Chinese photovoltaic companies are accelerating to go abroad

With the clear goal of carbon neutrality in countries around the world, photovoltaics have increasingly become a "red man"
in the field of renewable energy.
Due to the market share of Chinese photovoltaic companies in the global photovoltaic industry, the photovoltaic industry in full swing has accelerated Chinese photovoltaic companies to go abroad
.
According to the latest research report released by PVInfoLink, a third-party industry analyst, China's cumulative export of photovoltaic modules in January ~ August was 108GW, a year-on-year increase of 96%, which has exceeded the export scale
of 88GW in 2021.
Due to the acceleration of energy transformation in overseas markets such as Europe, the demand for photovoltaic products is strong, and the export volume of photovoltaic products in China is rising
.

Many countries around the world have raised their installed targets

Since the beginning of this year, many countries and regions have raised their PV installation targets
.
France announced in February that it would increase its installed solar capacity to more than
100GW by 2050.
In March, the European Union announced its energy independence proposal, raising the forecast of European PV installed capacity to 1,000GW in 2030; In July, the EU Parliament passed amendments to the bill to increase the share of renewable energy, which will increase from 40% to 45%
by 2030.
The United Kingdom, Portugal and Germany have also announced that they will increase their PV installed capacity
by 2030.

The U.
S.
Wood Mackenzie said that in 2022, the installed capacity of photovoltaics in the United States will increase by 66% compared with the original forecast, and by 2030, the installed capacity of photovoltaics in the United States is expected to increase by 70GW
per year.
Bloomberg New Energy Finance photovoltaic market analysts said that photovoltaic is expected to lead the global renewable energy into a period of rapid development, it is expected that this year, the global photovoltaic new installed capacity will exceed the 200GW mark, conservative estimate at about 223GW, optimistic estimate or 280GW.

Domestic enterprises accelerate their overseas expansion

Under the background of the acceleration of global renewable energy transformation and the rapid expansion of installed demand for photovoltaic power generation, many domestic enterprises are accelerating their expansion into overseas markets
.

Statistics from the China Photovoltaic Industry Association show that in the first half of the year, China's exports of photovoltaic products such as silicon wafers, cells, and modules were about 25.
9 billion US dollars, a year-on-year increase of 113%; The export volume of photovoltaic modules was 78.
6GW, a year-on-year increase of 74.
3%.

The export situation shows a trend of increasing volume and price
.

Recently, many domestic enterprises have made new moves
.
Chint New Energy announced the signing of HOFOR Denmark 29MW photovoltaic project, providing engineering general contracting and operation and maintenance services
for photovoltaic power station projects.
Trina Solar Extreme 670W series ultra-high power modules were shipped to a major sustainable energy solutions developer
in Spain.
Qatar's 800MW ground power station, supplied by LONGi Green Energy, is connected to the grid at full capacity, marking the official commissioning of the world's third largest single photovoltaic power station
.

Lu Chuan, chairman of Chint New Energy, believes that due to the doubling of European demand for photovoltaic and inflation, the price of raw materials in the photovoltaic industry has risen, and the electricity price of European photovoltaic power generation projects has doubled in 15-year long-term power purchase agreements
.
Driven by the market, the domestic photovoltaic industry may begin a new round of capacity expansion
.

When going to sea, pay attention to avoiding risks

Relevant experts in the photovoltaic industry pointed out that while domestic enterprises accelerate their overseas layout, they should also note that carbon barriers are becoming a new problem in international trade, and industries such as batteries and photovoltaics are facing the risk of carbon footprint compliance of export products
.

Wang Bohua, honorary chairman of the China Photovoltaic Industry Association, pointed out that China's foreign trade situation is becoming more and more severe and complex, and many countries want to weaken the cost competitiveness of China's photovoltaic products through green trade barriers to reshape the global competition pattern
.
For example, South Korea and the European Union have put forward carbon footprint requirements for the eco-design and energy efficiency labels of photovoltaic modules; The environmental product declarations issued by Sweden and Italy are more demanding than carbon footprint certification; France's energy regulator has prioritized projects
using low-carbon photovoltaic modules.

Li Gao, director of the Department of Climate Response of the Ministry of Ecology and Environment, said at the regular meeting of the Ministry of Ecology and Environment in October that the carbon border adjustment mechanism formulated by the EU actually sets a new entry threshold, which will make it more difficult to export China's related products
.
China opposes any form of trade and technology barriers
in the name of climate change.
At the same time, from the perspective of the domestic work needs for implementing the "dual carbon" goal, it is also necessary to carry out carbon footprint evaluation, promote the establishment of carbon labeling system, etc.
, including establishing and improving the method of carbon emission accounting for key products, promoting the establishment of a basic carbon emission database for the whole life cycle of products, carrying out institutional research on China's product carbon footprint and carbon labeling, and exploring the establishment of a certification system that is more suitable for the new situation and new rules of international trade
.