21世纪经济报道记者费心懿 成都报道 目前，电力行业正迎来从规模扩张向高质量发展的深刻转型。光伏与储能作为新型电力系统的核心支柱，其融合发展已从"选择 题"升级为"必答题"。 11月19日下午，由南方财经全媒体集团指导、21世纪经济报道主办、中国国际光伏与储能产业大会组委会支持的2025第八届中 国国际光伏与储能产业大会暨21世纪·新能新质绿色能源发展论坛在四川成都举行。 在聚焦"'十五五'迎来电力新周期，光储融合生态如何打造"的圆桌对话中，通威股份、阳光电源、天合光能、博达新能、海目 星、西清能源等行业领军企业代表，围绕行业趋势、场景应用、技术创新与新质生产力转化等核心议题展开深度探讨，为光储 融合生态的构建路径提供了多元视角。 从规模扩张到精耕细作 邱艾松指出，电力市场化改革不仅影响社会生产生活成本，更关乎行业健康发展。"基础产品交易市场之外，亟需加快电力衍生 品市场建设，让行业主体能够有效管理价格风险，避免恶性竞争。" 阳光电源光储集团中国大区解决方案总监孙海波认为，"十五五"的核心关键词是"高质量"。"全球新能源装机仍将保持高速增 长，但行业需求已从'求快'转向'又快又好'。" 孙海波指出，新型储能， ...

储能赛道发展提速。国家能源局公布的数据显示，截至今年三季度末，我国新型储能装机规模超过1亿 千瓦，与"十三五"末相比增长超30倍，装机规模占全球总装机比例超过40%，跃居世界第一。 储能作为光伏、风力等新能源发电的重要消纳方式，已经成为光伏龙头企业重点布局的赛道。 近日，陕西省市场监督管理局网站发布的信息显示，隆基绿能科技股份有限公司（以下简称"隆基绿 能"）拟通过股权收购、增资入股及表决权委托等多重方式，取得苏州精控能源科技股份有限公司约 61.9998%的表决权，实现对这家储能"独角兽"企业的单独控制。 至此，去年光伏组件全球出货量排名前五的光伏龙头企业已经全部入局储能赛道。 而晶科能源股份有限公司（以下简称"晶科能源"）、晶澳太阳能科技股份有限公司（以下简称"晶澳科 技"）、天合光能股份有限公司（以下简称"天合光能"）等龙头亦早已入局储能赛道。Infolink数据显 示，晶科能源位列2024年全球光伏组件出货榜榜首，晶澳科技和隆基绿能并列第二，天合光能位列第 四，通威股份位列第五。 "光储融合已成为能源转型的必然趋势，也是构建新型电力系统的关键路径。"万联证券投资顾问屈放在 接受《证券日报》记者采访时表 ...

Core Insights - The rapid development of China's new energy industry is highlighted, with a focus on the "14th Five-Year Plan" achievements and the upcoming "15th Five-Year Plan" emphasizing energy security and the transition to a new energy system [1][5][9]. Group 1: Industry Development - The "15th Five-Year Plan" aims to promote quantum technology, biomanufacturing, hydrogen energy, and new energy storage as new economic growth points [1]. - During the "14th Five-Year Plan," China's energy consumption structure improved significantly, with the average cost of global wind power projects decreasing by over 60% and solar photovoltaic (PV) project costs dropping by over 80% in the past decade [3][5]. - The new energy sector is expected to transition from subsidy-dependent growth to a market-driven high-quality development phase during the "15th Five-Year Plan" [15]. Group 2: Technological Trends - The solar PV industry is focusing on optimizing silicon technology to maintain cost advantages, with a shift towards using less silver and more affordable metals like copper and aluminum [7]. - Lithium-ion batteries, particularly lithium iron phosphate batteries, are projected to dominate the new energy storage market, maintaining over 90% market share in the next five years [9]. - The integration of digital technologies in energy management is becoming crucial for enhancing operational efficiency and enabling smart decision-making in the energy sector [26][27]. Group 3: Market Dynamics - The global market for energy equipment is expected to reach approximately $1.27 trillion in 2024, with significant growth potential in the energy digitalization sector, projected to reach $173 billion by 2025 [27][28]. - The focus is shifting from merely increasing installed capacity to achieving efficient collaboration across the energy system, enhancing the penetration and reliability of new energy sources [11]. - The energy storage industry is urged to achieve equal treatment in capacity pricing with other flexible resources, emphasizing the need for fair compensation for the services provided by energy storage [9][15]. Group 4: Policy and Strategic Initiatives - The "15th Five-Year Plan" emphasizes the importance of energy security as a primary task for the energy industry, necessitating a shift towards a new energy system and collaborative strategies [5][13]. - The launch of the "Energy Digitalization Development White Paper" aims to explore the strategic significance and implementation paths for energy digitalization in China [28].

