城记 | 长三角光伏企业海外订单“井喷”，光储一体化“链”向全球

Core Insights - The photovoltaic industry in the Yangtze River Delta is experiencing a significant surge in overseas orders, driven by a dual engine of traditional photovoltaic business and emerging energy storage solutions [1][3] - The integration of photovoltaic and energy storage businesses is enhancing the competitive edge of the entire industry chain in the region [1] Group 1: Traditional Photovoltaic Business - The Yangtze River Delta is a global hub for the photovoltaic industry, with companies like Suzhou Zhongtian Bo New Energy securing a 4.2GW project in Saudi Arabia, marking a record for the company [2] - Shanghai Electric's subsidiary, Hengxi Photovoltaics, signed a contract for a 33.07MW photovoltaic module supply in Sierra Leone, showcasing the international reach of Shanghai's advanced manufacturing capabilities [2] - Deep Sea Qiongjing New Energy Technology in Changzhou is fulfilling a 24MW order for Lebanon, with a 360% year-on-year increase in export orders [2] Group 2: Energy Storage Business - Energy storage is emerging as a new growth engine for Yangtze River Delta photovoltaic companies, with significant contracts being signed, such as Trina Solar's 2.66GWh sales contract across North America, Europe, and Latin America [3] - Canadian and German projects have also been secured by Suzhou Aters Energy, highlighting the growing importance of energy storage in the region's export strategy [3] - Dongfang Risheng from Ningbo has signed a substantial order for commercial energy storage systems with European clients, further emphasizing the region's capabilities in energy storage [3] Group 3: Regional Strengths and Strategies - Jiangsu province, accounting for over 40% of the national photovoltaic industry, has a robust cluster of companies, with 35 out of 129 compliant photovoltaic enterprises located there [5] - Changzhou has developed a complete industrial chain in photovoltaic manufacturing, while Suzhou is focusing on high-quality development plans to enhance its industry value to 180 billion yuan by 2026 [6][5] - Shanghai is leveraging its technological innovation to support high-end segments of the photovoltaic industry, with initiatives like the "Photovoltaic+" project to foster green technology [7] Group 4: Performance of Other Regions - Anhui province is also making strides in the photovoltaic and energy storage sectors, achieving a revenue of 328.46 billion yuan in 2024, while maintaining profitability amidst industry challenges [8] - The province's export value in the photovoltaic and energy storage sectors reached 43.87 billion yuan, ranking fifth nationally, with significant growth in key product exports [8]