ETS 2026光储产业格局与发展趋势线上研讨会圆满举行！梳理2026年产业供需脉络

Core Insights - The global photovoltaic (PV) market is expected to experience its first negative growth in a decade in 2026, with new installations projected to decline to 592 GW, a year-on-year decrease of 4.4% [2] - The energy storage market is on a high growth trajectory, with new installations expected to reach 190 GW/518 GWh in 2026, representing a year-on-year growth of 27% [6] Group 1: Photovoltaic Market - The shift in the PV market is characterized by a transition from a focus on scale to a focus on technology and profit margins, with a critical emphasis on securing 650W+ high-power components [4] - The market is moving towards emerging regions such as the Middle East, Africa, and the Americas as the Chinese market stabilizes [2] Group 2: Energy Storage Market - The three core markets of China, the US, and Europe will account for 81% of the global energy storage market, with China leading at a 44% share due to deepening electricity market reforms [8] - The Middle East and Africa are projected to be the fastest-growing regions, with a growth rate of 48% driven by long-duration storage demand [8] - Large-scale storage remains the dominant segment, accounting for 87% of capacity, while commercial and industrial storage is gradually opening new growth avenues due to diversified profit models [8]