2025年全球光伏市场报告

Snapshot ofGlobal PVMarkets2025 WHATISIEAPVPSTCP? The International Energy Agency (IEA), founded in 1974, is an autonomous body within the framework of the Organizationa belief thatthefuture of energy security and sustainabilitystarts withglobal collaboration.Theprogramme is madeup ofof specific energy technologies. TheIEA Photovoltaic PowerSystemsProgramme (IEA PVPS)is one of the TcPs within the IEA and was establishedin1993. The mission of the programme is to “enhance the international collaborative efforts which facilitate the role ofProgramme's participants have undertaken a variety of joint research projects in PV power systems applications. Theoverall programme is headed by an Executive Committee, comprised of one delegate from each country or organisationmember, which designates distinct ‘Tasks, that may be research projects or activity areas. The IEA PVPS participating members are Australia, Austria, Belgium, Canada, China, Denmark, Enercity SA, EuropeanUnion, Finland, France, Germany, India, Israel, Italy, Japan, Korea, Malaysia, Morocco, the Netherlands, Norway,Portugal,Solar Energy Research Institute of Singapore(SERiS),SolarPower Europe,SouthAfrica,Spain,Sweden,Switzerland,Thailand,Turkiye,United States,andthe United Kingdom Visit us at: www.iea-pvps.org WHATISIEAPVPSTASK1? The objective of Task 1 of the IEA Photovoltaic Power Systems Programme is promoting and facilitating the exchangeand dissemination of information on thetechnical,economic,environmental and social aspects of PV power systemsTask 1activities supportthe broader PVPs objectives: to contribute to cost reduction of PV power applications,to increaseawareness of the potential and value of PV power systems, to foster the removal of both technical and non-technicalbarriers andto enhancetechnology co-operation. Authors Data: IEAPVPS Reporting Countries,Becquerel Institute (BE) DISCLAIMER TheIEAPVPSTcP is organised undertheauspices oftheInternational EnergyAgency(IEA)but isfunctionallyandlegallyautonomousViews, findings and publications of the IEA PVPs TCP do not necessarily represent the views or policies of the IEA Secretariat or itsindividual member countries Data for non-IEA PVPS countries are provided by official contacts or experts in the relevant countries.Dataare valid at the date of publication and should be considered as estimates in several countries due to the publication date COVER PICTURE PV panels in Lotus Parking canopies in Hangzhou China credit: LONGi 2025 Snapshot of Global PV Markets IEA PVPSTask 1Strategic PV Analysis and Outreach April 2025 Executive Summary1Snapshot of the Global PV Market in 20241.1Evolution of Annual Installations1.2Impact of over-capacity in manufacturing1.3FocusontheTopMarkets in2024101.4MarketSegmentation102CumulativeInstalled Capacityin theWorld.112.1Evolutionof Regional ShareofPV Installations2.2Limits of Reporting Conventions142.3Decommissioning,RepoweringandRecycling2.4ACorDCNumbers?..153ElectricityProductionfromPV164Policy &Markets Trends..174.1PolicyTrends.174.2Remunerationmechanisms174.3.18Prosumers Policies.4.4Grid Integration and Curtailment.194.5Local ManufacturingPolicies..204.62025MarketPerspectives inIEAPVPSCountries..215PV intheBroaderEnergyTransition..225.1PV and OtherRenewable EnergyEvolutions.225.2PV FosteringDevelopment ofa Cleaner EnergySystem23 The global PV cumulative capacity grewto significantly over 2.2TW at the end of 2024upfrom1.6TWin2023,withover 600GWof newPVsystemscommissioned.After severalyears of tension on material and transport costs, module prices continued to drop through2024 in a still massively over-supplied market, putting tremendous financial pressure on allindustrial actors on one hand but stimulating markets on the other. Major trends include: With active development policies, China's annual installations increased again to357.3 GW or nearly 60% of new global capacity, reaching over 1TW of cumulative capacity.Remarkably, China hosted almost half of global the PV capacity at the end of 2024. The rest of the world represented just over 40% of new installations but that number grewsignificantly in 2024 also, adding 244.6 GW to reach 1198.0 GW installed. Europe demonstrated continued strong growth installing 71.4 GW (of which 62.6 GW inthe EU), led by Germany (16.7 GW) and Spain (7.5 GW). IntheAmericas,bothmajormarketsgrew-theUsA,continued strongly,adding47.1GW(224.1 GW cumulative) whilst Brazil continued to grow with 14.3 GW, bringing its cumulativecapacity up to 52.1 GW. Indiahadapositivegrowthyearleapingto31.9GW,predominantlyincentralisedsystemsPakistan had a large volume of installations reaching 17GW, in 4th place globally forannual installations; other Asia-Pacific markets slowed down (Australia to 4.0 GW andJapan to 5.5 GW). PV energyproductionreached morethan 10%oftheworld electricityconsumptionforthefirsttime. The theoretical penetration rate of PVhas grown across the world as capacity increasesfasterthan consumption,disp