不足10GW,Q2光伏组件招标同比下滑近100%

集邦新能源
Jul 08, 2025

2025年上半年,中国光伏组件市场在政策调整与市场博弈中进入深度调整期。随着“430”“531”等抢装政策逐步退出,企业投标行为趋于理性谨慎,根据TrendForce集邦咨询中国光伏产业招投标数据库,Q2组件招标量环比大幅下降91%,拖累整体招标规模至78GW,同比下滑31.7%。同时,技术迭代趋势愈加明晰,N型组件成为绝对主流,占比超95%,其中TOPCon占据主导,HJT与BC亦展现增长潜力,...

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