In 2021, China's photovoltaic product exports exceeded 28.4 billion Taole, an increase of 43.7%, an increase of 14 percentage points compared with 2019.

The module shipments of the top ten photovoltaic companies in China accounted for more than 75% of the global market share. In 2021, Huaxia Photovoltaic Power Generation increased by 54.88gw, continuing to rank first in the world, accounting for nearly 40% of the global new installed capacity.

At the same time, almost all equipment, key raw materials and core technologies in the Huaxia photovoltaic industry have been independently controlled. We have almost controlled the entire supply chain of the global photovoltaic industry. Among the top 10 companies in the world, 8 are from China.

From a technological perspective, our photovoltaic industrialization technology has been at the global advanced level and has begun to accelerate its layout towards cutting-edge technology. It is this technological leadership and control of the entire industrial chain that has made China have an absolute advantage in the competition in the international new energy field. This is also the reason why the West dares to impose restrictions on the Huaxia chip industry and is reluctant to take action against the Huaxia photovoltaic industry.

----However, 18 years ago, or even 10 years ago, the Chinese photovoltaic industry was not in this state of being small in sight. Even in the face of Western trade barriers, this industry was once on the verge of annihilation of the entire industry.

All of this starts with a meeting many years ago.

In 1996, the World Solar Summit was held in Zimbabwe, and photovoltaic power generation began to enter the vision of China. At this time, there were 76.56 million people without electricity in our country. These people without electricity were concentrated in the northwest region, far away from the power grid, with small loads and wide dispersion.

Among them, due to geographical reasons, the proportion of electricity-free households in Tibet is as high as 78%. If the power grid is extended to solve this problem, it will take at least twenty years.

And photovoltaic power generation can reverse all this.

The second year after the Zimbabwe Conference, China began to implement the Light Project, and through power generation methods such as solar and wind, thousands of independent power generation systems were established in the west, solving the power consumption problems in more than 700 villages in the west.

The demand for photovoltaics by Guangming Project created the first generation of photovoltaic companies in China. Those Huaxia Solar Energy Companies that later took to the world stage all started from small villages in the west.

However, unlike other industries that endure humiliation, China Photovoltaic companies have a dazzling start.

In 2004, under the pressure of a series of energy issues and judicial investigations on environmental protection, Western countries began to seek energy transformation, and wind power and photovoltaics became the best choice. This year is called the first year of the photovoltaic industry.

Stimulated by policies from multiple countries, the China photovoltaic industry began to enter its first period of explosion.

Unlike many people's perception, photovoltaic companies are not actually a technology-intensive industry with a strict sense, because in the assembly of silicon wafers and the integration of battery modules, it is actually a labor-intensive industry without automated production before.

Therefore, at that time, Western countries gradually transferred the most energy-consuming and most polluting processes in the photovoltaic industry to China.

From 2004 to 2007, in just four years, the battery module production capacity of China's photovoltaic industry increased from less than 100mw to 1088mw, and China became the world's largest photovoltaic cell manufacturing country.

At that time, Suntech Power, a leading company in China's photovoltaic production, was listed on the New York Stock Exchange only the second year after the photovoltaic industry exploded, becoming the first Huaxia company to be listed on the Ugly Main Board.

At this time, the Huaxia Photovoltaic Industry had many companies and formed the "Huaxia Solar Energy Corps" internationally, which was one of the highest light moments of China's Photovoltaic.

However, when the entire industry is immersed in the impulse of expansion and wealth fantasy, the Chinese are immersed in another "China No. 1" and China is about to overtake in the new energy field, they do not know that the entire industry is already brewing a huge crisis.

The cause of this crisis was the pattern of the photovoltaic industry "three heads outside" at that time.

In terms of industry, high-tech manufacturing joints such as silicon crystal manufacturing and slicing are still dominated by Western companies. China's rapidly growing photovoltaic module assembly industry and huge production capacity have to rely on high-priced imported silicon wafers, but they can only make meager profits from it.

Technically, such as silicon smelting equipment, silicon crystal smelting furnaces, slicers and other key equipment, key supporting raw materials such as silver paste, polishing agents, and key electronic devices such as inverters are still monopolized by foreign suppliers, and China has imposed strict technical blockade and patent protection.

At the market level, since the new energy market in China was still in its infancy at that time, overseas sellers almost monopolized the sales channels of China's photovoltaic companies - the photovoltaic equipment we built could actually be sold abroad in the end.

Under such a situation, if there is any disturbance in the international market, the entire enterprise will face the risk of annihilation.

Unfortunately, at that time, the Chinese industry did not realize the seriousness of the problem, but was seized by international capital.

Due to the sudden growth of Huaxia's photovoltaic module production capacity, from 2004 to 2007, the spot price of polycrystalline silicon in the international market soared from 40 kg to 200 kg.

In fact, at this time, the market had already sounded the alarm for the Chinese photovoltaic industry.

