SNEC：光伏寻找新坐标

Core Insights - The SNEC PV exhibition remains a significant event for the solar industry, even amidst a cyclical downturn, with approximately 500,000 attendees expected from June 11 to June 13 [1] - Major solar companies are actively participating in the exhibition, showcasing new technologies, products, and collaborations, indicating a shift from a pure manufacturing focus [1][2] Group 1: Industry Trends - The solar industry is currently experiencing a phase of deep adjustment, with companies seeking to avoid price wars and focusing on self-discipline [5][6] - There is a consensus among leading solar manufacturers to refrain from increasing production capacity in the short term, emphasizing cautious growth strategies [5][6] Group 2: Technological Innovation - The industry is facing challenges in achieving significant technological breakthroughs, with recent innovations being characterized as "micro-innovations" rather than major advancements [3][4] - Leading companies are introducing higher power and efficiency products, such as Jinko's 670W TOPCon modules and LONGi's 700W HIBC modules, but the differences in performance are narrowing [2][3] Group 3: Market Dynamics - The competition among different N-type technologies (TOPCon, BC, HJT) is intense, but the industry is urged to focus on broader innovations beyond just these technologies [4][5] - The integration of solar energy with storage solutions and smart energy systems is becoming increasingly important, as companies aim to provide comprehensive energy solutions [6][7] Group 4: Future Outlook - The solar industry is undergoing a transformation, moving from being a simple energy source to a central hub connecting energy production, storage, and consumption [7][8] - Industry leaders emphasize the need for a paradigm shift, suggesting that rather than waiting for cyclical recovery, the focus should be on addressing disruptive changes within the industry [8]