The lack of core technologies in the photovoltaic industry

Photovoltaic industry was deeply involved in the cold winter. While actively responding to it, it also triggered a deeper reflection on the industry. Among them, "no core technology" has become the consensus of most experts. In response to the issue of transformation and development of the entire photovoltaic industry, on December 20, the China Power News reporter interviewed Li Meicheng, vice president of the School of Renewable Energy, North China Electric Power University.

"Overcapacity is an appearance"

Li Meicheng introduced that in the global ranking of PV modules, in 2010, there were 6 top 10 Chinese companies in the world and 8 in 2011. “The global ranking is the most convincing proof, which shows that our company is very powerful and it is very powerful in the world. The main reason why domestic photovoltaic companies are currently in dire straits is not the excess capacity,” said Li Meicheng. The cold winter of the industry is related to two reasons. On the one hand, the global economy is in a sluggish state, and this environment has caused the industry to slump. On the other hand, it is trade protection. “Most of our products are sold abroad, and trade protection has stuck the export of domestic photovoltaic companies. This is broken, the market is completely broken. Therefore, the surface phenomenon that everyone sees is excess capacity.” Li Meicheng said that in fact, under the global economic downturn, many technology-based companies still operate well. Such as Japan's Sanyo's HIT battery, has been the leader, no substitute. "Because only this company in the world can do such a product, people have original intellectual property rights, and no one can compete with him." Li Meicheng said that the crystal silicon products we fight internationally are similar to each other and lack of replacement. " Blocking a road blocks all.” Therefore, from the perspective of scientific research, we must strengthen technology research and development.

For the current photovoltaic company's outlet, Li Meicheng stated that under the strong support of the policy, the first is to strengthen the distributed application, and secondly, the combination of photovoltaic technology and other traditional technologies can also be considered.

"Mature industrial chain can reduce risk"

“The winter of photovoltaic industry is exactly the spring of technology research and development.” Li Meicheng told reporters that in the case of sluggish business operations, many companies’ technology backbones have now flowed to R&D institutions including universities.

Li Meicheng suggested that when talents are diverted, if they have strength, they can also use the opportunity to reserve technical talents and provide technical support. When there is no better market, they can concentrate on their research. "In 2008 and 2009, everyone was busy making money. It is time to upgrade the technology." In addition, Li Meicheng also stated that the completeness of the industry chain directly affects the development of the industry. “In the past, it was over-investment, and it could not be said that there was excess capacity. In this case, some technical updates were not well digested. Many industries did not keep up and the industry chain was disconnected. Now, we must solve this problem.” Said that the current enterprise is in a transition period, can focus more on improving the industrial chain, a mature industrial chain can greatly reduce business risk.