June 27, 2017 Source: Photovoltaics

"Since the goal is the horizon, the only thing left for the world is the back." Along the country's "One Belt, One Road" strategy, "going out", China's photovoltaics are left to the global photovoltaic industry as "back view", and Wang Guozhen's "Love Life" conception It coincides.

From the perspective of the global economic structure, the “One Belt, One Road” strategy is a wise deployment made by China in line with the development trend of the world economy. It is an important step for the rise of China's great powers and taking the role of a leader in global economic affairs.

Chinese photovoltaic blot

As one of the “Belt and Road” explorers and practitioners, Chinese PV companies are conveying and sharing the dividends brought by this national strategy under the theme of co-construction, sharing and win-win.

A few days ago, the World Science and Engineering Conference opened in Astana, the capital of Kazakhstan. Many industry experts and scholars gathered to jointly outline the blueprint for “future energy”.

Interconnected with the energy storage microgrid and the backbone grid to form a “two alternatives to energy”, weaving a grand blueprint for future energy, Glorious Group, Trina Solar, Artes, JA Solar and Sunshine Power, etc. The Belt and Road “has left an indelible Chinese PV footprint.

Going side by side with the central enterprises

According to public information, in the energy field, central enterprises such as PetroChina, Sinopec, CNOOC, State Grid, China Southern Power Grid, Huaneng Group and Datang Group are the main force in implementing and implementing the “One Belt, One Road” strategy, and are leading the “state-owned enterprises to set up Taiwan, private enterprises. The development pattern of singing.

When “three barrels of oil”, “two major power grids” and “five major power generation groups” actively “goed out”, Chinese PV companies also had plans and deployments here, and the performance was very eye-catching.

GCL Group

As the world's largest supplier of silicon wafers, it has the reputation of “Asian Silicon King”. The GCL Group is the first PV company to respond to the “One Belt, One Road” strategy, and is aiming to send more Chinese benefits to the people along the “Belt and Road” countries.

It is understood that GCL Xinhui, the clean energy segment of GCL Group, is currently the company with the largest number of national distribution projects along the “Belt and Road”.

    Zhu Gongshan, chairman of GCL Group, said that international cooperation will become the main theme of the future “Belt and Road” construction. GCL Group will continue to respond to national initiatives and continuously accelerate the pace of international capacity cooperation, and send more favorable benefits to the people of the countries along the “Belt and Road”.

Trina Solar

As the world's leading supplier of photovoltaic modules, Trina Solar's development goal is to let the sun shine on every corner of the “Belt and Road”.

According to Gao Jifan, Chairman and CEO of Trina Solar, in the past few years, Trina Solar has established overseas production bases in Malaysia, Thailand, Vietnam, India and the Netherlands through investment, joint venture construction, mergers and acquisitions. These bases were originally built to break trade barriers and deal with the trade protection of some countries. In fact, they opened up the international market of Trina Solar.

Gao Jifan said that infrastructure, transportation and energy are the most critical in the development of the countries and regions along the “Belt and Road”. At present, China is making large-scale changes in low-carbon production. China's photovoltaic and wind energy industries have become global leaders. As the cost of photovoltaic power generation has fallen sharply, the global energy industry is in a period of great change. A new energy system with renewable energy as the mainstay and a smart energy network as a platform is taking shape. With the favorable opportunity of the “Belt and Road” construction, China's low-carbon transformation plan should be promoted to help the country and regions along the line to build a green and low-carbon energy utilization system.

Artes

The industrial nature of the multi-distribution of globalization is doomed to the indissoluble bond between China's photovoltaic industry and the “Belt and Road”. Artes, the world's leading supplier of photovoltaic modules, is very optimistic about the development opportunities brought by the “Belt and Road”.

At the chairman of Artes, Xiao Xiaoying said that the “Belt and Road” is very important for the photovoltaic industry. By 2025, more than half of the newly added PV installation opportunities are in the countries along the “Belt and Road”.

JA Solar

JA Solar is also a model for implementing the “One Belt, One Road” strategy and has benefited a lot.

It is reported that in 2016, Jingao has undertaken more than 30 countries' PV projects along the “Belt and Road” route. The shipment of PV products reached nearly 700 MW, accounting for 12% of the company's total shipments.

Qi Baofang, chairman of Jingao Solar, said that the “Belt and Road” has brought new market growth space and international layout to Chinese PV companies, breaking the previous dependence on the European, American and Japanese markets and low-cost competition.

TBEA

Referring to the "One Belt, One Road" strategy, it is necessary to mention the TBEA with regional advantages.

It is reported that TBEA has provided green environmental protection, intelligent technology, reliable and efficient energy equipment for more than 60 countries and regions such as the United States, Russia, Brazil, etc., from surveying to design, construction, installation, commissioning, training, The operation and maintenance of integrated turnkey projects and system solutions have promoted the construction of green and efficient power grids, benefiting the people of all countries and promoting the local social and economic development.

