光伏行业经历过去两年的抢装期，开始回归理性。拥有核心技术优势、项目落地实施能力强的公司开始释放势能，创造出颠覆性并引领未来市场的产品。 1997年创立的天合光能，目前已经是全球领先的光伏智慧能源整体解决方案提供商。这也是创始人高纪凡自信的来源。当年放弃去美国伯克利大学攻读博士学位的机会，在广东的一间陋室里，高纪凡开发出8个填补国内空白、替代进口的化工新产品。随后市场嗅觉敏锐的他，关注到太阳能技术，并创立天合光能。 2018年他曾获评“改革开放40年•最受尊敬的苏商功勋人物”。2019年3月，高纪凡第7次出席“博鳌亚洲论坛2019年年会”，为企业全球化、创新驱动及高质量发展等主题贡献天合智慧。  

一 创新产品的 “底牌”实验室 

在高纪凡看来，以创新为首的发展战略，可保证天合光能在行业内一直处于领先地位。未来仍旧如此，因为他们有一个极度专业的“光伏科学与技术国家重点实验室”为何称之为极度专业？它凝聚着来自全世界顶尖的专家和人才。至今，该实验室在光伏电池和组件的转换效率、输出功率等方面连续创造和刷新18次世界纪录。 这个在2013年顺利通过科技部验收的实验室，是在发展初期的光伏行业第一轮大洗牌后，高纪凡做出的重要决策，现已发展成为世界级的技术创新平台。“当时很多企业把几十个亿甚至上百亿全去投产能，但是我们更重要的是搞科技创新。”高纪凡说道。截至2018年底，天合光能“光伏科学与技术国家重点实验室”在中国境内的发明专利授权量达284件，发明专利拥有量行业领先，同时主导和参与92项标准制定，其中已发布标准达67项。  

      自十八大以来，党中央、国务院高度重视生态文明建设和环境保护，将生态文明建设纳入“五位一体”总体布局，并提出“创新、协调、绿色、开放、共享”五大发展理念，十九大也在谈能源转型、煤炭消费的减少、清洁能源发展，未来清洁能源绿色低碳转型将成为发展的重点方向，创新是光伏行业的未来发展之路。 高纪凡曾表示，中国企业在能源领域的创新投入正在惠及全世界，正在推动全球的能源变革。天合光能经过二十几年韬光养晦，目前在技术研发水平已成厚积簿发之势。 

二 技术沉淀带来更高产品价值 

      当前市场，P型光伏组件大行其道。究其原因，P型电池的技术相对成熟，成本较低，投入产出收益高，承载着光伏系统应用的重要环节，必不可少。天合光能常务副总裁印荣方认为，光伏行业目前有三个演化，第一，市场在演化，第二，商业模式在演化，第三，产品在演化。每家企业都有各自专注的市场和发力点，而天合光能3月份的全新四大组件系列，把P型组件产品进行系列化的细分，抛开单一技术模式的争论，从应用场景和经济性两个维度看，力图进一步降低系统度电成本，给客户带来更高的产品价值。  

“自2015年，我们开始在全球范围做组件产品市场应用情况的跟踪调研，这为针对不同光伏应用场景的系列化分类提供重要依据。”印荣方表示。多年沉淀，使得天合光能能够运用成熟工艺将多种主流技术叠加到一起，实现组件功率的大规模量产突破，巩固其在P型组件量产技术及产品性能方面的领导地位。 今年春分之时，天鲸、天鳌、天鳌双核及天雀四大系列组件正式发布，天合光能大规模量产组件的最高功率已达415W。

     其中，新品天鳌双核系列双面双玻组件专门针对雪地、沙地等高反射环境，能最大程度发挥双面发电性能，组件背面可提升5%至30%的发电量。长达30年质保期内，结合其低衰减的优势，可额外提升21%的发电量。作为全球首批推动双玻组件产业化的企业之一，天合光能在双玻技术应用领域积累了多年经验。公司现持有28项技术专利，是业内第一家获得TÜV双玻认证的光伏企业，并率先实现批量化生产。“此次新品发布，对于天合光能的双玻组件也可称为二次起步。随着双面技术的突破和应用场景的多样化，结合天合光能在双玻技术上的独特优势，我们相信双玻组件能够得到更广泛的运用，天合光能也希望通过和行业人的共同努力，把这一性能和经济性上都非常优秀的产品，提升到新的应用阶段。”印荣方表示。 此前，受限于成本，传统无边框双玻组件在高风压地区很难兼顾安装的可靠性。如果给双玻组件增加边框，又会增加成本，影响收益，基于此，天合光能全新推出的组件部分边框设计可同时兼顾经济性与可靠性。据悉，某央企在山东申请150MW平价上网项目，业主单位原计划使用固定支架加大尺寸多晶组件，收益率不能达到9%。经过天合光能团队对7个经济性技术方案的对比，最终采纳的大尺寸双面双玻组件加多排联动跟踪支架方案，可以降低度电成本0.27元/kWh，发电量增益达到 19.8%，内部收益率达到9.4%。  

