研判2025！中国光伏焊带行业产业链、发展现状、竞争格局及发展趋势分析：作为电池片连接主流方案，光伏焊带市场规模达到298亿元[图]

Core Insights - The photovoltaic welding ribbon industry in China is experiencing unprecedented growth due to increasing attention to renewable energy, with the market size expected to reach 29.8 billion yuan in 2024, a year-on-year increase of 39.3% [1][8][9] - Technological advancements such as Multi-Busbar (MBB) technology and thinner SMBB ribbons are enhancing market competitiveness by reducing costs per watt [1][8] - The demand for photovoltaic welding ribbons is closely tied to the growth of the photovoltaic industry, with significant increases in installed capacity projected [7][9] Industry Overview - Photovoltaic welding ribbons, also known as tin-coated copper ribbons, are essential for connecting solar cell chips, facilitating current transmission [2][3] - The structure of welding ribbons typically consists of a copper substrate with a tin alloy surface, designed to enhance conductivity and welding performance [2] Market Size and Growth - The market size for photovoltaic welding ribbons in China is projected to reach 29.8 billion yuan in 2024, reflecting a 39.3% increase from the previous year [1][8] - The usage of photovoltaic welding ribbons is expected to grow from 47,700 tons in 2018 to 322,700 tons in 2024, driven by the expansion of the photovoltaic industry [9][10] Competitive Landscape - The market is characterized by a multi-tiered structure, with large enterprises like Yubang New Materials and Tongxiang Technology dominating due to advanced production technologies and strong financial capabilities [11] - Emerging companies are leveraging technological innovation to capture market share, indicating a dynamic competitive environment [11] Industry Trends - National policies are strongly supporting the photovoltaic industry, promoting healthy and orderly development through subsidies and industry standards [12][13] - The industry is witnessing increasing concentration, with smaller firms facing pressure to exit the market, while larger firms benefit from economies of scale and advanced technology [14] - The push for grid parity and lower costs is driving technological advancements in the welding ribbon sector, enhancing product performance and efficiency [15]