Taking history as a mirror: How can the photovoltaic industry develop sustainably?

China's photovoltaic industry has experienced rapid development for nearly a decade, during which it has experienced a good market situation in which supply exceeds demand, and it has also experienced a bear market in which prices have leaked thousands of miles from 2011 to 2012. At that time, there were double reverses outside and price wars inside. Many component factories suffered serious losses and faced survival crisis. Under the double pressure of internal and external attack, some manufacturers have adopted cost reduction strategies in order to seek short-term profits. One is to improve the production process and improve the yield. The second is to change the list of materials and introduce new low-cost materials.

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After a lapse of 5 years, this large number of components using unverified materials have begun to fail on a large scale, and their investment payback period is far lower than the 10 to 25 year warranty period of the general industry. Component manufacturers have to face the ensuing quality claims, the result is a small loss, so that investors are deterred, but also hit the confidence in the development of the industry.

Now history seems to be repeating itself, and the entire photovoltaic industry chain is undergoing a new round of price adjustments. According to the EnergyTrend survey of industrial institutions, with the end of this year's "630 rush to install", since July, the entire photovoltaic market has seen a sharp drop in demand, fewer orders, and a continuous backlog of inventory. The prices of upstream and downstream varieties in the photovoltaic industry chain, including silicon wafers, batteries and modules, have declined in an all-round way. In a recent large-scale project bidding meeting, some bidding companies reported a staggering "lowest bid price", which can not help but worry about whether the quality of photovoltaic products can guarantee the long-term operation of the power station. Therefore, in order to avoid the recurrence of history, photovoltaic practitioners should learn from history and truly control the quality from the source of photovoltaic materials, so as to promote the healthy and sustainable development of China's photovoltaic industry.