Rolled Up Inverter, The Market Is Not Simple

In the current photovoltaic industry chain, the main material system of "silicon material-silicon wafers-cells-modules" has always been the focus of market attention. However, outside this main industry chain, key power electronic equipment, represented by inverters, is also experiencing rapid changes, with market competition and industrial layout evolving quickly.

 

On the one hand, as the global installed capacity of new energy continues to expand, inverter companies are accelerating capacity expansion and market layout; on the other hand, leveraging their advantages in power electronics technology, more and more inverter companies are entering the rapidly growing energy storage sector. Faced with the ever-changing market environment, the next strategic direction for inverter companies is becoming a key focus of the industry.

 

 

Since 2020, driven by the global goal of "carbon peaking and carbon neutrality," the new energy industry has ushered in a new wave of development. The installed capacity of clean energy sources such as photovoltaics, wind power, and energy storage continues to expand, driving the rapid growth of the entire industry chain.

 

In this process, the inverter, as one of the core devices in a photovoltaic system, plays a crucial role in converting direct current (DC) to alternating current (AC), providing vital support for the stable operation of new energy power generation systems. With the continuous expansion of photovoltaic power plant scale and the increasing level of system integration, the reliability of power connections and transmission has become particularly critical. For example, in large-scale photovoltaic power plants or energy storage systems, copper busbars are often used for high-current transmission and equipment connections to improve system conductivity and stability.

 

As system voltage levels increase and equipment space becomes increasingly limited, traditional cable connections are gradually failing to meet the demands of high-power-density equipment. Therefore, busbar-type conductive connection structures are becoming an important solution within new energy equipment.

 

 

In the development of my country's new energy industry, generation-side energy storage and grid-side energy storage started relatively early. In recent years, driven by the "mandatory allocation of new energy to energy storage" policy, the construction of large-scale energy storage power plants has accelerated significantly.

 

However, with the rapid development of the domestic energy storage industry, market supply is also increasing rapidly. According to media reports, the number of domestic energy storage system integrators has reached tens of thousands, leading to increasingly fierce market competition, with some sub-sectors even approaching saturation.

 

Against this backdrop, commercial and industrial energy storage is gradually becoming a new blue ocean market. Compared to large-scale grid-connected energy storage projects, commercial and industrial energy storage is closer to end users and has more diverse application scenarios, such as industrial parks, commercial complexes, data centers, and manufacturing plants.

 

In these high-power application scenarios, the power system often requires more compact and reliable conductive structures. For example, an insulated copper busbar can achieve more efficient power transmission while ensuring safe insulation, thereby improving the overall operational stability of the system.

 

 

In recent years, the installed capacity of distributed photovoltaics, especially commercial and industrial distributed photovoltaics, has experienced explosive growth.

 

Data shows that in 2022, my country's newly installed capacity of commercial and industrial distributed photovoltaics reached 25.86 GW, a year-on-year increase of 236.7%, setting a new historical record. As more and more companies begin to build rooftop photovoltaic power stations, distributed energy systems are gradually becoming an important way for companies to reduce electricity costs and achieve green transformation.

 

However, after the gradual popularization of distributed photovoltaics, new problems have begun to emerge. With a large number of photovoltaic power stations connected to the grid, negative electricity prices have appeared in some areas. This means that during peak photovoltaic (PV) power generation periods, electricity supply may exceed demand, leading to lower or even negative electricity prices.

 

This situation significantly impacts the investment returns of commercial and industrial PV projects. Therefore, more and more companies are combining PV systems with energy storage systems to achieve synergistic operation of "PV + energy storage." Energy storage systems can store energy when electricity prices are low and release it when prices are high or during peak demand periods, thus optimizing energy usage structure.

 

In these systems, an efficient and stable power connection structure is particularly crucial. For example, between the energy storage battery pack and the inverter, a flexible busbar can adapt to equipment vibration and thermal expansion through its flexible structure, thereby improving the reliability of the system connection.

 

 

As PV and energy storage systems gradually integrate, future new energy systems will exhibit more complex power structures. Systems not only need to meet high power density operation requirements but also need to possess higher safety and stability.

 

Against this backdrop, the conductive connection technology within new energy equipment is also continuously being upgraded. For example, in large-scale energy storage devices or inverter systems, laminated busbars, through their multi-layered composite structure, can effectively reduce inductance and electromagnetic interference while improving the overall conductivity of the system. This structure is becoming increasingly common in high-power power electronic devices.

 

According to relevant industry reports, the market size of my country's industrial and commercial energy storage is expected to reach 7.3 GWh in 2023, while the global newly installed capacity of industrial and commercial energy storage is projected to exceed 20 GWh. With the rapid growth of this market, the industrial chain surrounding the core equipment and key connection components of new energy systems will also usher in new development opportunities.
 

 

Overall, against the backdrop of accelerated global energy structure transformation, photovoltaics, energy storage, and power electronic equipment are forming a closer industrial synergy. The deployment of inverter companies in the energy storage field is not only a reflection of technological upgrading but also an inevitable result driven by market demand.

 

Meanwhile, as new energy systems develop towards higher voltage, higher current, and higher integration, the performance requirements for electrical connection components are also becoming increasingly stringent. From power plant equipment to energy storage systems and even the internal components of power electronic devices, highly reliable conductive connection structures are becoming a crucial foundation for ensuring stable system operation.

 

 

As the scale of photovoltaic and energy storage systems continues to expand, efficient and reliable electrical connection components are becoming increasingly important. Our company has long focused on the research and development and manufacturing of metal conductive connectors for the new energy field, providing customers with a variety of high-performance solutions, such as Copper Busbar, Insulated Copper Busbar, Flexible Busbar, and Laminated Busbar.

 

These products are widely used in new energy scenarios such as photovoltaic inverters, energy storage systems, electric vehicles, and power distribution equipment, effectively improving the system's conductivity, structural stability, and operational safety. If you are looking for reliable new energy electrical connection solutions, please visit our website for more product information and technical support.