概况介绍：2025年光伏应用趋势

FACT SHEET TRENDS IN PVPS2025 Author: A Record Year for Solar PV Global installed PV capacity reached 2.26 TW (+29% YoY) in 2024, with 601 GW of new capacity installed.China led the market with 357 GW followed by the EU (66 GW), USA (47 GW), and India (32 GW). Photovoltaics now provide over 10% of global electricity, confirming its pivotal role in the clean energy transition. Diversification accelerated withagrivoltaics, floating PV, and storage-integrated systems gaining ground across regions. The PV industry continued its structural shift, balancingrecord installations with ongoing price pressures and overcapacity challenges. Global Installations Economic Impact Global Business Value Employment Growth Installation Market $410 BillionO&M services: ~$20 BillionEquals 0.38% of global GDP 9.1 million jobs globally (+26% from 2023)China: 6.5 million jobsIndia, Brazil, USA: 225 000–375 000 jobs eachInstallation and O&M sectors expanding fast Top 10 Countries in 2024 PV Market Segmentation Centralised PV 373 GW (62% of new capacity) 228 GW (38% of new capacity)Strong growthin Germany, Brazil, PakistanProsumer models expanding globally Regional Highlights Americas Europe USAled with 47.1 GW, 85% utility-scale, reaching 225 GWtotal. Germanyremained Europe’s largest market by far with17.2GW, and crossed the 100 GW cumulative milestone EUinstalled 66 GW total,13 countries>1 GW,58%distributed/self-consumption Brazilinstalled 14.3 GW, 60% distributed systems,52.1 GW cumulative. Curtailment emerging:Spain 650+ hours negative prices, Germanynew “solar peak” laws Chinadominated with 357.3 GW (59% global share), morecentralised systems Saudi Arabialed with 3.7 GW, record $12.9/MWh tenderbid. Indiarebounded to 31.9 GW, 75% utility-scale with PLImanufacturing expansion. South Africaslowed to 1.2 GW, C&I segment growing forprice stability. Pakistansurprised at 18 GW (distributed),Japancontractedto 5.6 GW - lowest since 2012 Mega-projects advancing: Multi-GW hydrogen facilities.Rural mini-grids expanding. Emerging Segments Agrivoltaics Floating PV At least 8.7 GW global capacity by end of2024.Major projects in China, India, ChineseTaipei, Europe Strong growth in Italy (540 projects tendered),USA, Germany, China. Infrastructure-Integrated PV BIPV ~350 MW installed in Europe in 2024Switzerland achieving 5-10% of totalinstallations.Mandatory solar policies spreading (Austria,France, Japan, USA) EU potential: 403 GW along roads andrailways. Key Policy Support Mechanisms Feed-in tariffs are being phased out in competitive markets, like Korea,France and China. Mandatory solarin expansion (EU Solar Strategy, California, Tokyo,Delhi) Competitive tenders remain a major tool for utility-scale deployment Subsidies and tax breaksstill available in some regions, often targetingspecific applications Self-consumptionis the primary driver in residential and commercialsectors Technology and Manufacturing Module Production Reached 726 GW+18.5% from 2023 Technology Shifts TOPConcellssurged from 30% to 70% market shareN-type wafers replaced P-type as dominant tech China: 627 GW (86%of global production)India: 24 GW Challenges Market Overcapacity Grid Integration Limits Rapid PV expansion is outpacing gridadaptation. Rising curtailment,congestion, and negative prices Persistent global overcapacity inPV manufacturing has pushedmodule prices to unsustainable threatening industry stability. Consolidation pressures and unevendemand continue to challenge market balance. demand-side management. Sustainability and Supply Chain As PV deployment accelerates,end-of-life management andrecycling lag behind. Improving The PV sector remains highlydependent on Chinese Diversification efforts are advancing but face cost, policy, andscalability constraints. ensure the sector’s long-term environmental sustainability. Future Outlook Accelerating deployment amid manufacturing overcapacity Global PV is expected to continue rapid growth despite current manufacturing overcapacity (1 405 GW/year capacity vs. 726 GW production). Market consolidation likely as module prices stabilize and weakermanufacturers exit. China's market controls may slow capacity additions while diversification to India, USA, EU Grid integration and storage become critical As PV penetration exceeds 10% globally and reaches 20-30% in leading markets, curtailment and negativepricing will intensify. Grid reinforcement, storage deployment (China added 37 GW in 2024), and demand-sideflexibility are urgent priorities. Co-located solar+storage becoming standard in some countries. Diversification into dual-use applications Agrivoltaics, floating PV (8.7 GW globally), BIPV, and infrastructure-integrated systems will gain market share as land-use conflicts intensify. The EU's 403 GW potential for roadside/railway PV and mandatory building solarpolicies (EU Solar Strategy, California, Tokyo) will drive innovation in specialized segme