全球太阳能光伏市场回顾2025（英）-IEA-2025.4_26页_1mb

International Energy Agency (IEA) PVPS Task 1 Strategic PV Analysis and Outreach – 2025 Snapshot of Global PV Markets

Executive Summary:

• Global PV cumulative capacity reached approximately 2.2TW by the end of 2024, with a new annual installation of 555–602GW, increasing by 30%.
• China dominates the market with nearly half of global cumulative capacity, followed by the European Union and the USA.
• Utility-scale installations outpaced distributed systems, contributing over two-thirds of new capacity.
• PV generation accounted for over 10% of global electricity consumption for the first time, driven by low module prices and supportive policies.
• Local manufacturing policies and concerns over supply chain resilience are key discussion points.

2024 Market Analysis:

• Market Growth: China installed 357GW, contributing 59% of global new capacity. The EU and USA saw significant growth, with the USA adding 47GW and India 32GW.
• Penetration Rates: 27 countries have PV penetration rates exceeding 10%, with curtailment management becoming a challenge for grid integration.
• Policy Trends: Governments are revising PV targets, encouraging prosumer policies, and promoting storage coupled with solar to address grid stability issues.
• Manufacturing: China's overproduction pressures the global market. Import tariffs and local manufacturing incentives are being implemented in several countries to foster domestic production.

Energy Transition Impact:

• PV is integral to energy systems transitioning towards sustainability, contributing over 75% of new renewable capacity in 2024.
• Sector coupling, electric vehicles, and hydrogen production are emerging applications leveraging PV.
• Collusion with energy storage is enabling higher share of solar in electricity grids, reducing reliance on fossil fuels.

Conclusion:
The global PV market continues to grow rapidly, with China at the forefront. Policy interventions and localized manufacturing efforts are pivotal in mitigating supply chain disruptions. PV remains central to the energy transition, driving innovation in renewable energy systems worldwide.