As an emerging industry, the new energy industry is in a stage of rapid development. When it comes to the new energy market in 2021, the industry’s unanimous feedback is "a mess of fire". This evaluation is applicable to any upstream and downstream links in the photovoltaic industry, especially under the dual-carbon goal. The huge installed target. According to incomplete statistics, during the "14th Five-Year Plan" period, only the five major and four small new energy installed capacity plans have reached 500GW. In addition, new energy is officially moving towards parity, and the new opportunities under the opportunities of the times are superimposed, which brings more development opportunities to the industry.

On the other hand, after entering the "14th Five-Year Plan", the pattern of the downstream sectors of the photovoltaic industry is gradually changing. More energy transitioners are ushering in the development and investment of photovoltaic power plants. "There are more and more people participating in the downstream of photovoltaic projects, the division of labor between different subjects is clearer, and the collaboration is more frequent", a senior person engaged in photovoltaic project development concluded. This also reflects the current status and trends of the entire industry-under the pattern of electric power central enterprises aiming at project ownership, the role of many professional developers in the market continues to deepen, becoming the backbone behind the huge installed capacity of central state-owned enterprises.

Photovoltaics analyzed in the previous article "Science Posts | Understanding the Role of the Whole Process of Photovoltaic and Wind Power Projects and Analysis of Models", the new energy power generation market is facing a new period of development, and different roles in different models must be re-examined For the commercial value of its own chain and roles, investors, developers, engineers, operation and maintenance companies and other roles still need more refined and more efficient operations to maximize comprehensive effectiveness.

In particular, developers, as an important role in the development of new energy, need strong technical analysis and optimization capabilities for lighting resources and grid resources, strong integration capabilities for land resources, application scenarios, and technological innovation. , Project planning, project declaration, compliance management capabilities, through project development, research and development optimization, design and construction, etc. to obtain its own development, so that the company can achieve high returns and high growth. Developers make power station products, and their R&D strength, technological innovation, etc. have a strong supporting role. The same land resources, different developers will eventually make different power stations. This is the change brought about by system technology.

In fact, this trend has been fully reflected in the selection of bidding and affordable projects in 2019-2020. From the perspective of the acquisition of photovoltaic projects, there are not only investors that target the DBO model (Develop-Build-Own), represented by SPIC, Datang, and China General Nuclear Power Corporation, but also include Sunshine New Energy, Tongwei, Developers represented by Longji and others with the DBT model (Develop-Build-Transfer) as their core business.

Acquisition of projects by investors with DBO as the main model in 2020

Project acquisition status of developers with DBT as the main model in 2020

Facing the upsurge of new energy development, some people in the industry believed that the participation of developers represented by private enterprises would gradually weaken, but in fact, from the current point of view, private enterprise developers with both resources and technology integration capabilities will instead More active. From the perspective of photovoltaic projects in 2020, Sunshine New Energy not only ranks first in the developer echelon with DBT as the main model, but also from the perspective of the total number of projects, Sunshine New Energy has overwhelmed many major central state-owned investors and made it into the overall list. The single TOP 4 echelon shows the super potential in project development and plays an extremely important role in the development of national new energy projects.

With the ever-changing industry management policies and the increasing complexity of the development environment, the development of new energy projects has become more difficult, and the requirements on developers have become higher. Project development is the integration of resources and technology, which not only involves technology optimization and innovation, project management, financing capabilities, but also requires a deep understanding of project planning, system research and development optimization, compliance management and other processes. Management put forward higher requirements.

For developers, it is necessary to find a correct positioning and give full play to their strengths in order to create a road to the sky in the post-development era of new energy. Taking Sunshine New Energy as an example, its rapid growth is not only due to its accurate grasp of strategic positioning, but also the company relies on the advantages of brand, technology, development, management and other aspects, and adheres to the dual drive of "technology + market" and deep development. Rich feedback from the field.

On the other hand, in the face of the huge installed capacity of central state-owned enterprises, it is clear that only relying on their own development capabilities is far from sufficient to achieve the goal. Especially in the period when distributed photovoltaics are popular, in the face of small and fragmented projects, the development and response capabilities of central state-owned enterprises are obviously more passive, and developers known for their flexible models can make a big splash.

With the rapid development of the new energy industry, the amount and amount of investment in the industry have also increased. The future competition of new energy market development capabilities requires not only the support of strong capital operation capabilities, but also strong photovoltaic power plant development management and system technology innovation capabilities. The dual-carbon goal brings more space and opportunities, which is a "feast" for the entire industry.

Keywords: engineering news, engineering construction information

The 6th New Energy Power Plant Design and Equipment Selection Seminar will be held in Kunming, Yunnan on October 14-16, 2021. The conference will conduct multi-dimensional discussions on three aspects of power station design, engineering construction and equipment selection from the fields of photovoltaics, wind power, energy storage and integrated energy to help the industry's sustainable and healthy development. Editor/Sang Xiaomei