In China, solar industry continues to maintain rapid growth, still needs to be vigilant due to technology iteration caused by product quality, module power imaginary label and other issues, trade protection situation is still severe and complex, solar power generation non-technical costs have not been effectively reduced, and the uncertainty of economic benefits is increasing.
Product quality problems resurfaced. Problems such as battery efficiency and module power dummy label should be paid attention to. With the iterative upgrading of solar technology, product reliability problems caused by the application of new technologies and new materials have increased.
At the module end, with the popularization and application of new technology, the power virtual label disorder has arisen due to the disunity of technology and standard. According to the research of the China Institute of Metrology, the virtual high value of the module power data calibration by the third party is up to 14W.
The trade protection situation remains grim and complex. It is mainly reflected in the continuous strengthening of existing trade barriers and the establishment of new trade barriers by individual countries.
The non-technical cost of solar power generation has not been effectively reduced. Although the overall price of crystalline silicon modules has decreased significantly, the non-technical costs of the development and construction of downstream solar power plants in the industry still remain at a high level, and the dividend of module price reduction has not effectively translated into an increase in project returns to a certain extent.
The old and new problems represented by compulsory allocation and storage, compulsory industrial supporting, high land rents, and lagging buyback progress of transmission lines and power grids have not been effectively solved, and some problems have a growing trend, among which the compulsory allocation and storage problem is the most significant.
Uncertainty about the economic benefits of solar power generation projects is increasing. First, with the rapid increase in the proportion of new energy installed capacity, the proportion of solar power generation participating in power market transactions is rapidly increasing.
Second, the cost of coal power capacity electricity price may increase the cost of solar power generation. Third, the solar peak power generation period is adjusted to the low price period, which has a huge impact on industrial and commercial distributed solar power stations that use surplus electricity spontaneously.
