Experts discuss: Technological innovation helps cross the cycle

Deng Yongkang 

《Grid-type energy storage special topic - Looking forward to 25 years, the most important technological changes in domestic large storage》

"On the one hand, the increase in the proportion of new energy installed capacity has caused an impact on the power grid; on the other hand, due to uneven resource endowment, the northwest region needs grid-type technology more." Deng Yongkang, assistant to the dean of Minsheng Securities Research Institute and chief analyst of the electric new energy industry, combined the bidding data of energy storage projects in the past two years and the layout of major companies in the industry, made a judgment on the future development of grid-type energy storage. "If the company has no grid-type projects that meet the standards in 2025, it will be difficult to participate in market competition in the future. At this stage, companies with grid-type projects have an advantage, and 2025 will become the outlet for grid-type energy storage!"

Miao Junzheng, Senior Manager of Technical Support for JA Solar in China, focused on sharing the innovative application of photovoltaic fusion and storage in the photovoltaic industry. For distributed photovoltaic storage scenarios, JA Solar launched Deepblue4.0 high-efficiency products and BlueGalaxy liquid-cooled large energy storage battery cabins, industrial and commercial energy storage integrated machines, and industrial and commercial energy storage split machines. Three series of energy storage products can effectively enable the coordinated development of distributed photovoltaic storage and meet the actual needs of the global photovoltaic storage market.

Ding Xiaoli 

《Lighter and softer, the world of green energy-advanced polymer materials use plastic instead of glass technology to lead the new era of "light and bright" photovoltaic modules》

Ding Xiaoli, Marketing Manager of Polyshine Solar Co., Ltd., introduced that traditional modules have high application load requirements, high additional costs, and potential safety risks. In different application scenarios, they often encounter problems such as insufficient existing roof loads, limited building curved structures, and high-frequency vibrations. To this end, Polyshine Solar creatively developed a new type of super-weather-resistant polymer composite packaging material, and successfully developed a lighter and softer new crystalline silicon photovoltaic module with a light transmittance of ≥91%, far exceeding similar products, better water resistance and stronger flame retardancy. It is suitable for low-load existing industrial and commercial roofs that are not enough to carry traditional glass components, as well as curved surface application scenarios.

Wang Xiaoqian

《High-efficiency N-type ABC technology opens a new era of distributed photovoltaic value sharing》

"The unique value of ABC components is mainly reflected in three aspects, namely high power, high returns and ultra-safety." Wang Xiaoqian, director of China Distributed Solutions of Aiko Solar Energy Co., Ltd., introduced the development of the company's ABC components and their unique value in detail, and compared them with TOPCON components in combination with actual cases. He said that when ABC is 0.1 yuan/W higher than TOPCon, the platform operator's profit increases by 1,800 yuan/household; the profit of each ABC component increases by 45 yuan.

Zhang Xiaobin

《New Trends in the Distributed Photovoltaic Market - Changes and Opportunities》

"In the future, distributed photovoltaics will weaken its financial attributes, exert its functional attributes, and return to its power attributes." Zhang Xiaobin, executive vice president and secretary general of the Shandong Solar Energy Industry Association, took the current status of industry development and the latest local policies as the starting point, and elaborated on five innovative models of distributed photovoltaics from the four dimensions of power grid, market, industry, and enterprise, including limited years, electricity prices, small E prices, integrated photovoltaic storage and charging, pure photovoltaic storage system, centralized convergence and cloud energy storage in the substation area. He pointed out that "at present, competition in the industry is mainly concentrated on supply chain cost control and capital operation capabilities, and looking forward to the future, companies will pay more attention to strategic determination and the ability to choose strategic directions." 

Zhang Kun

《Ant Digital Technology - Frontier Application of Digital New Energy Assets" "How to provide financing services for the upgrading and transformation of the real industry and asset operation is a new topic.》

Zhang Kun, deputy general manager of Ant Digital, focused on introducing two service products, namely the real-world asset tokenization business and the virtual power plant business. At the beginning of this year, Ant Digital launched a virtual power plant business platform to connect the dispatching tasks of various local power grids and assign them to operators or asset owners who can respond to the load. The focus is still on new energy assets, especially decentralized equipment, such as charging piles and energy storage.

An Shanshui 

《Distributed Empowerment Marketing》

An Shanshui, regional director of Zhejiang Runma Solar Energy Group Co., Ltd., analyzed Runma Solar's experience and means of marketing empowerment in multiple dimensions of brand, marketing, bidding, finance, qualifications and industry and commerce, and analyzed the four major issues of concern in selecting components (attenuation, false labeling, renovation, and auxiliary materials). According to the pain points of project implementation, Runma Solar's solutions are introduced one by one. He said that Runma Solar has advantages in products, channels, qualifications, financial empowerment, and industrial and commercial power station investment, power station advance payment and EPC general contracting, etc., which can bring greater returns to customers.

