aimer7Jun2023用&ESGLookingattheDevelopmentTrendoftheIndustryfromtheSNECEventseccom熱點(diǎn)速評(píng)FlashAnalysiseaseseeAPPENDIXforEnglishsummary確。TOPCon技術(shù)憑借高轉(zhuǎn)化效率的優(yōu)勢(shì)，對(duì)PERC始終保持著一定的溢價(jià)，目前電池端溢價(jià)已從年初各大光伏龍頭先后布局光儲(chǔ)一體化。儲(chǔ)能市場(chǎng)全面爆發(fā)的時(shí)代背景下，海外儲(chǔ)能市場(chǎng)需求激增，大量企光儲(chǔ)一體化。逆變器企業(yè)在光儲(chǔ)一體化的道路上走股份、明陽(yáng)智能等跨界玩家在組件產(chǎn)品正式下線，目前，三一有超過(guò)10GW的硅片、新型電池和組件工廠正在建設(shè)中。寶馨科技在充/換”一體化項(xiàng)目解決方案等亮相。作為建筑建材系統(tǒng)服務(wù)商，東方雨虹攜虹異新能源全新屋面光伏系解決方案亮相此次展會(huì)。凱倫股份也攜帶最新產(chǎn)品技術(shù)亮相光伏展，1：1完整展示了TMP融合瓦的實(shí)際應(yīng)用場(chǎng)景，向現(xiàn)場(chǎng)觀眾展示高分子材料C創(chuàng)始人兼總裁李振國(guó)在SNEC第十六屆全球光伏大會(huì)接受采訪時(shí)表示，光伏行業(yè)已經(jīng)出現(xiàn)了產(chǎn)能過(guò)剩的問(wèn)題：最先受到?jīng)_擊的將是那些準(zhǔn)備不夠充分的公司。財(cái)務(wù)狀況較差和技術(shù)不先進(jìn)的公司面臨的風(fēng)險(xiǎn)最振國(guó)補(bǔ)充稱，未來(lái)兩到三年內(nèi)，一半以上的光伏行業(yè)制造商可能被迫退出市場(chǎng)。&ESG27Jun20232APPENDIX1SummaryTOPConcellsarethemainstreaminthemarket,andmajorcomponentcompaniesatSNECexhibitedtheirTOPConproducts.Themajorphotovoltaicleadershavesuccessivelydeployedsolar-storageintegration.Theboominphotovoltaicshasattractedmanycross-borderplayers,suchasSanyHeavyIndustry,BaoxinTechnology,OrientalYuhong,Karen,MingyangSmartandothercross-borderplayershaveappearedinthisexhibitionLONGiGreenEnergyisworriedaboutovercapacityintheindustry,andthephotovoltaicindustrymayusherinanewroundofreshuffle.Investmentsuggestion:ItissuggestedtopayattentiontoAiko,JASolar,andDKE,whichareleadinginN-typetechnology.Risks:Thedemandislowerthanexpected,thepromotionofN-typecellsislowerthanexpected,andthetechnologicaldevelopmentislowerthanexpected.34下下m56 789