"破卷"成为2 0 2 5光伏行业年度大会的最强关键词。 1 2月18日，在西安举行的" 2 0 25光伏行业年度大会·专家领袖对话"环节中，隆基绿能、天 合光能、阳光电源、正泰新能、爱旭股份等企业领袖齐聚一堂，共议行业变局与破局之 道。 告别粗放增长，"破卷"已成行业共同课题 "光伏转型期的重要工作之一，是拒绝'内卷式'恶性竞争，筑牢光伏高质量发展的根基。 这需要行业主管部门、地方政府、行业协会、各类媒体机构、金融机构共同参与，企业也 应进一步支持并参与行业自律。"中国光伏行业协会名誉理事长王勃华表示，"光伏应用端 也要贯彻高质量发展理念，其中包括应用端不低于全成本竞价，进一步压缩不合理资源 费，积极适应新的市场形势。" "要深入整治'内卷式'竞争，其本质应是技术和质量的竞赛，而非简单的价格厮杀。"隆基 绿能董事长钟宝申表示，国家对"反内卷"的明确要求，核心是通过行业标准引领、提高产 品质量来促进产业进步。 天合光能董事长高纪凡进一步剖析："要'破卷'，需要主产业链硅料、硅片、电池、组件 各个环节以需定产。目前，硅料起步较早，反内卷成效也比较明显。未来要积极推动硅 片、组件等环节的横向协同，而且速度要快。此 ...

当发电的速度超过了电网消纳的速度，当投资的回报被政策与市场双重挤压，我们靠什么继续前行？ 《中国能源报》记者近日在山东 省规模最大的工商业储能项目——华勤绿能3 0MW/ 6 0MWh储能项目找到了解决答案。 ▲ 山东济宁华勤工业园 国家能源局最新统计数据显示，前三季度新增可再生能源3 . 1 0亿千瓦，太阳能独占2 . 4 0亿千瓦。但是，掌声未落，警报已响。随着《关 于进一步深化电力体制改革加快构建新型电力系统的指导意见》（以下简称" 1 3 6号文"）政策的落地，"消纳难"与"收益低"两大难题摆 在了光伏人面前。当发电的速度超过了电网消纳的速度，当投资的回报被政策与市场双重挤压，我们靠什么继续前行？《中国能源报》 记者近日在山东省规模最大的工商业储能项目——华勤绿能3 0MW/ 6 0MWh储能项目找到了解决答案。 光伏面临消纳难与收益低难题 我国可再生能源的扩张势头正以前所未有的速度刷新纪录。国家能源局最新数据显示，我国可再生能源装机总量已逼近2 2亿千瓦大关， 其中风电与太阳能发电合计装机更是突破1 7亿千瓦。仅今年前三季度，全国新增可再生能源装机就高达3 . 1 0亿千瓦，同比激增47 . 7%， ...

Core Insights - The narrative around technology investment is shifting towards energy, with energy storage emerging as a key focus area due to its ability to address power supply bottlenecks [1] - The demand for electricity is surging, driven by the rapid growth of data centers fueled by AI, making electricity a new battleground in the AI race [1][2] - The energy storage sector is experiencing a revival, supported by emerging demands from AI and a favorable market environment, leading to a new growth cycle [2] Energy Supply and Demand - Microsoft CEO Satya Nadella highlighted that the biggest issue is not chip supply but electricity shortages, indicating a critical need for energy solutions [1] - The aging power grid in Western countries and the lengthy construction cycles for power supply infrastructure are challenges that energy storage solutions can address [1] - The "photovoltaic + energy storage" systems are seen as the best solution to meet the increasing energy demands of data centers [1] Market Trends and Investment Opportunities - The energy storage sector is gaining traction as funds shift focus from technology to renewable energy, with significant capital inflow expected [2] - The China Securities Energy Storage Industry Index has seen a nearly 70% increase since early April, reflecting strong market interest [3] - The growth potential for large-scale energy storage is viewed as relatively certain, with capital markets responding positively [3] Supply Chain Dynamics - Investment value in the energy storage supply chain is determined by the strength of supply constraints, with the most constrained segments offering the best investment opportunities [5] - The price of lithium carbonate has surged, indicating a tightening supply-demand balance, which is expected to continue as demand for energy storage and batteries grows [5][6] - The concentration of the lithium industry has increased, with leading companies maintaining a competitive edge and a stable expansion of production capacity to meet future demand [6] Future Outlook - The future growth of the energy storage sector is anticipated to be robust, with expectations of a significant increase in demand for lithium carbonate and energy storage solutions [6] - The potential for lithium carbonate prices to rise significantly if demand outpaces supply growth is a key consideration for investors [6]

