24年SNEC光伏展：构建光储充一体化、智能化生态环境

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The 2024 SNEC Photovoltaic Exhibition in Shanghai featured over 3,500 exhibitors and attracted more than 800,000 visitors, indicating strong interest and growth potential in the photovoltaic industry [2][3] - Key trends identified include advancements in photovoltaic component technology, expansion of application scenarios, and the emergence of integrated energy solutions [3][6][16] Summary by Sections Photovoltaic Component Technology - The dominant technology route for photovoltaic components is N-type TOPCon, with record power outputs and conversion efficiencies. TOPCon products reached a maximum power of 740W (Trina) and 670W (Jinko), with conversion efficiencies exceeding 24% [3][6] - Other technologies such as HJT and XBC also showcased high performance, with HJT modules achieving up to 767W and 24.70% efficiency [3][6] Application Scenarios - Photovoltaic components are rapidly expanding into various application scenarios, including centralized and distributed systems. Centralized components are designed for extreme environments, while distributed components cater to commercial rooftops and BIPV applications [6][8] Household Inverters - The exhibition highlighted an increase in the variety of household inverters, including micro-inverters and energy storage products. The trend towards balcony photovoltaic systems with storage solutions is expected to grow due to policy support and rising household demand in developed countries [8][11] Commercial Inverters - Commercial inverters are trending towards higher power outputs, with products reaching up to 160kW from companies like Kehua and others offering 150kW solutions tailored for commercial applications [11] Hydrogen Energy - Hydrogen production equipment and integrated energy storage solutions are emerging as new directions for photovoltaic and inverter companies. Leading firms showcased solutions for green hydrogen production and energy storage applications [13] Integrated Energy Solutions - Companies are actively building integrated energy storage and charging ecosystems, with a focus on digital intelligence and multi-energy collaboration. This includes the development of charging stations and cloud platforms for energy management [16]