Core Insights - The distributed energy storage industry is experiencing explosive growth driven by national policy support and increasing demand for renewable energy, with projections indicating that by 2024, new energy storage installations will account for over 40% of the global total [1][6] - The industry is transitioning from policy-driven growth to market-driven and economic viability, with a clear delineation of the supply chain from upstream materials to downstream applications [1][5] Industry Overview - Distributed energy storage systems are deployed close to energy consumption points, enabling local production, storage, and consumption of electricity, which helps stabilize the output fluctuations of renewable energy sources [2][4] - The industry is characterized by various technologies, including lithium-ion batteries and mechanical storage systems, and is categorized based on application scenarios such as user-side, grid-side, and power-side storage [2][3] Policy Landscape - A series of national policies have been introduced to support the development of distributed energy storage, including guidelines for enhancing grid peak-shaving capabilities and plans for high-quality development of new energy storage manufacturing [5][6] Supply Chain Structure - The supply chain of the distributed energy storage industry is well-defined, with upstream focusing on core materials and components, midstream on system integration and EPC services, and downstream covering applications across generation, grid, and user sides [5][6] Current Market Dynamics - The industry has seen a significant increase in installations, with projections for 2024 indicating a cumulative installed capacity of 73.76 million kilowatts, representing an annual growth rate exceeding 130% [6][7] - The market is dominated by lithium iron phosphate batteries, which hold nearly 90% market share due to their mature technology and cost advantages [6][7] Application Scenarios - The application landscape is evolving, with grid-side storage becoming the main contributor to new installations, expected to account for 60% of the market by 2025 [7][8] - Distributed photovoltaic systems are also gaining traction, with cumulative installed capacity reaching 370 million kilowatts by the end of 2024, significantly enhancing the energy structure transition [7][8] Competitive Landscape - The industry is characterized by leading companies such as CATL and BYD dominating the manufacturing sector, while others like Sungrow and Huawei lead in PCS technology [8][9] - The competitive landscape features a mix of large enterprises and smaller firms focusing on niche markets, with significant clusters in regions like the Yangtze River Delta and the Pearl River Delta [8][9] Future Trends - The industry is moving towards diversified, market-driven, and intelligent development, with applications expanding beyond simple energy storage to integrated solutions that enhance energy efficiency and reliability [9][10] - Technological advancements are expected to shift from a lithium-dominated landscape to a more diversified approach, incorporating long-duration storage technologies [10][11] - The business model is transitioning from policy-driven to market-oriented, with distributed energy storage expected to participate more actively in electricity markets and auxiliary services [11]

