王勃华：预计2026年中国光伏新增装机180GW—240GW

Core Viewpoint - The Chinese photovoltaic industry is experiencing significant growth during the "14th Five-Year Plan" period, with cumulative new installed capacity being 4.5 times that of the "13th Five-Year Plan" period [1] Group 1: Market Growth Projections - The global average annual new photovoltaic installed capacity is projected to be between 725GW and 870GW during the "15th Five-Year Plan" period, while China's average annual new installed capacity is expected to be between 238GW and 287GW [1] - In 2026, global new photovoltaic installed capacity is forecasted to be between 500GW and 667GW, with China's new installed capacity expected to range from 180GW to 240GW [1] Group 2: Market Challenges - A decline in global new photovoltaic installed capacity is anticipated for the first time in 2026, primarily due to policy shifts and market saturation effects that are reducing investment activity [1] - Emerging markets are not expected to compensate for the decline in mature markets, leading to a slowdown in growth [1] - Global installed capacity is projected to recover growth no earlier than 2027, but the rate of increase is expected to slow down [1]