尹绪龙：新能源高质量发展转向终端应用驱动

Core Viewpoint - The article emphasizes the shift in the renewable energy sector from policy-driven growth to application-driven development, highlighting the importance of energy consumption and system efficiency in driving high-quality growth in the industry [4]. Group 1: Industry Changes - The increase in clean energy installations, particularly solar and wind, has led to consumption issues becoming a major constraint on renewable energy development [4]. - Policies such as the 136 Document and subsequent initiatives like zero-carbon parks and green electricity direct connection are guiding the industry towards a new direction focused on terminal application [4]. - The competitive landscape has shifted from traditional energy sources to intra-renewable competition, where higher efficiency and stability in energy generation are crucial for profitability [4]. Group 2: Focus Areas for Renewable Energy Stations - The industry is now placing greater emphasis on overall system efficiency rather than individual components, making the entire renewable energy generation system the focal point [5]. - There is an increased focus on the stability of system operations, as more stable and fault-free power stations yield higher returns over their lifecycle [5]. - The future will see a greater emphasis on refined operations, with intelligent and precise maintenance of solar power stations to enhance efficiency and extend generation periods [5]. Group 3: Product Requirements - Future market demands for solar photovoltaic (PV) components will prioritize superior weak light performance, ensuring higher energy output during low-light conditions [5]. - Stability in power generation performance is essential, with products needing to demonstrate high efficiency, reliability, and adaptability to ensure consistent energy production [5]. - Enhanced system compatibility is critical, as lower system losses and higher matching degrees between products will lead to increased overall output and profitability [5]. - A higher level of intelligence in operations is required, with systems capable of rapid responses and smart management to improve operational efficiency and energy output [6]. Group 4: Company Initiatives - Yingli Green Energy focuses on product quality and application development, with the launch of N-type series products catering to various scenarios including desert construction and offshore projects [6]. - The company has successfully implemented solar projects in regions like Xinjiang and Langfang, addressing local grid connection and consumption challenges [7]. - The Qinghai Gonghe 1 million kW solar thermal project is noted as the first smart power station in the country, utilizing intelligent upgrades for point-to-point management of components [7]. Group 5: Market Outlook - The renewable energy project market is expected to expand significantly, with the zero-carbon park market projected to reach 490.8 GW by 2030 [8]. - Green electricity direct connection presents immense potential, allowing projects to connect directly with end-users without consuming annual wind and solar quotas, thus facilitating low-carbon transitions for high-energy-consuming enterprises [8]. - The direct matching of supply and demand in green electricity reduces transmission losses and provides traceable green electricity certificates, which are crucial for companies aiming to meet international market standards under carbon neutrality goals [8].