The hottest thin film battery is the main force fo

Thin film cells are the main force in the future development of distributed power generation

recently, our city held a strategic emerging industry policy publicity and implementation meeting. Dr. Geng Yi, from the Photovoltaic Industry Research Institute of China Electronic Information Industry Development Research Institute, was invited to interpret the "12th Five year" development plan of China's solar photovoltaic industry, analyze the opportunities and challenges it brings to the development of Dongguan photovoltaic industry, and put forward suggestions for the development of Dongguan photovoltaic industry. After the publicity and implementation meeting, an exclusive interview was conducted with Geng Yi

Geng Yi said that the way out of the photovoltaic market in the future will be distributed generation systems, and thin-film batteries will be the main force in the development of distributed generation in the future. Thin film batteries have the advantages of technology intensive and capital intensive, which meet the needs of Dongguan to develop high-end new electronic information industry. Dongguan can take this as a breakthrough to develop the solar photovoltaic industry

current trade barriers or promoting industrial relocation

: at present, how is the development of the global solar photovoltaic industry

Geng Yi: in 2011, the global polysilicon production reached 240000 tons, of which China accounted for 8. The production capacity of 40000 tons ranks first in the world. The global production cost of polysilicon continues to decline, and the production cost of major polysilicon enterprises has been around $25/kg. There are 40 polysilicon enterprises put into operation in China. Affected by prices last year, nearly 70% of polysilicon enterprises stopped production

the latest development in 2012 shows that the growth of photovoltaic market exceeded expectations. Driven by the growth of photovoltaic markets in Germany and Italy, the global photovoltaic market demand reached 13% in the first half of 2012. 1GW, with a year-on-year increase of 46%. It is expected that the global PV installed capacity will reach more than 35gw this year, with a year-on-year increase of more than 16%

at the 2012 national energy administration working meeting, it was proposed that "the interval between our two starts should be much longer to actively learn about the characteristics of the steel strand experimental machine and the precautions for the protection of the equipment: develop solar energy, organize and implement the development plan with a leading batch size of 3gw in the 12th Five Year Plan", "in 2012, we should solve the power consumption problem of 600000 people without electricity". The demonstration projects approved by the golden sun project in 2012 have reached 1. 7gw will be installed and installed before the end of the year. It is estimated that China's domestic PV installed capacity may exceed 5GW in 2012

: as more and more enterprises enter the photovoltaic industry, will mergers and acquisitions between industrial chains occur

Geng Yi: in the short term, the integration mode is natural elimination, and it is expected that the large integration may occur after the year. This year, the pressure of cost reduction will be transmitted from the main industrial chain last year, such as silicon materials, silicon chips and battery chips, to equipment and auxiliary materials and even system integration

in addition, the photovoltaic industry is also facing severe challenges from international economic turbulence, trade protection and investment protectionism. The industry will show the trend of transferring abroad - exporting technology and management. It is possible that the company will establish LEGO sustainable development material center in 2015 and 2016. Chinese photovoltaic enterprises will transfer some manufacturing bases abroad and use "factory for market" to get closer to the market and enter the field of power station development and system engineering with higher added value; At the same time, some foreign employment will be solved to avoid trade barriers

opportunities and challenges

opportunities brought by the improvement of strategic position

: what opportunities and challenges will the 12th Five Year Plan bring to the development of Dongguan's solar photovoltaic industry

Geng Yi: Generally speaking, the planning has a far-reaching impact on improving the strategic position of Dongguan photovoltaic

look at opportunities first. It is planned to improve the strategic position of photovoltaic and help the smooth implementation of Dongguan industrial planning. Dongguan has been approved by the Guangdong provincial government to build a thin-film photovoltaic industry base, set up a coordination group for "jointly building a strategic emerging industry base in Guangdong Province (Dongguan thin-film solar photovoltaic industry)" and established a joint meeting system for Dongguan thin-film solar photovoltaic industry base

the state vigorously promotes the development of photovoltaic market, which will also bring great benefits to Dongguan's industrial development through application. The plan supports enterprises to apply for major projects such as the national "golden sun project" and Guangdong solar power station project, and build a number of solar photovoltaic and power generation demonstration projects, which is conducive to the development mode of combining production, study, research and application of Dongguan thin-film solar photovoltaic industry

look at the challenge again. The plan will strengthen industry guidance, promote product quality improvement and reduce energy consumption and emissions, which will bring challenges to the development of photovoltaic manufacturing industry in Dongguan, which is in its infancy

the plan to strengthen industry integration will also bring challenges to the development of photovoltaic enterprises in Dongguan. At present, the scale and competitiveness of photovoltaic enterprises in Dongguan do not have a leading edge compared with domestic leaders. It is worth thinking about how to overcome the siege in the integration period

in addition, the plan proposes to "complete 80% of the industrial chain links, and do a good job in the cleaning inside and outside the mixer and the localization supply of the liquidation section around the mixer". The backwardness of core technology will bring challenges to the development of thin-film batteries in Dongguan

suggestions

set up venture capital guidance fund

: what are your suggestions for the development of photovoltaic industry in Dongguan

Geng Yi: in general, there are five suggestions: strengthen confidence, improve understanding, and aim at the thin-film battery link; Strengthen organization and coordination and strengthen government services; Encourage independent innovation and improve the industrial development environment; Build a venture capital system to support the excellent and the strong; Reasonably plan the layout and cultivate diversified photovoltaic application markets

at present, the supply and demand of crystalline silicon batteries are seriously unbalanced. According to the principle of "stock adjustment", it is not conducive for Dongguan to enter the field of crystalline silicon batteries. Crystalline silicon battery has ended the era of huge profits and entered a period of stable development, which does not meet the industrial upgrading needs of "cage for bird" in Dongguan

in the future, the outlet of photovoltaic market will be distributed generation system. Thin film battery has the advantages of good weak light, flexibility and easy combination with buildings, and is the main force for the development of distributed generation in the future. As the second generation of solar cells, thin-film cells have the advantages of technology intensive and capital intensive, which meet the needs of Dongguan to develop high-end new electronic information industry

in the future, Dongguan should establish a systematic goal of developing the photovoltaic industry, that is, to establish a series of platforms such as photovoltaic research and development platform, photovoltaic product testing platform, photovoltaic exchange platform, photovoltaic exhibition platform, photovoltaic trading platform, etc

at the same time, set up a venture capital guidance fund, give appropriate financial subsidies to guarantee, investment and financial institutions that provide financing guarantees and credit support for enterprises, and guide social funds to flow to the photovoltaic industry