Core Insights - The report titled "Photovoltaics and Energy Storage Supporting Energy Transition" was jointly released by CATL and IRENA during the 30th UN Climate Change Conference (COP30) [1] - Lithium battery storage is identified as the most economically viable storage technology currently available [1] - The combination of "photovoltaics + storage" is highlighted as the most cost-effective green power solution [1] Recommendations - The report suggests that countries should establish national energy storage installation targets [1] - It emphasizes the need to incorporate energy storage into the top-level design and planning of power grids [1] - The report advocates for the collaborative development of renewable energy and energy storage [1]

Core Viewpoint - Longi Green Energy plans to acquire approximately 61.9998% of voting rights in Jingkong Energy through equity acquisition, capital increase, and voting rights entrustment, allowing Longi to have sole control over Jingkong Energy [1] Group 1: Company Overview - Jingkong Energy, established in 2015, focuses on three main areas: power supply systems, smart energy storage systems, and hydrogen fuel cell systems, and has been recognized as a top-tier energy storage manufacturer by Bloomberg New Energy Finance [1] - Jingkong Energy has developed several innovative products, including the world's first power management system IPCP and a 1500V high-voltage liquid-cooled energy storage system, with a global production capacity of 31 GWh and over 10 GWh of grid-connected capacity [1] Group 2: Financial Performance - Longi Green Energy has faced significant financial challenges, reporting a revenue of 50.915 billion yuan for the first three quarters of the year, a year-on-year decrease of 13.10%, and a net loss of 3.403 billion yuan, although this represents a 31.01% reduction in losses compared to the previous year [3] - In the third quarter, Longi reported a revenue of 18.101 billion yuan, down 9.78% year-on-year, with a net loss of 834 million yuan, reflecting a 4.27% reduction in losses compared to the same period last year [3] Group 3: Market Context - The solar industry is currently experiencing a downturn, with major product prices at low levels, leading to profitability pressures across the sector, and Longi Green Energy is the only top four solar module manufacturer without a storage business [3] - The stock price of Longi Green Energy surged nearly 8% on November 14, driven by positive market sentiment regarding its storage business strategy [2]

Core Insights - Longi Green Energy has signed an agreement to acquire approximately 61.9998% voting rights in Suzhou Jingkong Energy Technology Co., Ltd, marking its official entry into the energy storage sector [2] - Following the announcement, Longi Green Energy's stock price increased by 5.77%, bringing its total market capitalization to 170.7 billion yuan [2] - The acquisition is seen as a strategic move to extend Longi Green Energy's business from photovoltaic to energy storage, with the potential for significant technological synergies [2] Company Overview - Suzhou Jingkong Energy, established in 2015 and headquartered in Suzhou, Jiangsu, is a national high-tech enterprise with nearly 350 technology patents and a production capacity of 31 GWh [2] - The company has developed innovative products including the world's first power management system IPCP and a 1500V high-voltage liquid cooling energy storage system [2] Industry Context - The integration of photovoltaic and energy storage solutions is viewed as a critical strategy to address the intermittent nature of solar energy, with Longi Green Energy actively evaluating market opportunities in this area [3] - The company's CTO has emphasized that the combination of solar and energy storage represents the ultimate solution for future energy needs and is expected to be the most economical power source globally within the next decade [3]

Core Viewpoint - Longi Green Energy is officially entering the energy storage sector through the acquisition of approximately 61.9998% voting rights in Suzhou Jingkong Energy Technology Co., Ltd. [4][5] Group 1: Acquisition Details - Longi Green Energy plans to acquire voting rights through equity purchase, capital increase, and voting rights entrustment [4] - The acquisition is expected to enable Longi Green Energy to quickly extend its business from photovoltaic to energy storage [5] Group 2: Company Background - Suzhou Jingkong Energy, established in 2015, is a national high-tech enterprise with nearly 350 technology patents and a production capacity of 31 GWh [5] - The company has developed innovative products such as the IPCP power management system and high-voltage liquid cooling energy storage systems [5] Group 3: Market Context - The integration of photovoltaic and energy storage is seen as a solution to the intermittent nature of solar energy, addressing key issues in domestic grid consumption [6] - Longi Green Energy's CTO has stated that the combination of photovoltaic and energy storage represents the ultimate solution for future energy needs [6]

