TRINA(SH:688599) 中国能源报·2025-09-26 11:24Core Viewpoint - The Shagao Desert project is a key driver for new photovoltaic installations and serves as an important platform for ecological management and technological upgrades [1][3]. Group 1: Market Trends and Predictions - The photovoltaic industry is undergoing significant changes as the market for new energy electricity accelerates, with a predicted installation scale of 253 GW by 2030 for the Shagao project [3]. - The focus is shifting from merely installing capacity to optimizing the overall efficiency and revenue generation of power plants [3]. Group 2: Component Evaluation and Performance - Traditional rated power has limitations in complex environments like Shagao, where actual generation may differ from rated output due to weak light conditions [5]. - The contribution of bifacial power generation is significant, with back-side generation rates reaching approximately 16.6% and ground reflectivity between 25% to 30% enhancing this potential [5][6]. - A new evaluation system is needed that incorporates both front and back power contributions, as well as low irradiance performance, to accurately reflect the true value of photovoltaic components [6][11]. Group 3: Tracking Support Structures - Tracking supports are gaining recognition for their ability to align output with electricity price curves, enhancing revenue during high-price periods [8]. - Compared to fixed supports, tracking supports can increase investment return rates by 1 to 2 percentage points, making them a viable option for improving project economics [8][9]. - The integration of intelligent algorithms can further optimize performance, potentially increasing output by an additional 2 to 3 percentage points [8]. Group 4: Systematic Solutions and Long-term Viability - The success of the Shagao project hinges on ensuring stable long-term operation under extreme environmental conditions, necessitating a comprehensive approach to system performance [11]. - A unified evaluation system that considers all aspects of the power generation system, including components, supports, storage, and maintenance, is essential for maximizing returns [11][12]. - The Shagao project serves as a model for future renewable energy projects, emphasizing the need for integrated solutions to enhance investment returns and address environmental challenges [12].