Data released by the National Bureau of Statistics show that in the first three quarters of this year, the export volume of the "three new items" represented by electric passenger vehicles, solar cells, and lithium batteries increased by 41.7% year-on-year. Among them, the export value of solar cells increased by 5.1% year-on-year. In the current context of falling photovoltaic product prices, how was this hard-won achievement achieved?
With falling costs and expanded scenarios, Chinese photovoltaic products are popular abroad
Xiuzhou District, Jiaxing, Zhejiang, is located in the golden hub of the Yangtze River Delta metropolitan area, bordering Shanghai to the east, Hangzhou to the west, Hangzhou Bay to the south, and Suzhou to the north. It is the geometric center of the core area of the Yangtze River Delta.
With its superior location, more than 200 photovoltaic upstream and downstream companies have developed from one photovoltaic company here in ten years.
A leading photovoltaic export company in Xiuzhou District, Jiaxing, Zhejiang, sold a total of 14.3GW of solar modules to 92 countries in the first half of this year. At present, orders for this factory have been scheduled until the end of the year, once again achieving high growth in photovoltaic exports.
Another local photovoltaic company specializes in small-scale distributed photovoltaic energy in five Central Asian countries, the Middle East, South America and other countries. It is currently full of orders, and it basically takes 2 to 3 weeks to fully supply the goods.
Feidong County, Hefei, Anhui Province is another photovoltaic product export center in the Yangtze River Delta. After more than ten years of photovoltaic industry construction, more than 40 photovoltaic industry chain companies have gathered here, including 6 industry leading companies. In 2022, the output value of Feidong County's photovoltaic industry will exceed 20 billion yuan.
More than half of China's photovoltaic product exports are sold to Europe. Currently, electricity prices in European countries are rising to varying degrees, resulting in a surge in demand for photovoltaic products.
There have been some price fluctuations in China's photovoltaic product export market this year. The price of photovoltaic modules has dropped from 1.8 yuan to 1.9 yuan per watt at the beginning of this year to about 1.2 yuan to 1.3 yuan per watt now, a drop of about 30%. The main reason for the sharp drop in prices is that the price of upstream silicon material dropped from 290,000 yuan per ton at the beginning of the year to about 80,000 yuan, a price drop of about 70%.
The reporter’s investigation found that the falling prices of export products of photovoltaic modules will also help open up more export markets. In the Middle East, photovoltaic power generation panels are spread beside farmland to meet the needs of farmland irrigation.
Across the world, many countries have not built power grids near farmland, but electricity for irrigation is a real need in agricultural development. Therefore, after the price of photovoltaic modules drops, it is difficult to estimate such demand in the future.
As the price of photovoltaic modules drops, more and more photovoltaic companies are constantly exploring new markets and new demands. In addition to photovoltaic power stations in the fields, they are also developing photovoltaic power generation on hotel rooftops in Brazil. One roof can basically solve the hotel's electricity needs. Due to the unstable power supply in some areas of Brazil, rooftop photovoltaic power stations are gradually becoming a new trend in the development of the local hotel industry. trend.
Different from last year’s explosive growth in photovoltaic demand, high prices, and booming sales of photovoltaic products, this year’s photovoltaic exports have gradually shown a return to price rationality. This new change is forcing Chinese photovoltaic companies to reduce the cost of photovoltaic products and improve The two core competitive factors of photoelectric conversion efficiency have been worked hard.
In fact, in the process of exporting China's photovoltaic products, due to technological iterations or changes in other countries' import policies, the domestic photovoltaic industry has been reshuffled more than once. However, in the repeated reshuffles, the reason why China's photovoltaic industry has gained advantages in the global photovoltaic industry competition ultimately relies on the two magic weapons of continuous technological advancement and continuous cost reduction.
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