<p>（第一财经）6 月 8 日——由于过剩和模块价格下跌导致的长期亏损，中国光伏产业正加速向储能转型，迫使制造商寻求新的增长引擎。</p>
<p>这一转型在第 19 届国际光伏发电与智能能源大会暨展览会（SNEC）上显而易见，储能成为主导主题。今年的活动设有六个储能展馆和四个光伏相关展馆，这是储能展区首次超过光伏展区。</p>
<p>上周在上海举行的为期三天的展览还突显了行业的更广泛转变。传统的太阳能模块展示让位于集成能源解决方案的演示，包括 “全场景解决方案” 和 “零碳园区”，反映出公司越来越重视将发电、储能和能源管理相结合。</p>
<p>行业高管表示，随着独立光伏项目面临日益严峻的盈利挑战，向光伏储能一体化的转型变得越来越重要。</p>
<p>由于严重的产能过剩和模块价格的长期下滑，中国的光伏产业自 2024 年以来一直处于亏损状态。今年第一季度，全球五大光伏模块制造商——晶科能源、隆基绿能、天合光能、JA Solar 和通威——均处于亏损状态，延续了去年的亏损。</p>
<p><strong>储能成为新的增长引擎</strong></p>
<p>相比之下，一些在储能方面有显著布局的光伏公司，如阳光电源和 CSI Solar，在行业低迷期间保持了稳定的盈利能力。</p>
<p>“在过去 20 年中，中国的光伏产业完成了让太阳能变得可负担的第一阶段，” 隆基创始人李振国在公司展位上表示。“接下来的 10 年将是让太阳能和储能成为主要电力来源的阶段。”</p>
<p>李振国补充道：“如果便宜的电力无法可靠地并入电网并灵活使用，其价值就会有一个 ‘天花板’。实现这一点需要一个完整的技术体系和生态能力。”</p>
<p>在今年的展会上，隆基推出了一种涵盖光伏电池到储能系统的集成光储解决方案。与传统的组装系统相比，该公司的原生集成解决方案可以将项目内部收益率提高 2 到 4 个百分点，副总裁佘海峰告诉第一财经。</p>
<p>晶科能源还推出了其下一代储能系统 SunTera G5。副总裁钱丹妮表示，随着光伏储能项目的经济效益日益明显，储能客户的需求持续增长。</p>
<p>该公司今年迄今已获得约 5 吉瓦时的储能订单，并且还有超过 20 吉瓦时的订单在储备中。钱丹妮表示，今年的储能出货量预计将是去年的两倍。</p>
<p>中国的光伏产业正接近一个关键的转折点，正从快速扩张产能转向高质量发展，GCL 集团董事长朱共山在 6 月 2 日的 SNEC 开幕式上表示。</p>
<p>朱共山表示，未来，独立光伏制造商可能会逐渐消失，取而代之的是数字能源资产运营商、零碳解决方案提供商和人工智能驱动的能源技术服务公司等新商业模式。</p>
<p>编辑：窦世聪，艾米·莱恩</p>

晶科能源

隆基绿能

<p>中国的光伏产业在长期面临过剩和模块价格下跌的损失后，正转向能源存储。在 SNEC 展会上，能源存储展馆首次超过光伏展馆，突显出向综合太阳能 - 储能解决方案的转变。晶科能源和隆基绿能等主要制造商正在强调这些系统以提高盈利能力，一些公司因强劲的能源存储需求而报告稳定的收益</p>

