在我国大力推进绿色低碳转型、建设海洋强国和能源强国的背景下，海上清洁能源正成为未来能源体系 的重要增量。其中，海上光伏因其资源丰富、规模可观、布局灵活，被视为继海上风电之后的又一战略 性新能源产业。我国拥有1.8万公里海岸线和广阔近海海域，理论可开发面积超过70万平方公里，具备 形成世界级海上光伏能源走廊的天然条件。然而受潮差、风浪、桩距密度等因素叠加的影响，传统船舶 在稳定性、定位精度和施工效率方面均难以满足需求，导致海上光伏的整体成本居高不下。 随着海上光伏示范项目陆续启动，行业对专业化、高效率、高稳定性的施工装备需求日益迫切。中国电 建集团西北勘测设计研究院有限公司（以下简称"西北院"）在深入调研后，明确提出开发适配海上光伏 工况专用装备的必要性，并将"电建海装001"列为重大科技攻关项目。中电建（西安）港航船舶科技有 限公司联合武汉理工大学，依托中广核烟台招远400MW海上光伏项目的建设需求展开研发攻关，最终 成功打造出我国首艘真正意义上面向海上光伏桩基施工的高端智能化装备，实现了从"无装备"向"有专 用装备"的历史性跨越，为我国海上光伏摆脱对改装船舶依赖奠定了基础。 为海上光伏技术体系构建装备创新高 ...

Core Viewpoint - Longi Green Energy Technology Co., Ltd. has successfully signed a contract for 400 MW of components for the Shanghai Electric's Fengxian No. 1 offshore photovoltaic project, utilizing the BC technology route, and has commenced supply this month [1] Group 1: Project Details - The first batch of 1 GW (AC side installed capacity) "wind-solar co-location" offshore photovoltaic project indicators are equally allocated between Shanghai Electric and Sheneng Co., Ltd., each receiving 50% [1] - Sheneng Co., Ltd. has already secured the entire share of its 500 MW (AC side installed capacity) project with BC products [1] Group 2: Project Challenges and Strategies - The development cost of offshore photovoltaic projects is high, and construction difficulty is significant, making maximizing power generation within limited sea area crucial for project profitability [1] - The Shanghai Municipal Development and Reform Commission issued a competitive configuration work plan for the 2024 "wind-solar co-location" offshore photovoltaic projects, planning seven projects for competitive allocation [1] Group 3: Efficiency and Component Selection - According to the scoring rules, using high-efficiency components and inverters can earn additional points, with components achieving a conversion efficiency of 24% receiving full scores [1] - The BC components are currently the main products that meet the efficiency requirements and can be mass-produced, making them the selected choice for the project [1]

Core Viewpoint - The first batch of 1GW offshore photovoltaic projects in Shanghai has been awarded, with Shanghai Electric and Sheneng Co., Ltd. each receiving 50% of the capacity, highlighting the competitive advantage of BC technology in offshore scenarios [1][3]. Group 1: Industry Trends - The offshore photovoltaic sector is seen as a new growth point due to the decreasing availability of land for solar power stations onshore [1]. - By 2027, the cumulative installed capacity of offshore photovoltaic in China is expected to reach 60 million kilowatts, increasing to 80 million kilowatts by 2030 [1]. - Approximately 20% of the 565 photovoltaic projects in major initiatives across 18 provinces in China this year are related to offshore photovoltaic [1]. Group 2: Technical and Economic Considerations - Offshore photovoltaic projects face high development costs and construction difficulties due to environmental factors such as sea wind, waves, and salt corrosion, necessitating high efficiency and quality standards for photovoltaic products [2]. - The Shanghai Municipal Development and Reform Commission has outlined a competitive configuration plan for seven offshore photovoltaic projects, emphasizing the importance of high-efficiency components [2]. - BC technology components have been identified as the primary products meeting the efficiency requirements for these projects [2]. Group 3: Performance and Competitive Landscape - The performance of BC components has been validated by testing centers, showing superior adaptability and performance in offshore scenarios compared to TOPCon components, with a 1.94% increase in power generation per watt [4]. - The global pace of offshore photovoltaic development is accelerating, shifting the industry's focus from price and scale competition to technology and quality development [4]. - Companies with comprehensive technical competitive advantages are expected to gain a leading position in the offshore photovoltaic market [4].

