太阳能与储能市场报告

Solar & Storage Marketplace ReportExecutive perspectiveWe are excited to share the 20th edition of the EnergySage Intel: Solar & Storage Marketplace Report,covering the 12-month period from January to December 2024. Overall, last year was a difficult yearfor residential solar in the U.S. After years of rapid growth, the installed capacity of residential solardecreased by 31% from 2023 to 2024, according to Wood Mackenzie. Key drivers of this contractionwere high interest rates, relatively stable energy prices, and California’s Net Billing Tariff. But, despitepersistent and new challenges in 2025, I am confident in the long-term outlook.This report serves as a backdrop of industry health heading into 2025, with some early forecasts of howwe anticipate shifts in the new political landscape. It delves into state and nationwide pricing trends,equipment preferences, manufacturer shares, and financing terms within the residential Solar andStorage Marketplace on EnergySage.HERE ARE SOME OF THE TOP FINDINGS FROM OUR 20TH MARKETPLACE REPORT:•Residential solar and storage prices both reach new all-time lowsSolar prices dropped for the third six-month period in a row, hitting $2.50 per watt,the lowest median quoted price since we began tracking data in 2014. Quotedstorage prices also fell, setting a new record low of $999 per kilowatt-hour stored. In2025, we are monitoring potential tariff impacts on solar and storage prices.•Tesla’s Powerwall 3 disrupts the storage—and solar—marketTesla became the most quoted battery brand in H2 2024, occupying 63% ofMarketplace share nationwide. Because the Powerwall 3 includes an integratedinverter, Tesla also became the second-most quoted inverter brand. With batteriesincreasingly being added to solar systems—the national battery attachment ratejumped to 45% in H2 2024, an all-time high—Tesla’s growth was a key driver of thelow storage and solar prices seen on EnergySage. In 2025, we are examining whetherbrand backlash and equipment shortages will affect Tesla’s Marketplace share.•Rated solar panel output continues to climbSolar panels have continued to increase in power output due to larger sizes andhigher efficiencies. In H2 2024, 33% of quotes included solar panels with ratedoutputs above 450 watts, up from just 1% in H2 2023. We are tracking tariff-relatedsolar panel stockpiling to see if it hinders U.S. solar technology growth in 2025.Our proprietary data across our Solar, Storage, and Heat Pump Marketplaces offers valuable insight intothese rapidly evolving industries. Tariffs, consumer sentiment around Tesla, soaring electricity prices, andeconomic uncertainty will continue to challenge and push our industry in more ways throughout 2025.Through our increasing daily news coverage, EnergySage will provide real-time analyses of what we seeon our Marketplace.Sincerely,Charlie Hadlow,EnergySage |President andCOO intel@energysage.com| CONTENTSnResidential Solar...................................................03nBattery Storage.....................................................15nSolar Financing.......................................................18nHeat Pumps...........................................................20nAbout EnergySage Intel........................................21 Solar & Storage Marketplace ReportPrice drop from H1’ 24 to H2’ 24National summary:Solar pricing trendsQuoted solar prices dropped to $2.50 per watt, the lowest in history.EnergySage is the leading online comparison-shoppingmarketplace for residential solar, providing personalizedquotes to homeowners from local, vetted solarcompanies in all 50 states and Washington, D.C. Weanalyzed quotes that solar companies submitted toshoppers in the EnergySage Marketplace throughoutthe second half of 2024. For the third consecutive half-year, the median quoted solar price decreased, reaching$2.50 per watt ($/W), the lowest six-month medianrecorded since we began tracking Marketplace datain 2014. For a system at the median size of 11.5 kW, thatamounts to $28,750 before incentives.Prices reach an all-time low for both solar-only andsolar-plus-storage quotesThe median price of solar in quotes that did not includestorage was $2.65/W in H2 2024, the lowest price seenon EnergySage, compared to $2.80/W in H1 2024. Lowequipment costs contributed to these low prices; theaverage residential solar panel price dropped 30% year-over-year in 2024, according to Wood Mackenzie. Pricesalso declined due to softening demand—driven by highinterest rates, relatively stable residential electricityprices, and California’s Net Billing Tariff—which inducedinstallers to price more aggressively.Quotes that included solar and storage fell even more,from $2.59/W in H1 2024 to $2.40/W in H2 2024. Thisdrop is primarily due to the surge in demand for Tesla’sPowerwall 3, which includes an integrated inverter. Insolar-plus-storage quotes, its inverter price is reflectedin the storage component (price per kilowatt-hour,$/kWh) rather than t