Photovoltaic integration has broad prospects and low market concentration

In recent years, driven by national policies, more and more domestic companies are engaged in the photovoltaic integration industry, but most of them are small in scale, resulting in low industry concentration.

Photovoltaic integration refers to a photovoltaic power generation system that is designed, constructed and installed at the same time as the building and perfectly integrated with the building. It is also called a "component-type" or "building material-type" solar photovoltaic building. As part of the external structure of the building, it is designed, constructed and installed at the same time as the building. It not only has the function of generating electricity, but also has the functions of building components and building materials. It can even enhance the beauty of the building and form a perfect integration with the building. unity.

As a product of the organic combination of solar power generation and buildings, photovoltaic integration has many advantages over rear-mounted photovoltaic power generation roof systems in terms of economy, reliability, convenience, and aesthetics. In the "carbon peak", "carbon Under the goal of "neutralization", photovoltaic integration is one of the important paths to achieve the goal of effective application of renewable energy in buildings.

In recent years, relevant departments such as the Ministry of Housing and Urban-Rural Development, the Ministry of Industry and Information Technology, and the National Development and Reform Commission, as well as some provinces and cities such as Beijing, Tianjin, and Shanghai, have issued a series of relevant policy plans to promote the development of the BIPV industry. In June 2021, the General Affairs Department of the National Energy Administration officially issued the "Notice on Submitting the Pilot Plan for the Development of Rooftop Distributed Photovoltaics in the Whole County (City, District)", and plans to organize and carry out nationwide promotion of rooftop distribution in the whole county (city, district) photovoltaic development pilot work.

With the introduction of distributed photovoltaic policies throughout the county, photovoltaic integration is expected to enter a period of rapid development. According to the "2022-2026 Photovoltaic Integration Industry In-depth Market Research and Investment Strategy Suggestion Report" released by the New Thinking Industrial Research Center, the scale of China's photovoltaic integration industry is expected to exceed 10,000MW in 2026.