分析师预测2026年国内光伏装机或出现负增长

Core Insights - The domestic photovoltaic installation in China is expected to experience its first negative growth since the introduction of low-price grid connection in 2026, assuming no modifications to the current market transaction framework outlined in Document 136 [1][2] - The overseas photovoltaic market is projected to maintain overall growth, with the United States expected to remain stable or see slight increases despite policy fluctuations, while Europe may experience growth driven by increased electricity demand from data center construction [1][2] - Regions such as the Middle East, Southeast Asia, and South America are anticipated to have relatively high growth rates, contributing to the overall positive outlook for the international market [1][2] Market Projections - In the most optimistic scenario, the global photovoltaic market may still achieve a slight growth next year [3]