光伏产业进入拼质量新阶段

Core Insights - The focus of the photovoltaic industry is shifting from "installing capacity" and "price competition" to "quality" and "reliability" [1][2] - The industry is entering a critical phase where product reliability over its entire lifecycle is becoming a key measure of a company's core competitiveness [1][2] - The market is moving towards a model that emphasizes long-term returns rather than initial costs, with a projected global annual installed capacity of 900 GW by 2030 [6][7] Industry Trends - The photovoltaic industry has experienced rapid growth in installed capacity over the past decade, driven by efficiency improvements and cost reductions [2] - Current competition is centered around power, efficiency, and reliability, moving away from mere capacity and price comparisons [2] - The industry is facing challenges due to the diminishing innovation space in crystalline silicon technology, leading to increased homogenization of products [2][4] Technological Developments - The industry consensus indicates that Topcon technology will remain mainstream in the next 1 to 3 years, while new technologies like perovskite are emerging as potential breakthroughs [4][5] - Innovations in materials and structures are essential for opening new avenues for growth, with a focus on integrating traditional silicon with perovskite technology [4][5] - The development of a more robust certification system is necessary to ensure the reliability of products over their entire lifecycle, rather than just the initial years [5] Market Dynamics - The export volume of Chinese photovoltaic products decreased by 3.4% year-on-year, with export value dropping by 26% in the first half of 2025 [6][7] - Emerging markets in Africa are showing strong growth potential, with export increases exceeding 40%, indicating a shift in the export landscape [6][7] - The industry is transitioning from single product exports to project-driven models that leverage the entire supply chain and advanced technologies [7] Application Trends - Photovoltaic products are evolving from single-component forms to intelligent, lightweight, and multi-scenario applications [6][7] - The industry is expected to see significant growth in BIPV (Building-Integrated Photovoltaics) applications, with a shift towards distributed applications closely integrated with human living environments [7]