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Guiding Opinions on Promoting the Development of the Energy Electronics Industry

Recently, six ministries and commissions including the Ministry of Industry and Information Technology issued their "Guiding Opinions on Promoting the Development of the Energy Electronics Industry" (hereinafter referred to as "Guiding Opinions"). The "Guiding Opinions" put forward the main development goals: by 2025, breakthroughs will be made in industrial technology innovation, the industrial base will be advanced, the level of industrial chain modernization will be significantly improved, and the industrial ecological system will be basically established; by 2030, the comprehensive strength of the energy and electronics industry will continue to improve. Form an industrial scale that is compatible with domestic and foreign new energy demands. The energy electronics industry has become a key force to promote the realization of carbon peak carbon neutrality. The Guiding Opinions propose six key tasks: The "Guiding Opinions" aims to rely on the competitive advantages of my country's photovoltaic, lithium-ion battery and other industries, start from the supply side, make efforts at the manufacturing end, take hard technology as the guide, and aim at industrialization, and accelerate the promotion of technological breakthroughs and innovations in various fields of energy electronics. Product supply capacity improved. Combined with the status quo and foundation of industrial development, the "Guiding Opinions" proposes six key tasks: The first is to further promote the coordinated and integrated development of the entire energy and electronics industry chain from the aspects of strengthening the overall coordination of both ends of the supply and demand, promoting the coordinated development of the entire industry chain, and improving the support system for technological innovation; The second is to improve the supply capacity from the development of advanced and efficient photovoltaic products and technologies, and the development of safe and economical new energy storage products; The third is to support the application of key terminal markets in terms of promoting advanced product and technology demonstration, supporting the integrated development of key areas, and increasing the application and promotion of emerging areas; The fourth is to promote the development and innovative application of key information technologies from the aspects of developing new energy-oriented key information technologies, promoting intelligent manufacturing and operation and maintenance management; The fifth is to promote the healthy and orderly development of the industry from the aspects of strengthening the construction of public service platforms, improving the industry standard system, strengthening industry standard management, and doing a good job in safety risk prevention; Sixth, we will focus on improving the international development level of the industry from the aspects of accelerating the pace of international cooperation and deepening the layout of the global industrial chain. At the same time, the "Guiding Opinions" also proposed three special actions: The first is to improve the supply capacity of solar photovoltaic products and technologies. The specific development directions of crystalline silicon cells, thin film cells, photovoltaic materials and equipment, smart components and inverters, systems and operation and maintenance are proposed. The second is to improve the supply capacity of new energy storage products and technologies. Propose lithium-ion batteries, lithium-ion materials and equipment, sodium-ion batteries, liquid flow batteries, hydrogen energy storage/fuel cells, supercapacitors, other new energy storage technologies and products, battery system integration, testing and evaluation and recycling, energy storage system intelligence The specific development direction of early warning security. The third is to improve the supply capacity of energy electronics key information technology products. The specific development directions of optoelectronic devices, power semiconductor devices, sensitive components and sensor devices, light-emitting diodes, advanced computing and systems, data monitoring and operation analysis systems are proposed.

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Semiconductor design and passive sectors are expected to be the first to bottom out in 2023

