China's solar energy resources rich development prospects are optimistic

On November 21, the Chinese Academy of Social Sciences officially released the 2012 Green Paper on Climate Change. The Green Paper points out that the future investment hotspots will be solar photovoltaic building integration, concentrated solar energy (CPV), and concentrating solar thermal power generation. China has a large amount of solar energy resources and great potential for future development. Solar photovoltaic building integration, concentrated solar energy (CPV), and concentrating solar thermal power generation have become investment hotspots.

The "Climate Change Green Paper" pointed out that the investigation of solar energy resources in China has started relatively late, and the results of resource development potential analysis currently obtained remain at the total amount of resources. The National Solar Energy Resources Assessment completed by the China Meteorological Administration in 2010 shows that the total annual total radiation in China has increased first and then decreased and then increased again from northwest to southeast. In general, the west is more than the east, the plateau is larger than the plain, and the inland More than coastal and dry areas are larger than wet areas. The total national average total annual radiation is about 1500 kWh/m2, and the total annual total amount of radiation (above 98%) is above 1000 kWh/m2, and about 3% of the total area reaches 2000 kWh/m2 or more. The southern Tibet and the Golmud region of Qinghai are two high-value centers of total horizontal radiation in China. The maximum values ​​appear in southern Tibet at 2140 kWh/m2. Chongqing is the low-value center of China's total horizontal radiation, and the minimum value is 905 kWh/m2. From the perspective of total resources, most regions in China are suitable for the development and utilization of solar energy.

The direct radiation of the horizontal plane reflects the solar energy resources available for photovoltaic power generation. After analysis and calculation, the theoretical total of horizontal solar energy resources is 168 billion kilowatts, and the theoretical total of horizontal plane direct resources is 920 billion kilowatts. Regarding the theoretical total amount of solar energy resources in the provinces (autonomous regions and municipalities), Xinjiang has the highest total of 285.523 billion kilowatts, but in terms of the annual total amount per unit area, it is the highest in Tibet, at 1885.50 kwh/m2.

The global photovoltaic power generation has exceeded 40 GW, and the growth of photovoltaic power generation in Europe has exceeded that of wind power. Photovoltaic power generation has become the third largest renewable energy development power source after hydropower and wind power. The National Energy Administration's “12th Five-Year Plan for Renewable Energy Development” (Draft for Soliciting Opinions) calls for a detailed investigation of solar energy resources, and through policy support and guidance, comprehensive consideration of solar energy resources, construction conditions, development costs, and electricity market demand will be initiated. Diversified solar power market. By 2015, the cumulative installed capacity of solar hot water systems will reach 400 million square meters; the installed capacity of solar power generation will reach 10 million kilowatts, including 5GW of large-scale desert grid-connected power stations, 3GW of urban-rural grid-connected power stations, and 2GW of other off-grid and distributed generation, and key areas Including Qinghai, Gansu, Xinjiang, Inner Mongolia, Tibet, Ningxia, Shaanxi, Yunnan, Hainan and other places. In addition, the total installed capacity of solar thermal power generation has reached 1 million kilowatts.

The "optoelectronic industry research report" predicts that the future investment hot spots will be solar photovoltaic building integration, concentrated solar energy (CPV) and concentrating solar thermal power generation. According to the "12th Five-Year Development Plan for Solar Photovoltaic Industry", by 2015, the cost of the PV system will be reduced to 15,000 yuan / kW, the cost of power generation will drop to 0.8 yuan / kWh, and the power distribution side will achieve "cheap Internet access." By 2020, the system cost will drop to 10,000 yuan/kilowatt, the cost of power generation will reach 0.6 yuan/kWh, and the company will realize “flat-rate Internet access” on the power generation side and achieve effective competition in the main power market. In 2011, the International Energy Agency (IEA) released a concentrating solar thermal power (CSP) development road map. It is expected that by 2050, CSP can meet 11.3% of the world's electricity demand, and the potential industrial scale is about USD 3.2 trillion. According to statistics of Huatai United Securities, by 2015, China's installed capacity of solar thermal power generation will reach a scale of about 3,000 megawatts. According to the comparable cost of photovoltaic systems, the total market will reach 45 billion yuan.