China's strategic choice or strategic abandonment?
Dear friends, let me reveal to you a brilliant chapter in China's scientific and technological development - the export of photovoltaic silicon wafers. Do you know that photovoltaic silicon wafers, a seemingly ordinary material, are the "heart" of solar cells, and its quality and performance directly determine the "vitality" and "staying power" of solar cells? China, as the world's largest producer and exporter of photovoltaic silicon wafers, has mastered the world's top photovoltaic silicon wafer preparation technology, just like a delicate craftsman, carving a shining "green business card" with exquisite craftsmanship. These photovoltaic silicon wafers, like a steady source of green energy, contribute China's wisdom and strength to the global energy transition and the challenge of climate change. They have traveled through thousands of mountains and rivers to all corners of the world, becoming messengers of light and injecting powerful impetus into the global clean energy revolution. Friends, let us look forward to these photovoltaic silicon wafers blooming more dazzlingly on the global stage, painting a beautiful green picture for the future of the earth.
However, not long ago, Bai Chongen, dean of the School of Economics and Management of Tsinghua University, put forward a shocking proposition at a forum: open the export of photovoltaic silicon wafer preparation technology and seek international cooperation. His reasoning is that this is conducive to the higher level of development of China's photovoltaic industry, as well as the global energy transition and climate change response.
This proposition immediately caused an uproar. Many people believe that this is a strategic abandonment, a betrayal of China's science and technology, a waste of hundreds of billions of national funds, a disrespect for countless scientific researchers, and a self-cede to core technologies. They pointed out that photovoltaic silicon wafer preparation technology is China's national weapon, China's pride in science and technology, and China's national self-confidence, and it cannot easily let go of technical restrictions, otherwise it will lead to the outflow and abuse of China's photovoltaic technology, damage the interests and safety of China's photovoltaic industry, and affect the stability and harmony of China's photovoltaic industry.
So, is Dean Bai's proposition a strategic choice or a strategic abandonment? In order to better understand this problem, we need to analyze it from multiple perspectives.
First of all, we need to understand the current situation and development trend of photovoltaic silicon wafer preparation technology in China. According to the search results, there are two main types of photovoltaic silicon wafer preparation technologies in China, one is monocrystalline silicon wafers and the other is polycrystalline silicon wafers. Monocrystalline silicon wafers have the characteristics of high efficiency, high stability and high reliability, but their preparation process is complex, energy consumption is high, and the cost is high. On the contrary, multicrystalline silicon wafers have a simple preparation process, low energy consumption and low cost, but their efficiency, stability and reliability are relatively low.
China's photovoltaic silicon wafer preparation technology, after years of development, has reached the world's leading level. According to the search results, China is the world's largest producer and exporter of photovoltaic silicon wafers, accounting for 80% of global photovoltaic silicon wafer production and 90% of exports. China's photovoltaic silicon wafer companies not only occupy an absolute advantage in the field of polycrystalline silicon wafers, but also make breakthroughs in the field of monocrystalline silicon wafers. For example, Zhonghuan has launched a new and disruptive G12 (210 mm) wafer, which has an area 80% higher than that of M2. This large-size silicon wafer can significantly increase the power of a single module, reduce the cost of BOS, and improve the investment income of downstream photovoltaic power plants.
Second, we need to understand the significance and impact of China's photovoltaic wafer exports. According to Dean Bai's proposal, opening up the export of photovoltaic silicon wafer preparation technology and seeking international cooperation have the following advantages:
It can increase the international market share of China's photovoltaic products and improve the international influence and discourse power of China's photovoltaic industry. By sharing technology with international partners, we can break down barriers, reduce export costs, expand export scale, increase export revenues, and promote the growth and expansion of China's photovoltaic industry.
It can promote the innovation and upgrading of China's photovoltaic technology and improve the core competitiveness of China's photovoltaic industry. By exchanging technology with international partners, we can absorb and learn from foreign advanced technology and experience, accelerate the research and development and improvement of China's photovoltaic technology, improve the quality and performance of China's photovoltaic products, and win the recognition and trust of the international market.
It can promote the development and prosperity of the global photovoltaic industry and contribute to the global energy transition and climate change response. By co-building technologies with international partners, we can expand the world's installed photovoltaic capacity and power generation, reduce global carbon emissions and energy consumption, improve global energy security and environmental quality, and achieve global sustainable development.
However, opening up the export of photovoltaic silicon wafer preparation technology also has the following risks and drawbacks:
The outflow and abuse of photovoltaic technology is undoubtedly a double-edged sword, hanging over China's photovoltaic industry. This is not only about the confidentiality and rights and interests of technology, but also about the survival and development of the industry. Without strict protection and regulation, China's PV technology could be a treasure trove of greedy eyes, at risk of being stolen and copied. Worse still, these technologies may even be used in illegal and undesirable fields, such as military conflicts and terrorism, depriving China's PV technology of its original brilliance and advantage. In this scenario, China's photovoltaic industry will be like falling into a whirlpool, facing external competition and threats, and internal confrontation may also arise due to the divergence of interests. Once the export door of photovoltaic silicon wafer preparation technology is opened, various interests and disputes may ensue. Different photovoltaic companies and regions may fall into disputes due to conflicts of interest, and even lead to industry chaos and chaos. This will not only undermine the harmony and stability of the photovoltaic industry, but also weaken the unity and cooperation of the entire industry, making it passive in international competition. Therefore, we must realize that the protection and supervision of photovoltaic technology is not only a respect for technology, but also a responsibility for the industry. Only by establishing a sound protection mechanism can we ensure that China's photovoltaic technology can not only promote the development of global green energy, but also bring lasting and stable benefits to China's photovoltaic industry.
China's photovoltaic silicon wafer preparation technology, like a bright pearl, shining, embodies the wisdom and sweat of countless scientific researchers, it is the important weapon of our country, the light of science and technology, and the pride of the nation. However, the issue of openness and cooperation is like a tightrope, requiring us to find a delicate balance between prudence and openness.
We can't blindly untie the shackles of technology, otherwise we may be like a ship that has lost its helmsman, at the mercy of the wind and waves, and lose our core competitiveness and strategic advantages. In the same way, we should not be too closed, otherwise we may be like a closed garden, losing communication and collision with the outside world, leading to the depletion of the source of innovation and missing the opportunity for cooperation.
Therefore, we must formulate a flexible and rational technology export policy based on an international perspective and national interests. This is like a dancer dancing on the stage, not only to protect our technical security and industrial interests, just as a dancer protects his body and rhythm, but also to promote our technological innovation and industrial development, just like a dancer to show his grace and strength. In this way, we can find the best balance between the openness and cooperation of technology, and realize the harmonious dance of technology and interests.