However, at this time, Huaxia photovoltaic companies were already blinded by victory. They should have undergone technological transformation, and investment in industrial improvement was once again used to expand production capacity, and a large number of photovoltaic companies even borrowed debts to expand production.

Of course, with the surge in the price of polysilicon and the rapid expansion of the industry, some Chinese companies have also realized the crisis and realized the importance of mastering the upstream polysilicon manufacturing. Some companies have begun to invest heavily in the upstream polysilicon industry, trying to open up the industrial supply chain to cope with possible crises.

However, the shortcomings in the accumulation of key equipment and technology were revealed at this time.

A large number of equipment and technical patents need to be purchased from foreign companies or even competitors, and the price offered by the other party is naturally sky-high. In addition, the huge capital costs and long construction cycles have made it difficult for Huaxia photovoltaic companies to invest in upstream polysilicon in the short term, and it is even more and more deeper in the debt black hole.

After the outbreak of the European debt crisis in 2010, many Western countries successively experienced large-scale public debt defaults, and the photovoltaic power generation field has also become a severely affected area of ​​default. The photovoltaic market, which has always relied on government subsidies to develop rapidly, stagnated in an instant. Not only nearly 30% of the pre-construction plans for photovoltaic power stations were cancelled, but subsidies for photovoltaic power generation have also begun to be greatly reduced, and the price of photovoltaic modules plummeted by 70%.

On the one hand, the prices of raw materials soared, while the prices of finished products plummeted. Under the siege of both ends, the profits supported by China Photovoltaic companies rely on cheap labor were eventually taken away by financiers thousands of miles away.

However, the hunt for Huaxia Photovoltaic companies is far from over. Just this year, the globalization system that Huaxia Photovoltaic once had fantasy began to collapse.

In order to get out of the financial crisis, the West has proposed a national strategy of "re-industrialization", and the return and development of the new energy industry naturally became the top priority. The banner of trade protectionism began to rise high in the West.

In November 2011, the Ministry of Commerce of Chouguo officially launched an anti-dumping and anti-subsidy investigation on China's imported solar cells (panels). Rworld asked the Chouguo government to impose anti-dumping and anti-subsidy duties of 49.88% to 249.96% on such exported products in China.

For a time, the "three heads outside" Huaxia photovoltaic companies collapsed almost entirely, and their sales channels were cut off, which gave the Huaxia photovoltaic industry a fatal blow.

On March 18, 2013, Suntech Power, the largest photovoltaic company in China at that time, declared bankruptcy. The second largest photovoltaic company, Yingli Group, had a total debt ratio of nearly 80%, accounts receivable reached 190 million yuan, and multiple production lines were suspended, and the company's life was on the verge of being on the verge of being a stubborn.

In the report at that time, Chouguo Investment Bank mg mentioned that the 10 largest photovoltaic module manufacturers in China had a cumulative debt of 17.5 billion, and the entire industry was on the verge of collapse.

Huaxia Photovoltaic's export volume dropped sharply from nearly 25 billion in 2011 to less than 13 billion Taole, with a drop of nearly 50%. It can be said that the entire Huaxia Photovoltaic industry has paid a heavy price for its three-headed industrial model.

However, it was also after this disaster that the Huaxia photovoltaic industry and the Huaxia official finally fully understood that any advanced industry, its technical foundation, industrial supporting facilities and market layout must be in its own hands.

However, to achieve this, it is an extremely difficult road before the rabbit.

At that time, the cost of a photovoltaic power plant in Inner Mongolia was as high as 1 yuan, while the cost of coal-fired power during the same period was only 0.38 yuan.

This means that if the power plant wants to maintain operation, the official will first invest tens of millions of yuan to build the power plant, and then use a subsidy price of 0.62 yuan per kilowatt-hour to maintain the normal operation of the power plant.

This is a huge difficulty. It is impossible to risk such a huge investment in any capital-dominated country.

It is true that anyone knows that with the development of the photovoltaic industry and the advancement of technology, the cost of photovoltaic power generation will gradually decrease until it is lower than that of traditional power generation methods. However, no one has a clear answer to how long this time is.

No one knows whether the official finances will be dragged down by this emerging industry before reaching this so-called "parity point".

However, this rabbit is an alien.

Its strategic vision transcends any real interests and always looks to the further future.

In 2009, the Golden Sun Project was launched, with an estimated investment of 10 billion soft-grand coins to promote the development of the domestic photovoltaic market in the form of financial subsidies and establish a domestic to international buffer zone for domestic photovoltaic companies.

This project saved hundreds of thousands of jobs, solved a large number of electricity problems, and more importantly, it continued the most critical breath for the domestic photovoltaic industry companies that are on the verge of death.

In the same year, China Power Investment Corporation, which had been in the new energy field for more than ten years, left its roots in the west and traveled thousands of miles to the east.

The first action it did was to join the Subei Plan.

