Recently [Photovoltaic Information] WeChat Public Number (PV-info) learned, "It is estimated that the new installed capacity of photovoltaic in the world will be around 350GW this year, and the cumulative installed capacity next year is likely to exceed that of hydropower, will exceed that of natural gas in 2026, and will surpass that of coal as the largest energy source in 2027." On May 23, at the 16th (2023) International Solar Photovoltaic and Smart Energy (Shanghai) Conference of SNEC, Zhu Gongshan, Chairman of GCL Group, made this prediction in his keynote speech.

Photovoltaic station "era C", the hot money effect to promote the industry "new players" the number of rising, there is no lack of impulse blind investment. Many new players have been continuously financing and expanding production when they first enter the industry, which has become the main means for photovoltaic enterprises to strengthen themselves and "kill" their opponents, in order to produce photovoltaic products on a large scale at a lower cost.
The situation of intensified competition worries the market, how to abandon low-level competition and promote the high-quality development of the industry is an important proposition for photovoltaic. Participants said that they should get rid of the low-level industry volume, take the road of differentiated and complementary collaborative development, and build a collaborative innovation ecology. Grasp the main line of scientific and technological progress, mode innovation, material revolution, equipment revolution and application revolution, and jointly unlock the future green electricity low-carbon smart space.

Is the policy of complementarity the key to getting rid of the low-level involl?

On March 8, 2023, the General Office of the Ministry of Natural Resources, the Office of the State Forestry and Grassland Administration, and the Comprehensive Department of the State Energy Administration issued the ''Notice on Supporting the Development of the Photovoltaic Power Generation Industry and Standardized Land Management Work''. The "forest-light complementary" model must be adopted; those involving the occupation of grasslands outside the basic grassland are encouraged to adopt the "grass-light complementary" model.

Shaanxi Development and Reform Commission, the Department of Natural Resources "on the regulation of photovoltaic composite project land management notice" photovoltaic power generation composite projects include agricultural light complementary, forest light complementary, fishing light complementary and so on.

The Hebei Provincial Development and Reform Commission and the Department of Natural Resources "Notice on Regulating Matters Related to Land Management of Photovoltaic Composite Projects", photovoltaic composite projects refer to photovoltaic power generation projects that use agricultural land other than permanent basic farmland for composite use, including complementary agricultural light, complementary fishing light, etc.

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To break the situation, we need to walk out a road of differentiation and complementary collaborative development. At present, local governments are exploring a path of complementary and coordinated development. Success or failure is the key to getting rid of low-level industry internal rolls.
Innovating industrial development models and promoting high-quality development

On July 22, the State Power Investment Corporation issued the Declaration on Building a World-Class Photovoltaic Industry (2023) at the Forum on High-Quality Development of the First-Class Photovoltaic Industry, which pointed out that it is committed to promoting the construction of large-scale photovoltaic bases and the ecological management of photovoltaic sand control, speeding up the development of new green power transformation models, and realizing the efficient integration of new energy and power systems. Committed to promoting the technological progress of the photovoltaic industry and promoting the high-quality development of the photovoltaic industry.

Fully implement the development of integrated large-scale photovoltaic bases with innovative development models, plan the construction of large bases with large projects, and focus on promoting the development of clean energy bases and centralized projects with multiple complementary capabilities such as light, wind, nuclear, water, and storage.

Accelerate the development of new models of green power conversion, actively carry out photovoltaic hydrogen production to synthesize green ammonia, methanol, refining, green oil and gas and a series of green power conversion demonstration projects, promote large-scale photovoltaic power generation in situ, effectively alleviate the problem of long-distance transmission of photovoltaic power generation.
Based on distributed photovoltaic and user-side energy storage, through digital technology empowerment, build a "comprehensive smart zero-carbon power plant" that interacts with the power grid, explore a new model of new energy supply, and assume the responsibility of ensuring national energy security.

Through continuous innovation of the "water and wind complementary" model, we will promote the large-scale consumption of new energy and contribute to the "national power investment plan" for accelerating the construction of a new power system in China ".

Be brave as the "source" of original technology, accelerate the layout of a number of world-class photovoltaic industry research and development centers and photovoltaic experimental demonstration bases, cultivate a group of global photovoltaic leading talents, and lead the development of cutting-edge technology in the photovoltaic industry. Strengthen the integrated innovation of photovoltaic intelligent technology, promote the scale application of intelligent robots, and build photovoltaic unmanned intelligent field stations.

From the perspective of the "Declaration", from the perspective of the industry, to break the "low-level competition", it is necessary to innovate the development model of the photovoltaic industry, promote the technological progress of the photovoltaic industry, and accelerate the development of new models of photoelectric conversion. To get rid of the "low-level competition" dilemma of photovoltaic inner volume, the industry needs to move forward, innovate the development model, and move towards high-quality development.