实探“新年光伏第一展”：规模收缩、光伏巨头集体缺位，还有哪些新看点

Core Viewpoint - The 2026 Jinan International Photovoltaic and Energy Storage Utilization Conference reflects a shift from a focus solely on photovoltaic technology to an integration of photovoltaic and energy storage solutions, indicating a changing landscape in the industry [3][4]. Group 1: Exhibition Overview - The conference, held in Jinan, is recognized as a significant regional event in the distributed photovoltaic sector since its inception in 2007 [3]. - This year, the exhibition was renamed to emphasize the integration of energy storage with photovoltaic technology, marking a notable industry transition [4]. - The number of exhibitors, particularly major component manufacturers, has significantly decreased, with only a few large companies like Longi Green Energy and Jinko Solar participating [4]. Group 2: Market Sentiment and Pricing - Market sentiment appears more rational as the industry approaches a critical policy change regarding the cancellation of a 9% export tax rebate for photovoltaic products [8]. - Despite the impending policy change, there was no significant rush to secure shipments, indicating a cautious approach among industry players [8]. - The current market shows a disparity between high quoted prices and low actual transaction prices, with many companies experiencing pressure to lower prices due to reduced demand [10]. Group 3: Industry Trends - The exhibition highlighted a shift in exhibitor composition, with an increased presence of energy storage companies, reflecting the growing importance of energy storage in the industry [12]. - Longi Green Energy's recent acquisition of a storage company signifies its commitment to integrating energy storage solutions into its offerings, aligning with the industry's trend towards "photovoltaic + energy storage" [14]. - The integration of photovoltaic and energy storage solutions is seen as essential for adapting to the volatility of market electricity prices, suggesting a strategic pivot in how companies approach energy management [14].