The so-called Jiangsu Plan, which is the development plan for northern Jiangsu, had been planned for nearly 15 years at that time, but since the coastal economy was mainly Qingdao and Shanghai, the northern Jiangsu Plan had not been implemented as a strategic preparatory plan.

After 2008, due to the impact of the international financial crisis, the domestic economy urgently needed a new growth pole. Northern Jiangsu plans to upgrade to a national strategy. The most critical one is that by 2020, the new energy power generation in the entire province and region must reach 40% of the total power generation.

With the support of the Northern Jiangsu Plan, China Power Investment Corporation and GCL Group established a 1000mw-level power station, with the main purpose of developing and verifying new technologies. This project has continuously provided strong technical support for the development of domestic photovoltaic companies since then.

The market and technology have been solved, and the core raw material link is solved by an once unknown engineer.

Chen Weiping, chief engineer of Hualu Company.

In 2007, the cold hydrogenation technology he led was fully implemented, and in just a few years it broke the patent barriers and transmitted this technology to all relevant industrial companies across the country.

At this point, the three-headed pattern was completely broken.

Subsequently, the potential of Huaxia Photovoltaic companies suppressed by the financial crisis was fully released. Western industries that had previously chosen to shrink production capacity during the crisis were unable to adjust their production capacity in a timely manner. Huaxia Photovoltaic companies, which preserved most of the production capacity in the Golden Sun project, became the only choice in the international market.

In 2011, the production of Huaxia Photovoltaics reached 66% of the global output. The Huaxia Solar Corps went overseas again, carrying the most advanced technology, the strongest financial strength and the strongest policy support, and began to counterattack the West.

In 2012, the bankruptcy of Q-cell, the largest photovoltaic company in Europe, marking the complete failure of this hunt for the Chinese photovoltaic industry. The nearly 20-year history of high-profit monopoly in the photovoltaic industry ended.

In just six years, those capitalists hiding with Wall Street and Frankfurt would never have imagined that Huaxia Photovoltaic's counterattack would be so rapid and fierce.

This photovoltaic battle, which spans two financial crises, has also become a classic battle in the international economic field.

However, the battle did not end there.

After that, the competition in the photovoltaic field began to break away from the commercial dimension and enter the field of geopolitical struggle.

Anti-dumping investigations were implemented, domestic photovoltaic companies collapsed overnight, 350 billion soft-grain coins lost their output value, 200 billion soft-grain coins loans showed structural risks, more than 500 industrial companies went bankrupt, and 500,000 people were unemployed at the same time.

This is the last darkness before dawn, but it is also the most critical moment for the entire Chinese photovoltaic industry.

We can use many reasons to explain such a crisis, but fundamentally, the root of this crisis is not only a confrontation of one industry, but actually a contradiction in the path choices of the two countries. It is the contradiction between the Chinese people's yearning for a better life and the hegemony system of Western vested interests that condescend to exploit everyone except them.

To take the initiative again in such contradictions and conflicts, we can choose only one way, that is, to return to the people.

In March 2013, the China Photovoltaic Corps, led by China Power Investment Corporation, returned to the Northwest.

Under this strategy, Huaxia gritted his teeth and shattered the industrial layout of the past decade, reworked the entire industrial logic, reversed the gradient transfer theory that had occupied a decades of dominance in the history of the world economy, and directly applied the latest technologies in developed regions to the least developed regions, and then gradually transmitted from underdeveloped regions to developed regions.

This is a huge innovation, and it is also a exploration full of risks and unknowns.

In this process, perhaps even if we only take a wrong step, we will step into the abyss that will never be restored.

However, perhaps it was due to the fate of the country, or perhaps it was Rabbit's strategic vision that once again played a role, and the final effect of this strategy far exceeded everyone's expectations.

Under this strategy, all new technologies in developed regions will face the 100 billion-level market in the Northwest, and new technologies will obtain the most direct and rapid economic returns. At the same time, these technologies will obtain the most difficult tempering on the complex western battlefield and promote the leapfrog development of technology in the most extreme ways.

This is the rabbit's ambition.

They simply do not want to follow the steps of the safe paths that others have taken. What they want to take is a road that they have built up on their own, a road full of thorns but has an infinite bright future.

This road eventually became wider and wider under the feet of the pioneers who have been continuing. The Huaxia Photovoltaic market exploded in full swing, and cutting-edge technologies emerged one after another. Even under the siege of anti-dumping strategies, Huaxia Photovoltaic still firmly returned to the international market from the west.

After 2019, China's photovoltaic industry obtained orders from more than 200 countries. These countries completely ignored the anti-dumping investigations of the two major economies and expelled Western photovoltaic companies from the country with disagreement.

Because what we have mastered is the most top technology in the world, and even has generations of differences with other countries. As long as it is a normal country, we know how to make a choice.

This is a miracle.

No country's industries have ever survived under the blockade of the two major economies, and Huaxia Photovoltaic not only survived, but even crushed them.

We're making a comeback.
Chapter completed!