On June 1st, the new President of the United States, Trump, announced his withdrawal from the Paris Agreement. The world is in a quandary and feels that the world has changed in the days of climate change. However, it is really a great advantage for China's photovoltaic power generation industry. Prior to this, China’s lack of soft power in front of the Western world was a moral high and a positive image. As a result, China’s Trump’s move gave China a huge image and leadership trend. The opportunity will also provide political guarantees for the development of China's new energy industry, and will provide a huge boost to cracking down and removing obstacles to the development of new energy industries.

After a period of arrogance, China’s new energy industry has entered the plight from the previous year, especially in the northwest China’s photovoltaic power generation industry with a large number of ground-based photovoltaic power plants. On the one hand, a large number of power stations have caused losses due to power curtailment. On the other hand, Because the subsidies are not in place and the cash flow is difficult, many people in the industry are beginning to get confused about the prospects of the photovoltaic power generation industry.

Standing at this point in time, looking back, you can see that the photovoltaic power generation industry has already passed the darkness before dawn and will usher in a new turning point, and it is re-entering a beautiful landscape:

First of all, in the upstream of the photovoltaic power generation industry, the battery industry with a photovoltaic construction cost of about 50% will soon usher in a large-scale application stage for effectively reducing production cost technologies such as black silicon and diamond wire cutting after years of steady improvement and improvement. The manufacturer expects that at least 30% of the system cost will decline during the five-year period. There will be no doubt about achieving parity Internet access by 2020. In the process of the construction of the power station from hot to cold, after the construction cost and quality management have been extensively and finely transitioned, some companies have already had cheap access to the Internet. Solving the problem of photovoltaic power generation after the cost of construction will be the vanguard of the third industrial revolution and further promote its own rapid development.

Secondly, the steady progress of the green certification work has already begun. The green card voluntary transaction officially started on July 1st has been ready. It only takes time, from voluntary to mandatory quotas, and the clear road map is being reached as planned. In the case of partial financial subsidies, the green card More will provide stable and reliable protection for the development of new energy.

At the same time, power curtailment issues are being alleviated. Electricity curtailment, on the one hand, is due to the fact that the economy in the northwestern region is underdeveloped, electricity consumption can not be consumed on the spot, and it is channeled out and difficulties are eliminated. On the other hand, it is also a result of massive excesses in the previous period that caused huge excesses. . There is no doubt that power curtailment, especially in the northwestern region, cannot be completely resolved in a relatively long period of time. However, with the postponement of a large number of thermal power projects, the construction of UHV power transmission projects, the replacement of electrical energy, the participation of new energy companies in the electricity market, and the advancement of thermal power flexibility reform, the problem of power cuts for new energy has received attention from the government and society. It has begun to ease gradually. This trend can be seen in the case of Xinjiang, where the abandonment rate was 24.8% in 2015 and rose to 32.23% in 2016. After taking measures, it dropped to 21.9% in March 2017.

The key is that the focus of solar photovoltaic power generation construction has begun to shift. After encountering difficulties in building large-area ground PV power plants, the industry has begun to reflect on and adjust the construction direction, and began to focus on the development of distributed photovoltaic power generation based on the characteristics of scattered and discontinuous solar energy resources. Distributed projects have become the main trend. As distributed solar power generation is close to users, it can realize low-voltage grid-connected and nearby consumption, effectively reduce energy losses, bring natural advantages of low construction cost, low operation and maintenance costs, and no advantage of occupying land resources. The industry truly brings a virtuous cycle.

The Chinese economy has entered the new normal, which means that the energy industry will also enter the new normal. It is believed that the photovoltaic industry with little mad attitude will grow with the support of the government and society and in the process of replacement of old and new energy. More stable.