600W 组件时代，光储解决方案

6.0 2020.11 01 6.0 02 03 3 2017-2050 2017-2050 • 2050 86% • 2050 8,519GW 43% 25% 57% 75% 86% 0% 20% 40% 60% 80% 100% 2017 2030 2040 2050 Source IRENA4 2020 Copyright © SUNGROW.Confidential 2030 2060 2030 60% 32% 40% 2030 60% + + 40 50 64 80 98 116 128 134 137 135 130 245 295 359 439 537 653 781 915 1052 1187 1317 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 (GW) (GW) 29 25 24 26 28 30 31 30 29 28 27 239 264 288 314 342 372 403 433 462 490 517 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 (GW) (GW) 2025 5 25 35 45 56 67 78 89 100 111 121 130 163 198 243 299 366 444 533 633 744 865 995 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 (GW) (GW) 19 21 23 25 27 29 31 33 35 37 39 211 232 255 280 307 336 367 400 435 472 511 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 (GW) (GW) Source 5 Source 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% RES 2019 RE 2025 2025 2030 2030 2020 2020 2022 2030 2030 2030 2030 2030 2030 2022 2030 2050 2020 20XX 2008-2025 /W 2020~2025 BESS LCOE 1.46 1.26 1.11 1.00 0.91 0.84 0.55 0.43 0.34 0.28 0.23 0.19 2020 2021 2022 2023 2024 2025 BOS PCS EPC EMS Battery rack LCOE 50 35 25 18 12 9.0 8.3 7.5 7.1 6.5 4.84.6 4.03.8 3.43.33.23.1 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 6 + % 53% 59% 71% 74% 67% 29% 13% 9% 8% 11% 15% 23% 16% 16% 20% 2018 2019 2020 2021 2022 Other Residential Commercial Utility-scale 3.4 3.3 4.6 6.2 7.5 2018 2019 2020 2021 2022 7 2020 Copyright © SUNGROW.Confidential + Source 01 6.0 02 03 0.2277 /kWh 0.096 /kWh 24 LCOE 2020 Copyright © SUNGROW.Confidential Source 600Wp+ IV LCOE Helios3D Pvsyst 20% LCOE 2020 Copyright © SUNGROW.Confidential Source 600Wp+ 18A+ 250KW 6.8MW 1.3~1.8 12.5MW+ 2020 Copyright © SUNGROW.Confidential Source 6.0 305 340 360 385 400 445 500 535 600Wp+ 250 300 350 400 450 500 550 600 650 2020 Copyright © SUNGROW.Confidential SourceP=U*I ⚫ ⚫ ⚫ ⚫ 9.24A 9.75A 10.23A 11.75A 12.84A 13.87A 18.4A 0 2 4 6 8 10 12 14 16 18 20 270Wp 300Wp 375Wp 400Wp 445Wp 535Wp 600W+ 1500V 2020 Copyright © SUNGROW.Confidential Source MPPT 2020 Copyright © SUNGROW.Confidential Source 18.4A 30A 2020 Copyright © SUNGROW.Confidential Source 18.4A 20A 2020 Copyright © SUNGROW.Confidential Source 0.37% Trinasolar605Wp 18288 27591W 12614W 0.68% 0.31% 0.37% Trinasolar605Wp 53035 81382 /Wp 0.013 0.020 0.007 /Wp 2020 Copyright © SUNGROW.Confidential Source 545Wp 38 / 12 1.10 -25 13 1.19 14 1.28 15 1.37 16 1.47 605Wp 36 / 12 1.15 13 1.24 14 1.34 15 1.44 16 1.53 1.0 1.1 1.2 1.3 1.4 1.5 1.6 1.7 1.8 I 1.2~1.3 II 1.3~1.4 III 1.4~1.5 LCOE SG225HX 2020 Copyright © SUNGROW.Confidential Source◼ SVG 100MW 1000 ◼ + 110/220kV 30ms 35kV PCS 2020 Copyright © SUNGROW.Confidential Source + 0 40 80 120 160 200 0 3 6 9 12 15 18 21 24 27 30 33 36 39 42 45 48 51 54 57 60 63 66 69 + 0.86 1.84 4.21 7.49 13.02 18.23 2.15 5.08 9.62 18.32 35.78 56.48 0 20 40 60 2020 2021 2022 2023 2024 2025 2020-2025 GWh 20 Source , 2020 100 2025 100% 0 3.2GW 0.8GW 1.6GW 1.2GW 100% 2020 Copyright © SUNGROW.Confidential Source 01 6.0 02 03 23 500 40%+ 100 2028 1997 2011 3800+ 100Top RE100 100% 23 4 16GW+ 7GW+ / 1GW+ 15 + 30% 1000+ 12GW+ 30% CNY 2019 130 2018 103.7 2017 88.9 2016 60 2015 45.7 2014 30.6 2013 21.2 55.57% 236 + 2020 400 + 69.42 2020 23 7GW 9 2.5GW 33 8GW 2 0.3GW 2 1GW 40+ 110GW ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ 50G W + 3500+ EMS PCS 3kW~6.9MW 1000V 1500V 0.25C~4C 4 2020 1GWh 2016 2017 2018 2019 2.4GW 202.86MW/202.86MWh 6.5MW/24.4MWh 150MW/150MWh 100/100MWh 2020 Copyright © SUNGROW.Confidential THANK YOU!