图片展示
图片展示

Industry News


[Industry analysis] Monocrystalline silicon solar power generation has obvious advantages and installed capacity is expected to expand

Clicks:2438Issuing time:2014-12-16 15:56:23

  According to the two photovoltaic power generation data learned, single-crystal silicon power stations with the same installed capacity have higher power generation than polysilicon. A report comes from a large-scale ground photovoltaic power plant in Ningxia. The holder is one of the five largest power generation groups in China. The comparison of power generation in the past three years shows that photovoltaic power plants with the same installed capacity use monocrystalline silicon technology to generate more electricity than polysilicon %about.

  The power advantage of monocrystalline silicon photovoltaic power plants is not limited to large ground power plants. Another report came from the photovoltaic carport in front of the employee dormitory of Qingdao Longsheng Silicon Technology Co., Ltd. in Shandong. The result is that the power output of the monocrystalline silicon carport is 5% -8% higher than that of polysilicon.

  Pan Zhiming, Commercial Manager of Longsheng Silicon Silicon said, "In the future, the company plans to expand the construction of monocrystalline silicon solar power plants." "Golden Sun" project.

  Single-crystalline silicon and polycrystalline silicon are two technical routes of solar photovoltaic crystalline silicon modules. They are divided into single-crystal and poly-crystalline because of different lattice arrangements. The general view is that single crystal silicon has the advantage of high power generation, but the cost is relatively high. However, the latest data show that the comprehensive construction cost of the two power stations is almost flat, and in the later period of operation and maintenance, monocrystalline silicon has certain advantages.

  At present, the major manufacturers of the domestic monocrystalline silicon industry chain are Longji, Sunshine Energy, Comtec, Jinglong Group, Zhonghuan, etc., and GCL-Poly, which used to dominate polysilicon, also plans to produce monocrystalline silicon .

  A number of research institutions predict that the installed capacity of monocrystalline silicon will increase significantly in the next five years.

  More than 5% of power generation

  According to the data of a large-scale ground photovoltaic power plant built in Ningxia, single-crystal silicon power stations have an average power generation of 5% more than polysilicon.

  From September 2012 to September 2014, project owners compared the power generation capacity of monocrystalline silicon and polycrystalline silicon photovoltaic power plants with the same installed capacity. In a total of 26 months, monocrystalline silicon power plants generated nearly 2 million more electricity than polycrystalline silicon power plants The average monthly difference is 80,000 degrees, of which the maximum difference appeared in July 2013, and the difference between the two reached nearly 400,000 degrees. Calculated based on the average solar photovoltaic grid-connected electricity price of 1 yuan / degree, which means that the income of the power station holders will increase by 2 million yuan.

  Comparison of technical routes is not limited to large-scale ground photovoltaic power stations.

  The same conclusion was reached for another piece of data. Qingdao Longsheng Crystal Silicon's solar carport is a distributed solar power station built to compare different technology routes. In order to avoid interference from other factors, the experimenter designed the polysilicon system, single crystal double-sided glass system, and single crystal silicon system to have the same inclination angle, height from the ground, light, and heat conditions of the three carports. The relationship between the actual power generation in the case of wattage, and then the actual investment income level is measured.

  Data as of the end of July this year shows that the average wattage of monocrystalline silicon carports is 6% higher than that of polysilicon on average, and the stronger the light, the more obvious the advantages of monocrystalline silicon power stations. Pan Zhiming told: "On a rainy day with poor lighting, a single crystal generates 5% more power than a polycrystalline, and the difference between the two on the day when the light is the strongest is 9%." He said that the reason for comparing the profit levels of various technology routes is In order to use better photovoltaic modules in future construction. Longsheng Crystal Silicon is a developer of photovoltaic power stations in Shandong Province and currently owns 1/2 of the "Golden Sun" project in Shandong Province.

