Photovoltaic industry: continue to walk on the edge of real estate


Shi Zhengrong, who hopes that ordinary Chinese residents can enjoy solar power after three or five years, will have solar cells on the roof of his rural home.

The 2006 China's new richest man led his company Wuxi Suntech Power Co., Ltd. (NY:STP) in the United States on the New York Stock Exchange in the end of 2005, successfully listed.

The photovoltaic industry is the mainstay of the solar industry. At present, solar energy companies listed in China are concentrated in the photovoltaic industry. In addition to Wuxi Suntech, Changshu Artes, Changzhou Trina Solar, and Jiangsu Linyang New Energy have all been listed on the US stock exchange.

But as a real estate industry media, we rarely report on this industry. The reason is obvious. Photovoltaic power generation is rarely used in residential buildings.

Suntech once installed a 3.5-kilowatt photovoltaic grid-connected power generation system on the roof of 88 buildings in the Wuxing Wuxing Garden Community, with a total of 300 kilowatts, trying to explore the feasibility of implementing a household photovoltaic system in the urban community.

However, it is not easy to declare a grid connection, and the asymmetry of investment and recycling makes Suntech a headache. The investment cost is 4~5 yuan per kWh, and the actual purchase price is only 3.5 yuan. The investment company also needs to supplement the project.

Although Shi Zhengrong once said that if our people increase their electricity bill by one cent, China is the world's largest solar power market. However, 90% of Suntech's products are sold overseas.

It is reported that in Germany and Japan, the government has adopted a subsidy policy. For example, in Japan, residents spend 50% of the cost of installing solar power equipment; and solar power is integrated into the grid, which is bought by the government at a high price; the price of residential electricity is lower than the purchase price. In China, there is no similar policy.

However, many companies are still looking for opportunities in photovoltaic power generation in their homes, although they are naturally more involved in commercial buildings.

An example of the overall renovation of photovoltaic lighting in the vestibule parking lot of the Residence Building, jointly developed by the United Kingdom-based Ford Energy Technology Corporation and the Beijing Residence Group. In this project, the solar energy technology was adopted in the parking lot of the General Building.

In China, the first photovoltaic glass curtain wall building in China also appeared. That is, Shenzhen Fangda Group has adopted a photovoltaic glass curtain wall in Fangda Building, with an effective area of ​​93.8 square meters and a designed peak power of 10.3 kilowatts.

The industry even proposed the concept of the third type of real estate, that is, in the future, on the roof and facade of all buildings, solar photovoltaic panels can be installed like real estate development to provide affordable green power to home users.

How far is the future? It is still difficult to predict. One thing that needs to be clearly stated is that to make solar PV really work, the price subsidy mechanism must follow. During the two sessions this year, some representatives proposed a proposal to include solar photovoltaic power generation into the feed-in tariff.

In addition, some representatives suggested credit and tax incentives for polysilicon production. Although China is the third largest producer of solar cells in Japan and Germany in the world, China has long relied on imports for polysilicon, which accounts for 70% of the cost of solar power systems. Therefore, the cost of solar photovoltaic equipment remains high. The localization of polysilicon production has become a paradox for solar power generation.

Once these aspects are not solved well, solar PV will not only continue to swim on the edge of real estate, but the export volume will continue to remain high. If so, the photovoltaic equipment pollutes China's environment in production, and it is energy-saving for other countries in the application.



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