Zheng Quan Ri Bao·2025-10-21 16:36Core Viewpoint - The first batch of 1GW offshore photovoltaic projects in Shanghai has been awarded, with Shanghai Electric and Sheneng Co., Ltd. each receiving 50% of the capacity, highlighting the competitive advantage of BC technology in offshore scenarios [1][3]. Group 1: Industry Trends - The offshore photovoltaic sector is seen as a new growth point due to the decreasing availability of land for solar power stations onshore [1]. - By 2027, the cumulative installed capacity of offshore photovoltaic in China is expected to reach 60 million kilowatts, increasing to 80 million kilowatts by 2030 [1]. - Approximately 20% of the 565 photovoltaic projects in major initiatives across 18 provinces in China this year are related to offshore photovoltaic [1]. Group 2: Technical and Economic Considerations - Offshore photovoltaic projects face high development costs and construction difficulties due to environmental factors such as sea wind, waves, and salt corrosion, necessitating high efficiency and quality standards for photovoltaic products [2]. - The Shanghai Municipal Development and Reform Commission has outlined a competitive configuration plan for seven offshore photovoltaic projects, emphasizing the importance of high-efficiency components [2]. - BC technology components have been identified as the primary products meeting the efficiency requirements for these projects [2]. Group 3: Performance and Competitive Landscape - The performance of BC components has been validated by testing centers, showing superior adaptability and performance in offshore scenarios compared to TOPCon components, with a 1.94% increase in power generation per watt [4]. - The global pace of offshore photovoltaic development is accelerating, shifting the industry's focus from price and scale competition to technology and quality development [4]. - Companies with comprehensive technical competitive advantages are expected to gain a leading position in the offshore photovoltaic market [4].