Fully open the photovoltaic manufacturing 2.0 era

N-type technology led photovoltaic enterprises to expand capacity and production at the moment, in May, the province's first N-type TOPCON high-efficiency solar cells in Chuxiong Jingke production line; In July, Yunnan Runyang's first production line of N-type high-efficiency solar cells with an annual output of 13GW was built in Qujing. The continuous progress of photovoltaic enterprises has released a positive signal that Yunnan is moving step by step toward the technological front end of the photovoltaic industry and fully opening the era of photovoltaic manufacturing 2.0.

In order to promote the innovation and research and development of efficient photovoltaic products and technologies, the implementation plan for the development of the energy electronics industry in Yunnan Province released on September 25 stressed that it is necessary to give play to the foundation of the photovoltaic industry in Yunnan Province, resource endowment and location advantages, and focus on the development of N-type high-efficiency batteries and modules and other industrial chain links. As the absolute core of the photovoltaic industry chain, batteries are the key to technological progress and cost efficiency. The current domestic market is facing the second generation of PERC technology is gradually replaced by the third generation of N-type, BC technology, into the development stage to stimulate the new growth of the industry. In the process of promoting the whole industrial chain, placing the N-type high-efficiency battery and component layout in an important position in the three-year plan development is a choice made by Yunnan in accordance with the law of market and industry development, and in combination with the actual development status. In this new round of photovoltaic production "competition" caused by technology iteration, Yunnan Lulu photovoltaic manufacturing front-end array is confident, the path is clear, and the prospect is good.

This confidence is laid by the cultivation foundation of 100 billion industries. In 2022, the output value of the whole photovoltaic industry chain in the province reached 107.3 billion yuan, an increase of 130.9%, accounting for 7.7% of the output value of the national photovoltaic industry, jumping to a hundred billion industry. From January to July this year, the province's photovoltaic industry completed a total industrial output value of 65.233 billion yuan, an increase of 21.2%.

Over the years, Yunnan has given full play to the advantages of green energy, silicon mineral resources, photovoltaic resources and other advantages, taking the silicon photovoltaic industry as the main direction of attack, and introducing industry leaders such as Longi and Tongwei. The province built industrial silicon production capacity of 1.15 million tons, polysilicon 52,000 tons, monocrystalline silicon rod 103GW, monocrystalline silicon wafer 99GW, industrial silicon, monocrystalline silicon wafer production capacity in the country accounted for 18.3%, 17.7%, ranking second in the country, in the national photovoltaic upstream pattern plays a significant role.

From the application side, focusing on the goal of high-quality economic development, Yunnan accelerates the development and construction of new energy projects based on photovoltaic power generation while promoting the development and construction of large-scale hydropower. Relying on the mountainous and plateau terrain that accounts for 94% of the total area of the province, Yunnan gives full play to the advantages of provinces rich in solar energy resources in the country, accelerates the project grid connection and production, and accelerates the expansion of new energy power. We will continue to deepen integrated development of green energy and green manufacturing.

The accumulation and development of the upstream end and the application end provide support for the whole photovoltaic industry chain in Yunnan, especially the extension of the middle and downstream end, expand the broad market application space for the development of the whole industry chain, and lay a solid foundation for the full opening of the photovoltaic manufacturing 2.0 era.

The path of industry chasing deer is clear in the construction of cluster ecology. As one of the commanding heights of the global advanced industry competition, the competition of the photovoltaic industry is not only the competition between enterprises, but also the competition between the ecology. He who walks alone goes fast, and many walk far. Building industrial clusters and building a win-win ecosystem have become the focus of Yunnan in the development of a new round of photovoltaic manufacturing industry.

In recent years, Yunnan has given full consideration to factors such as resource distribution and industrial development basis to build the core area of Qujing photovoltaic industry, and promote the joint development of Baoshan, Chuxiong, Lijiang, Dali and other regions with development potential and supporting capabilities. The development trend of Qujing's whole industrial chain has basically taken shape, and Chuxiong's linkage with Baoshan and Lijiang has formed the advantages of monocrystal silicon sheet production capacity scale and battery sheet leading advantages. Dali has gathered a number of photovoltaic manufacturing enterprises in the middle and downstream links to promote the concentration of major projects to key photovoltaic industrial parks in the region, to deepen industrial transfer and regional cooperation, and to create a fulcrum for the whole photovoltaic industry chain with strong synergies.

At the same time, in accordance with the ideas of leading enterprises, associated enterprises, small and medium-sized enterprises, and professional collaborative development, the provincial Development and Reform Commission, the provincial Investment Promotion Bureau and other departments take the regional production factor resources and the spatial layout of industrial development as the premise, and target the weak links of the industrial chain and key areas to attract investment. A number of projects with obvious scale advantages, complete industrial support and strong radiation and power have been introduced. The Provincial Development and Reform Commission, the provincial Department of Industry and Information Technology and other departments have successively issued supporting policies to strongly promote the extension of the chain to strengthen the chain, constantly optimize and integrate the upstream industrial silicon production capacity, orderly development of components, and promote the coordinated development of related industries such as photovoltaic product manufacturing equipment and photovoltaic application system components.

At present, there are more than 30 photovoltaic enterprises in the province, leading enterprises such as Longji, Tongwei, JA and key enterprises such as Sunshine, Xinyi and Yuze gathered in Yunnan. The magnetic effect and cluster effect are fully released, promoting the development and change of the photovoltaic industry structure, and enhancing the resilience and vitality of the whole industrial chain.

Chasing the new Blue Ocean -- Southeast Asian market. Data show that from January to July 2023, China's photovoltaic product exports reached 32 billion US dollars, an increase of about 6%, another record high. In Southeast Asia and other regions, the demand for photovoltaic installed capacity has increased, and the global supply of N-type batteries has exceeded supply, which has drawn photovoltaic companies to speed up the process of capacity expansion. Yunnan, which is building China's radiation center for South Asia and Southeast Asia, will gain "favor" with its unique competitive advantage in location.

On September 3, the Baoshan special event of "Investment Yunnan" 2023 China Industrial transfer development docking activity came out, and Trina Solar, a leading photovoltaic enterprise, will join hands with Baoshan to build a high-efficiency solar module manufacturing base. From entering the field of Yunnan photovoltaic power station construction in 2014, to the photovoltaic module manufacturing plant project in Songming County, Kunming last year, and now to join hands with Baoshan capacity expansion, Trina Solar's repositioning and layout of the Yunnan market is evidence of the vigorous development of Yunnan photovoltaic manufacturing industry. "The Yunnan market is not only the consumption and consumption end of photovoltaic products, but also an important manufacturing end with regional geographical competitive advantages." Trina Solar Yunnan general manager Dong Guiliang said.

Giving full play to the advantages of resources and location, and helping the whole industrial chain to collaborate on innovation, Yunnan will achieve new results in this round of industrial reshaping, and promote the photovoltaic manufacturing industry to make a qualitative leap forward.