2025 China Photovoltaic Seminar

The China Photovoltaic Industry Association will hold a series of seminars in Datong, Shanxi from July 24 to 25, 2025, which will focus on the three core topics of photovoltaic industry development, industrial chain supply, and multi-scenario integrated application.

Installed capacity hits a new high

In the first half of 2025, the domestic photovoltaic installed capacity is expected to reach 170-180GW, a year-on-year increase of more than 75%, and the annual installed capacity is expected to exceed 250GW. At the policy level, the National Energy Administration's "Distributed Photovoltaic Power Generation Development and Construction Management Measures" clearly supports the integration of multiple scenarios such as "photovoltaic + agriculture" and "photovoltaic + construction", and the deepening of the market-oriented reform of new energy electricity prices requires photovoltaic storage projects to fully participate in power market transactions and ensure the stability of income through the price difference settlement mechanism.

Breakthrough in the coordination of consumption and energy storage

In 2024, the scale of domestic new energy storage installed capacity will reach 43.7GW/109.8GWh, leading the world for three consecutive years. In the first quarter of 2025, the installed capacity of new energy storage projects in China was 5.03GW/11.79GWh, of which grid-side independent energy storage accounted for more than 50%. Hundred-megawatt projects were intensively implemented in Hebei, Shandong and other places. User-side energy storage also exploded, with the scale of grid connection reaching 1.775GWh from January to April, a year-on-year increase of 31%.

Green Finance Innovation Practice

The "Green Energy Loan + Green Savings Loan" combination plan launched by Huzhou Bank, through the pledge of electricity fee collection rights and floating mortgage of energy storage equipment, granted a credit of 73 million yuan to enterprises, easing the financing difficulties of more than 20 new energy enterprises in the region. This type of financial instrument innovation provides a replicable financing template for photovoltaic storage projects.

Emerging markets become growth engines

The United States (driven by electricity price arbitrage), the United Kingdom (intensive implementation of large-scale storage projects), India (energy system reconstruction), and the Middle East (urgent transformation demands) have become the core areas for energy storage growth. Brazil, Turkey and other regions are expected to take over the next round of high growth due to improved grid conditions and policy support. In the first half of 2025, the UK's energy storage installed capacity reached 6.745GW/9.796GWh, a year-on-year increase of 14%. Among them, Tesla's Megapack 2 XL system was efficiently applied in the Pitkevy project.

International trade barriers are upgraded

The EU's "Net Zero Industrial Act" requires that the proportion of domestic photovoltaic module production capacity reach 40% by 2030, and sets a minimum price (0.18 euros/W) and a carbon tariff surcharge (0.05 euros/W for carbon emissions exceeding 400kg CO₂/kW). The United States imposed a 34% tariff on Chinese photovoltaic modules, and the energy export costs of the four Southeast Asian countries rose by 18%-22%, forcing companies to accelerate localization layout.

Technology iteration is accelerating

Grid-connected inverters, AI prediction and scheduling algorithms will become the key to improving system stability. Sungrow's PowerTitan3.0 AC smart storage platform achieves a comprehensive balance of safety, performance and cost through modular design.

Policies and markets work together

The national level has promoted the deep participation of photovoltaic and energy storage in the electricity market through market-oriented reform of electricity prices. Local governments have explored special paths based on their resource endowments. For example, Datong City plans to build a million-kilowatt clean energy cluster, with the goal of more than 56% of new energy installed capacity by 2025.

Globalization and localization drive

Domestic companies are accelerating their overseas market layout. Emerging markets such as the Democratic Republic of the Congo and Southeast Asia have become key areas for photovoltaic and energy storage projects. China has promoted the evolution of applications towards refinement through models such as "photovoltaic + rural revitalization" and "photovoltaic + zero-carbon park".

Overcapacity and clearance pressure

The total domestic silicon material production capacity is about 3 million tons (corresponding to 1,500GW), with a current operating rate of only 40%, and inventory accumulated to 400,000 tons, with significant differences in total costs (40,000-60,000 yuan/ton). The operating rate of the component link is about 50%, and overseas production capacity is gradually being implemented to cope with trade barriers.

