http://www.kadhoai.com.cn 2026-04-09 21:09:09 來源:《今日自動化》
編者語:光guang伏fu產chan業ye,對dui中zhong國guo無wu疑yi具ju有you重zhong要yao的de意yi義yi。隨sui著zhe金jin融rong危wei機ji以yi來lai,國guo家jia政zheng策ce對dui包bao括kuo光guang伏fu在zai內nei的de新xin能neng源yuan的de扶fu持chi力li度du的de加jia大da,其qi巨ju大da的de內nei需xu有you望wang得de到dao前qian所suo未wei有you的de釋shi放fang。這zhe對dui光guang伏fu產chan業ye本ben身shen來lai說shuo,是shi一yi個ge重zhong大da的de利li好hao,而er對dui自zi動dong化hua產chan業ye來lai說shuo,也ye同tong樣yang創chuang造zao了le新xin的de機ji遇yu。
國內需求增長
激發光伏產業潛力
盡(jin)管(guan)在(zai)世(shi)界(jie)光(guang)伏(fu)產(chan)業(ye)之(zhi)林(lin)中(zhong),中(zhong)國(guo)早(zao)已(yi)憑(ping)借(jie)其(qi)在(zai)製(zhi)造(zao)領(ling)域(yu)的(de)優(you)勢(shi)占(zhan)據(ju)了(le)重(zhong)要(yao)的(de)地(di)位(wei),但(dan)在(zai)很(hen)長(chang)時(shi)期(qi)內(nei),光(guang)伏(fu)發(fa)電(dian)在(zai)國(guo)內(nei)的(de)應(ying)用(yong)需(xu)求(qiu),卻(que)由(you)於(yu)缺(que)乏(fa)政(zheng)策(ce)支(zhi)持(chi)而(er)一(yi)直(zhi)未(wei)能(neng)被(bei)有(you)效(xiao)地(di)激(ji)發(fa),這(zhe)也(ye)造(zao)成(cheng)了(le)國(guo)內(nei)光(guang)伏(fu)產(chan)業(ye)過(guo)於(yu)依(yi)賴(lai)出(chu)口(kou)市(shi)場(chang)的(de)事(shi)實(shi)。據(ju)統(tong)計(ji),截(jie)至(zhi)2008年,全球光伏累計裝機已達到約12.3GWp,但作為光伏生產大國的中國,其國內光伏累計裝機量卻隻有100MWp,僅占到了全球總量的0.82%,生產能力與需求量嚴重不成比例。也正是由於國內生產的太陽能電池的97.5%都用於出口,所以當08年(nian)金(jin)融(rong)危(wei)機(ji)席(xi)卷(juan)而(er)來(lai)之(zhi)時(shi),國(guo)內(nei)光(guang)伏(fu)生(sheng)產(chan)企(qi)業(ye)一(yi)度(du)麵(mian)臨(lin)著(zhe)出(chu)口(kou)需(xu)求(qiu)急(ji)劇(ju)萎(wei)縮(suo)和(he)國(guo)際(ji)主(zhu)要(yao)光(guang)伏(fu)消(xiao)費(fei)國(guo)對(dui)進(jin)口(kou)光(guang)伏(fu)產(chan)品(pin)加(jia)強(qiang)限(xian)製(zhi)的(de)雙(shuang)重(zhong)壓(ya)力(li),受(shou)到(dao)了(le)嚴(yan)重(zhong)衝(chong)擊(ji)。
事實上,國內的光伏市場存在著極大的潛力。從地理條件來看,中國太陽能資源豐富的地域麵積占到了全國麵積的約2/3;ercongnengyuanxuqiudejiaodulaikan,zuoweiqingjienengyuandetaiyangneng,yeshihezuoweiguoneinengyuangongqiujiegoudelianghaobuchong。yishangzhexietedian,douweiguoneiguangfushichangdechengchangchuangzaoledetianduhoudetiaojian,yezhengshijiyuzheyangdeshijiqingkuang,《國家可再生能源中長期發展規劃》中明確提出了太陽能產業發展的預期目標:到2010年太陽能發電總容量達到300MW,到2020年達到1800MW。可喜的是,在政策的關注與扶持下,國內光伏需求終於迎來了引爆的契機。
