嘉盛光电(光伏建筑一体化产品)
Search documents
对话英利集团董事长苗青:虚拟电厂是实现零碳园区的路径 | 财之道
Xin Lang Cai Jing· 2025-10-18 03:08
Core Insights - The 2025 Sustainable Global Leaders Conference is being held in Shanghai from October 16-18, focusing on the transformation in the photovoltaic (PV) industry and the challenges of integrating renewable energy into the grid [1] Group 1: Industry Trends - The photovoltaic industry has reached a new milestone with a total installed capacity of 1700 GW, highlighting the need for better integration of renewable energy into the grid for stability and safety [1] - The industry has experienced several cycles of overcapacity since 2005, with each technology application having a shorter-than-expected benefit period of 3-4 years [6] Group 2: Company Strategy - The company aims to provide affordable green electricity through technological innovation, product iteration, and cost reduction, focusing on vertical integration to lower costs across the supply chain [3][4] - The company has launched a new brand, Jiasheng Photovoltaics, targeting Building-Integrated Photovoltaics (BIPV) as a new application area, which combines energy generation with building materials [3][4] Group 3: Product Development - BIPV products must meet both energy generation and building functionality requirements, with a lifespan that matches or exceeds traditional building materials [4] - The company has developed over 200 applications of its BIPV products globally, aiming to replace traditional building materials with sustainable options [4] Group 4: International Expansion - The company is expanding its overseas presence, particularly in Southeast Asia, the Middle East, and Latin America, by forming a "Light Storage Charge Alliance" to combine domestic supply chain resources for international markets [4][5] - The company’s UniGo brand is positioned to offer comprehensive energy solutions, significantly reducing costs from over $20 to around $6 for diesel replacement in Southeast Asia [5] Group 5: Future Outlook - The company emphasizes the importance of finding new application scenarios and integrating traditional energy sources with renewable energy to optimize electricity usage [6][7] - The concept of virtual power plants and zero-carbon parks is seen as a pathway to achieving sustainable energy goals, leveraging digital and intelligent solutions for better resource management [7]