Technology iteration drives value reconstruction

TOPCon production capacity is about 800GW, which is slightly oversupplied overall, but BC batteries and perovskite stacking technology have become the key to breaking the deadlock. The efficiency of Longi Green Energy's crystalline silicon perovskite stacking battery reached 33%, and GCL Optoelectronics' gigawatt-level perovskite production line was put into production, with the efficiency of stacking modules exceeding 29.51%, pushing LCOE to par with crystalline silicon technology.

Key equipment technology breakthroughs

Maxwell's perovskite stacking battery equipment industrialization project was launched to promote the mass production of perovskites; Sungrow's grid-type inverter efficiency was increased to 99%, optimizing the response speed of photovoltaic and storage linkage.

Cost reduction and revenue optimization

The price of energy storage cells has entered the "0.5 yuan/Wh" era, and the system cost has dropped by 60% compared with 2020. Shandong Laizhou's 360MW photovoltaic and storage integration project reduced user-side electricity costs by 15% through "five-in-one" intelligent collaboration.

Deepening supply-side reform

The meeting of the Central Financial and Economic Commission emphasized the need to govern low-price disorderly competition in accordance with the law and guide the withdrawal of backward production capacity. Leading enterprises may integrate small and medium-sized production capacity through mergers and acquisitions to promote the improvement of industry concentration.

Technology generation gap competition

The theoretical efficiency of perovskite stacked cells has exceeded 40%. GCL Optoelectronics plans to put gigawatt-level stacked modules into production by the end of 2025, and it is expected that the full-cycle revenue will increase by more than 2 billion yuan/GW.

International mining green transformation model

The 75MW photovoltaic + 40MWh energy storage project of Kempen Mining in the Democratic Republic of the Congo meets the 24-hour power supply of the mining area through multi-energy complementarity, reducing carbon emissions by 110,000 tons per year, providing a reference for high-energy-consuming industries.

Domestic ecological governance innovation

The 1.5 million kilowatt photovoltaic power station in Datong coal mining subsidence area simultaneously completed the ecological restoration of 200,000 mu of land, achieving multiple benefits of "power generation + sand control + carbon fixation"; the Hebei Weichang photovoltaic sand control pilot project adopted the "on-board power generation, under-board planting, and between-board breeding" model, with a sand control area of 24,000 mu and an annual power generation of 350 million kWh.

Integrated photovoltaic storage and charging in high-speed service areas

The 360MW project in Laizhou, Shandong, achieved a green electricity self-sufficiency rate of over 80% through the "five-in-one" synergy, and power deviation compensation and night power optimization reduced user costs. The EU's "Building Energy Performance Directive" has been revised to require the mandatory installation of rooftop photovoltaics in new residential buildings by 2030, promoting the large-scale application of BIPV.

BIPV technical standards are implemented.
The new version of the "Technical Specifications for Integrated Photovoltaic Buildings" requires that the BIPV coverage rate of newly built public buildings shall not be less than 20%. Xi'an and other places require that the rooftop photovoltaic coverage rate of industrial parks shall exceed 50%. Enterprises such as Longi and Trina Solar have launched customized photovoltaic building materials to achieve the integration of function and aesthetics.

Scaled breakthrough of agricultural photovoltaic complementarity. Trina Solar's 150MW agricultural and fishery photovoltaic storage project in Feicheng, Shandong, uses coal mining subsidence areas to achieve "power generation on the shed and planting under the shed". It is equipped with 27MW/54MWh energy storage to optimize power distribution and increase land use efficiency by 3 times.

Rural revitalization model innovation. Yunnan's "Green Power Smart Manufacturing" promotes distributed photovoltaics in poverty-stricken areas through "government-built infrastructure + enterprise professional operation", driving employment and collective economic income.

This seminar will provide the industry with multi-dimensional insights into technology, policy and market. With the release of policy dividends, accelerated technology iteration and expanded application scenarios, photovoltaic storage integration is shifting from scale expansion to value symbiosis. In the future, we need to continue to make breakthroughs in the three major dimensions of technological innovation (such as perovskite stacking and grid-based energy storage), market mechanisms (market-based electricity trading and carbon tariff response), and ecological synergy (cross-industry integration and global layout) to promote high-quality development of the industry and contribute Chinese solutions to the global energy transformation.