光伏發電與建築的結合,成為了國家引爆光伏發電內需的第一個切入點。3月26日,國家財政部、住房和城鄉建設部聯合下發了《太陽能光電建築應用財政補助資金管理暫行辦法》,實現了國內首次對光伏應用進行鼓勵性的直接補貼。政府財政直接補貼光伏應用,在德國、日(ri)本(ben)等(deng)光(guang)伏(fu)應(ying)用(yong)大(da)國(guo)都(dou)取(qu)得(de)了(le)非(fei)常(chang)顯(xian)著(zhu)的(de)效(xiao)果(guo),這(zhe)也(ye)標(biao)誌(zhi)著(zhe)中(zhong)國(guo)光(guang)伏(fu)應(ying)用(yong)內(nei)需(xu)的(de)正(zheng)式(shi)啟(qi)動(dong),其(qi)影(ying)響(xiang)與(yu)意(yi)義(yi)令(ling)人(ren)振(zhen)奮(fen)。而(er)且(qie),建(jian)築(zhu)光(guang)伏(fu)隻(zhi)是(shi)光(guang)伏(fu)應(ying)用(yong)的(de)眾(zhong)多(duo)領(ling)域(yu)之(zhi)一(yi),隨(sui)著(zhe)今(jin)後(hou)財(cai)政(zheng)補(bu)貼(tie)的(de)範(fan)圍(wei)逐(zhu)步(bu)擴(kuo)大(da),國(guo)內(nei)光(guang)伏(fu)應(ying)用(yong)的(de)步(bu)伐(fa)也(ye)將(jiang)前(qian)進(jin)得(de)越(yue)來(lai)越(yue)快(kuai)。
而(er)在(zai)國(guo)內(nei)大(da)規(gui)模(mo)推(tui)廣(guang)並(bing)網(wang)光(guang)伏(fu)電(dian)站(zhan),也(ye)將(jiang)成(cheng)為(wei)需(xu)求(qiu)的(de)強(qiang)勁(jin)增(zeng)長(chang)點(dian)。隨(sui)著(zhe)光(guang)伏(fu)發(fa)電(dian)的(de)成(cheng)本(ben)價(jia)格(ge)與(yu)傳(chuan)統(tong)能(neng)源(yuan)的(de)成(cheng)本(ben)價(jia)格(ge)不(bu)斷(duan)接(jie)近(jin),並(bing)網(wang)光(guang)伏(fu)發(fa)電(dian)也(ye)將(jiang)逐(zhu)漸(jian)從(cong)有(you)限(xian)的(de)試(shi)點(dian)項(xiang)目(mu)得(de)到(dao)大(da)規(gui)模(mo)的(de)推(tui)廣(guang),從(cong)而(er)成(cheng)為(wei)真(zhen)正(zheng)領(ling)銜(xian)國(guo)內(nei)光(guang)伏(fu)市(shi)場(chang)的(de)主(zhu)力(li)。
自動化產品有望受益
同(tong)其(qi)他(ta)許(xu)多(duo)產(chan)業(ye)一(yi)樣(yang),光(guang)伏(fu)產(chan)業(ye)的(de)發(fa)展(zhan)也(ye)離(li)不(bu)開(kai)豐(feng)富(fu)的(de)自(zi)動(dong)化(hua)產(chan)品(pin)與(yu)技(ji)術(shu)。一(yi)旦(dan)國(guo)內(nei)光(guang)伏(fu)市(shi)場(chang)在(zai)內(nei)需(xu)的(de)支(zhi)持(chi)下(xia)進(jin)入(ru)穩(wen)定(ding)與(yu)成(cheng)熟(shu)的(de)階(jie)段(duan),自(zi)動(dong)化(hua)產(chan)品(pin)的(de)市(shi)場(chang)也(ye)將(jiang)隨(sui)著(zhe)光(guang)伏(fu)設(she)備(bei)製(zhi)造(zao)業(ye)的(de)進(jin)步(bu)與(yu)升(sheng)級(ji),得(de)到(dao)巨(ju)大(da)的(de)市(shi)場(chang)空(kong)間(jian)。一(yi)般(ban)而(er)言(yan),光(guang)伏(fu)產(chan)業(ye)鏈(lian)包(bao)括(kuo)矽(gui)料(liao)、矽片、電池片、電池組件、應ying用yong係xi統tong等deng幾ji個ge環huan節jie,而er這zhe些xie環huan節jie又you各ge具ju特te點dian,每mei一yi個ge環huan節jie對dui生sheng產chan設she備bei的de要yao求qiu也ye各ge有you側ce重zhong。