The photovoltaic industry will play the leading role in future primary energy sources
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On April 26, 2022, Tongwei Co., Ltd. released its financial results for 2021, showing that the company achieved revenue of 63.491 billion yuan for the whole year, a 43.64% increase compared to the previous year； The net profit reached approximately 8.208 billion yuan, an increase of 127.5% on a year-on-year basis. Tongwei Co., Ltd. also released its quarterly report for 2022, and its financial performance was truly impressive: it achieved operating revenue of 24.685 billion yuan in the first quarter, a year-on-year increase of 132.49% ； The net profit reached 5.194 billion yuan, a year-on-year increase of 513.01%. In addition, Tongwei has also released a development plan for the new energy industry over the next four years. From 2024 to 2026, the company’s production capacity for high-purity polysilicon is set to reach 800,000 to 1 million tons, while its battery production capacity will be 130 GW to 150 GW. This means that in 4 years from now, the production capacity of Tongwei’s photovoltaic manufacturing will have increased to 4 to 5 times what it is today! These days, everyone in China talks about carbon neutrality, but few know just how important photovoltaics play in this process. The existing fossil fuel system is enormous and serves as the core driving force behind human economic development. In the next two to three decades, it is possible that history spanning over 100 years will change, with oil, coal, and natural gas no longer being used as energy sources; at most 10% to 20% of them may remain as raw materials for the polymer chemistry industry. During this period, the photovoltaic industry will play the leading role as the primary source of energy in the future, with wind power possibly playing the second leading role. China has become the world’s leading manufacturer in the photovoltaic sector, playing a key role at this level. At the same time, as Chinese photovoltaic technology spreads around the world, it is accelerating the pace of energy transition in developed countries. It also provides new paths for development in the countries and regions along the Belt and Road Initiative, as well as in many underdeveloped areas, helping them avoid the old approach of polluting first and then dealing with the consequences, and thus enabling them to embark on a path of sustainable development. Liu Hanyuan said that in recent years, as the scale of the industry has continued to expand and technological advancements have accelerated, smart manufacturing has been widely adopted, which has led to a significant reduction in the cost of photovoltaic power generation in China. By 2020, the average grid-connected electricity price had dropped to 0.35 yuan/kW·h. “During the 14th Five-Year Plan period, it will further drop below 0.25 yuan/kW·h, at which point the cost of solar power generation will be lower than that of most coal-powered electricity generation. If environmental costs are taken into further consideration, the advantages of photovoltaic power generation will become even more evident. In the future, the cost of photovoltaic power generation will continue to decline, while the environmental and emission costs associated with fossil fuels will rise. Some experts believe that with **resolute implementation by relevant departments, a healthy economic cycle, the sound development of the photovoltaic industry, and effective support from enterprises, it is possible for China to achieve its goals of reaching carbon peak by 2030 and carbon neutrality by 2060, perhaps 5 to 10 years earlier, through collective efforts.
Why is Tongwei making great efforts to develop the \"fishery and solar power integration\" model? Tongwei installs photovoltaic systems on the surfaces of ponds used for aquaculture; one mu of land can generate 50,000 to 100,000 kW·h of electricity per year. In other words, this is equivalent to 10 to 20 tons of oil being produced per mu per year. Underwater farming still allows for the production of 1–2 tons, or even more, of aquatic products as before. It is environmentally friendly, and the labor intensity is **reduced**. Throughout this transformation process, agriculture becomes more interconnected, mechanized, and automated; large-scale centralized renovations are carried out, thereby **increasing** the efficiency of land use. This approach provides a \"Tongwei solution\" and a \"Tongwei model\" for rural revitalization and carbon neutrality.
Leshan, Sichuan. This city, famous worldwide for its \"Great Buddha,\" is the birthplace of polysilicon research, development, and industrialization in our country; it has been engaged in scientific research and pilot production of semiconductor silicon materials for over forty years without interruption. In 1964, Leshan established China’s first research and production consortium for semiconductor materials – the Emei Semiconductor Materials Factory. Polysilicon is not only the stage with the highest technical complexity in the entire photovoltaic industry chain, but it is also the core raw material for photovoltaic renewable energy.
Photovoltaic power has a wider range of applications than wind power, tidal energy, solar thermal energy, etc.
It seems that except for Sichuan and Guizhou, other places are suitable for developing photovoltaic energy
Comprehensive utilization of sewage treatment plants, distributed photovoltaic power generation https://bbs.hcbbs.com/thread-3330184-1-1.html (Source: Huahai Chuanliu – Haichuan Chemical Industry Forum Website)
Zhejiang has just launched a tidal energy project; the investment required is still too high, it’s just a pilot project
Next month, I’ll be shifting from the oil refining industry to the polysilicon industry – it’s Tongwei, and I’ll have to learn everything from scratch again!
The photovoltaic industry will play the leading role in future primary energy, while wind power may be in second place. China has become the world’s leading manufacturer in the photovoltaic sector, playing a key role at this level. At the same time, as Chinese photovoltaic technology spreads around the world, it is accelerating the pace of energy transition in developed countries. It also provides new paths for development in the countries and regions along the Belt and Road Initiative, as well as in many underdeveloped areas, helping them avoid the old approach of polluting first and then dealing with the consequences, and thus enabling them to embark on a path of sustainable development.
The average on-grid electricity price in 2020 had dropped to 0.35 yuan/kW·h (kilowatt-hour)