Core Insights - The article discusses the release of the 2025 semi-annual verification report from the National Photovoltaic Quality Inspection Center (CPVT), focusing on the performance of the Yantai offshore floating photovoltaic demonstration base, which is the first of its kind in China [1][16] - The report highlights the integration and comparative analysis of various photovoltaic technologies, confirming the reliability and durability of photovoltaic power generation technology in complex marine environments [1][16] Summary by Sections - **Verification Results**: The report presents empirical results for two technology routes: BC and TOPCon, utilizing 10 units each of Longi Green Energy's Hi-MO 9 and TOPCon components [3] - **Performance Metrics**: Hi-MO 9 components demonstrated a 1.94% increase in power generation compared to TOPCon components during the monitoring period from January to June 2025, translating to significant revenue gains in actual power plant operations [5] - **Weak Light Performance**: On a cloudy day test conducted on February 4, 2025, Hi-MO 9 components achieved a 0.98% power generation gain, showcasing their excellent performance under low irradiance conditions [7] - **Consistent Performance**: Hi-MO 9 components maintained stable positive gains over various monitoring periods and irradiance levels, indicating their robust performance across different conditions [10] - **Temperature Characteristics**: The average operating temperature of Hi-MO 9 components was 1.31°C lower than that of TOPCon components, suggesting reduced power degradation and extended lifespan [13] - **Comprehensive Power Output**: In terms of overall power output, Hi-MO 9 components achieved a combined power of 667.05W, significantly higher than TOPCon's 648.11W under the same environmental conditions [14] - **Industry Implications**: The verification results provide critical insights for the selection of offshore photovoltaic products, aligning with the industry's shift towards large-scale development and addressing the stringent requirements for reliability, efficiency, and low maintenance costs [16]

1. Report Industry Investment Rating - The provided content does not contain information about the industry investment rating 2. Core Viewpoints of the Report - From the supply side, the overall production of polysilicon enterprises increases, with some enterprises increasing production while others undergoing maintenance, and self - disciplined production cuts do not significantly affect capacity fluctuations [2] - On the demand side, affected by the anti - involution meeting, production capacity declines significantly, but prices gradually recover. Downstream photovoltaic module production scheduling has been adjusted down, and demand weakens marginally. Silicon wafer enterprises are expected to end the decline in overall production as profits stabilize, and cell manufacturers also have production cut plans [2] - Overall, the demand side of polysilicon still faces significant pressure. Although the polysilicon price increase last week gave most manufacturers a chance to turn losses into profits, this is not normal, and most manufacturers will start a new round of hedging. Polysilicon inventory is at a high level [2] - Polysilicon continues to rise today, with the overall open interest starting to decline and trading volume slowing down. The short - term speculative market is expected to end, and it is advisable to buy put options [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main polysilicon contract is 42,945 yuan/ton, a week - on - week increase of 475 yuan/ton; the open interest of the main contract is 71,783 lots, a week - on - week increase of 1,962 lots; the price difference between August - September polysilicon is 350 yuan/ton, a week - on - week increase of 20 yuan/ton; the price difference between polysilicon and industrial silicon is 34,260 yuan/ton, a week - on - week increase of 575 yuan/ton [2] 3.2 Spot Market - The spot price of polysilicon is 45,500 yuan/ton, unchanged from the previous period; the basis of polysilicon is 3,030 yuan/ton, a week - on - week decrease of 705 yuan/ton; the weekly average price of photovoltaic - grade polysilicon is 4.94 US dollars/kg, a week - on - week increase of 0.72 US dollars/kg [2] 3.3 Upstream Situation - The closing price of the main industrial silicon contract is 8,685 yuan/ton, a week - on - week decrease of 100 yuan/ton; the spot price of industrial silicon is 9,200 yuan/ton, a week - on - week increase of 50 yuan/ton; industrial silicon production is 305,200 tons per month, a month - on - month increase of 5,500 tons; the total social inventory of industrial silicon is 552,000 tons, a week - on - week increase of 10,000 tons [2] 3.4 Industry Situation - Polysilicon production is 95,000 tons per month, a month - on - month decrease of 1,000 tons; the import volume of polysilicon is 793 tons per month, a month - on - month decrease of 161 tons; the spot price of imported polysilicon materials in China is 5.04 US dollars/kg per week, a week - on - week increase of 0.14 US dollars/kg; the average import price of polysilicon in China is 2,190 US dollars/ton per month, a month - on - month decrease of 140 US dollars/ton [2] 3.5 Downstream Situation - Solar cell production is 7.0569 million kilowatts per month, a month - on - month decrease of 135,900 kilowatts; the average price of solar cells is 0.82 RMB/W, a week - on - week increase of 0.01 RMB/W; the export volume of photovoltaic modules is 103,399,980 units per month, a month - on - month increase of 19,610,660 units; the import volume of photovoltaic modules is 12,098,490 units per month, a month - on - month decrease of 8,021,950 units; the average import price of photovoltaic modules is 0.33 US dollars per unit, a month - on - month increase of 0.04 US dollars per unit [2] 3.6 Industry News - Qingdao aims to build a 10 - million - kilowatt - level offshore new energy base by 2030, including developing offshore wind power and photovoltaic projects and promoting the development of the hydrogen energy industry [2] - At the State Council Information Office press conference, it was mentioned that consumption policies will continue to be strengthened in the second half of the year, and prices will rise moderately at a low level [2]