這zhe就jiu使shi得de光guang伏fu產chan業ye涉she及ji到dao的de生sheng產chan設she備bei中zhong,既ji會hui用yong到dao一yi些xie常chang見jian種zhong類lei的de自zi動dong化hua產chan品pin,也ye有you一yi些xie專zhuan用yong性xing非fei常chang高gao的de自zi動dong化hua產chan品pin,而er就jiu其qi整zheng體ti性xing能neng要yao求qiu來lai說shuo,也ye要yao高gao於yu一yi般ban的de產chan業ye。
duojingguizuoweiguangfuchanpindezhongyaoyuancailiao,qishengchanyeshoudaoguoneiwaichangshangdegaoduzhongshi。julejie,jinxienianlai,suizheguoneiduiduojingguideshengchancongwudaoyou,guimozhubukuoda,zaichanyelianyuancailiaodehuanjieyijingjubeilehengaodezizhuxing,zhujianbaituoleduijinkouyuancailiaodeyilai。erzaizheyihuanjie,yingxiangchengpinzhiliangdeyinsufeichangfuza,suoyiduikongzhixitongyugeleicanshudechuanganyaoqiuhengao,tongshisuizheshengchanguimodekuoda,suizhidailaideshengchanchengbenyechengweilejingzhengdejiaodian。ercongguipiandaodianchipianjinerdaodianchizujian,zheyangdehuanjiezeduiyundongkongzhideyaoqiubijiaoyange,yudianzijiagongdeliuchengyouhenduoxiangtonghuoxiangsidedifang。zaizheyichanghe,chuleshiyongsifukongzhidengjiaoweigaoduan、精準的運動控製方式,有時還用到了機器人產品等特定設備。從矽片與太陽能電池的柔性處理技術、玻(bo)璃(li)與(yu)電(dian)池(chi)組(zu)件(jian)的(de)處(chu)理(li),到(dao)切(qie)邊(bian)與(yu)自(zi)動(dong)連(lian)接(jie)裝(zhuang)置(zhi),工(gong)業(ye)機(ji)器(qi)人(ren)都(dou)可(ke)以(yi)提(ti)供(gong)強(qiang)有(you)力(li)的(de)支(zhi)持(chi)。緊(jin)湊(cou)型(xing)高(gao)速(su)機(ji)器(qi)人(ren)可(ke)處(chu)理(li)矽(gui)片(pian)和(he)太(tai)陽(yang)能(neng)電(dian)池(chi),到(dao)達(da)距(ju)離(li)超(chao)過(guo)3midedaxingjiqirenjiazukechulitaiyangnengdianchizujiandengzhuyaobujian。eryidanjiqirenjichengleshexiangtoudegongneng,haikeyishibiehandaiweizhi,quebaojiqirenshishijingzhunhanjie。jiqirenzaicaozuojingduhezhongfujingdushangdouyouyoushi,nenggoudadatigaotaiyangnengdianchidezhuangpeizhiliang。