<p>(Yicai) June 8 -- China's photovoltaic industry is accelerating its shift toward energy storage as prolonged losses caused by oversupply and falling module prices force manufacturers to seek new growth engines.</p>
<div class="lb-trans"><p>（第一财经）6 月 8 日——由于过剩和模块价格下跌导致的长期亏损，中国光伏产业正加速向储能转型，迫使制造商寻求新的增长引擎。</p>
</div><p>The transition was evident at the 19th International Photovoltaic Power Generation and Smart Energy Conference &amp; Exhibition (SNEC), where energy storage emerged as the dominant theme. This year's event featured six energy storage pavilions and four photovoltaic-related pavilions, marking the first time that storage exhibition space exceeded that of PV.</p>
<div class="lb-trans"><p>这一转型在第 19 届国际光伏发电与智能能源大会暨展览会（SNEC）上显而易见，储能成为主导主题。今年的活动设有六个储能展馆和四个光伏相关展馆，这是储能展区首次超过光伏展区。</p>
</div><p>The three-day exhibition in Shanghai last week also highlighted a broader industry shift. Traditional displays centered on solar modules gave way to demonstrations of integrated energy solutions, including &#34;all-scenario solutions&#34; and &#34;zero-carbon parks,&#34; reflecting companies' growing emphasis on combining power generation, storage, and energy management.</p>
<div class="lb-trans"><p>上周在上海举行的为期三天的展览还突显了行业的更广泛转变。传统的太阳能模块展示让位于集成能源解决方案的演示，包括 “全场景解决方案” 和 “零碳园区”，反映出公司越来越重视将发电、储能和能源管理相结合。</p>
</div><p>Industry executives said the move toward solar-storage integration is becoming increasingly important as standalone PV projects face mounting profitability challenges.</p>
<div class="lb-trans"><p>行业高管表示，随着独立光伏项目面临日益严峻的盈利挑战，向光伏储能一体化的转型变得越来越重要。</p>
</div><p>China's PV industry has been mired in losses since 2024 because of severe overcapacity and a prolonged decline in module prices. In the first quarter of this year, the world's five largest PV module manufacturers by shipment volume -- Jinko Solar Holding, Longi Green Energy Technology, Trina Solar, JA Solar Technology, and Tongwei -- all remained in the red, extending losses from last year.</p>
<div class="lb-trans"><p>由于严重的产能过剩和模块价格的长期下滑，中国的光伏产业自 2024 年以来一直处于亏损状态。今年第一季度，全球五大光伏模块制造商——晶科能源、隆基绿能、天合光能、JA Solar 和通威——均处于亏损状态，延续了去年的亏损。</p>
</div><p><strong>Energy Storage Becomes the New Growth Engine</strong></p>
<div class="lb-trans"><p><strong>储能成为新的增长引擎</strong></p>
</div><p>In contrast, some PV firms with significant exposure to energy storage, including Sungrow Power Supply and CSI Solar, have maintained stable profitability during the industry downturn.</p>
<div class="lb-trans"><p>相比之下，一些在储能方面有显著布局的光伏公司，如阳光电源和 CSI Solar，在行业低迷期间保持了稳定的盈利能力。</p>
</div><p>&#34;Over the past 20 years, China's photovoltaic industry has completed the first phase of making solar power affordable,&#34; Longi founder Li Zhenguo said at the company's exhibition booth. &#34;The next 10 years will be about making solar and energy storage the main sources of electricity.&#34;</p>
<div class="lb-trans"><p>“在过去 20 年中，中国的光伏产业完成了让太阳能变得可负担的第一阶段，” 隆基创始人李振国在公司展位上表示。“接下来的 10 年将是让太阳能和储能成为主要电力来源的阶段。”</p>
</div><p>&#34;Cheap electricity has a 'ceiling' on its value if it cannot be reliably fed into the grid and used flexibly. Achieving this requires a complete technological system and ecological capabilities,&#34; Li added.</p>
<div class="lb-trans"><p>李振国补充道：“如果便宜的电力无法可靠地并入电网并灵活使用，其价值就会有一个 ‘天花板’。实现这一点需要一个完整的技术体系和生态能力。”</p>
</div><p>At this year's exhibition, Longi unveiled an integrated solar-storage solution spanning PV cells to energy storage systems. Compared with conventional assembled systems, the company's native integrated solution can raise project internal rates of return by 2 to 4 percentage points, Vice President She Haifeng told Yicai.</p>
<div class="lb-trans"><p>在今年的展会上，隆基推出了一种涵盖光伏电池到储能系统的集成光储解决方案。与传统的组装系统相比，该公司的原生集成解决方案可以将项目内部收益率提高 2 到 4 个百分点，副总裁佘海峰告诉第一财经。</p>
</div><p>Jinko Solar also introduced its next-generation energy storage system, SunTera G5. As the economic benefits of solar-storage projects become increasingly apparent, demand from energy storage customers continues to grow, according to Vice President Dany Qian.</p>
<div class="lb-trans"><p>晶科能源还推出了其下一代储能系统 SunTera G5。副总裁钱丹妮表示，随着光伏储能项目的经济效益日益明显，储能客户的需求持续增长。</p>
</div><p>The company has secured about 5 gigawatt-hours of energy storage orders so far this year and has more than 20 GWh of orders in reserve. Total energy storage shipments this year are expected to double from last year's level, Qian said.</p>
<div class="lb-trans"><p>该公司今年迄今已获得约 5 吉瓦时的储能订单，并且还有超过 20 吉瓦时的订单在储备中。钱丹妮表示，今年的储能出货量预计将是去年的两倍。</p>
</div><p>China's PV industry is approaching a critical turning point as it shifts from rapid capacity expansion to high-quality development, Zhu Gongshan, chairman of GCL Group, said at SNEC's opening ceremony on June 2.</p>
<div class="lb-trans"><p>中国的光伏产业正接近一个关键的转折点，正从快速扩张产能转向高质量发展，GCL 集团董事长朱共山在 6 月 2 日的 SNEC 开幕式上表示。</p>
</div><p>In the future, standalone PV manufacturers may gradually disappear and be replaced by new business models such as digital energy asset operators, zero-carbon solution providers, and artificial intelligence-powered energy technology service companies, Zhu said.</p>
<div class="lb-trans"><p>朱共山表示，未来，独立光伏制造商可能会逐渐消失，取而代之的是数字能源资产运营商、零碳解决方案提供商和人工智能驱动的能源技术服务公司等新商业模式。</p>
</div><p>Editors: Dou Shicong, Emmi Laine</p>
<div class="lb-trans"><p>编辑：窦世聪，艾米·莱恩</p>
</div>

Energy Storage Overtakes Solar Modules as SNEC's Main Attraction Amid PV Downturn

Yicai

在光伏行业低迷时期，能源存储超越太阳能组件，成为 SNEC 展会的主要亮点