Zhongmin Xinneng Investment Co., Ltd., which focuses on photovoltaic new energy investment, launched the fourth photovoltaic module bidding in 2015 on October 9. The bidding scale is 1GW, which is divided into 10 sections, each of which is 100MW. Different from the first three PV module bids this year, all the 10 bidding sections require the supply of single crystal modules.
Since 2015, China Minxin energy has carried out four PV module bids in total, of which the first two bids did not distinguish between single crystal and polycrystalline modules. The third bid clearly requires that three of the 10 bid sections (100MW for each bid section) adopt single crystal modules, and the fourth bid recently requires that 100% adopt single crystal modules.
Coincidentally, during the construction of advanced photovoltaic technology demonstration base in Datong mining subsidence area in 2015, energy giants such as CLP international, Three Gorges new energy and Jingneng new energy all purchased single crystal components on a large scale. The reason is that the advanced technology of single crystal battery module can ensure that the scale supply can meet the requirements of the "leader" technical indicators, and the polycrystalline battery module can only meet the technical requirements by selecting a small proportion of "high-quality" products from a batch of products. Due to the different supply capacity of advanced technology products, the quotation of single crystal 280W (60 type, the same below) module is slightly lower than that of polycrystalline 270W module in the bidding of Datong "leader" part of the project.
In the past few years, in the chaos of scale and price of the whole industry, the domestic leading single crystal enterprises have been devoting themselves to the research of technological innovation and cost optimization. Through the technology of large capacity rapid drawing and ultra-thin fast slicing, the production cost of single crystal silicon chips has been greatly reduced, the quality and technological stability of silicon chips have been upgraded, and with the improvement of battery conversion efficiency, the battery and cost have been greatly reduced The unit depreciation cost and unit variable cost of component production, and the cost performance advantage of single crystal component are obvious, which has won a huge development opportunity in the boom and rise cycle of the industry in 2015.
In fact, the earliest solar cells used by human beings are all single crystal technology. After more than 30 years of practical operation, only single crystal has been used in power plants with very low attenuation rate. In the 1970s-1980s, in order to solve the problem of high cost of single crystal, we had to sacrifice the conversion efficiency to develop the polycrystalline battery technology. Up to now, the advantages of single crystal cell conversion efficiency are more significant than in the past, and the cost problem has made a revolutionary breakthrough. In the past 15th China photovoltaic Academic Annual Conference (cpvc15), Professor Ren Bingyan, a domestic authoritative photovoltaic expert and vice chairman of Jinglong group, said in his speech of "China solar photovoltaic Honor Award", calling on everyone to pay attention to the return of single crystal technology as soon as possible, and Jinglong has considered cooperating with domestic leading single crystal enterprises to promote single crystal products to the market, which triggered a heated discussion on the spot 。
At the conference of global top 500 new energy enterprises hosted by China Energy News on October 11, Liang Zhipeng, deputy director of the Department of new energy of the national energy administration, pointed out that "the purpose of the national implementation of the leader plan is to encourage enterprises to adopt advanced technology to produce advanced products, so the products that the leader plans to adopt must represent advanced technology, rather than being carefully selected from ordinary technology products Good product ".
What is "advanced technology"? For the photovoltaic manufacturing industry, the so-called advanced technology should be forward-looking, promote the reduction of photovoltaic power generation cost with the improvement of core technology (conversion efficiency) indicators and accelerate the realization of photovoltaic de subsidy under the premise of industrialization ability. The International Photovoltaic Technology Roadmap (itrpv) in 2015 gives the trend forecast of conversion efficiency of various photovoltaic cells:
20% is the watershed of photovoltaic cell conversion efficiency. Since this year, the conversion efficiency of single crystal battery has exceeded 20% in an all-round way, and will continue to occupy the leading position in the next decade. Polycrystalline battery is expected to achieve 20% efficiency index in 7 years, and the space for progress is very limited.
At present, the mainstream battery manufacturers in China have accelerated the layout of perc production lines, and perc technology will occupy a leading position in the next five years. The application of this technology can increase the efficiency of single crystal battery by 1 percentage point and polycrystalline battery by 0.5 percentage point, further enhancing the advantages of single crystal technology.
The silicon wafer used in the single crystal cell is a complete and consistent lattice structure, which still has good power output performance under high temperature and low light conditions. The excellent mechanical properties of the single crystal wafer reduce the risk of hidden cracks in the long-term high-low temperature alternation. These characteristics make the actual power generation capacity of the single crystal power station with the same installed capacity about 5% higher than that of the polycrystal. The actual data accumulated by developers of large photovoltaic power stations such as China Power Investment Corporation and TBEA (600089) in the past few years have verified the advantages of single crystal power generation capacity. Some owners clearly require that single crystal modules should be preferred, and polycrystalline modules should be selected when the single crystal supply is insufficient.
The value advantages of high reliability, high efficiency and high income of single crystal technology are widely known, which is the key reason for the leading enterprises of photovoltaic power station to increase the proportion of single crystal application. Looking forward to the future, the advantages of monocrystal technology will continue to expand, and it will become an important task for China's non fossil energy strategic objectives by accelerating the realization of parity Internet access.