阳光电源:光储融合、场景深耕将成核心主线

Core Viewpoint - The global solar and energy storage industry experienced significant growth in the past year, with solar installations exceeding 500 GW and cumulative energy storage installations surpassing 300 GWh, reflecting a nearly 70% year-on-year increase [3]. Group 1 - The industry is shifting from scale expansion to value competition, with a focus on solar-storage integration and deepening application scenarios as core themes for the new year [3]. - Advanced technologies such as AI and network construction are accelerating implementation, while electricity trading is maturing and diverse scenarios are emerging [3]. - The company remains committed to long-term innovation and aims to meet diverse demands by collaborating with global partners to build a more stable, efficient, and intelligent energy ecosystem [3]. Group 2 - The company has confirmed its sponsorship of the 14th International Energy Storage Summit and Exhibition (ESIE 2026), inviting industry peers to participate in this global energy storage event [7]. - The event is scheduled to take place from March 31 to April 3, 2026, at the Beijing Capital International Exhibition Center [8].