晶硅+钙钛矿叠层电池
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如何看待光伏行业的未来趋势 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-11-19 08:30
Group 1 - The core viewpoint of the article emphasizes that the electricity market reform is beneficial for the photovoltaic (PV) industry, particularly in the context of declining electricity prices and the need for better integration with the energy system [1] - The demand for the photovoltaic industry is not as pessimistic as it may seem, driven by the Nationally Determined Contributions (NDC) from China and the EU, with an expectation of 250 GW of new PV installations in China by 2026 [1] - The integration of PV with other system components is essential, as the rapid increase in system costs at a 15% penetration rate of wind and solar power necessitates a collaborative approach to development [1] Group 2 - The establishment of a global carbon market, with 11 countries including China and the EU joining Brazil's carbon market alliance, will enhance the value of green energy and align green prices with carbon prices [1] - The ultimate market clearing will require technological iterations, with silicon-perovskite tandem cells being identified as a promising direction for future development [1]