From a cyclical point of view, semiconductor design is in the downstream of the industry chain, and is deeply bound to terminal prices. Under the expectation of loosening upstream costs and easing downstream demand, it is expected to be the first to bottom out and rebound in 2023; although passive components do not belong to semiconductors, they are closely related to the semiconductor cycle. The coincidence degree is high, and the current price and inventory of passive components are at the bottom. It is expected that the second quarter of 2023 is expected to start a new round of business cycle. Zhongtai Securities released a research report stating that from September 2022, the year-on-year growth rate of global semiconductor sales will enter a negative growth stage, which usually lasts for 5-7 months, and the inflection point of this cycle may appear in the first quarter of 2023 However, due to factors such as the epidemic and geopolitics, a delay in demand recovery may lead to a delay in the inflection point of this cycle. From the perspective of downstream demand, all links are still in the stage of destocking. Looking at the outlook for the fourth quarter of overseas major manufacturers, most design companies have shown negative year-on-year growth.   The research report pointed out that from a global perspective, all links are basically synchronized with the global semiconductor cycle: Among them, although the year-on-year growth rate of manufacturing, packaging and testing, and silicon wafer revenue is still positive, it has dropped significantly. In the design process, some companies in radio frequency, storage, and SoC have entered negative growth in the third quarter of 2022.   From the perspective of mainland China, equipment materials are independent of the global cycle, and the design process is ahead of the global response: Among them, equipment in the mainland is independent of the global cycle, and materials, manufacturing, packaging and testing are basically synchronized with the global cycle. The year-on-year revenue of some design sectors has entered a negative growth stage earlier than that of global semiconductors (mainly because the revenue growth rate of domestic design companies was much higher than the global level last year). In the second quarter of 2022, both analog and RF revenues have entered negative growth; in the third quarter At that time, the growth rate of analog and radio frequency was still negative, and MCU also entered a negative growth rate. The growth rate of other design companies dropped to 4%, and the growth rate of power semiconductors dropped to 14%. The FPGA sector still maintained a high growth rate of 40% in the third quarter due to its special downstream. In 2021, China will be the largest semiconductor market in the world, but the overall self-sufficiency rate is less than 20%. Excluding the contribution of overseas manufacturers to build factories in China, the self-sufficiency rate of domestic IC manufacturers is only 6.6%, and the overall self-sufficiency rate of passive components is about 20%. %, is still at a low level, and there is much room for improvement in the future.    Therefore, the agency believes that strong alpha of domestic substitution under the background of high demand and low self-sufficiency rate is still the long-term logic of domestic semiconductor and passive component investment. From a cyclical point of view, semiconductor design is in the downstream of the industry chain, and is deeply bound to terminal prices. Under the expectation of loosening upstream costs and easing downstream demand, it is expected to be the first to bottom out and rebound in 2023; although passive components do not belong to semiconductors, they are closely related to the semiconductor cycle. The coincidence degree is high, and the current price and inventory of passive components are at the bottom. It is expected that the second quarter of 2023 is expected to start a new round of business cycle. From the perspective of alternative space, the largest downstream market segment of semiconductors is IC design, in which the digital, analog, and storage circuits have a large space, the localization rate is low, and the growth space is broad; the current localization rate of MLCC, inductors and other industries in the passive component industry is low. Manufacturers are actively deploying and have a certain degree of competitiveness. It is expected that the localization rate will continue to increase.    Therefore, it is optimistic that the first cycle of semiconductor design and passive sectors will bottom out in 2023, and the low self-sufficiency rate and large market size will also open up its long-term growth space in the future.    According to the Debon Securities Research Report, the electronics sector will decline in 2022, and the decline will be greater than that of other primary industries. The downstream demand for electronics is differentiated, 3C consumption is entering a cold winter, and photovoltaics, new energy vehicles, Xinchuang and other fields are affected by favorable macro factors such as carbon neutrality and localization, which will bring growth opportunities for the upstream electronics sector. The performance of semiconductor companies in the industry is relatively strong, and the profitability of companies in the fields of optical optoelectronics and consumer electronics has deteriorated. The overall valuation of the electronics sector is at a historically low level, close to the valuation level in the first half of 2019, while the semiconductor valuation level is relatively firm.   The research report pointed out that the current global semiconductor sales are still in a downward cycle. Judging from the last round of semiconductor sales data in China, the down cycle time is about 1.5-2 years. Considering that the current downward cycle starts from the end of 2021, the agency predicts that the growth rate of semiconductor sales in China may bottom out around the second quarter of 2023. According to IDC data, China's smartphone shipments in the third quarter of 2022 were 71.1 million units, a year-on-year decrease of 12%, narrowing the decline from the second quarter. According to companies such as MediaTek and TSMC, institutions expect inventory to decline in the fourth quarter of 2022 and return to normal levels in the first half of 2023.   In addition, according to IC Insights data, China's IC self-sufficiency rate in 2021 is only 16.7%, and it is expected to reach 19.37% in 2025 and 21.2% in 2026, which is generally at a low level. The overall localization rate of IC design is also low. In 2021, the localization rate of NandFlash and MPU is only about 1%, that of DRAM is about 2%, that of logic and analog chips is about 5%, and that of MCU is less than 15%. .   Previously, the US Semiconductor Industry Association (SIA) stated that 2022 is a historic year for the global semiconductor industry, and the industry continues to face major challenges. The industry is known for its cycle, and it is expected that the market cycle will not rebound until the second half of 2023. In addition, according to a report jointly released by SIA and Boston Consulting Group, it is estimated that by 2030, China's global share of semiconductor design is expected to increase to 23%, second only to the United States (36%), which ranks first, and surpass South Korea. (19%), ranking second in the world. "Reposted from: International Electronic Business 9731.html"

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Breaking the trillion yuan for the first time! In the past 10 years, the compound growth rate of my country's integrated circuit industry has been 19%