Core Insights - The article emphasizes the transition of JA Solar Technology from a "photovoltaic leader" to a "solar + storage enabler," highlighting its strategic evolution in response to global energy challenges [3][4] - JA Solar aims to integrate solar energy production with storage solutions to create a more flexible and sustainable energy system, positioning itself as a key player in the global energy transition [1][8] Strategic Evolution - JA Solar's strategy involves leveraging its extensive experience in the photovoltaic sector to maximize the synergistic value of "solar + storage" through intelligent energy management systems [3] - The company is focusing on deepening customer value integration into its technology strategy, promoting "solar as the body, storage as the wings" as a core pathway for high-quality energy development [3][4] Ecosystem Development - JA Solar has established a robust "horizontal and vertical" smart energy ecosystem, breaking down barriers between different energy forms and creating a digital energy platform with sensing, decision-making, and evolution capabilities [4] - The company operates in 180 countries, emphasizing a "deep cultivation" approach to local markets, addressing specific regional energy needs with tailored "solar + storage" solutions [4] Product Innovation - JA Solar has developed a comprehensive energy storage product matrix covering power generation, grid, and user sides, including the JAGalaxy system for large-scale storage and the JAPlanet system for commercial applications [5][7] - The JAStar system for residential users incorporates high safety standards and intelligent energy management, providing a smart and low-carbon electricity experience [5] Application Scenarios - JA Solar's storage solutions have been successfully applied in various scenarios, including smoothing power generation fluctuations, enhancing power trading, and improving overall reliability in grid operations [7] - The company offers diverse solutions for commercial users, significantly reducing electricity costs and improving power quality, while also promoting clean energy alternatives in off-grid areas [7] Future Outlook - JA Solar is committed to being a leading provider of energy storage system solutions that create value for customers, focusing on technological innovation to overcome energy challenges and contribute to sustainable development [8]

Group 1 - Tianhe Solar's founder Gao Jifan and Wu Chunyan confirmed the wedding of Zhang Junjie and Gao Haichun, expressing gratitude for the blessings [1] - Zhang Junjie, a notable entrepreneur in the new tea beverage industry, founded the brand Bawang Chaji in November 2017, expanding its presence to over 7,000 stores globally [1] - Bawang Chaji went public on NASDAQ in April this year, becoming the first new tea beverage stock in the US, with a current stock price of $14.22 and a market capitalization of approximately $2.61 billion [1] Group 2 - Gao Haichun, born in 1993, has been involved with Tianhe since 2017 and became the chairman of Tianhe Fuhua in June 2022, which focuses on distributed household photovoltaic business [2] - Tianhe Solar initiated the plan to spin off Tianhe Fuhua for an IPO in April 2023, but the plan was terminated in December 2024 [2] - Gao Haichun joined the board of Tianhe Solar in June 2024 and was elected co-chairman in January this year, aiming to lead the company's transformation into a smart energy solution provider [2]

今年4月，霸王茶姬登陆美国纳斯达克，成为"新茶饮美股第一股"。截至11月20日，霸王茶姬当前股价 为14.22美元/股，公司总市值约26.1亿美元，约合人民币185.71亿元。 出生于1993年的高海纯，作为公众视野中高纪凡的接班人，自2017年进入天合系历练，2022年6月开始 担任天合富家董事长。天合富家为天合光能旗下主营分布式家用光伏业务的子公司，天合光能已于2023 年4月启动分拆天合富家上市的筹备工作，同年6月，天合富家进行IPO辅导备案登记，但一年多后的 2024年12月，天合光能终止了分拆天合富家上市的计划。 2024年6月，高海纯进入天合光能董事会，并在今年1月获选为天合光能联席董事长。天合光能彼时公告 显示，高海纯担任公司联席董事长后，将协助董事长开展董事会日常工作，确保董事会各项工作规范开 展并发挥战略指引作用。此外，高海纯还将兼任公司解决方案事业群总裁，致力于领导公司由光伏产品 制造商向光储智慧能源解决方案服务商转型，引领光储融合新场景的发展，助力公司构建差异化竞争优 势。 截至11月20日，天合光能当前股价为19.15元/股，公司总市值约417.35亿元。 新京报贝壳财经讯（记者阎侠 ...

