What Is The Real Value Of Photovoltaic?

Now the size of our photovoltaic components is getting larger and larger, the power is getting higher and higher, and the thickness is getting thinner. The conversion efficiency is also approaching the limit of the theory. But now the bidding price of public cause is also getting lower and lower.

Until the development of the entire new energy industry, the consumption has become a bottleneck that restricts the industry. The reform of the power market reform is also difficult. The construction of the carbon market is trek in difficulties.

Is it necessary to get larger and larger component power, and now 700 watts of components have been mass -produced. Large -scale power means that the cost of transportation costs, the decline in the cost of BOS in the product, increasing the utilization of land, etc. There are many benefits.

However, it does not mean that the high conversion rate is not the same as the high power. If the power is increased because the area increases, it can only be said that the battery film is changed to packaging. At the same time, it also increases the weight of the entire component. Increased, maintenance and replacement became not easy, and there is no real value improvement in essence.

Is that the size is getting bigger and bigger? Whether it is 182mm or 210mm, starting from the basic logic, we will definitely think of a problem. You cannot increase the size without the size. There must be a balanced point.

Because too large size, the mechanical properties and durability of photovoltaic boards may be affected, facing the risk of load, the risk of deformation, the loss of heat spots, the compatibility of the installation branch, the compatibility of the inverter, etc. High failure rate and maintenance cost.

At the same time, considering the efficiency of the entire supply chain, in order to adapt to components of different sizes, upstream companies and accessories suppliers must often switch their production lines, and they have to produce different specifications to adapt to different sizes. This will not only reduce production efficiency The waste material also increases the inventory pressure. Since the size of the glass after temperament cannot be modified, the component is added to the specifications of each component.

Photovoltaic glass manufacturers add an inventory. The size of the auxiliary materials of the back panel and aluminum profile is the same, which will also lead to the increase in production costs of upstream companies and the purchase cost of component companies.

Therefore, the core of size issues is to find a balanced point of an industry, and various manufacturers form a unified opinion, otherwise it is a waste of social resources.

The thickness of the silicon wafers from 180 microns 150 microns to 110 microns, or even 80 microns 60 microns,The silicon wafer is getting thinner.

In theory, of course, the amount of silicon material can be reduced to reduce the cost, but the processing difficulty of the processing of silicon wafers after thinning will increase, and the adverse rate will increase.

The risk of cracking and crushing from this is good, the fragments, the collapse, and the reduction of the strength of the break, the loss of silicon material caused by the degradation of the component end load capacity will also increase. Whether component products can run stably for 25 years, these are all problems.

Therefore, should the thickness of the silicon wafer start from reliability?

Everyone can judge this question. How can he develop healthy if a industry does not have reasonable profits? Photovoltaic is an ultra -long cycle product. Should the real price be seen from the full life cycle?

Now the large -scale application of photovoltaic, Gobi, desert, and the sea photovoltaic is about to erupt immediately. Various types of humidity, salt fog, typhoon, etc. are also more and more extreme. For example, the public institutions with the largest purchase volume, they are all lifelong responsibility system. Who wants to purchase products that seem cheap but unreasonable?

Of course, it is not that cheap must be unreliable, but it cannot give up reliability because of the pursuit of cheap.

Zhong Baoshen, the founder of Longji, once said: "The total cost of the total life cycle is the lowest."

In fact, this sentence contains a lot of meaning, reliability, cost, power generation efficiency, component size, industrial chain construction, construction elements optimization, etc., and so on.

Recently, a launch conference based on the HPVC2.0 battery will be released soon. At that time, you can pay attention to how to do Longji.

In addition, the construction of the power market, the construction of the carbon market, the upgrade and reconstruction of the UHV distribution grid, the investment capacity of more wind stations for wind stations for winding resources. Essence.

As a company producing photovoltaic products, what is its topic?

If a national energy transition is compared to a ball game, whether it is a power generation group, a national power grid, or a device manufacturer, or an energy bureau, the Development and Reform Commission, everyone is a team of players. None of the chain can be dropped.

Therefore, if a photovoltaic company does not fall off the chain, it should first do its own subject, that is, to improve the technology, iterate technology, continue to develop, and build a supply chain. In the end The advancement of technology and industry can allow other players to have room to play. If the current photovoltaic needs to be subsidized to survive, what kind of power market can we talk about and what energy transformation?

Only when the cost of power generation is low enough, can we have room to play. In this sense, photovoltaic companies are the defender of this team. He needs to bring the ball to the frontcourt, and other players have the opportunity to shoot or shoot.

So, starting from the principles of the first sex, please return to the ultimate mission of photovoltaic: reach the minimum electricity cost.

Here, leave a thinking question: Components of the same area, the conversion efficiency is increased by 1%, and the power is increased by 30 watts. So what does such a product mean for the entire industry in the environment of the same power station operation?