“储能电芯很缺”“光伏链主企业还有五倍、十倍以上成长空间”“2025第八届中国国际光伏与储能产业大会”传递出这些行业信息

Core Insights - The term "anti-involution" has become a prominent topic in the photovoltaic (PV) industry this year, highlighting the issue of excessive competition leading to price declines across various segments of the solar product supply chain [1][3] - The integration of solar and energy storage systems is becoming more cost-effective, with component costs accounting for approximately 30% of the total system cost [1] Industry Overview - The 2025 8th China International Photovoltaic and Energy Storage Industry Conference took place from November 17 to 20, where industry leaders discussed the current state of the PV and energy storage markets [4] - The PV industry is experiencing a supply-demand imbalance, with significant price drops across the supply chain. For instance, prices for polysilicon, silicon wafers, batteries, and modules have decreased by approximately 10%, 20%, 15%, and 2% respectively since the beginning of the year [4][5] - Despite the challenges, some leading companies like Tongwei and Longi Green Energy have reported a reduction in losses in their third-quarter results [4] Market Dynamics - The energy storage sector is showing signs of recovery, attributed to the price declines in the PV industry, which have made energy storage systems more economically viable [3][9] - There is a notable demand for energy storage solutions, particularly in regions with high renewable energy generation, driven by changes in pricing mechanisms [9][10] - The market for energy storage is expected to grow significantly, with projections indicating that by the end of 2024, new energy storage installations will reach 73.76 million kilowatts, accounting for over 40% of global installations [10] Technological Developments - New technologies in solar cells, such as perovskite and various combinations of existing technologies, are being explored, although stability and maturity remain concerns [8] - The focus on safety and efficiency in energy storage technologies is leading to innovations, including solid-liquid hybrid storage systems [9][11] Strategic Insights - Industry leaders emphasize the need for a balanced competitive environment to avoid excessive internal competition, which can hinder overall industry growth [5][7] - The importance of self-sufficient core technologies is highlighted as essential for maintaining competitive advantages and ensuring the sustainability of the industry [11][12] - Future growth in the renewable energy sector is anticipated to be supported by advancements in energy storage and the establishment of a new power system that integrates renewable sources effectively [15]