August 08, 2017 Source: China Securities Network

The National Energy Administration, the Ministry of Industry and Information Technology and the National Certification and Accreditation Administration have jointly issued the "Notice on Improving the Technical Indicators of Major PV Products and Strengthening Supervision" (Guo Neng Fa Xinneng [2017] No. 32) (hereinafter referred to as the "Notice") It is stipulated that the market access efficiency of PV modules and the “leaders” technical indicators will be appropriately increased from next year. The industry believes that this move will accelerate the reshuffle of the PV market and benefit the industry leader.

The document obtained by the reporter shows that in order to further promote the technological progress of the photovoltaic industry, the resume of the PV product technical indicators proposed in the “Opinions on Promoting the Application and Industrial Upgrade of Advanced Photovoltaic Technology Products” (hereinafter referred to as “Opinions”) The mechanism requirements, decided to appropriately improve the market access and "leaders" technical indicators of the photoelectric conversion efficiency of polycrystalline silicon battery components and monocrystalline silicon battery components in the "Opinions".

The "Notice" stipulates that since January 1, 2018, the photovoltaic product suppliers of photovoltaic power generation projects that are newly put into operation and connected to the grid shall meet the requirements of the "Regulations for Photovoltaic Manufacturing Industry". Among them, the market access threshold for photoelectric conversion efficiency of polycrystalline silicon battery modules and single crystal silicon battery modules was increased to 16% and 16.8%, respectively. In 2017, the National Energy Administration directed the provincial-level energy authorities and the advanced photovoltaic power generation technology application bases organized by the municipal and county-level government departments to increase the photoelectric converter efficiency “leaders” technical indicators of polycrystalline silicon battery modules and monocrystalline silicon battery modules to 17 respectively. % and 17.8%.

At the same time, the "Notice" requires that the decay rate of polycrystalline components within one year is not higher than 2.5%, and the decay rate is not higher than 0.7% in subsequent years; the decay rate of single crystal components is not higher than 3% within one year, and the decay rate is not higher than 0.7 in subsequent years. %. The National Energy Administration, the Ministry of Industry and Information Technology and the National Certification and Accreditation Administration regularly organize relevant units to conduct spot checks on the key technical performance of photovoltaic modules used in photovoltaic power generation projects, and the results of random inspections are announced to the public. Relevant departments shall announce the investment development enterprises and manufacturing enterprises whose key technical performance of photovoltaic products has not reached the market access standard; guide the implementation of the advanced photovoltaic power generation technology application base project by the National Energy Administration, and entrust a third-party testing and certification institution to conduct the whole process technical monitoring evaluation. When the project is completed and accepted, it is important to check whether the key technical performance of the PV modules meets the corresponding standards, and the acceptance results are announced to the public.

It is worth noting that, compared with the previous consultation draft, the “Leader” single crystal technical index dropped from 18% to 17.8%, while the attenuation rate remained at 3%.

According to industry insiders, after the technical indicators of photovoltaic products are improved, small enterprises with backward technical strength will find it more difficult to achieve entry barriers, and leading manufacturers will consolidate their leading edge and expand market share.