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光伏第三次革命來了!
返回列表 來源: 發(fā)布日期: 2022.02.18 瀏覽次數(shù):

自發(fā)自用,余量上網”是指 2022年, 問題1:今天新上市的晶科能源大漲,怎么看?晶科能源與隆基股份、晶澳科技、天合光能類似,是021年,新型電力系統(tǒng)、硅料漲價、 最近翻評論區(qū),看到很多老鐵都說想要一個簡化的文字版本,以方便更好地去吃透視頻里的邏輯。身為寵粉up主,從今天開始老劉就自己當課代表,給大伙把最核心的東西整理出來,讓你們看得清晰、看的順暢。下面就是本期的主要內容了,記得先贊后看哦~
第三次光伏革命要來了嗎?本期主要聊這個話題。先來看第一次光伏革命,發(fā)生在成本領域。當時多晶硅非常貴,導致發(fā)出來的電是火電的十倍,所以根本推廣不了。這時候隆基股份堅定的選擇了單晶硅,搞出兩個關鍵技術復投拉晶技術和金剛線技術,讓單晶硅成本大大下降,這樣光伏發(fā)電終于能大面積使用了。
然后是第二次光伏革命,發(fā)生在效率領域。當時光伏發(fā)電的轉化率太低,比不上火電。這時候愛旭股份搞出了perc技術,大大增加了光伏的發(fā)電效率,這時候光伏和火電在成本和效率上基本持平了。我們要講的第三次光伏革命其實就是在摳一遍細節(jié),讓光伏更上一層樓,徹底打敗火電。這時候保利協(xié)鑫就開始用硅烷流化床法處理顆粒硅,代替了原來的用改良西門子法處理塊狀硅,直接把成本從10億降到6億。

Looking through the comments section recently, I saw many old fans saying that they want a simplified text version to better understand the logic in the video.   As a fan of pet up, Lao Liu has been acting as the class representative since today, sorting out the core things for everyone, so that you can see clearly and smoothly.   The following is the main content of this issue, remember to like it before you see it  

Is the third photovoltaic revolution coming?  This is our topic.  Let's start with the first photovoltaic revolution, which occurred in the area of cost.   At the time, polysilicon was so expensive that it produced ten times as much electricity as thermal power, so it was impossible to spread.  At this time, Longi firmly chose monocrystalline silicon, and came up with two key technologies: double casting crystal technology and diamond line technology, which greatly reduced the cost of monocrystalline silicon, so that photovoltaic power generation can finally be used in a large area.  

Then there is the second photovoltaic revolution, in the area of efficiency.  At that time, the conversion rate of photovoltaic power was too low to match that of thermal power.  At that time, Asu developed perC technology, which greatly increased the power generation efficiency of photovoltaic. At this time, the cost and efficiency of photovoltaic and thermal power are basically equal.  We are going to talk about the third photovoltaic revolution is actually in detail, let photovoltaic to the next level, completely beat thermal power.  At this point gCL-Poly began to use silane fluidized bed process to treat silicon particles instead of the original modified Siemens process to treat bulk silicon, directly reducing the cost from 1 billion to 600 million.  


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