Core content of the report:

As an important voice platform in the financial field, Securities Daily has been closely following the dynamic changes in various industries.

The report of Securities Daily, with the theme of "Photovoltaic recycling industry is on the rise, with a market space worth hundreds of billions of yuan waiting to be released", deeply analyzed the current situation and future of the photovoltaic recycling industry.

The report pointed out that the photovoltaic recycling industry, as an emerging blue ocean, is expected to reach a market size of 26 billion yuan by 2030 and is expected to exceed 420 billion yuan by 2050. The successful launch of the world's first fully recycled photovoltaic module marks a major breakthrough in my country's recycling and recycling of waste photovoltaic modules. The emerging blue ocean of photovoltaic recycling has attracted companies and capital to compete for layout.

However, the large-scale development of the industry still faces many challenges, such as high recycling costs, lack of industry standardization, and market chaos caused by "small workshop" operations.

Lv Fang, secretary-general of the Photovoltaic Recycling Center, told reporters that in response to the problem of "small workshop"-style operations squeezing out the profits of formal enterprises, relevant departments are currently studying a "white list" system for component recycling, formulating operating standards and related regulatory measures to maintain normal order in the industry.

Highlights of RESOLAR in the report:

1. Deeply involved in breakthrough projects:

The world's first fully recycled photovoltaic module was initiated by the PV Committee of China Green Supply Chain Alliance (China ECOPV Alliance), led by Trina Solar, and jointly completed by RESOLAR, Yongzhen Technology , Flat Group, and Zhongju Materials . According to tests, the conversion efficiency is as high as 20.7% and the power exceeds 645W, marking a major breakthrough in my country's recycling and recycling of waste photovoltaic modules.

2. Accurate analysis of industry costs:

Hudong Wang, VP  of RESOLAR, pointed out that the cost of photovoltaic recycling is mainly composed of transportation costs, recycling costs and environmental protection costs. Among them, the effective coverage radius of logistics costs is 500 kilometers to 600 kilometers. Beyond this range, the transportation cost will increase significantly, weakening the economic efficiency of purchasing waste components.

3. Call for standardized development of the industry:

Hudong Wang, VP of RESOLAR, mentioned that some "small workshops" use violent recycling and ignore environmental protection to create profits, which seriously distorts the market order. He called on the industry to establish a standardized recycling system as soon as possible, promote the transformation and upgrading of the industry to high-value utilization, and avoid falling into price competition of low-end recycling.