New tuyere has arrived, which development direction are Guangfu Longtou optimistic about

category:Finance
 New tuyere has arrived, which development direction are Guangfu Longtou optimistic about


Zhong Baoshen pointed out to the first finance and economics reporter that in the past, the power generation end was continuous (power generation), but the consumption at the power consumption end was discontinuous, so it needs to be adjusted through price mechanism, pumped storage and other mechanisms. The photovoltaic + energy storage mode is exactly the daytime power generation and night energy storage, which is consistent with the trend of power consumption, so it will bring about changes in the energy system.

This has brought great opportunities for the development of energy storage industry. Li Zhenguo pointed out that the cost of chemical energy storage is one-third of that ten years ago, and the cost can be reduced to one third of the present in the next ten years. Therefore, with the gradual decline of photovoltaic cost and the gradual maturity of energy storage technology, more clean energy can be produced from clean energy in the future.

In addition, 5g and the new infrastructure are also the focus of attention. Gao Jifan, chairman and general manager of Trina Solar Energy Co., Ltd. (688599. SH), said at the Forum: the new infrastructure represented by 5g, big data center, charging pile, clean energy, artificial intelligence, industrial Internet, etc., will usher in explosive development.

Zhu Gongshan, chairman of GCL (Group) Holding Co., Ltd., judged that a new wind has come for the industry. Photovoltaic is the best partner in large-scale energy storage, industrial, commercial and household energy storage, 5g base station energy storage, data center energy storage and other full scene energy storage applications. In the next five years, Chinas photovoltaic + energy storage alone is likely to achieve an annual export earning capacity of US $200-400 billion. Zhu Gongshan said.

Zhu Gongshan also pointed out the Photosynthesis of 5g technology and photovoltaic. He believes that photovoltaic can be closely integrated with 5g base station, UHV, big data, AI intelligence, new energy charging pile, industrial Internet, intercity railway, etc., and participate in the whole process of 5g comprehensive energy life cycle management. In addition, photovoltaic + sewage treatment plants, big data parks, smart home furnishings, logistics cloud warehouses, green ports, passive ultra-low energy consumption buildings will become more and more common. Therefore, the IEA predicts that the global PV installed capacity is expected to reach 1721gw by 2030 and further increase to 4670gw by 2050. As for the urgent problems in the development of photovoltaic industry, Liu Hanyuan, chairman of the board of directors of Tongwei group (600438. SH), pointed out that the increasing proportion and space of renewable energy planning given by the national development and Reform Commission is far from enough. In the next energy fourteenth five year plan, renewable energy and photovoltaic industry need to be given more development space. In addition, Cao Renxian, chairman of sunshine Power Co., Ltd. (300274. SZ), called for a carbon tax on fossil energy as soon as possible, so as to maintain a fairer competitive environment for renewable energy. Source: Wang Xiaowu, editor in charge of Finance and Economics_ NF

Zhu Gongshan also pointed out the Photosynthesis of 5g technology and photovoltaic. He believes that photovoltaic can be closely integrated with 5g base station, UHV, big data, AI intelligence, new energy charging pile, industrial Internet, intercity railway, etc., and participate in the whole process of 5g comprehensive energy life cycle management. In addition, photovoltaic + sewage treatment plants, big data parks, smart home furnishings, logistics cloud warehouses, green ports, passive ultra-low energy consumption buildings will become more and more common. Therefore, the IEA predicts that the global PV installed capacity is expected to reach 1721gw by 2030 and further increase to 4670gw by 2050.

As for the urgent problems in the development of photovoltaic industry, Liu Hanyuan, chairman of the board of directors of Tongwei group (600438. SH), pointed out that the increasing proportion and space of renewable energy planning given by the national development and Reform Commission is far from enough. In the next energy fourteenth five year plan, renewable energy and photovoltaic industry need to be given more development space. In addition, Cao Renxian, chairman of sunshine Power Co., Ltd. (300274. SZ), called for a carbon tax on fossil energy as soon as possible, so as to maintain a fairer competitive environment for renewable energy.