Core Viewpoint - The China General Nuclear Power Group's Yantai Zhaoyuan 400 MW offshore photovoltaic project has successfully achieved full-capacity grid-connected power generation, marking a significant milestone in China's offshore solar energy development [3][4][6]. Project Overview - The project consists of 760,000 offshore photovoltaic modules and has a total sea area of 512.7 hectares, which is 25 times the area of the National Stadium (Bird's Nest) [4][5]. - It is the first fully grid-connected pile foundation offshore photovoltaic project in China, utilizing domestically developed bifacial double-glass photovoltaic modules [3][4]. Energy Production and Environmental Impact - The project is expected to generate an average annual power output of 694 million kWh, sufficient to meet the electricity needs of approximately 400,000 households [4][5]. - The annual power generation can reduce coal consumption by about 208,700 tons and cut carbon dioxide emissions by approximately 535,800 tons, equivalent to afforestation of 1,562 hectares [5]. Technical Innovations - The project employs a nearshore pile foundation structure, which is more resilient to typhoons and ocean currents compared to floating structures, making it suitable for complex marine environments [5][6]. - It has developed innovative technologies, including a large-span bolt-ball steel grid and spiral tapered steel pipe piles, enhancing the stability and load-bearing capacity of the photovoltaic support structures [12][13]. Construction Challenges and Solutions - The project faced significant construction challenges due to deep water conditions (8.5 to 11 meters) and harsh marine environments, including high winds and tidal influences [11][15]. - To address these challenges, the project team implemented a construction method that combines land assembly and offshore installation, significantly improving efficiency and safety [16]. Industry Implications - The successful implementation of this project contributes to the establishment of a complete set of construction processes for offshore photovoltaic projects, which can be replicated in similar future projects [16][17]. - The project aligns with China's dual carbon goals and is expected to drive the development of offshore photovoltaic energy as a key component of the energy transition in coastal provinces [9][20].

Core Insights - The first batch of grid-connected power generation from the China Electric Power Construction Group's (CEPC) offshore photovoltaic project in Qingdao, Jimo, was successfully integrated into the national grid, providing green electricity to numerous households [1] Project Overview - The project is a fishing-integrated offshore pile foundation photovoltaic project located in the Ao Shan Bay sea area of Jimo District, Qingdao, with a total investment of 10.2 billion yuan [1] - The planned capacity for the project is 1.15 million kilowatts of pile foundation photovoltaic power generation [1] - The project received approval for sea use from the Ministry of Natural Resources in October 2024, with offshore installation operations commencing in December of the same year [1] Phase Details - The project is being constructed in two phases, with the first phase having an installed capacity of 600 megawatts [1] - Once the first phase reaches full capacity, it is expected to generate approximately 1.07 billion kilowatt-hours of green electricity annually, saving about 327,000 tons of standard coal and reducing carbon dioxide emissions by approximately 871,000 tons [1]

