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“光伏春晚”释放多重积极信号
Zheng Quan Ri Bao· 2025-06-12 16:43
Core Insights - The SNEC Photovoltaic Exhibition serves as a significant platform for showcasing the solar industry, reflecting its development trends and innovations [1] Group 1: Industry Confidence - Despite challenges such as declining prices and losses among some companies, the exhibition attracted over 3,600 exhibitors from 95 countries, covering nearly 400,000 square meters, with 30% being international exhibitors [2] - Emerging markets in Southeast Asia, Latin America, and the Middle East are becoming focal points for Chinese solar companies, providing new opportunities for international expansion [2] Group 2: Technological Innovation - The exhibition highlighted advancements in technologies like TOPCon, HJT, and BC, which are expected to reduce costs and enhance efficiency, thereby expanding application scenarios [3] - Companies showcased next-generation technologies aimed at improving conversion efficiency and lowering costs, contributing to the diversification and competitiveness of the solar industry [3] Group 3: Cross-Industry Integration - There is a notable trend of deep integration between the solar industry and sectors such as energy storage, artificial intelligence, and big data, with a focus on integrated solar-storage solutions [4] - Companies like Huawei Digital Energy introduced solutions that support high proportions of renewable energy in the grid, enhancing energy management and utilization [4] Group 4: Industry Self-Regulation - The exhibition served as a platform for industry reflection, with calls for self-regulation to address price competition and explore pathways for healthy development [5] - Suggestions from industry leaders included market-driven mergers and acquisitions, technological elimination mechanisms, and policy constraints to manage capacity and stimulate demand [5] - The solar industry is transitioning from internal competition to collaborative growth, with a clear path emerging for overcoming challenges through innovation and resilience [5]