2025年snec展会总结

Summary of Key Points from the Conference Call Industry Overview - The photovoltaic (PV) industry is entering the mid-to-late growth phase, facing challenges such as accelerated installation capacity and expansion into new power application areas. The exit of some manufacturers indicates a market bottom, with potential measures to facilitate market clearing in the future [1][3] - Demand in the PV industry is currently softening, leading to price pressures. However, this short-term downturn is expected to lay the groundwork for long-term development [7] Technological Advancements - New technologies are the core driving force in the PV and energy storage sectors. For instance, the efficiency of BC (Bifacial Cell) modules has reached 25%, marking a new era for products and allowing leading companies to enjoy upward cycles [4][5] - The storage sector is currently the hottest area, with local supporting policies expected to be introduced in the third quarter, benefiting companies like DEYE, Sungrow, and Airo [6] Market Dynamics - In June, production across various segments of the PV industry, including silicon wafers, battery cells, and modules, saw a significant decline. There is a divergence in the production outlook for silicon materials, with market expectations being pessimistic [8] - The overseas market is witnessing an increase in local component production capacity, with U.S. tariff policies expected to change in the third quarter, impacting the equity situation of component manufacturers [9] Product Development Trends - Longi has introduced the concept of unit power, reflecting a shift in preferences towards higher power products to reduce costs. The market is increasingly favoring technologies like Topcon, BC, and heterojunction [10] - Companies are moving towards systemic solutions, enhancing product sales and ecological value, which is advantageous from a revenue perspective [10] Future Directions - The future direction of the PV industry includes the construction of new power systems and the promotion of market-oriented trading. Short-term focus will be on cost reduction technologies, while long-term attention will be on component technology advancements [11] - Companies that excel in cost reduction strategies, such as Bifacial Cell and innovative materials, are expected to perform better than the overall industry, even in a relatively weak demand environment [11]