而(er)除(chu)了(le)對(dui)產(chan)品(pin)生(sheng)產(chan)設(she)備(bei)性(xing)能(neng)的(de)高(gao)要(yao)求(qiu),光(guang)伏(fu)生(sheng)產(chan)企(qi)業(ye)同(tong)時(shi)也(ye)要(yao)麵(mian)對(dui)競(jing)爭(zheng)問(wen)題(ti)。為(wei)了(le)實(shi)現(xian)生(sheng)產(chan)的(de)優(you)化(hua),有(you)效(xiao)降(jiang)低(di)生(sheng)產(chan)成(cheng)本(ben),則(ze)必(bi)須(xu)在(zai)生(sheng)產(chan)流(liu)程(cheng)的(de)自(zi)動(dong)控(kong)製(zhi)中(zhong)下(xia)功(gong)夫(fu),這(zhe)就(jiu)要(yao)求(qiu)生(sheng)產(chan)線(xian)具(ju)備(bei)自(zi)動(dong)數(shu)據(ju)采(cai)集(ji)係(xi)統(tong)、遠程控製係統、shebeihewuliaodeyuanchenggenzongguanlidengzuchengbufen。kejian,guangfushengchanqiyemianlindezheleiyouhuaxuyao,yeweigeleixinxihuaxitongtigongleguangkuodekongjian,erqiesuizhejinhouguangfuchanyejingzhengderiqujilie,zheyileidexuqiuyumuqianxiangbiyejiangyuelaiyuemingxian。
國內光伏設備製造業升級步伐加快
jinguanzaiyiduanshiqinei,guoneiguangfuchanyebukebimiandishoudaoyuanliaojishichangdeshuangzhongxianzhi,danqichanyefazhandesuduquexianshichuboboshengji,erzuoweiweiguangfuchanyetigongshengchangongjudeshebeijichengzhizaoye,qishengjisuduzhijieyingxiangdaoguangfuchanyedejingzhengli。zhongdiankejijituan48suofusuochangwangjunchaozhichu,jinjinianneizhongguoguangfuchanyetishengdesudu,shiqiyonghenduandeshijianjiujubeilezhimianguojidejingzhengnengli,erqihuodegaosufazhandeguanjianzhuyaoyouyixialiangfangmiandeyuanyin:一方麵設備製造技術與國際接軌,另一方麵擁有無法比擬的低成本優勢。
王俊朝認為,為了保持成本優勢,光伏設備的技術發展應該圍繞著以下幾方麵進行:提高單機自動化水平,增加批次裝片量,提高單機生產效率;設備間機械手自動轉送,在線檢測,提高整線生產效率,減少人工幹預,降低碎片率;將更先進的工藝技術物化於設備,進一步提高太陽能電池的光電轉換效率,降低每瓦成本;適合大尺寸、薄矽片工藝等,以節約矽材料降低成本;帶dai廢fei氣qi排pai放fang收shou集ji處chu理li裝zhuang置zhi,降jiang低di廢fei氣qi及ji中zhong間jian生sheng成cheng汙wu染ran物wu排pai放fang,滿man足zu更geng嚴yan格ge的de環huan保bao法fa規gui。這zhe些xie不bu斷duan湧yong現xian的de新xin要yao求qiu,無wu疑yi也ye為wei先xian進jin的de自zi動dong化hua控kong製zhi、測量技術提供了機遇。
另(ling)外(wai),光(guang)伏(fu)產(chan)業(ye)為(wei)國(guo)內(nei)設(she)備(bei)製(zhi)造(zao)企(qi)業(ye)提(ti)出(chu)的(de)要(yao)求(qiu),也(ye)包(bao)括(kuo)生(sheng)產(chan)線(xian)和(he)行(xing)業(ye)解(jie)決(jue)方(fang)案(an)的(de)完(wan)整(zheng)性(xing)。這(zhe)就(jiu)要(yao)求(qiu),之(zhi)前(qian)以(yi)提(ti)供(gong)單(dan)機(ji)設(she)備(bei)為(wei)主(zhu)的(de)設(she)備(bei)提(ti)供(gong)商(shang),應(ying)該(gai)開(kai)始(shi)逐(zhu)漸(jian)具(ju)備(bei)設(she)備(bei)整(zheng)合(he)、方案設計以及提供交鑰匙項目的能力。相應地,對一些以提供行業自動化整體解決方案的自動化企業來說,這也將是他們的新商機。
光伏產業已經開始展現出曙光,而其發展道路上的每一個動向,仍然在為自動化企業不停地提出種種挑戰。我們相信,不斷麵對、解決這些問題的過程,也正是自動化產業在中國隨光伏產業一起走向騰飛的曆程。