Yang Xudong, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, introduced that in 2021, the sales of my country's integrated circuit industry will exceed one trillion yuan for the first time, reaching 1,045.8 billion yuan. The compound growth rate from 2012 to 2021 will be 19%, which is three times the global growth rate over the same period . International Electronic Business News on the 8th, at the press conference held in Beijing and Hefei on the 7th, Yang Xudong, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, introduced that in 2021, the sales of my country's integrated circuit industry will exceed one trillion yuan for the first time. It will reach 1,045.8 billion yuan, and the compound growth rate from 2012 to 2021 will be 19%, which is three times the global growth rate in the same period. In 2020, my country issued "Several Policies for Promoting the High-Quality Development of the Integrated Circuit Industry and Software Industry in the New Era" (Related Reading: Favorable Policies! The State Council's "Gift Package" is Here: These Enterprises Are Exempted From Taxes for Up to 10 Years!), all policies Treat domestic and foreign enterprises equally. At the same time, in recent years, with the joint efforts of domestic and foreign enterprises, the development of my country's integrated circuit industry has achieved phased results, the overall level of the industrial chain has been greatly improved, the technological innovation capabilities of products have continued to increase, and the industrial environment has continued to be optimized. The scale of the industry has continued to grow, and the technological innovation capability of the industry has been greatly enhanced. Driven by policies and the wave of localization, many places across the country are actively accelerating the layout of the integrated circuit industry. Taking Anhui as an example, there are more than 400 integrated circuit industry chain enterprises, and more than 50 enterprises with a value of more than 100 million yuan. They have developed and formed a relatively complete system ranging from design, manufacturing, packaging and testing, to materials, equipment, innovative R&D platforms and personnel training. industrial chain. In 2021, the scale of the integrated circuit industry in Anhui Province will exceed 40 billion yuan, and it is expected to exceed 50 billion yuan this year. According to Ke Wenbin, deputy director of the Economic and Information Department of Anhui Province, the total investment of projects under construction and planning in the province exceeds 300 billion yuan.

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The new energy vehicle technology innovation base is put into use to strengthen the safety inspection of safe vehicles

The release of "Double Carbon" accelerates the transformation and upgrading of traditional energy, moving towards clean and green. In the process of energy structure transformation, we will gradually get rid of the dependence on traditional energy such as coal, and replace it with a reliable new energy system. It can be said that new energy has become an energy source. A major force in green change.   New energy has entered thousands of industries and households, especially in the automotive field. As of the end of June this year, the national motor vehicle ownership reached 406 million, of which 10.01 million were new energy vehicles, breaking the 10 million mark. In August, the retail sales of new energy passenger vehicles reached 529,000 units, a year-on-year increase of 111.2% and a month-on-month increase of 8.8%; in the first eight months of this year, domestic retail sales of new energy passenger vehicles reached 3.262 million units, a year-on-year increase of 119.7%.   Not long ago, the new energy vehicle technology innovation base was completed and opened in Tianjin. The abbreviation of this base means that my country's new energy vehicle technology will form a large-scale research, and the related testing fields will be further improved.    It is understood that the new energy vehicle technology innovation base is mainly established by China Automotive Technology Research Center Co., Ltd. The base has a total of 116,000 square meters of comprehensive test buildings, supporting more than 1,000 sets of test equipment, mainly focusing on six major fields such as fuel cells, power batteries, electric drive and electronic control, charging technology, electromagnetic compatibility, and new energy vehicles. The capabilities cover new energy passenger vehicles, commercial vehicles and other related components, and it is intended to build a new energy vehicle R&D verification and testing base.    The popularity of new energy vehicles is closely related to its construction cost and green effect. On the one hand, relevant policies continue to issue "gift packages" for new energy purchases. In July, 17 departments including the Ministry of Commerce, the National Development and Reform Commission, and the Ministry of Industry and Information Technology issued the "Notice on Several Measures to Revitalize Automobile Circulation and Expand Automobile Consumption", which clearly proposed to break the local protection of the new energy vehicle market, promote the consumption and use of new energy vehicles in rural areas, and accelerate the promotion of residential Construction of charging facilities in communities, parking lots, gas stations, expressway service areas, passenger and freight hubs, etc., and guiding charging pile operators to appropriately reduce charging service fees and other measures to support the development of new energy vehicles.    Not only that, the real money policy continues to benefit consumers. The Ministry of Industry and Information Technology recently issued an announcement to extend the policy of exempting vehicle purchase tax for new energy vehicles, and exempt new energy vehicles from January 1, 2023 to December 31, 2023. Vehicle purchase tax.    On the other hand, technology supplements the vitality of new energy vehicles. For new energy vehicles, safety is the first priority. Among them, the thermal runaway problem of new energy vehicles needs to be solved urgently. In this regard, automobile companies have increased their research and development efforts to solve the current safety problems of new energy vehicles. Guolian Automobile Power Battery Research Institute Co., Ltd. has built two new energy vehicle testing centers in Beijing and Foshan. At present, there are more than 320 testing items, covering more than 100 standards. Among them, Foshan has also established a testing sub-center, with a total investment of 120 million, covering electrical performance, safety and reliability.    In addition, the cruising range is also a key point. In recent years, the pace of technological innovation in my country's new energy vehicle industry has accelerated. New group technologies, high nickel and cobalt-free batteries, and semi-solid batteries have made breakthroughs in applications. New technologies, new models, and new business formats have continued to emerge. has been greatly improved.    At the same time, relevant plans and policies have been issued in various regions, which are intended to stimulate the enthusiasm for purchasing new energy and strengthen the consumption power of residents. At the end of September, the Zhejiang Provincial Department of Commerce and other 16 departments issued a notice to introduce a number of measures to support the purchase and use of new energy vehicles, speed up the activation of the used car market, promote the consumption of automobile renewal, and promote the sustainable development of parallel imports of automobiles to expand the consumption of new energy vehicles. market, and consolidate the consumption trend of new energy vehicles.    Now, the opening of Tianjin New Energy Vehicle Technology Innovation Base will further increase the research and development of new energy vehicles, promote the development of core technologies, find better solutions, and achieve a new leap in the new energy vehicle industry.    (Source: Xinhuanet, People's Daily Online)

