2024年长三角光伏产业供应链物流洞察白皮书

Industry Overview - The global energy transition has driven significant growth in China's photovoltaic (PV) industry over the past decade, with the Yangtze River Delta (YRD) being a key hub for PV production and innovation [3] - In 2023, China's PV industry achieved a total output value exceeding 1 75 trillion yuan, with cumulative installed PV capacity reaching 609 5GW, maintaining the world's top position for 9 consecutive years [13] - China dominates global PV production, accounting for over 80% of global output in key segments: polysilicon (91 6%), wafers (98 1%), cells (91 9%), and modules (84 6%) [14] - PV exports in H1 2024 showed a trend of "volume increase and price decrease," with total export value dropping 35 2% year-on-year to $18 73 billion, while export volume maintained strong growth [15] YRD PV Industry Analysis - The YRD region contributed 1 3 trillion yuan to China's PV industry in 2023, with Jiangsu, Zhejiang, and Anhui ranking as the top three provinces [18] - Jiangsu leads with 700 billion yuan in PV revenue, 175GW of cell production (32% of national total), and 52 listed PV enterprises [18] - Zhejiang focuses on high-efficiency solar cells and smart PV-storage integration, with 34 listed PV companies and 360 billion yuan in revenue [18] - Anhui has achieved a five-year tripling of PV revenue, reaching 300 billion yuan, with leading positions in PV glass (50% of national output) and inverters (33% of national output) [18] Supply Chain and Logistics - The YRD region accounts for 4 of the top 5 cities in national PV shipment volume, with Chuzhou, Yancheng, Jiaxing, and Hefei leading the way [28] - PV supply chain flows in the YRD are categorized into three main directions: raw materials (resource-oriented from western and northern regions), components (internal YRD circulation), and modules (nationwide coverage with short-distance core routes) [31][32][35] - Digital logistics platforms like Yunmanman have helped PV companies reduce logistics costs by 10%, with some cities showing over 500% year-on-year growth in PV shipments [22] - In H1 2024, the average transportation distance for PV logistics in the YRD was 740km, significantly shorter than the national average of 833km, reflecting the region's integrated supply chain [52] Market Trends and Challenges - The PV industry is undergoing a significant adjustment period, characterized by increasing volume but decreasing prices and profitability [55] - Logistics costs have risen from 3-5% to 6-8% of total costs, putting pressure on both PV manufacturers and logistics providers [57] - Digital logistics platforms are becoming increasingly important, with Yunmanman reporting 398 million active drivers in the past 12 months, providing flexible and cost-effective transportation solutions [57] Future Outlook - Despite short-term challenges, the PV industry remains a key driver of global energy transition, with the YRD continuing to play a central role in China's PV development [59] - Domestic market consolidation and international market restructuring are key strategies for YRD PV companies, with a focus on technological innovation and supply chain optimization [61][62] - The transition to flexible supply chains and increased adoption of digital logistics management are essential for the YRD PV industry to maintain its competitive edge [63][65][66]