光储协同：实现光伏增长目标的必由之路

EnergyStorageistheKeytoAchievingOurSolarPVGrowthTarget光储协同：实现光伏增长目标的必由之路 RitaREN任晓装DirectorofAPAC亚太区总监 Solar太阳能 (光伏) has the largest annual share of power-generation investment全球电力投资中每年占最大份额 it is a $500+ billion industry.年规模超5000亿美元的产业。 AnnualSolarPvlnstalledCapacity2ooo20242000一2024年间全球年度太阳能光伏发电装机容量 China'sinstalled capacity ismorethandoublethatofalltheothertop1oPvmarketscombined忠国的装机睿量晟所有其他十大光伏市场总和的两倍多 Cumulativecapacity (Gw)forecastforphotovoltaics光伏的累计容量（GW）预测 AnnualnewPV(Gw)forecast 光伏年度新增量（GW）预测 2025年预测：2025E-681.4（低增长情况）2025E-701.8（中等增长情况）2025E-750.2（高增长情况） 2025E-2952.5（低增长情况）2025E-2972.8（中等增长情况）2025E=3021.2（高增长案例） 2030年预测：2030E-698.9（低增长情况）2030E-796.5（中等增长情况）2030E-905.1（高增长情况） 2030年预测：2030E-6278.7（低增长情况）2030E-6708.1（中等增长情况）2030E-7164（高增长情况） 2035年预测：2035E=740.5（低增长情况）2035E-910（中等增长案例）2035E-1083.8（高增长情况） 2035年预测：2035E-9845.1（低增长情况）2035E-10,988.7（中等增长情况）2035E-12207.6（高增长情况） Source: BNEF TheEuPymarketcontractedforthefirsttimeinadecade欧盟光伏市场十年来首次出现收缩 Thefuturedevelopmentmomentumofhousehold and centralized isexpectedto pickupby2030户用和集中式未来发展势头预计到2030年回升 Overview of the three major Pv markets inSouthAmerica南美洲三大主要光伏市场概览 NewPVInstallationsinAfrica20232024非洲新增光伏安装量2023，2024 PhotovoltaicInstallationForecastinAfricaMw2025-2028非洲光伏安装预测2025-2028年MW Maincategories主要项目类别 UtilityScale地面电站-Residential户用-Mini grids微网Off-grid离网Floating漂浮 How to ensurehighexpected growth in theindustry如何保证行亚高预期增长 Thebottlenecksinphotovoltaicpowergeneration光伏发电的瓶颈 Volatility波动性 间歇性 Grid Conflicts电网冲奖 M intabitynthepowrgrid.aargeingth引发心网电压闪变和费单不稳定，危及电力系统的安全fe行 73715839571A20connectto the grilor facing output导致新项日无法并网成首临产量现制 Solar Generated Power per kw Capacity in &dayUnit: kwh Next turning point for Pv光伏的下一个转折点 Market Trends储能系统(BESS)市场趋势 全球年BESS装机容量以7O%的复合年增长率增长，从2013年的O.4吉瓦增至2024年的155吉瓦（约330吉瓦时），仅2024年就新增了约69吉瓦。2025年预计将创下BSS的又一新纪录，预计部署容量约为350GW Global BESSTargetsVSProjection全球BESS目标与预测 GlobalBESSTargetsvsProjection全球BESS目标与预测 KeyDriversofBEssAdoption部署BESS的关键驱动因素 Government policies,incentives, and regulatoryreforws政府政策、激励措施法规和标准完善Breakthrough R&D toachieve technologicalinnovation突破性研发实现技术创新Process improvementsand cost reductions 工艺改进和成本降低Skilled labortoinstall 1OGWofBESShasflattenedthe'solar duck curve What is the Global SolarCouncil doing to supportsolar+storage?我们如何推进光储协同发展？ Grid, Storage and FlexibilityTaskForce 3TW ofrenewablesready tobuild 3TW可再生能源项目建设 deiay and integration cnallenges forsolar+storage The Global Solar Council's new Grid &Storage Position Paper sets out a bold,actionable vision for modern gridsthat can unlock the full potentiaf ofsolar+storage. What's inside? Connectingthe Sun Policypathwaystounleash solar+storageCurrent state of solar +How Solar+storage can bestorage,worldwidethe,grid's greatest assetGlobal case studies andbest practices The paper outlines keyrecommendations-frominvesting insuper-grids and regionafinterconnections,to scaling gridforwing technologies,reformingmarkets, and ensuring cowmunitiesare part of the transition. Grid Integration, Battery Storage,Flexibility. Stability, and Electrificatior 核心内容 政策路径：释放光伏+储能潜力全球现状：光伏+储能发展概览电网价值：光伏+储能的关键作用案例与实践：全球经验分享 This work was developed by the GsCGrid & Storage Task Force, supportedby SMA Solar, with input from GSCmembers and partners across theglobal solar and storage value chain. 全球太阳能拜事会（GSC）全新（电网与能能立场文件》提出了由向现代电网的大胆、可落地的愿量，旨在充分释放光伏+销能的潜力 文件提出了若干核心建议：·推广网架形成型技术（grid-formingtechnologies），投资超高压电网与区域互联网络，确保社区参与能源转型，改革电力市场机制 keaucecostof capitalfrom 50% to5%, every-where Finance workstream金融工作组 目标将各地的资本成本从50%降低到5% Skills & training Task Force技能与培训 7millionsolarjobsworldwide全球拥有700万个太阳能岗位 Working onaGlobal SolarTrainingStandardsInitiative推动全球太阳能培训标准倡议 In partrership with PVPIuS-OPPORTUNITIESFORSOUTH-SOUTHCOOPERATION:Solar Energy Use for SustainableDevelopment光伏加南南合作机遇：太阳能利用促进可持续发展 Developed by the United NationsPepartmgnt of Economicand SocialEnergy Industries Association (CREIA))Affairs (UN DESA), China Renewableand thg Global Solar Council (GSC),Cooperation: Solar Energy Use for"OpportanitiesforSouth-SouthSustaisableDevelopment-PVPluspresents a blueprint for scaling up solardeplogment through cooperation,innovation, and inclusive financingacross developing regions. 自联合国经济和社会事务部（UNDESA）中国可再生能源行业协会（CREIA）和全球太阳能拜事会（GSC）共同制定的《南南合作机遇：太阳能利用促进可持续发展一一光伏+）提出了发展中地区通过合作、创新和普惠融资扩大太阳能部署的蓝图， Industryinsightsempowerbusiness decisions行业洞察，赋能商业决策 Intersolar India - Feb 2026Intersolar Africa Feb 2026Solar Power Summit May 2026Intersolar Europe June 2026SNEC PV Power Expo - Jun 2026London Climate Action Week - Jun 2026Intersolar South America - Aug 2026New York Climate Week - Sep 2026RE+ USA Nov 2026Clean Energy Ministerial (G20) - Aug 2026World Bank & IMF - Oct 2026COP31, Antalya, Turkiye - Nov 2026 Gathering industries,interconnectingopportunities汇聚行业·机遇互联