上海交大沈文忠：相关部门正在制定光伏组件标准，标准是功率大小

Core Insights - The photovoltaic industry is expected to eliminate outdated production capacity, with a focus on power ratings of solar cells and modules as key indicators of performance [1] - The National Market Supervision Administration and the National Standardization Administration have proposed standards for photovoltaic modules, categorizing them into three types based on technology and efficiency [1][4] - The industry is facing a significant oversupply of TOPCon capacity, with estimates of 800GW to 1000GW against an annual demand of approximately 400GW [4] Group 1: Industry Standards and Classification - The proposed classification for photovoltaic modules includes three types: TOPCon, BC, and HJT, each divided into three efficiency levels based on power conversion efficiency [1][2] - The efficiency requirements for procurement processes have already been established, with specific thresholds set for different categories [4] Group 2: Market Dynamics and Future Outlook - The industry is expected to see the elimination of half of the TOPCon capacity due to oversupply and the need to meet new standards [4] - Technological innovations in the past year have aimed at increasing power and efficiency in photovoltaic products [4] - By 2026, TOPCon is projected to remain the dominant technology, while BC technology will see slower market penetration due to higher technical barriers [4]