机制电价时代的光伏抉择：为何发电实效比组件单价更重要？

Core Viewpoint - The photovoltaic industry is facing a severe price drop and quality crisis, with module prices plummeting from 2 yuan/W in 2022 to 0.53 yuan/W in 2024, a decrease of 73% [1]. Group 1: Industry Challenges - The industry is experiencing a "no bottom line" competition due to overcapacity and price wars, leading to a significant influx of low-quality components that compromise safety and profitability [1]. - The qualification rate of photovoltaic modules has dropped from nearly perfect to 60%, indicating a growing quality crisis [1]. Group 2: User Dilemmas - Investors face confusion in the market as two modules labeled as 630W can perform vastly differently in actual operation, leading to a situation where photovoltaic investment resembles a gamble rather than a technical choice [2]. Group 3: New Standards for Trust - A new value assessment system for photovoltaic modules has been established by Longi in collaboration with CPVT and TÜV Rheinland, aiming to provide reliable and comparable data for investors [3]. - The first "three-proof" component certification was awarded to Longi, marking a significant milestone in establishing trust in the industry [3]. Group 4: Safety and Performance - Testing revealed that conventional modules can reach dangerous temperatures of 162.5°C under 1000W/m² irradiation, posing a fire risk, while "three-proof" components maintain a safer temperature of 90.5°C [6][7]. - The "three-proof" components show significantly lower power loss in various shading scenarios compared to conventional products, indicating superior performance [9]. Group 5: Market Validation - Longi's recent contract for a 400MW offshore photovoltaic project in Shanghai, utilizing the new technology, serves as a strong endorsement of its performance in complex environments [16]. - The shift in focus from price to performance and safety in photovoltaic investments is becoming increasingly evident, as investors prioritize long-term reliability over short-term cost savings [18].