The annual output value is 3 trillion yuan! The electronic guidance document for energy has been released, and photovoltaic+energy storage is on fire again!

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With the arrival of the heavyweight policy, the photovoltaic industry has once again ushered in great benefits!
On August 25th, the Ministry of Industry and Information Technology publicly solicited opinions on the Guiding Opinions on Promoting the Development of the Energy Electronics Industry (Draft for Comments).
The “Draft for Comments” proposes that by 2025, the annual output value of the energy electronics industry will reach 3 trillion yuan, and its comprehensive strength will enter the world’s advanced ranks. Breakthroughs have been made in industrial technological innovation, the upgrading of the industrial base and the modernization of the industrial chain have been significantly improved, and the industrial ecosystem has been basically established. The supply capacity of high-end products has significantly improved, and the application of technology integration has accelerated. The energy electronics industry effectively supports the large-scale application of new energy and has become an important force in promoting the energy revolution.
By 2030, the comprehensive strength of the energy electronics industry will continue to improve, forming an industrial scale that is compatible with domestic and foreign new energy demand. The industrial cluster and ecological system have been continuously improved, and new generation information technologies such as 5G/6G, advanced computing, artificial intelligence, and industrial Internet have been widely applied in the energy field. A number of internationally leading energy and electronic enterprises have been cultivated and formed, with a sound discipline construction and talent cultivation system. The energy electronics industry has become a key force in promoting carbon peak and carbon neutrality.
The Draft for Comments points out that enterprises are encouraged to take the lead in expanding the supply of intelligent and diversified products and services such as photovoltaic power generation systems, energy storage, and new energy microgrids. Promote in-depth integration of key areas of energy electronics, and improve the production, storage, transmission and distribution of new energy, as well as terminal application capabilities.
Actively and orderly develop optical energy, silicon energy, hydrogen energy, and renewable energy, and promote the coordinated development of the upstream and downstream supply chains of the energy and electronics industry chain. Guide the balanced development of solar photovoltaic, energy storage technology, and products to avoid overcapacity and vicious competition. Promote key breakthroughs in the fields of basic components, basic materials, and basic processes.
In terms of improving the supply capacity of solar photovoltaic and new energy storage batteries, the “Draft for Comments” points out that the development of high purity silicon materials, large size silicon wafer technology, support for the production of efficient and low-cost crystalline silicon batteries, and promote the development and application of advanced technologies such as N-type high-efficiency batteries, flexible thin-film batteries, perovskite and laminated batteries. Develop key components such as intelligent inverters, controllers, combiner boxes, and tracking systems. We will also encourage the development of mobile energy products such as photovoltaic power packs, wearable equipment, and transportation vehicles.
The “Draft for Comments” also emphasizes supporting the application of new technologies and products in key terminal markets, conducting diversified “smart photovoltaic+new energy storage” pilot demonstration, cultivating a number of national smart photovoltaic demonstration projects, and creating a number of benchmark enterprises that provide optical storage integration system solutions. Support the construction of featured optical storage integration projects and platforms, promote the pilot testing of new technologies, products, and models, and improve the efficiency of solar photovoltaic power generation and consumption and utilization levels. Accelerate the promotion of power semiconductor devices for photovoltaic power generation, new energy vehicles, rail transit, and other fields.
At the same time, we will support the integrated development of key areas and accelerate the application of energy electronics technology and products in industries, communications, energy, transportation, construction, agriculture, and other fields. Encourage the construction of industrial green micro power grids and support the construction of large wind power bases. Explore the integrated application path of photovoltaic and new energy vehicles. We will also promote the research and application of photovoltaic systems on roofs and walls, develop ultra-micro power stations for household light storage, and promote the integrated application of photovoltaic, energy storage batteries, and building materials.
In terms of increasing the application and promotion of emerging fields, the “Draft for Comments” emphasizes the adoption of distributed energy storage, “photovoltaic+energy storage” and other modes to promote the diversification of energy supply and improve the application level of energy electronic products in new infrastructure fields such as 5G base stations and new energy vehicle charging piles. Improve energy security and supply capacity for major projects such as “Eastern Digital Computing and Western Computing”, establish a distributed photovoltaic cluster supporting energy storage system, and promote renewable energy power consumption such as data centers.
At the same time, the “Draft for Comments” requires that key technologies for the industrialization of new energy storage batteries be strengthened, research and breakthroughs be made in key technologies such as ultra-long life and high safety battery systems, large-scale, large-capacity and efficient energy storage, and mobile energy storage for vehicles, and the development of new batteries such as solid-state batteries, sodium ion batteries, and hydrogen energy storage/fuel cells be accelerated. Improve the guarantee ability of key resources such as lithium, nickel, cobalt, and platinum, and strengthen the development and application of alternative materials.

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