Sou Hu Cai Jing·2025-06-04 02:36Core Viewpoint - The BIPV (Building Integrated Photovoltaics) industry in China is experiencing rapid growth driven by government policies aimed at promoting energy efficiency and carbon neutrality, with significant increases in installation capacity projected for 2024 [2][6][10]. Group 1: BIPV Industry Overview - BIPV technology integrates solar photovoltaic components into buildings, allowing them to generate electricity for their own use [3][10]. - The BIPV market has been activated by national policies, leading to a surge in investment and installation capacity [2][6]. Group 2: BIPV Industry Development History - BIPV development began nearly 30 years ago, with significant projects established in countries like Germany, Japan, and the USA, and the first domestic projects in China initiated in 2004 [4][10]. Group 3: BIPV Industry Policies - The Chinese government has implemented various policies to support the BIPV industry, including the "14th Five-Year Plan" and other initiatives aimed at promoting energy efficiency and carbon reduction [6][8]. - Recent policies emphasize the integration of renewable energy in construction and the promotion of distributed photovoltaic systems [8][10]. Group 4: BIPV Industry Chain - The BIPV industry chain consists of upstream component manufacturers, midstream system integrators, and downstream application scenarios, including industrial, residential, and public buildings [10][11]. - The upstream sector is characterized by high competition and market concentration, with a focus on improving photovoltaic efficiency [10][11]. Group 5: Market Data and Projections - China's BIPV installation capacity is projected to reach approximately 28,129 MW by 2024, with an additional 11,140 MW expected to be installed that year [2][6]. - The production of photovoltaic components in China is expected to grow from 76 GW in 2017 to 588 GW by 2024, reflecting a compound annual growth rate of 33.95% [11].