Zhang Jianxin, general manager of TBEA Xinjiang New Energy Co., Ltd. said that there are great opportunities for new energy in the “One Belt, One Road” development strategy. The resource endowments of countries along the route are not the same. Some countries have abundant light resources, and some countries have relatively scarce light resources. For example, Pakistan has very few coal mines, no oil, and abundant light resources. Such a place to develop photovoltaics is very good. In addition, the development of photovoltaics in Egypt is also very good. In Africa, South Africa's photovoltaic and wind power development is relatively good, including the entire wind power, and the price cost has been declining. China's “One Belt, One Road” policy has provided a good development opportunity for “going out” enterprises.

Sunshine power

For the "Belt and Road" strategy, with years of "going out" experience, Sunshine Power has gained a lot from it.

At present, Sunshine Power Products has been exported to more than 50 countries including Chile, Brazil and Cuba, and has established more than 10 branches and subsidiaries around the world. As of the end of 2016, Sunshine Power has accumulated more than 38 million kilowatts of inverter equipment installed in the global market.

Zhao Wei, senior vice president of Sunshine Power, said that the power infrastructure of some countries along the “Belt and Road” is relatively backward, and the sunshine resources are abundant. The use of solar power is even lower than the current cost of electricity. Chinese enterprises develop photovoltaic power generation there, and economic benefits. The social benefits are obvious.

Jinneng Clean Energy

The “Belt and Road” strategy has helped China to deepen its clean energy market along the route. Jinneng Clean Energy has already tasted the sweetness.

At present, Jinneng Clean Energy is further expanding its exchanges and cooperation with the “Belt and Road” countries such as India and Angola in the field of clean energy.

Yang Liyou, general manager of Jinneng Clean Energy, said that countries and regions along the “Belt and Road” have great demands on the adjustment and development of the energy structure while economic development. China's photovoltaic industry has mastered the best technology and has the highest price/performance ratio. I believe that in the future, Chinese PV companies will be able to penetrate the clean energy markets of various countries.

Jinko Energy

The Nuggets "One Belt and One Road", Jinke Energy is fully exerted.

It is understood that in response to the “One Belt, One Road” initiative, Jinko Energy Malaysia production base was completed and put into operation in 2015. The total investment of the plant is about 100 million US dollars. It has reached 1.5 GW of annual production capacity of photovoltaic cells and 1.3 GW of components. 450 million US dollars, 4,100 employees. At the same time, Jinko added more than 1 million US dollars in investment at Malay Base to set up a photovoltaic research and development center, specializing in the development, testing and testing of photovoltaic modules.

Jing Jing, vice president of Jinko Energy, said that in the market cultivation, Jinko Energy has deployed and harvested the markets along the “Belt and Road” including Malay, the Philippines, Thailand, Vietnam, India and Pakistan to the northwest Uzbekistan. The layout of countries such as Ukraine, Russia and Kazakhstan.

Oriental Sunrise

Going out along the "Belt and Road" strategy, the East is rising.

At present, the company has developed and delivered thousands of projects worldwide. It is estimated that the installed capacity of overseas projects will reach 800MW in 2018, which is widely distributed in many countries and regions along the “Belt and Road”, including Indonesia, India, Nepal, Kazakhstan, Belarus, Ukraine, Czech Republic, Romania, Bulgaria, Macedonia, Cambodia and other countries and regions, including only about 183MW of power plant projects in India last year alone.

Yuan Jianping, the general manager of Dongfang Risheng Overseas Project, said that as a senior “returnee”, the “One Belt, One Road” strategy coincides with the overseas layout of the Oriental Sunrise Globalization and brings us unlimited opportunities.

Zhongli Group

Grasping the opportunities brought by the “Belt and Road” strategy and sharing the dividends, Zhongli Group signed an order of US$318 million.

On the evening of June 18, Zhongli Group announced that the company's wholly-owned subsidiary Suzhou Tenghui Photovoltaic Technology Co., Ltd. and its grandson Tenghui Energy Argentina Co., Ltd. and Shanghai Electric Power Construction Co., Ltd. signed a contract recently, and Tenghui Photovoltaic was undertaken. Shanghai Electric Power's total EPC subcontracting business of 300MW power station is expected to be a mechanical completion date on May 19, 2018, involving a total contract value of USD 318 million. The contract project is one of the “One Belt and One Road” strategic cooperation projects between China and Argentina, and also laid a good foundation for the company to develop the “Belt and Road” business.

Yingli Group

With the “Belt and Road” initiative to sail to the sea, Yingli Group seized the opportunity to accelerate the pace of enterprise transformation and upgrading.

