光伏与储能制造商如何超越规模与硬件竞争
Beyond scale and hardware
光伏与BESS制造商的战略挑战正趋同:硬件本身不再是竞争差异化要素,厂商需在地域布局、集成方案与新需求来源上寻找设备之外的价值。全球光伏组件产能2025年已超1.1 TW、接近年需求两倍,Tier-1组件厂平均产能利用率从2023年的75%降至2026年约60%;BESS仍处增长期但产能快速扩张、价格竞争加剧。
这条信号在站内保留事实摘要与战略研判。完整内容和上下文请以原文为准;融资、并购与技术效果以原始披露为准。
Solar and battery energy storage systems (BESS) have scaled dramatically since 2015, but demand growth is not necessarily translating into better economics for manufacturers, writes Susan Taylor of S&P Global Energy. Solar manufacturers continue to battle overcapacity after years of capacity growth outpacing demand. While the BESS market remains at an earlier stage of growth, rising competition in cells and hardware suggests it may be heading down a similar path. The post Beyond scale and hardware appeared first on pv magazine Global .
来源只提供摘要,完整内容请打开原文。
来源:pv magazine · pv-magazine.com
所属事件:光伏与储能制造商转向硬件之外的竞争