韩国太阳能电池组件制造商——韩华Q Cells将在未来五年内总共投资1.5万亿韩元(合12.8亿美元),用于扩大太阳能电池组件产能,并增加在其国内的研发活动。
该公司的一位发言人告诉《光伏》杂志,“总体投资计划将包括在韩国扩大3.1 GW的产能,以及计划到2025年将公司在韩国的产能扩大到7.6 GW。这项投资承诺的资金将有一部分被用于TOPCon和串叠钙钛矿技术……不过我们有意将这笔1.5万亿韩元投资到多个领域。”
“扩大的产能将包括钙钛矿和TOPCon生产线,但目前尚未确定确切的产能规模,”这名发言人继续说,但未提供进一步的细节。
韩国市场预计到本世纪末将部署超过15 GW的光伏产能,包括组件制造商Hyundai Energy Solutions等数家国内制造商正竞相争夺这块大蛋糕。现代集团(Hyundai)正计划建造一家1.37 GW的工厂,并最近在韩国忠清北道的阴城郡投产了一座750 MW的面板工厂,这使其目前组件产能达到1.35 GW。 韩国贸易、工业和能源部(Motie)于2020年5月推出了太阳能组件碳足迹规定。这些规定与法国所适用的相似——法国的大型太阳能项目招标会考虑到低碳制造,以及开发商同意接受的发电价格。韩国和法国一样,拥有成熟的核电能力,这对于国内太阳能面板制造商实现低碳目标也是有帮助的。
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