"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 ...

国家能源局最新统计数据显示，前三季度新增可再生能源3.10亿千瓦，太阳能独占2.40亿千瓦。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"136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30MW/60MWh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22亿千瓦大关，其中风电与太阳能发电合计装机更是突破17亿千瓦。仅今年前三季度，全国新增 可再生能源装机就高达3.10亿千瓦，同比激增47.7%，占全部新增装机的84.4%，而太阳能发电以2.40亿千瓦的 新增量成为绝对主力。 然而，在这片繁荣景象之下，行业正面临严峻的现实考验。一方面，装机规模的快速发展给电网的消纳能力 带来巨大压力；另一方面，政策调整与市场变化正不断压缩项目的盈利空间。如何破解"增量"与"增 ...

Core Insights - The International Energy Agency (IEA) has revised its global renewable energy generation capacity forecast for 2025-2030 down by 5%, indicating a total of approximately 3.68 terawatts of new solar photovoltaic (PV) capacity, which still accounts for nearly 80% of the total renewable energy additions during this period, but at a slower growth rate than previously expected [1][2][4] Group 1: Market Dynamics - The downward revision is attributed to structural changes in the global PV market and key policy adjustments, with a projected reduction of about 248 gigawatts in global renewable energy capacity, of which 173 gigawatts is from solar [2] - In the U.S., the forecast for solar capacity is expected to decrease by over 140 gigawatts due to changes in tax incentives for residential solar systems, leading to a significant slowdown in distributed solar installations [2][3] - The IEA notes that issues such as insufficient grid capacity and complex approval processes continue to hinder solar project development in various regions [2][3] Group 2: Regional Performance - In contrast to the U.S., the European solar market is expected to remain robust, with countries like Germany, Spain, and Italy driving growth through renewable energy project auctions [3] - Despite varying policy execution speeds within the EU, factors such as declining industry costs, advancements in storage technology, and rising residential electricity prices are expected to sustain high levels of solar demand in Europe [3][4] Group 3: Future Projections - The IEA anticipates that by the end of 2030, renewable energy will become the largest source of electricity globally, accounting for 43% of total generation, with solar surpassing hydropower as the leading renewable source [4] - The global electricity demand is projected to grow at an average rate of 3.9% annually from 2025 to 2027, with renewable energy expected to meet 95% of this demand increase, half of which will come from solar PV [4][5] Group 4: Emerging Markets - Emerging markets in the Middle East, North Africa, and Southeast Asia are becoming new growth hubs for solar PV, driven by the need to address fossil fuel price volatility and electricity shortages [5][6] - Countries like Saudi Arabia and Pakistan are accelerating national solar projects, contributing to rapid increases in renewable energy capacity [6] Group 5: Systemic Challenges and Solutions - The IEA emphasizes the need for simultaneous upgrades in grid infrastructure, expansion of storage capabilities, and improvements in flexible dispatch mechanisms to activate the global renewable energy market [7] - The current challenge for the solar industry is transitioning from merely increasing installed capacity to optimizing usage, necessitating a focus on technological innovation, system integration, and operational efficiency [7][8] - A unified, transparent, and long-term policy framework is crucial for fostering confidence in solar development globally, as the industry undergoes a rebalancing of its global supply chain and market structure [8]