隆基此次入场，意味着其正式开启光储融合。相较于自建团队进行布局，收购的优势在于快速获取成熟资源、降低市场进入风险，而且可以很快通过产品 来验证竞争力，有利于后期的调整和提高。 由此，光伏组件头部厂商均完成在储能赛道的战略卡位。 01▶ 收购进场 每经记者｜张文瑜 每经编辑｜贺娟娟 作为行业龙头，隆基绿能对储能布局一度持审慎态度，然而今年以来，这一态度出现明显转变。 这家全球光伏制造巨头，终于还是出手储能了。 据陕西省市场监督管理局日前的一份公开文件，隆基绿能（601012）拟通过收购股权、增资及表决权委托等一系列安排，取得苏州精控能源科技股份有限 公司（简称"精控能源"）约62%的表决权，从而实现对后者的单独控制。 精控能源作为一家"潜在独角兽企业"，在动力电源、智慧储能与氢燃料电池三大系统领域均有布局，业务网络已覆盖中国大陆、欧洲、北美、澳洲等多个 市场。 早在9月，即有消息称隆基绿能参股精控能源，被视为其切入储能赛道的关键动作。 11月10日的投资者问答中，隆基进一步回应称，光伏行业经过多年的发展，我国光伏装机规模呈现快速增长趋势。当前国内电网消纳已成为重点需要解决 的问题，光伏与储能相结合将成为解决光伏 ...

"中国光伏电池转化效率不断突破，长时储能技术成本逐步下降。"在大会开幕式上，中国能源研究会理 事长史玉波在致辞中表示，产业高速发展的背后，周期性波动、同质化竞争等问题凸显，部分领域还面 临关键材料供应波动、新型技术产业化滞后等挑战，需加快实现产业从规模扩张向质量效益转型。 通威集团董事局主席刘汉元接受采访时表示，光伏发电成本问题解决后，电网调节能力不足等问题随着 装机量猛增而出现。解决此问题的关键在于新型能源电网体制机制的到位和整个储能体系的经济性应用 和产业发展。 据了解，2018年至今，中国国际光伏与储能产业大会已成为全面了解中国光储产业、促进交流合作的重 要窗口。本届大会吸引了来自世界各地的海外采购商，涵盖欧美、亚洲、非洲等多个区域，企业类型丰 富多样，涉及新能源产业链的各环节。(完) 2025第八届中国国际光伏与储能产业大会18日在成都开幕。 何美锟 摄 中新网成都11月18日电 (单鹏)2025第八届中国国际光伏与储能产业大会18日在成都开幕。 据悉，此次大会以"光储同辉融合 赋能智创未来"为主题，聚焦"风光储氢电充"等新能源、新材料、新 装备产业链资源、技术、人才优势，吸引约5000家企业参会，配 ...

Core Viewpoint - Trina Solar has secured significant energy storage contracts totaling 2.66GWh, marking its fourth major order announcement in two months, indicating strong growth in its energy storage business [4][6]. Group 1: Recent Contracts - Trina Solar's subsidiary, Trina Storage, signed contracts for a total of 2.66GWh of energy storage products with clients across North America, Europe, and Latin America, with the North American contract accounting for 1.08GWh [4]. - In September, Trina Storage announced a contract for 2.48GWh, including a 1GWh overseas order utilizing a grid-type system, marking a significant milestone in its international market presence [6]. - By the end of October, another contract exceeding 1GWh was signed with a European client, featuring the new Elementa 2 Pro product, which boasts a 12% increase in energy density [6]. Group 2: Future Projections - Trina Storage aims to ship between 8-10GWh in 2025, with expectations of a 50% increase in shipments in 2026, supported by over 10GWh of existing overseas orders [7]. - The company plans to double its 2026 shipment target to 15-16GWh, reflecting a robust growth trajectory in its energy storage business [7]. Group 3: Cost Efficiency and Market Trends - As Trina Solar increases its energy storage product shipments, the cost ratio is expected to decline, leading to significant profitability growth in the energy storage sector next year [7]. - The company attributes its positive outlook to improved customer conversion rates in the solar-storage integration market, a focus on high-margin overseas orders, and ongoing cost reduction through technological advancements and supply chain optimization [7]. - The global demand for energy storage is anticipated to rise, driven by the increasing need for data centers and the overall growth in installed capacity, positioning Trina Solar favorably in the market [8].