The hottest domestic inverter industry faces reshu

2022-07-30
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The domestic inverter industry is facing a reshuffle

although it is quite low-key, Huawei, as the world's information giant, has broken into the photovoltaic industry like a huge stone, stirring up a pool of spring water

at the same time, the tension in the inverter industry is unprecedented, and the integration pressure is gradually increasing. Based on the firm optimistic outlook for the distributed photovoltaic market, all photovoltaic enterprises are constantly adjusting the entry rhythm. Huawei borrows the string type small inverter to enter the site and strongly invites CGNPC to help it. Hanqinghao, general manager of CGNPC solar energy company, publicly stated that only series inverters will be selected for CGNPC distributed projects in the future. This declaration has also accelerated the introduction of small Inverters by Hefei sungrow power

taking 2016 as an example, it is worth recalling in the industry that in mid July, at the photovoltaic inverter technology innovation forum hosted by the Jianheng Certification Center, despite the high-level gathering of domestic mainstream inverter enterprises, Huawei and sungrow power are the main sponsors, and the two enterprises have an obvious momentum of supporting an industry

Huawei has stepped in to accelerate the upgrading

photovoltaic inverter is the core equipment in photovoltaic power stations. Its technical level and quality are directly related to the reliability, safety and power generation capacity of the power generation system, and it is also the equipment that power station developers pay most attention to

parallel PV inverter is a key component in the whole PV system, although it does not occupy a large proportion. Its universality is just like that of current drugstores. Caorenxian, chairman of Hefei sungrow, said in an interview with China Energy News. In the normal series line, if the inverter fails, the power generation of the whole power station will stop. However, as a low value key component, it only accounts for 0.3 yuan/kwh in the cost calculation of 8 yuan/kWh of the whole photovoltaic system

in recent years, the concentration of photovoltaic inverter has been improved. However, due to the low threshold of core technology and uneven production enterprises, the degree of vicious and disorderly competition in the market has not been reduced. The price of inverter is close to that of bracket, which has become a reality that the industry has to face

the impact of Huawei's entry into the photovoltaic and inverter industry cannot be ignored. In an interview with China Energy News, ZHAOLEI, CEO of omnik, said that at least the enterprises ready to enter now need to reconsider their development space in this field

Zhao Lei predicts that there should not be too many enterprises that want to enter

although the future market space is very large, the competition is also very fierce. In fact, this industry has become a red sea. Now even Huawei has come in, and many enterprises may not have the determination and confidence to enter. Zhao Lei said that after Huawei enters the market, it will invest a lot of human, material and other resources to quickly reduce costs, seize the market at a low cost and expand its market share

it is learned that although the inverter is the breakthrough point, Huawei is not aiming at this. In Huawei's second step strategy, it is its most concerned goal to provide intelligent solutions for 13 major projects under construction in the base for photovoltaic power stations. In an interview, Dr. liuyunfeng, chief scientist of Huawei energy, said that through the analysis of the development process of power system for more than 100 years, Huawei has made it clear that the direction of technological innovation is energy digitalization and networking. Huawei has a deep accumulation of digital information technology and will actively innovate and integrate across borders. Liuyunfeng said

enterprises adjust their positioning

there is no doubt that Huawei's entry will bring adjustment space to the industry. On the one hand, it proves that the market is large enough; On the other hand, it is beneficial to the whole photovoltaic industry and will shorten the time when the photovoltaic power price approaches the desulfurization coal power price

at present, for some innovative small enterprises in the domestic inverter industry, the first thing to consider is survival. For example, we will pay more attention to the development of emerging markets. Although searching for emerging markets is full of challenges for enterprises, we should ensure that Huawei does not die after its entry, otherwise we will not see the huge, explosive and blowout growth of this industry in the future. Another advantage of emerging markets is that the market environment is relatively fair and mature, making it easier for enterprises to enter. Now we have achieved more than 40% share in the Netherlands. From this market analysis point of view, we are also avoiding the solid and seeking the weak. Zhao Lei said

unlike Huawei, caorenxian, chairman of Hefei sungrow power supply, who has long focused on large-scale photovoltaic power stations and has been outstanding in the domestic inverter industry for many years, said in an interview with China energy news that Hefei sungrow power supply will continue to adhere to the path of product production specialization

it is very important for Hefei sungrow to adhere to the specialized production of products. We always keep in mind that we are the supporting role in this market, but we must be the best supporting role at the same time. Caorenxian said that in the inverter industry, safflower still needs green leaves. We believe that as long as the green leaves are well done and refined, the market space is also huge

in the face of peers extending the industrial chain into more attractive downstream markets. In this regard, caorenxian said: Hefei sungrow power is very restrained in the extension of this market

why? First, because we don't want to compete with our customers. Even though Hefei sungrow has carried out some product line extension and engineering construction, such as combiner box production, monitoring software, R & D and production of energy storage, as well as system solution provision and small-scale engineering construction, these are mainly carried out around the main products of Hefei sungrow to build a verification platform for product system integration capability and technology improvement, which are fully understood by customers. In the future, Hefei sunshine will continue to follow the route of specialized product manufacturers. Caorenxian explained

industry standards are relatively lagging

at present, domestic inverter enterprises are ready to eat a piece of cake after the market is launched. However, the inverter industry still lags behind and lacks in the formulation of standards for entry threshold and product quality threshold, which limits the ability of the domestic inverter industry to share the cake

For equipment manufacturers of recycled plastic granulators, p> caorenxian said: the Ministry of industry and information technology has issued two industry access thresholds, but the best way is to improve the quality rather than the entry threshold. In this industry, some small and medium-sized but innovative enterprises can produce high-quality products. Blindly relying on scale indicators to restrict the entry of these enterprises is equivalent to cutting off the innovation power of industry progress. Only by improving product quality standards and thresholds can we really promote the industry to continuously reduce costs and reduce government subsidies. The formulation of standards is close to that of R & D enterprises. Domestic energy authorities, certification bodies and industry associations have a lot of work to do in this regard

according to the information, the formulation of standards in the domestic inverter industry is relatively lagging behind. An example is that some of the national standards for inverters to be implemented in August this year seem outdated. Because the speed of standard formulation and release lags far behind the development of the industry. It took several years from formulation to release, and the standards have not kept up with the rapid changes of technology

the first organization to carry out the third-party inspection and certification of photovoltaic products and power stations in China is the authentication and Certification Center. It has successively formulated more than 20 domestic PV product standards, including technical conditions for special inverter for parallel photovoltaic power generation, technical requirements and test methods for micro inverter, and basic requirements for project acceptance of parallel photovoltaic power generation system

in an interview with China Energy News, qinhaiyan, the head of the Jianheng Certification Center, also expressed the hope that by holding technology innovation forums regularly, an open technology research and exchange platform would be built for the photovoltaic and inverter industry to identify problems and create a new environment that attaches importance to new technology and new product research and development and standard formulation

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