Workflow
从“走出去”到“扎下根” 光储融合开辟新蓝海
Shang Hai Zheng Quan Bao·2025-09-23 18:04

Core Insights - The photovoltaic industry is transitioning from a "single-player" approach to a collaborative model, emphasizing the importance of integrated supply chains for overseas expansion [3][4][5] - Companies like JinkoSolar and Trina Solar are actively establishing overseas supply chain systems to enhance stability and competitiveness in raw material supply [4][5] - The integration of energy storage with photovoltaic systems is becoming essential, as it addresses the intermittent nature of solar power and meets increasing market demands [6][7] Group 1: Industry Trends - The shift towards "full industry chain collaboration" is seen as crucial for the success of photovoltaic and energy storage companies in international markets [4][5] - JinkoSolar's new factory in Saudi Arabia represents a new global manufacturing model, focusing on joint ventures and local partnerships to secure supply chains [4] - The demand for energy storage solutions is rapidly increasing, with JinkoSolar setting a target of 6GWh for energy storage system shipments this year, a fivefold increase from last year [7] Group 2: Market Opportunities - The global renewable energy project pipeline is extensive, with planned projects reaching hundreds of gigawatts, indicating a significant future demand for energy storage solutions [7] - The Middle East is identified as a high-potential market for photovoltaic and energy storage, driven by abundant natural resources and capital [8] - Companies are leveraging local teams in various regions to provide immediate response services and enhance customer engagement [7][8] Group 3: Strategic Approaches - Companies are focusing on risk assessment and local financial partnerships to navigate challenges in overseas markets [9] - Trina Solar aims to balance scale and profitability while reinforcing its market share in Europe and Australia through continuous R&D [9] - The emphasis on collaborative strategies is seen as a core logic for Chinese companies expanding internationally, allowing for shared risk and resource optimization [5][9]