are connected in series or in parallel, it can become a solar cell array with relatively large output power. As long as the sun is on and the battery life is long enough, it will always have power.
From this we can also see some advantages of photovoltaic power generation:
Economical and energy-saving: generally self-contained, the excess electricity can be sold to the power supply company through the national grid, and the grid will supply power when it is insufficient. From then on, electricity can be saved and subsidies can be obtained;
Insulation and cooling: In summer, it can insulate and cool down by 3-6 degrees, and in winter it can reduce heat transfer;
Green and environmental protection: During the power generation process of distributed photovoltaic power generation projects, there is no noise, no light pollution, and no radiation. It is a static power generation with zero emissions and zero pollution in the true sense.