储能电芯“一芯难求”、光伏最大机会在低谷产生这场圆桌论坛大咖云集，论道行业破局新路径

Core Insights - The "2025 8th China International Photovoltaic and Energy Storage Industry Conference and Investment Forum" has commenced in Chengdu, focusing on the explosive growth of the energy storage industry, the photovoltaic industry cycle, challenges in the lithium iron phosphate sector, and the new sodium battery market [1] - The energy storage industry is experiencing a significant surge, with installed capacity increasing by 60% year-on-year from January to September 2025, while the photovoltaic industry is in a phase of adjustment seeking breakthroughs amid cyclical fluctuations [2][3] - Sodium-ion batteries are emerging as a new growth point in the industry due to their resource advantages, with expectations for market share growth [1][3] Energy Storage Industry - The energy storage market is currently facing a "chip shortage," with companies cautious about expansion despite high demand for storage and lithium iron phosphate [4] - From January to August 2025, Chinese energy storage companies secured over 250 new overseas orders, totaling 188 GWh, representing a 183% year-on-year increase [3] - The expected market value of lithium iron phosphate materials in 2026 is projected to reach 250 billion yuan, despite the industry facing structural contradictions and a significant price drop of 80.2% from 2022 to 2025 [3][4] Photovoltaic Industry - The photovoltaic industry is undergoing a "de-involution" adjustment phase, with companies seeking to navigate cyclical fluctuations and identify investment opportunities [1][5] - The industry has experienced cyclical volatility, with the latest expansion cycle occurring from 2022 to 2023, leading to a cautious approach from some companies [5][7] - The current low point in the photovoltaic market is viewed as a potential opportunity for growth, as companies that survive the downturn may emerge stronger [7] Sodium-ion Battery Development - Sodium-ion batteries are gaining traction due to their advantages in cycle life and energy density, with expectations for rapid commercialization and market expansion [1][13] - The resource availability of sodium is significantly higher than that of lithium, mitigating concerns over supply chain vulnerabilities [13] - Sodium-ion technology is advancing, with capabilities to achieve over 10,000 cycles, making it suitable for current energy storage needs [13]