China's photovoltaics have been reversed for ten years, and have grown against the trend for ten years, from nothing to everything

Ten years ago, China's photovoltaics had three heads: raw materials, equipment and markets, and we had nothing.

In the past ten years, China's photovoltaics have three heads: raw materials, equipment and markets, it can be said that everything is available.

Yang Conspiracy 1: I don't have it, I can have it

Twenty years ago, Shi Zhenrong's PPT showed the vision of China's photovoltaics to the Wuxi government. At that time, most people in China did not know what photovoltaics were. Even if you have learned the term "photovoltaic", you don't know whether China has photovoltaics, or what China's photovoltaics are.

At that time, European and American countries did not need to deal with China at all. What they were most afraid of was China’s double-version of Europe and the United States, because they knew that the market was in Europe and the United States, and China’s photovoltaics, from raw materials to equipment to technology, had nothing.

It is conceivable that when Suntech, Tianhe, Yingli and Saiwei go to the European market to get orders and go to Nasdaq for listing, the most common question is: Will you do it? From raw materials to equipment to technology, do you have ?

Faced with such a question, whether it is Shi Zhenrong, who has learned to be rich in five cars, or Gao Jifan, who is smug, their most unconfident answer may be: I have!...No...? However, their most confident answer should be:

We have the cheapest labor! Can help you get your panels up and running!

It is conceivable that when Suntech, Tianhe, Yingli, and Saiwei went to NASDAQ to list, the most embarrassing question was probably, if you do some assembly and foundry, what development prospects do you have for you to be listed on NASDAQ Invest for you?

Faced with such a question, whether it's Miao Liansheng, who is commanding a mountain of military orders, or Peng Xiaofeng, who has become rich overnight, their most unconvincing answer may be: I have!...No...? However, their most confident answer should be:

We don't have it now, but we will learn it by doing it, and we will have it!

This is not to tell Europe and the United States that we do battery panel assembly today, and tomorrow we will follow you to learn how to make batteries, packaging materials, silicon wafers, and polysilicon.

Module components are the assembled devices (Module Assembly). In the tall photovoltaic module industry chain, this is the only labor-intensive link. The other links from polysilicon to silicon wafers to batteries are almost all equipment. Therefore, component production has become the most unprofitable link.

Suntech and Trina focus on photovoltaics. Obviously, they do not only want to do photovoltaic assembly, but also think about taking this opportunity to cut into photovoltaics, starting from the simplest components, and gradually learn to make batteries, silicon wafers, and polysilicon...

And components are precisely the processes that Europe and the United States look down on the most. If you have been in the photovoltaic industry for a long time, you will know that there was no automatic string welding, no robot handling, no upper and lower cavity laminators, no automatic glue machines in the module manufacturing ten years ago... In the workshop of the module factory, groups of girls Sitting there quietly skewering...

This is the most unbearable in Europe and the United States, so even if the smashing S companies of SolarWorld go bankrupt, Europe and the United States will not feel anything. In their view, even if you have components, you still need to buy high-priced auxiliary materials, equipment and high-priced polysilicon from Europe and the United States.

What they didn't expect is that when China has half of the world's module production capacity, the packaging film will be localized, the silicon wafer battery will be localized, the laminator will be localized, the testing equipment will be localized, and the polysilicon material will be localized. ...

Even the automation integration of the whole line is the first in China to start localization. Ten years ago, overseas component factories were the first to go bankrupt. In the past ten years, overseas equipment factories, test equipment factories, film factories, backplane factories, and even battery manufacturers in Taiwan have all withdrawn from the stage one after another.

"Yang" conspiracy! Do components? Downright conspiracy!

Yang Conspiracy 2: Silicon wafers, batteries, earn money

We all know that the most profitable part of photovoltaics in the past decade is materials. Take the film and the back sheet as an example, whether it is Foster, Saiwu, or Zhonglai, it is hard-earned money. , PVDF only eased after domestic production.

In terms of main materials, the most profitable links are silicon wafers and batteries, because the core technology content of power generation is concentrated. From around 2015, China's silicon wafer and battery industry began to expand significantly. Most of the core teams of the head module factory are semiconductor majors, and they have a soft spot for the battery sector. After the rise of monocrystalline silicon wafers, LONGi's leadership in the diamond wire cutting solution for monocrystalline silicon wafers has made the silicon wafer and battery links in China's photovoltaic industry short-lived. In just a few years, it has monopolized the global silicon wafer and battery production capacity.

It can be said that in the past five years, most of the profits of the modules used in the global photovoltaic industry have been kept on the silicon wafer and cell side, and most of the profits from the silicon wafer and cell side have stayed in China, because of the absolute advantage in production capacity. By the end of 2020, China's silicon wafer production capacity accounts for almost 90% of the world's.

You may ask: Isn't there a dual-reverse? How can China's silicon wafers and batteries break through the dual-reverse and go global?

Because of the "leader"!

Because of the photovoltaic "top runner" plan, from around 2015, China has changed from a fraction of the world's annual installed capacity to a country with a leading installed capacity. Not only is it ahead, but it is far ahead. digit lead.

Because of the photovoltaic "top runner" plan, China has turned its own photovoltaic applications into a global benchmark, and put forward "leading" requirements for cost and efficiency: photovoltaic products entering the demonstration base are not only low enough in cost, but also efficient enough high. The multiple standards of quality, cost, technology and scale have achieved LONGi, Zhonghuan, GCL, JA Solar, Trina, Jinko, Tongwei, Jolywood, Saiwu, Foster, Sungrow, GoodWe, Jinlang and other batches of companies that are getting stronger and stronger in the Vietnam War

Because of the "Top Runner" plan of photovoltaics, Chinese enterprises have the foundation to digest and gain a foothold in their production capacity, so they can expand overseas and have a safe haven to deal with the double-anti-counterfeiting in Europe and the United States.

As the photovoltaic leader plan comes to an end, China's photovoltaic silicon wafers and the battery manufacturing of Chinese photovoltaic companies occupy an absolute leading edge in the world. Now in Europe, you may be hard-pressed to find a company with more than 1 gigawatt of silicon wafer and cell capacity. In the United States, even 500MW is not easy to find. In China, there are not several gigawatts of production capacity. You are embarrassed to be in the industry. Show your face.

Silicon wafers and batteries have brought back the cheap labor that China has earned overseas.

"Yangmou", the leader plan, the great country Yangmou!