  After researching monocrystalline and polycrystalline photovoltaic power plants, a number of securities firm research institutions have affirmed the former's power generation advantages. These securities firms include Changjiang Securities, Bank of China International, Guoxin Securities, and CITIC Construction Investment. Changjiang Securities stated in the follow-up report that "high-efficiency single-crystal products have obvious advantages in conversion efficiency over ordinary crystalline silicon, and in terms of efficiency, the single-crystal technology route is not controversial."

  The installed capacity of monocrystalline silicon is expected to expand

  Due to the continuous disclosure of measured data, the power generation advantage of monocrystalline silicon photovoltaic power plants has gradually been recognized by the industry, but compared to polysilicon, the reality of its slightly higher cost has previously prevented the monocrystalline market share from increasing.

  At present, domestic monocrystalline silicon power stations account for about 10%, and most of the rest are polysilicon and a small amount of thin film. With the advantage of cost, polycrystalline photovoltaic has gradually developed into the mainstream of domestic photovoltaic applications in the past few years.

  The proportion of international monocrystalline silicon routes is higher than that of China. In 2013, the global installed capacity was 38GW, of which 8-9GW were monocrystalline products, accounting for 21% -24% of global installed capacity. If domestic factors are eliminated (in 2013, China installed 12GW, very few power stations used single crystal products), the actual proportion of single crystals worldwide is 31% -35%. But still below polysilicon.

  However, the latest survey data shows that if multiple factors such as construction and maintenance are considered, the overall cost of monocrystalline silicon power plants is almost the same as that of polysilicon.

  "Using a monocrystalline power station can save construction costs such as supports and cables, and in the same installed capacity, monocrystalline silicon power plants occupy a smaller area." Pan Zhiming said: "The components used in the carport, polysilicon The power of the module is 250 watts, the power of the monocrystalline silicon module is 265 watts, and the distributed roof resources are increasingly scarce. "

  The data of Xunlong Shengjing Silicon indicate that, in terms of distributed power stations, the cost of building single and polycrystalline power stations is 8.5 yuan / W.

  In terms of large-scale ground power stations, the overall cost of monocrystalline silicon is slightly higher than that of polysilicon. It is reported that the cost of constructing a 1W monocrystalline power station is 8.15 yuan, and the cost of a polycrystalline power station is 8 yuan, that is, the construction cost of a single crystal is 2% more than that of a polycrystal.

  Although the construction cost of single crystal is 2% higher than that of polycrystalline in large-scale ground power stations, if the actual power generation gap is 5%, the cost advantage of single crystal can be shown.

  Changjiang Securities concluded that "there is still potential for the cost of single crystal products to drop, overseas demand is steadily increasing, and distribution is expected to drive the domestic market. By 2018, the proportion of single crystals and polycrystallines will each reach 50%."

  "For example, China Power Investment Corporation, now it is very clear to use single crystal, in its power station single crystal power generation advantage is obvious. Yellow River Hydropower this year, the single crystal target adjusted to 500MW." The chairman of a single crystal silicon leading listed company said.

  Even the manufacturers whose main business is polysilicon have started to produce monocrystalline silicon products.

  GCL-Poly, the largest domestic manufacturer of polycrystalline silicon wafers, recently announced the introduction of new N-type monocrystalline silicon wafers in its original product line; on March 21, Kyocera Japan, which has been producing polycrystalline products for many years, announced the addition of monocrystalline silicon module products; On June 17, Tesla's head, Musk, another star company, Solarcity, announced the acquisition of monocrystalline panel maker Cylon Power and plans to build a module production capacity of more than 1GW per year in New York within the next two years.

  The 2014 edition of the International Photovoltaic Technology Roadmap (ITRPV) predicts that by 2024, monocrystalline silicon wafers will occupy about 50% of the crystalline silicon market.

图片展示
图片展示

 WeChat Public Account

图片展示

 Tik Tok Public Account

CONTACT US

Contact information

 

Contact number:0991-6392099

E-mail:xtny@xinteenergy.com

Address:No. 2499, Guangdong Street, Ganquanbao Economic and Technological Development Zone (Industry Park), Urumqi Xinjiang

Xinte Energy Co., Ltd