概况介绍：快照2026

Task 1Strategic PV Analysis and Outreach Snapshot of Global PVMarkets PVPSMay2026 A Snapshot of Global PV Markets In 2025, global photovoltaic capacity approached 3 TW, up from 2 276 GW in2024, with 698 GW of new PVsystems installed. Annual growth reached16%, confirming PV's continued rapid expansion. The global market remains highly concentrated, with China accounting foraround60%of new annual additions,while geographic diversificationcontinuedwith 39 countries installing at least 1 GW.PV now coversapproximately 10.5% of global electricity demand and 12% of electricityconsumption — cementing its role as a cornerstone of the global energytransition. PV has entered a new era. Market growth remains strong, but systemintegration, flexibility and storage are now becoming the defining factorsfor the next stage of global deployment. Melodie de l’Epine, lead-author of the Snapshot of Global PV Markets report. ~700 GWNEW CAPACITYinstalled in 2025 39COUNTRIESinstalled at least1 GW in 2025 ~3 TWCUMULATIVEinstalled worldwide by endof 2025 Global Installations PV now covers: China remains the world No. 1 PV market with ~1 464 GW cumulative* 10.5%of global electricity demand 26 countries had installed at least 10 GW of cumulative capacity at the end of2025. 12%of electricity consumption 16% annual growth rate in 2025, down from ~30% in 2024 and 93% in2023, normalising but still strong. Over 10%of national electricity demandin 35 countries 59% of new 2025 capacity was centralised/utility-scale PV;distributed PV reached 288 GW. * IEA-PVPS preliminary assessment is higher than official China reporting Market Trends China dominates THEORETICAL MINIMUM PVPENETRATION 2026 China accounted for ~60% of new annual capacity (est. 415 GW),maintaining its position as the world's largest PV market by awide margin. Distributed PV grows Distributed PV reached 286 GW in 2025, remainingstructurally important in prosumer-driven markets likeGermany, Brazil, Pakistan and Japan. Dual use applications Floating PV, agriPV, parking canopies and solar-plus-storagehybrid projects continued to expand across utility anddistributed segments. Utility-scale leads Centralised PV installations accounted for approximately 60%of new capacity (410 GW), continuing to outpace distributedgrowth in volume terms. Module price pressure Module prices in China fell >60% from 2023 levels;manufacturers' cumulative losses approached USD 5 billion,increasing the gap between growth and profitability. Top 10 Countries in 2025 For Annual Installed Capacity Regional Highlights Americas Europe Germany, Spain, France and Italyremained the leadingmarkets in Europe in 2025 TheUSAinstalled approximately 43 GW in 2025, adecline from 2024 levels, marking the first time since2019 that it ranked outside the global top three. Gridconnection constraints and policy uncertainty affectedboth utility-scale and distributed segments. TheEuropean Unionadded 65.7 GW of new capacity,reaching a cumulative total of 406 GW. As PV penetration approaches 15% of electricity demand,challenges such as curtailment, negative market pricesand grid constraints are becoming increasingly relevant. Braziladded approximately 14 GW of new capacity,with continued growth driven largely by distributed PVinstallations. Middle East & Africa Asia Pacific Chinacontinued to dominate the global market, with415 GW of new capacity installed in 2025, bringingcumulative capacity to approximately 1 464 GW, nearlyhalf of the global total. Saudi Arabiaentered the global Top Ten with 6.8 GW; 12GW cumulative. South Africareached approximately 12 GW ofcumulative capacity. Indiainstalled approximately 56 GW, ranking thirdglobally, supported by strong utility-scale growthahead of domestic content deadlines. Large-scale project pipelines continue to expand acrossAfrica and the MENA region. Pakistanadded close to 16 GW, with installationsremaining almost entirely in the distributed segment. Manufacturing and Trade China maintained its dominant position in global PV manufacturing, withpersistent overcapacity driving module price declines of more than 60%since 2023 and supporting continued deployment. China India’s Production Linked Incentive (PLI) scheme, together with DomesticContent Requirements (DCRs) and the Approved List of Models andManufacturers (ALMM), supported rapid growth in PV manufacturing, withcapacity additions accelerating further in 2025. India Policy support under the Net Zero Industry Act and state-aid flexibility continued, but manufacturing capacity across the valuechain remained below targeted levels. EU The Inflation Reduction Act (IRA) supported manufacturing expansion, while tariff uncertainty increased procurement costs andsupply-chain risk. USA Manufacturing developments in countries such as Saudi Arabia, Oman, Egypt and Morocco remained linked to broaderindustrial strategies and export ambitions rather than domestic demand. MENA SoutheastA