Core Viewpoint - The Yantai Zhaoyuan 400 MW offshore photovoltaic project by China General Nuclear Power Group (CGN) has successfully connected to the grid, marking a significant milestone as China's first fixed foundation offshore solar project [1][3]. Project Overview - The project is located in the Laizhou Bay area of Yantai, Shandong Province, covering a total sea area of 512.7 hectares and connecting to a 220 kV land booster station via 16 sets of 35 kV collection lines [1][3]. - Construction began on December 26, 2023, in water depths ranging from 8.5 to 11 meters [3]. Environmental Impact - The project is expected to generate an average annual power output of 694 million kWh, which will reduce standard coal consumption by approximately 208,700 tons and cut carbon dioxide emissions by about 535,800 tons, equivalent to afforestation of 1,562 hectares [3][4]. Technological Innovations - The project team has developed three major innovative applications in photovoltaic module research, support unit technology design, and offshore piling [3]. - CGN has collaborated to create the first domestically adapted monocrystalline silicon heterojunction bifacial double-glass modules for marine environments, achieving a photoelectric conversion efficiency of 22.86% [3]. - The project consists of 121 generating units, each made up of 6 to 8 photovoltaic support units, utilizing a pioneering "large-span bolt ball steel grid + spiral tapered steel pipe pile" technology to create a "super support" for photovoltaic systems [3][4]. Construction Techniques - The project has developed high-precision synchronous positioning techniques for pile foundation construction and built the "Electric Construction Marine Equipment No. 001," which is the first intelligent and efficient piling equipment for offshore photovoltaic projects in the country [4]. Regional Significance - The successful grid connection of the Yantai Zhaoyuan 400 MW offshore photovoltaic project is expected to significantly promote the transformation and upgrading of the regional energy structure, contributing to the establishment of a diverse and complementary energy supply system and supporting the development of a modern marine economy [4].

Group 1 - The successful commissioning of the 400 MW offshore photovoltaic project in Yantai, Shandong, marks a significant milestone for China's offshore photovoltaic development, establishing a replicable construction process for future projects [1] - The project is expected to generate an average annual electricity output of 694 million kWh, reducing standard coal consumption by approximately 208,700 tons and cutting carbon dioxide emissions by about 535,800 tons, equivalent to reforesting 1,562 hectares [1] - The project utilizes innovative bifacial double-glass solar modules, which have been developed to withstand the harsh marine environment, achieving a photoelectric conversion efficiency of 22.86% and a bifaciality greater than 85% [3] Group 2 - The Shandong Provincial Energy Bureau emphasizes the importance of developing renewable energy and clean energy bases, with the Yantai project playing a crucial role in transforming the regional energy structure and supporting the development of a modern marine economy [3] - The project is located in the coastal area of Laizhou Bay, with a total sea area of 512.7 hectares, and connects to the land-based power grid through 16 sets of 35 kV collection lines [3] - The project has led to the development of seven patents related to the manufacturing of marine-adapted solar components, significantly advancing technology in offshore photovoltaic systems [3]

Group 1 - The A-share market showed mixed performance on April 30, with active trading in new energy concept stocks, particularly the ChiNext New Energy ETF, which rose by 1.96% [1] - The ChiNext New Energy ETF is the only ETF tracking the ChiNext New Energy Index, covering sectors such as solar, wind, biomass, nuclear energy, and various components of the new energy vehicle industry [1] - The first offshore photovoltaic project built in high wind speed sea areas, the 180 MW offshore photovoltaic power station project by the Three Gorges Group, has achieved full capacity grid connection in Fujian, providing approximately 300 million kWh of clean electricity annually [1] Group 2 - The large-scale installation of offshore photovoltaic systems is expected to accelerate between 2025 and 2027, with full-scale development anticipated by 2030 [2] - The domestic offshore wind power sector is experiencing upward trends, with positive export conditions and accelerated commercialization of floating wind power [2] - The photovoltaic industry is seeing price rebounds and inventory declines, with recommendations to focus on glass and battery cell manufacturers that have undergone sufficient corrections [2]