中国光伏产业链全面出海 可持续性议题摆上日程

Core Viewpoint - The Chinese photovoltaic industry is experiencing a dual reality of strong overseas revenue growth while facing challenges in the international trade environment, necessitating a focus on sustainable expansion strategies [3][10]. Group 1: Overseas Revenue Growth - From 2021 to 2024, China's photovoltaic product export values were $28.4 billion, $51.24 billion, $48.48 billion, and $32.02 billion respectively, with a notable decline in recent years due to intensified domestic price competition [4]. - The overseas revenue of 68 A-share listed photovoltaic companies from 2021 to 2023 was 208.94 billion yuan, 339.87 billion yuan, and 385.57 billion yuan, with year-on-year growth rates of 27.27%, 62.66%, and 13.45% respectively [4]. - In 2024, despite a year-on-year decrease of 12.68%, the overseas revenue is still projected to be 336.69 billion yuan [4]. Group 2: Global Expansion Strategies - During the "14th Five-Year Plan" period, companies like Trina Solar and Tongwei have significantly expanded their global presence, with Trina Solar's module shipments exceeding 200 GW and Tongwei establishing a diverse international market strategy [5][6]. - Companies are increasingly focusing on local production and establishing manufacturing bases in regions like Spain, Brazil, and Saudi Arabia to enhance supply chain resilience [5][8]. - The trend has shifted from merely exporting products to also exporting technology and capital, with companies engaging in joint ventures and local partnerships to strengthen their international footprint [7][9]. Group 3: Challenges and Adaptation - The photovoltaic industry faces challenges such as fluctuating market prices, diverse standards, and the need for local partnerships, which can complicate overseas project execution [10][11]. - Companies are adopting strategies to enhance operational resilience, including building local service networks and rapidly completing regional certifications to address market entry barriers [10][11]. - There is a growing emphasis on corporate social responsibility and sustainable development, with companies encouraged to create unique value for local communities while expanding globally [11].