8237-1367From the point of view of the matching of power supply and power grid, 90% of the power investment is non-fossil energy, the absorption pressure is increasing year by year, and the power grid, especially the power distribution side, has gradually become a short board. With the rapid advancement of the new power system, the new distribution power system is expected to usher in a new round of growth cycle, significantly driving the growth of intelligent low-voltage electrical products.
2023-2024, China’s new PV market will continue to maintain a high platfor8237-1367m of 200+GW. Among them, the growth momentum of large base power station projects is particularly strong, and the new installed capacity is super-distributed, accounting for 55.6%. With the further decline of the price of modules and systems in the photovoltaic overseas market, the phenomenon of “quantity increase and price decrease” has gradually appeared.
Three major trends in the market:
1, driven by the three batch of base projects, the new installed capacity of centralized photovoltaic in the short term is super-distributed, and the future is still distributed as the main development direction, but distributed is greatly affected by factors such as filing and consumption;
2. The price of components and systems is falling rapidly, and the industry is accelerating internal volume;
3. Gradually release the red line and accelerate the marketization process;
Three characteristics of the market:
1, the series inverter is still developing rapidly, accounting for about 80%. In terms of power, the cluster type has been increased from 230kW to 294kW, and the maximum power has reached 455kW by 2024;
2, in 2023, the domestic DC voltage level of 1500V and above the market (large ground 8237-1367power stations and a small number of industrial and commercial) installed capacity of 125GW, accounting for about 57.8%;
With the development of inverters to large capacity, gradually standard DC arc/insulation monitoring/active shutdown unit, synchronous drive low-voltage electrical rated voltage, current, power density and other parameters to improve;
