2026年中国PERC电池行业发展现状、竞争格局及趋势预测

Core Insights - PERC (Passivated Emitter and Rear Cell) technology is a high-efficiency photovoltaic cell technology that enhances light conversion efficiency while maintaining process compatibility, making it a mainstream technology in the solar market [1][6] - The PERC battery industry in China is experiencing structural adjustments, with production expected to reach 176 GW in 2024, despite a significant drop in market share from 85% in 2023 to below 5% by the end of 2024 [1][14] - The industry is characterized by a clear and tightly coordinated supply chain, with upstream materials like silicon and silver paste, midstream cell manufacturing, and downstream integration with various solar power and energy storage applications [1][9] Industry Overview - PERC batteries utilize a passivation layer to reduce carrier recombination at the rear while maintaining local contacts for current collection, thus improving efficiency [1][6] - The industry is moving towards higher localization rates and increased concentration, with a gradual shift towards collaboration with N-type technology and greener production methods [1][9] Production and Market Dynamics - In 2024, the production of PERC batteries in China is projected to be 176 GW, indicating a continuation of scale but with structural adjustments [14] - The efficiency of PERC technology is nearing theoretical limits, leading to a significant decline in market share, yet its production remains crucial for meeting the foundational demand in the photovoltaic market [1][14] Competitive Landscape - By 2025, the domestic PERC battery industry is expected to exhibit a tiered competitive structure, with leading companies like Tongwei and Longi dominating capacity [2][16] - Despite the impact of N-type technology, leading firms are maintaining their competitive positions through capacity upgrades and cost control [2][16] Research and Analysis - The research team employs a combination of desktop research, quantitative surveys, and qualitative analysis to comprehensively assess the PERC battery industry's market capacity, supply chain, operational characteristics, profitability, and business models [2][4] - A detailed report titled "2026-2032 China PERC Battery Industry Development Dynamic Monitoring and Investment Opportunity Insight Report" has been prepared to provide critical insights for enterprises, research institutions, and investment organizations [2][23]