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The globalization of the photovoltaic industry makes solar energy cheaper and cheaper

With the continuous rise of the clean energy market, all countries are now vigorously developing the new energy industry, and it seems that it has become a general trend to replace traditional coal-fired power generation with new energy. As a relatively mature technology in the new energy industry, solar energy has naturally been given high hopes.   From the perspective of market data, in 2020 alone, the newly installed photovoltaic capacity in the world will reach 138.2 GW. By the end of 2020, the total installed capacity of global solar photovoltaic power generation has reached 773.2 GW. From the overall development point of view, the development of the photovoltaic industry directly stimulates the development of polysilicon, silicon wafers, cells and other industries. The global downstream photovoltaic application market of Furui has shown rapid expansion, and many regions have even regarded photovoltaic power as the main source of electricity, the industry is positive.    But at the same time, a core issue continues to affect the acceptance of excess photovoltaic power among the public - the price. Taking my country as an example, in 2008, the National Development and Reform Commission issued a reply on the on-grid electricity price of the solar photovoltaic power stations in Ordos, Inner Mongolia and Chongming, Shanghai. Electricity is not cheap. And until 2018, although the overall price of photovoltaic electricity was declining, the price of photovoltaic electricity was still unacceptable to the public compared with coal electricity. Although the emphasis was already on low carbon at the time. The turning point of this problem was in 2019. Starting from 2019, photovoltaic power began to compress prices under the premise of state intervention, and successfully achieved parity photovoltaic power in 2021. Simply put, the price of photovoltaic electricity at that time was already comparable to that of coal. The price of electricity is flat, and my country has also begun to advocate the effective application of photovoltaics, and gradually began to try to replace coal power with photovoltaics and other new energy sources.   Interestingly, around 2020 is also the time when most other countries’ photovoltaic industries have achieved great development. From the historical background, this is closely related to the proposal of the "Double Carbon" plan.    In fact, with the continuous maturity of the photovoltaic industry, the globalization of photovoltaics has also reduced the cost of using solar energy. According to a recent study, the cost of installing solar hardware is decreasing as the solar industry chain begins to globalize. And in response to this, the research team of the State University of New York at Stony Brook has drawn a conclusion based on comparing the differences in the cost of solar cell deployment between localized supply and global supply models in various major markets—integrating the global supply of solar cells. Chains may make solar cheaper.    From the perspective of economic development, the globalization of the solar cell supply chain may only be a matter of time. Because under the current environmental trend, it is the key to promote the development of the solar energy industry, especially to encourage the public to accept this form of energy. Therefore, in order to lower the threshold for use, the cooperation between companies on solar cell-related technologies and components should be closer. Among them, natural It also includes international exchanges and cooperation. Article link: Chemical Instrument Network

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