At present, Yingli Group's solar photovoltaic power generation solutions have been distributed in more than a dozen countries including Egypt, Morocco, Algeria and Pakistan along the “Belt and Road”. China's photovoltaic industry, represented by Yingli, is actively exploring the export of China's advanced manufacturing technologies and The business philosophy is to contribute to the promotion of global PV parity and environmental governance.

Aikang Group

As one of the pioneers in the reform of the energy supply side, it is known as “transmutation” and the Aikang Group in the industry is steadily and steadily, with many layouts along the “Belt and Road”.

The interconnection of energy infrastructure is the basis for the “One Belt, One Road” strategy. It is reported that the Aikang Group has set up a wide-area energy Internet from the east to the west along the Silk Road economic belt, starting from the Zhangjiagang area, along the Silk Road economic belt layout and distributing a number of projects to the Xinjiang border crossing.

Hairun Photovoltaic

US President Trump has withdrawn from the Paris Agreement, and Suniva has applied for the launch of Section 201, which cannot stop the pace of Chinese PV companies seeking business opportunities along the “Belt and Road”.

In May, Hareon Solar and Nereus Capital announced that their joint venture company, Medak Solar Projects Pvt. Ltd., completed an 8.2MW PV project open access (Connected) in Telangana, India. .

Since 2015, with the gradual implementation of the “One Belt, One Road” initiative, Hairun Photovoltaic has begun to actively deploy in countries and regions along the “Belt and Road”. On August 5th, Hareon Solar announced a joint venture agreement with Indian company ReNew Power to jointly develop, construct and operate solar power plant projects in Andhra Pradesh Province, India, and signed a 25-year power sales agreement.

Zhongxing Energy

To add a bright color to the China-Pakistan Economic Corridor, ZTE Energy responded to the “One Belt, One Road” strategy and re-innovated.

At the beginning of May this year, the 55KW wind and solar hybrid power station in Punjab, Pakistan, which was built by ZTE Energy, has successfully delivered electricity and entered the trial operation stage. The project is the second Punjab photovoltaic project after Zhongxing Energy follows the “One Belt, One Road” China-Pakistan Economic Corridor Priority Project 900MW Photovoltaic Power Station.

China Merchants New Energy

Signed an investment framework agreement with China Railway Construction, and China Merchants New Energy launched a new chapter of the “Belt and Road”.

On May 12, China Merchants New Energy Group and China Railway Construction Investment Group finalized the investment cooperation framework agreement. The first clean energy project that the two sides will cooperate will be in Sri Lanka. In the future, China Merchants New Energy will work closely with China Railway Construction to bring more Panda power stations to the countries along the “Belt and Road”. This is after China Huarong, another large Chinese central enterprise joined the strategic deployment of Panda Green Energy's green “One Belt, One Road”.

Sumeda Energy

With years of experience in the development of new energy projects, Sumeda Energy is actively deploying new energy industries in the “Belt and Road” countries to help the development of new energy industries along the route.

In 2016, the 4.71 MW photovoltaic power station built by SolarSolar Co. Ltd., a joint venture of Sumeda Energy, in the Turkish town of Isparta has been completed and connected to the grid.

In addition, Sumeda Energy has also reached a comprehensive cooperation with the Thai listed company VTE to give full play to their respective advantages and launch a series of renewable energy projects such as photovoltaic, geothermal, wind power, biomass energy and hydropower in Southeast Asia. In Pakistan, following the 1.25 MW PV power plant in Punjab, Pakistan, this year, Sumeda Energy will also build a 50 MW wind power project in Pakistan.

Stabilize the global photovoltaic head

After the unremitting efforts of Chinese PV people, the achievements of China's PV industry, the United States, Germany, Japan and other former PV powers have been difficult to achieve.

According to data released by the National Energy Administration, as of the end of 2016, the newly installed capacity of photovoltaic power generation in China was 34.54 million kilowatts, and the cumulative installed capacity was 77.42 million kilowatts. The newly added and cumulative installed capacity were the first in the world.

According to Wang Bohua, Secretary General of China Photovoltaic Industry Association, in 2016, China's polysilicon production was about 194,000 tons, up 17.6% year-on-year; in 2016, China's wafer production exceeded 63GW, up 31% year-on-year; in 2016, China's battery production exceeded 49GW, an increase of 19.5% over the same period of last year; in 2016, China's component production was about 53GW, an increase of 15.7% over the same period of the previous year, ranking first for 10 consecutive years.

It is worth mentioning that in the past 10 years, China's photovoltaic industry not only solved the supply of silicon materials, but also reduced the cost of photovoltaic modules by more than 80%, breaking through the technical barriers and trade barriers set by Europe and the United States to China's photovoltaics, and infinitely close to achieving photovoltaics. The goal of sending a price level online.

Bringing solar energy and clean energy to thousands of households, relying on the “One Belt, One Road” strategy, China's PV industry is heading for a new peak.