实探2025 SNEC光伏展：产业链持续焕“新” 追“光”者破局前行

Core Viewpoint - The 2025 SNEC Photovoltaic Exhibition in Shanghai showcased the resilience and innovation within the photovoltaic industry, despite current challenges, with a focus on technological advancements and collaborative development to drive cost reduction and efficiency improvements [1][6]. Group 1: Technological Innovations - Companies are leveraging various advanced technologies such as TOPCon, BC, and heterojunction technologies to enhance efficiency and reduce costs [2][3]. - Longi Green Energy introduced a 700W component based on HIBC technology, which is smaller in area by 0.4m² while achieving a power density increase of 34W/m² [2]. - JinkoSolar's Tiger Neo component is designed for high-temperature and high-irradiation areas, effectively reducing lifecycle costs through improved temperature coefficients and lower degradation rates [3]. Group 2: Differentiated Products - Manufacturers are launching differentiated products tailored to various application scenarios, such as Yingli's new N-type products designed for diverse environments including plateaus and deserts [4]. - The focus on lifecycle cost reduction is driving the development of next-generation technologies like tandem solar cells, which were showcased at the exhibition [5]. Group 3: Industry Challenges and Opportunities - The photovoltaic industry is currently facing supply-demand mismatches and is at a cyclical low, necessitating collective efforts for transformation [6]. - The integration of energy storage solutions is seen as crucial for addressing the intermittency of solar power and ensuring sustainable development [6][7]. Group 4: AI and Energy Storage Integration - The exhibition highlighted the importance of integrating AI with energy storage solutions to optimize renewable energy management and address power demand fluctuations [8]. - Companies like TBEA are developing modular energy storage systems that enhance safety and efficiency, significantly reducing installation and debugging times [7].