三 强者更强的晋级之路 

光伏组件的产能目前仍集中在传统的“豪强”手中。根据《光伏变迁见证者》的统计数据，大陆组件产能累计达到177.87GW。晶科、天合光能、晶澳、韩华等老牌光伏企业产能排名均靠前。业内专家判断，光伏行业今年将迎来“分水岭”。强者更强，弱者更弱，甚至退出。 在光伏行业的其他几个主流赛道里面，都诞生过独角兽，资源向“寡头”公司逐步倾斜。企业发挥先行先发优势、研发颠覆性产品才会得到市场关注。“从硅料到硅片，特别是单晶，本身就有集聚效应，从组件端来看，也能看到集聚趋势，尤其随着海外市场的兴起，组件品牌优势会越来越明显，因为老牌企业有全球网络，有更强的抗风险能力，也有足够的交付能力。光伏行业需要对未来不断做预测，而对于未来经营风险的把握，包括未来的产品路线规划，这些企业也会有更好的预判。”印荣方表示。 天合光能四大系列组件的发布，以最高415W的量产输出功率一枝独秀，引领行业，标志着国内光伏企业正式迈入以400W量产输出功率为起点的光伏4.0时代。而随着光伏超低价格时代的推进，从国内外龙头企业高效产品的研究和发布来看，400W+光伏组件规模化应用正强势到来。 

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2019年6月1日-2日，北京能见科技发展有限公司继续联合中国电力科学研究院，以及中国能源研究会、能源基金会、国网电动汽车服务有限公司共同举办“2019（第三届）电力市场国际峰会暨IEEE PES CHINA 电动汽车技术委员会成立大会”。峰会将邀请国际电力市场机构、各主管部门、电力交易中心、售电公司、电动汽车公司、增值服务公司、金融机构等齐聚北京，共同研讨电力现货市场、电力金融市场等相关话题。详情请点击报名启动 | 2019电力市场国际峰会暨IEEE PES 电动汽车技术委员会成立大会

Photovoltaic industry experienced the past two years of rush installation period, began to return to rationality.Companies with core technology advantages and strong project implementation ability begin to unleash potential energy to create disruptive and market-leading products in the future. Founded in 1997, Trina Solar is now the world's leading provider of total photovoltaic smart energy solutions.This is also the source of founder Gao Jifan's confidence. In a shack in Guangdong province, Gao JiFan, who gave up the chance to study for a PhD at Berkeley University in the US, developed eight new chemical products to fill gaps in China and replace imports. Then, with a keen sense of the market, he focused on solar technology and founded Trina Solar.In 2018, he was awarded "The Most Respected Meritorious Person of Jiangsu Business during the 40 Years of Reform and Opening Up". In March 2019, Gao Jifan attended the Boao Forum for Asia Annual Conference 2019 for the 7th time, contributing Tianhe Wisdom to the themes of corporate globalization, innovation-driven and high-quality development.

The "bottom card" laboratory of an innovative product

In Gao Jifan's view, innovation-led development strategy can ensure that Trina Light has been in the leading position in the industry.And that will continue to be the case, because they have an extremely specialized State Key Laboratory of Photovoltaic Science and Technology. Why is it extremely specialized?It brings together top experts and talents from all over the world.Up to now, the laboratory has created and broken 18 world records in terms of conversion efficiency and output power of photovoltaic cells and modules. This laboratory, which successfully passed the acceptance of the Ministry of Science and Technology in 2013, was an important decision made by Gao Jifan after the first round of big reshuffle of the photovoltaic industry in the early stage of development, and has now developed into a world-class platform for technological innovation."At that time, many enterprises devoted tens or even tens of billions of dollars to production, but what was more important for us was scientific and technological innovation." "Gao Jifan said.By the end of 2018, the "State Key Laboratory of Photovoltaic Science and Technology" of Trina Solar Energy had granted 284 invention patents in China, leading the industry in the number of invention patents. At the same time, Trina led and participated in the development of 92 standards, among which 67 standards had been issued.

Since the eighteenth big, the CPC Central Committee and state council attaches great importance to ecological civilization construction and environmental protection, ecological civilization construction should be brought into the "five one" the overall layout, and put forward the "innovation, coordination, green, open, sharing" five development philosophy, 19 big also talking about energy transformation, reduce the coal consumption, clean energy development, the future of clean energy will become the focus of the development of green low carbon transformation direction, innovation is the road to the future development of photovoltaic industry. Gao Jifan has said that Chinese enterprises' investment in energy innovation is benefiting the whole world and driving global energy reform.After more than 20 years of low profile, Trina Solar has become a strong momentum in technology research and development.

