文 | 证券时报 刘灿邦 得益于在光储业务上的布局，阳光电源今年上半年逆势盈利77亿元，公司市值于近日站上 3000亿元大关，成为继隆基绿能、通威股份之后，光伏行业第三家市值突破3000亿元的上 市公司。 当前，光储融合正成为光伏行业企业的标配，除阿特斯、天合光能等较早布局的企业以外，隆 基绿能近期被传出将收购储能企业。 光储融合成标配 在业内人士看来，未来国内将适当放宽现货市场限价，当电价差拉开，光伏配储将能最大限度 地发挥其价值。此外，高自发自用需求场景急需配储，也为光储融合提供了需求场景。 整体而言，光伏行业基本面虽有好转但仍难言乐观。 多位受访人士判断，光储融合业务的发 展，特别是储能业务，正成为光伏企业摆脱困境、打造新增长曲线的关键。不过，若企业准备 不充分，在当前行业竞争已高度激烈的阶段贸然进入储能领域，短期内恐难以实现盈利。 不久前，有消息称，隆基绿能参股了一家储能企业苏州精控能源科技股份有限公司，同时正在 接触并考虑收购另一家储能企业。 "对公司储能业务布局一直在做评估，具体结果不清楚。"针对上述布局储能业务的传闻，隆基 绿能相关人士对记者表示。不过，在业内人士看来，隆基绿能进军储能，有利于推 ...

Core Insights - The SNEC photovoltaic exhibition highlights the strong trend of integration in the photovoltaic and energy storage industries, with companies actively collaborating and integrating resources [2] - The integration of photovoltaic and energy storage is seen as an inevitable trend, with expectations for a decrease in storage costs over the long term [2][3] - The energy storage sector is experiencing significant growth, with installed capacity projected to reach between 500 GWh and 800 GWh in the next three years [4] Industry Trends - The photovoltaic industry faces challenges due to its intermittent nature, making energy storage a crucial solution for stabilizing power generation and consumption [3] - By the end of 2024, the cumulative installed capacity of new energy storage projects in China is expected to reach 73.76 million kW, a 130% increase compared to the end of 2023 [3] - Major companies in the photovoltaic sector, such as Trina Solar, Jinko Solar, and others, are accelerating their investments in energy storage solutions to navigate industry cycles [4] Strategic Collaborations - Haibo Sichuang has deepened its strategic cooperation with Huawei Digital Energy, focusing on integrating photovoltaic and energy storage technologies [5][6] - The collaboration aims to enhance the efficiency and stability of clean energy utilization through joint innovation in technology and solutions [6] - The partnership is positioned to leverage digital technology and power electronics to create a robust ecosystem for energy solutions [6][7]