Peng Peng

《Distributed Photovoltaic + Energy Storage and Electricity Market Transactions》

"In 2025, China's photovoltaic market will undergo three major changes: 1. Distributed photovoltaics will enter the market in full; 2. Off-grid distributed photovoltaics will be implemented; 3. Personnel + funds + equipment will go overseas in groups." Peng Peng, Secretary-General of the China New Energy Power Investment and Financing Alliance, started with the development trend of the power market and several major changes at the policy level, and made a judgment on the future prospects of distributed photovoltaics + virtual power plants. She pointed out that at present, the regulation of cooling and heating is the most flexible electricity consumption mode. In the future, combining the advantages of valley electricity will be an important way to absorb distributed photovoltaic electricity.

Wu Wei

《Jolywood Shares Helps the Development of Anhui's Distributed Market" Adhering to the corporate mission of "less consumption and more power generation》

Jolywood Shares practices the development path of "struggle, innovation, and focus", deeply cultivates the photovoltaic industry, and focuses on the green energy industry chain. Wu Wei, General Manager of Zhonglai Minsheng East China Region, focused on introducing the four major business sectors under the group (new materials BU, battery BU, component BU, and application BU), which are respectively engaged in the manufacturing of advanced photovoltaic backplane materials, N-type bifacial monocrystalline high-efficiency batteries and component manufacturing, household new energy integration services, and comprehensive smart energy projects. The four major businesses will gradually build a vertical integration pattern and form an efficient synergy effect of the industrial chain.

You Zhonghai 

《Digital Energy Storage: A New Driving Force for the Development of Distributed Energy》

With the diversification of energy storage entities and energy types, energy storage application scenarios and needs have become more complex. Different application scenarios have different requirements for charging, discharging, scheduling, and interaction strategies. The differentiated needs of the scenarios urgently need to be enabled by digital technology. You Zhonghai, Sales Director of Anhui Region of Hongzheng Energy Storage, said that based on the deep accumulation of energy storage technology and digital technology, the company has built a cloud-edge-end collaborative technology system. Through scene digital coupling, entity digital collaboration, platform intelligent interaction, smart operation and maintenance, and sustainable service capabilities, the full life cycle value design of energy storage products has been realized, and digital technology has been used to help the value of energy storage systems to create continuous economic benefits for customers.

Huang Yunliang 

《Natong PCS+EMS+Cloud Core Components and Solutions for Industrial and Commercial Storage》

Facing the challenges faced by energy storage market integrators, such as homogeneous competition, complex application scenarios, cost pressure and technical integration difficulties, Natong Energy has brought a one-stop integration solution. Huang Yunliang, technical support director of Jiangsu Natong Energy Technology Co., Ltd., said that the solution integrates PCS energy storage converters, EMS energy management systems, and Cloud smart monitoring platforms, aiming to help integrators and operators simplify the 3S technical barriers in energy storage system integration, improve system efficiency, reduce operating costs, and contribute to the sustainable development of the industry.

Guo Jianing

《Hebei Financial Leasing-Guangyi Leasing Financing Products Help the Development of Industrial and Commercial Photovoltaic》

"Guangyi Leasing" is a financial leasing product launched by Hebei Financial Leasing, which is dedicated to providing financing services for industrial and commercial distributed photovoltaic power station projects. Guo Jianing, senior manager of the East China region of the Clean Energy Department of Hebei Financial Leasing Co., Ltd., gave a detailed introduction to the relevant policies for investment in photovoltaic power station financing leasing, direct leasing products and two major financing services of leaseback business. He said that in the future, Hebei Jinzu will go deeper into more large-scale solar energy development scenarios, provide more diversified and comprehensive solutions covering financing and financing, installation and grid connection, equipment operation and maintenance, project management, etc., work with customers to jointly promote the development of the industry and inject Jinzu power into green development.

Zhang Zhenhui

《Introduction and Sharing of Industrial and Commercial Distributed Photovoltaic Investment Business Model》

Zhang Zhenhui, deputy general manager of the East District of Baobi New Energy Technology Co., Ltd., analyzed Baobi New Energy's many project cases in the field of distributed photovoltaics and energy storage in turn. As a professional new energy asset development and operation platform, Baobi New Energy insists on a joint venture cooperation model and relies on a digital platform to conduct professional comprehensive calculations and efficient asset operations. With asset digitization and automation as the core, it aggregates photovoltaics, energy storage, wind power, charging piles, virtual power plants and other energy sources to serve multiple types of users (investors, operators, owners, etc.), provide targeted service solutions, ensure the safe operation of assets, reduce asset operation costs, and improve energy comprehensive benefits.