Reduce "non-PV costs" and achieve PV parity

High land prices, financing difficulties, access to self-care, taxes and fees are unclear - in the photovoltaic industry, these so-called "border conditions" seem to be eroding photovoltaic power that should have been "flat-rate Internet access without pressure."

High land prices, financing difficulties, access to self-care, taxes and fees are unclear - in the photovoltaic industry, these so-called "border conditions" seem to be eroding photovoltaic power that should have been "flat-rate Internet access without pressure." Looking at global photovoltaics, China has an indisputable leading edge, whether it is product manufacturing or installed capacity. However, at the crossing point of electricity price, we did not seem to have enough confidence. Some people joked that "non-PV costs" increased the cost of PV and pushed up the price of PV.

Undoubtedly, compared with many countries, there are indeed a lot of "non-photovoltaic additions" at home in a series of links such as land and financing. However, returning to the national conditions, “additional” is not unique to the photovoltaic industry, and some “Chinese costs” also have a cause.

"Treasured and rational use of every inch of land and effective protection of arable land" is our country's basic national policy. The greater national conditions of the local people have given our country's land resources more mission. Photovoltaic construction land occupation cycle is usually at least 25 years or more, once the land is difficult to regenerate, it is prudent to see it, nothing wrong. However, it is undeniable that in the course of specific operations, with the approval of the stratum layer, the nature is difficult to determine, the lack of effective communication between the competent authorities, multi-headed management, mutual shoving phenomenon does exist, it is improper to increase the price of land. Photovoltaic lands are the same, as are other industries.

Similarly, the high cost of capital is almost a common problem in various industries in China. The Cheung Kong Graduate School of Business has conducted relevant investment returns research. In China, investors are still not satisfied with a return of 10% a year. The US pension funds spend a lot of money to manage people and ask whether they can earn for a year. 8%. The expectation of high returns on investment reveals the current high cost of capital in China. For the photovoltaic industry, the “high pollution, high energy consumption, excess production capacity” hat once made the financing difficulties worse. The China Banking Regulatory Commission’s “Guidelines for Green Credit” and “Guidelines for Energy Efficiency Credit” have issued three orders and five applications, strictly controlling “two high and one surplus” industry credit, and “photovoltaic loans” have been repeatedly trapped by them.

"The big country of photovoltaics" is indisputable. The fact that the price of electricity is high is also a fact. However, various problems faced by the industry are not unique to photovoltaics. Land management is increasingly perfected, financial markets are gradually being standardized, power system reforms and taxation reforms are steadily advancing, and when market conditions become more mature and orderly, photovoltaics will become more and more stable on the Internet. When many industries face the "cost of China," the photovoltaic industry is also hard to spare, but "China's cost" will be able to take the lead in the development of photovoltaic-based new energy industries, not only highlighting the country's determination to develop new energy, but also enhancing New energy industry development confidence.

Focus on the photovoltaic industry itself, remove the "boundary conditions," the impact of technology costs is still a constant change in the industry pattern. High efficiency can produce low cost. Single crystal, polycrystalline, thin film and many other technical routes compete on the same platform, and more and more companies have shifted from simple product production to technology research and development. The use of technological innovations to increase product efficiency and even overall system efficiency is an ongoing revolution in the photovoltaic industry.

With the explosive growth of distributed photovoltaics, there is a greater demand for distributed photovoltaic product quality that occupies half of the country. Most of the distributed PV owners are not professional practitioners, lacking systematic operation and maintenance experience, and many roof photovoltaics are related to the property under the roof and even to life safety. Therefore, the quality of components, brackets, and inverters used in distributed photovoltaics Requirements far better than large-scale power plants. Therefore, in Europe and the United States, the cost of distributed photovoltaics is much higher than that of large-scale ground power stations, and there are almost strict thresholds for entry. Coupled with the sporadic distribution of distributed photovoltaics and their small scale, how to generate more electricity from limited land resources is a key factor in reducing overall costs.

"Non-photovoltaic costs" need to be cut down at all levels, and technological progress still cannot be neglected. Only internally and externally, PV parity can be hoped for.

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