Core Viewpoint - Longi Green Energy is officially entering the energy storage sector through an agreement to acquire approximately 61.9998% voting rights in Suzhou Jingkong Energy Technology Co., Ltd. [2][3] Group 1: Company Actions - Longi Green Energy plans to acquire voting rights in Jingkong Energy through equity purchase, capital increase, and voting rights entrustment [2] - Following the announcement, Longi Green Energy's stock price increased by 5.77%, bringing its total market capitalization to 170.7 billion [3] Group 2: Industry Context - The announcement signifies Longi Green Energy's strategic move into the energy storage market, which has been under consideration for some time [3] - The company has evaluated multiple potential acquisition targets in the energy storage sector, focusing on acquisition models, target selection, and financial thresholds [3] - Longi Green Energy's chairman highlighted the importance of integrating photovoltaic and energy storage solutions to address domestic grid consumption issues [4] Group 3: Company Profile of Jingkong Energy - Jingkong Energy, established in 2015 and headquartered in Suzhou, is a national high-tech enterprise with nearly 350 technology patents and a production capacity of 31 GWh [3]

Group 1 - The core point of the news is that Longi Green Energy has signed an agreement to acquire approximately 61.9998% of the voting rights in Suzhou Jingkong Energy Technology Co., Ltd., marking its official entry into the energy storage sector [1][2] - Following the announcement, Longi Green Energy's stock price increased by 5.77%, bringing its total market capitalization to 170.7 billion yuan [2] - Longi Green Energy has been in discussions to enter the energy storage business and has evaluated multiple acquisition targets, but has not previously announced any due to various uncertainties [2] Group 2 - Suzhou Jingkong Energy, established in 2015, is a national high-tech enterprise with significant innovations in energy management systems and has applied for nearly 350 technology patents with a production capacity of 31 GWh [2] - The chairman of Longi Green Energy, Zhong Baoshan, mentioned the importance of integrating photovoltaic and energy storage solutions to address the intermittent nature of solar energy [3] - Longi Green Energy's CTO, Li Zhenguo, stated that the combination of photovoltaic and energy storage is the ultimate solution for future energy needs and will be the most economical power source globally within the next decade [3]

Core Insights - The U.S. is facing a significant electricity shortage, exacerbated by aging infrastructure and increasing demand from data centers and AI technologies [7][9][31] - Microsoft CEO Satya Nadella highlighted that GPU purchases are being wasted due to insufficient power supply for data centers [3][5] - The combination of solar power and energy storage is emerging as the most viable solution to address the electricity crisis in the U.S. [6][27] Group 1: Current Electricity Shortage - The U.S. is confirmed to be experiencing a real electricity shortage, which is not merely a supply-demand imbalance but a competition for electricity between AI and human needs [7][8] - Electricity costs in North Virginia have risen by 13% over the past year, putting pressure on consumers [8] - The aging U.S. power grid, with 70% of transmission lines over 25 years old, is a critical issue contributing to the shortage [8][9] Group 2: Infrastructure and Supply Challenges - The average outage duration for U.S. electricity users reached 662.6 minutes last year, nearly doubling over the past decade [9] - Electricity prices have increased by 25% over the last three years, while the power generation side is not solely to blame; the grid's inefficiencies play a significant role [11] - The integration of new power sources into the grid is a lengthy process, with projects waiting for three years or more to connect [11][14] Group 3: Demand from Data Centers - The demand for electricity from data centers is expected to require an additional 50-80 GW over the next five years, equivalent to the capacity of four Three Gorges Dams [14] - The current electricity supply strategies are inadequate, with traditional energy sources either too slow or politically constrained [27][31] Group 4: Renewable Energy Solutions - Solar power combined with energy storage systems is identified as a cost-effective and rapidly deployable solution, with production costs around $0.30 per watt [27][31] - The market demand for energy storage driven by AI data centers and grid improvements could exceed 200 GWh [28] - However, tariffs and policies like the Inflation Reduction Act are creating barriers for Chinese solar and storage equipment entering the U.S. market, complicating the situation for domestic companies [29][30]