Technical precipitation brings higher product value

In the current market, P-type photovoltaic modules are popular.The reason is that the technology of P-type battery is relatively mature, the cost is low, the input-output income is high, and it bears the important link of photovoltaic system application, which is indispensable. Yin Rongfang, executive vice president of Trina Solar, believes that there are three evolvations in the photovoltaic industry: first, the market is evolving, second, the business model is evolving, and third, the product is evolving. Every company has its focus on the market and the swimmer, while trina solar in March, a new series of four major components, split type P component product seriation, discard the technology model, from two dimensions of application scenarios and economy, to further reduce system KWH cost, bring a higher product value to customers.

"Since 2015, we have been tracking the application situation of the module products in the global market, which provides an important basis for the serialization of different photovoltaic application scenarios." Yin Rongfang said.Through years of precipitation, Trina Solar has been able to use mature processes to stack multiple mainstream technologies together to achieve mass production breakthroughs in component power and consolidate its leading position in P-type component mass production technology and product performance. This year, when the spring equinox, sky whale, day ao, day ao dual-core and sky finch four series of components were officially released, trina solar mass production components of the highest power has reached 415W.

Among them, the new Tiao dual-core series double-sided double-glass modules are specially designed for high reflection environment such as snow and sand, which can maximize the performance of double-sided power generation. The back side of the module can increase the power generation capacity by 5% to 30%. Up to 30 years warranty period, combined with the advantages of low attenuation, can increase the power generation by an additional 21%.As one of the first enterprises in the world to promote the industrialization of double glass components, Trina Solar has accumulated many years of experience in the field of double glass technology application. The company now holds 28 technical patents, and is the first photovoltaic enterprise in the industry to obtain TUV double glass certification, and the first to achieve mass production. "This new product release, for Trina Solar's dual glass components can also be called the second start. As the breakthrough of double-sided technology and the diversification of application scenarios, in combination with the unique advantages of trina solar on the double glass technology, we believe that the double glass components can be more widely used, trina solar also hope that through people and industry work together to put on the performance and fuel economy have very good products, to new application stage.Yin Rongfang said.Previously, due to cost constraints, traditional bezel-less dual glass components in high wind pressure areas are difficult to take into account the reliability of installation. If you add a frame to a double glass module, it will increase the cost and affect the revenue. Based on this, Trina Solar's new component part frame design can give consideration to economy and reliability at the same time. It is reported that a central enterprise in Shandong applied for a 150MW parity Internet project, the owner originally planned to use a fixed bracket to increase the size of polycrystalline components, the yield can not reach 9%.After comparing 7 economic and technical solutions, Trina Solar team finally adopted the scheme of large-size double-sided, double-glass components and multi-row linkage tracking bracket, which can reduce the kWh cost by 0.27 yuan /kWh, power generation gain reaches 19.8%, and internal rate of return reaches 9.4%.

The three teams will be stronger on the way to promotion

PV module production is still concentrated in the hands of the traditional "big guns".According to the statistical data of "photovoltaic change witness", the accumulative production capacity of mainland modules reached 177.87GW. Veteran photovoltaic companies such as Jinko, Trina Solar, JA and Hanwha all rank high in production capacity.Industry experts judge that the photovoltaic industry will usher in a "watershed" this year. The strong get stronger, the weak get weaker and even quit.In several other major circuits in the photovoltaic industry, unicorns have been born, and resources are gradually tilted toward "oligarchs". First-mover advantage, research and development of disruptive products will get market attention."From silicon to silicon wafers, especially single crystals, there is an agglomeration effect itself. From the component side, we can also see the agglomeration trend. Especially with the rise of overseas markets, the component brand advantage will become more and more obvious, because the established companies have a global network, stronger risk resistance, and sufficient delivery capacity. The photovoltaic industry needs to continue to make predictions for the future, and for the grasp of future business risks, including future product route planning, these enterprises will also have a better forecast." Yin Rongfang said.The release of the four series modules of Trina Solar led the industry with the highest mass production output power of 415W, marking that the domestic photovoltaic enterprises have officially entered the photovoltaic 4.0 era starting from the mass production output power of 400W. With the promotion of the era of ultra-low price of photovoltaic, from the research and release of efficient products of leading enterprises at home and abroad, the large-scale application of 400W+ photovoltaic modules is coming strongly.

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From June 1st to 2nd, 2019, Beijing Nengjian Technology Development Co., Ltd., together with China Electric Power Research Institute, China Energy Research Society, Energy Foundation, and State Grid Electric Vehicle Service Co., Ltd., jointly held the "2019 (3rd) Power Market International Summit & IEEE PES China Electric Vehicle Technical Committee Incorporation Conference". The summit will invite international power market institutions, competent departments, power trading centers, electricity selling companies, electric vehicle companies, value-added service companies, financial institutions and other institutions to gather in Beijing to jointly discuss the power spot market, power financial market and other related topics.For details, please click on the registration start | international summit and the IEEE PES 2019 power market electric vehicle technology committee meeting