Production line automation reduces costs to help photovoltaic parity online产线自动化降本助力光伏平价上网
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The development stage determines that China will achieve carbon peak in 2030 and carbon neutralization in 2060. The main reasons are that the economic foundation is not solid enough, the proportion of coal in the energy consumption structure is high, and there is still a lot of room for urbanization and industrialization. In the future, there is still a great demand for industrial products with large carbon emissions, such as steel, sludge and automobile; Carbon neutral will become an important driving force to promote the sustainable development of China's economy in the next 40 years, contributing more than 2% to the annual GDP growth; It needs to invest more than 120 trillion yuan in the energy system and drive up to 400 trillion yuan in related fields; The top priority of carbon neutralization is in the field of energy, from fossil energy (coal, oil and natural gas, accounting for about 70% of China's energy consumption) to clean energy dominated by solar energy, wind energy, hydropower, nuclear energy, hydrogen energy, etc; At the same time, the impact will be huge, involving transportation, construction, industry, agriculture, new materials, etc. The impact of carbon neutrality on China's economic development is no less than that of urbanization or WTO accession.
本周主题研究:设备自动化是降低光伏电池生产成本的有效路径之一,本周继续沿光伏设备主线进行梳理。光伏自动化设备应用于光伏电池领域,主要为生产太阳能电池的工艺设备提供相关配套设备。可以分为电池片生产环节用自动化设备和电池组件生产环节用自动化设备,对应的客户分别为电池片生产厂商和电池组件生产厂商。在劳动力成本上升、电池片工艺日益复杂、以及产品质量要求不断提高的背景下,应用光伏电池自动化设备替代人工硅片上下料是行业发展趋势。国内产商从优质售后、高性价两方面形成突破,相关设备已基本完成国产化替代。建议关注罗博特科、捷佳伟创、金辰股份、先导智能等。-
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