光(guang)(guang)伏建(jian)筑(zhu)(zhu)一(yi)(yi)體化(hua)(hua)(hua)應(ying)用，光(guang)(guang)伏屋頂(ding)、光(guang)(guang)伏幕墻甚(shen)至光(guang)(guang)伏停(ting)車棚(peng)、電(dian)子(zi)樹、光(guang)(guang)伏護(hu)欄等。據了解，國內光(guang)(guang)伏建(jian)筑(zhu)(zhu)面積已(yi)經達到600億平(ping)方(fang)米(mi)(mi)，其(qi)(qi)中城市(shi)建(jian)筑(zhu)(zhu)面積超300億平(ping)方(fang)米(mi)(mi)，大概(gai)有30億平(ping)方(fang)米(mi)(mi)的光(guang)(guang)伏一(yi)(yi)體化(hua)(hua)(hua)產(chan)品可(ke)供安裝。根據中信證券預測，未來每年(nian)新(xin)增建(jian)筑(zhu)(zhu)面積將(jiang)(jiang)達到40億平(ping)方(fang)米(mi)(mi)以上，按照(zhao)保守估計(ji)，光(guang)(guang)伏建(jian)筑(zhu)(zhu)一(yi)(yi)體化(hua)(hua)(hua)產(chan)品滲透(tou)率(lv)為2%，粗略估算其(qi)(qi)一(yi)(yi)年(nian)市(shi)場(chang)規(gui)模接(jie)近1000億元；如果(guo)再考(kao)慮到存量建(jian)筑(zhu)(zhu)的改造需求(qiu)，光(guang)(guang)伏建(jian)筑(zhu)(zhu)一(yi)(yi)體化(hua)(hua)(hua)總市(shi)場(chang)長期空(kong)間將(jiang)(jiang)達到萬億級(ji)別。BIPV 業(ye)務發展有望進(jin)一(yi)(yi)步增厚公司(si)業(ye)績，提升估值(zhi)水平(ping)。云(yun)南屋頂(ding)發電(dian)建(jian)材供應(ying)商

BIPV應用(yong)方(fang)向多樣，滿(man)足用(yong)戶(hu)不同(tong)(tong)需(xu)求(qiu)(qiu)BIPV新(xin)的(de)(de)(de)應用(yong)方(fang)向不斷涌現，滿(man)足不同(tong)(tong)用(yong)戶(hu)、不同(tong)(tong)場景的(de)(de)(de)需(xu)求(qiu)(qiu)。（1）按(an)應用(yong)場景劃分，BIPV包括光(guang)伏(fu)(fu)(fu)屋(wu)頂(ding)(ding)、光(guang)伏(fu)(fu)(fu)幕墻、光(guang)伏(fu)(fu)(fu)采(cai)光(guang)頂(ding)(ding)、預(yu)制(zhi)光(guang)伏(fu)(fu)(fu)墻和光(guang)伏(fu)(fu)(fu)遮陽板，屋(wu)頂(ding)(ding)資源是(shi)當(dang)下BIPV領域搶占的(de)(de)(de)重點，尤其(qi)(qi)(qi)是(shi)結合整縣推進(jin)的(de)(de)(de)政(zheng)策，屋(wu)頂(ding)(ding)BIPV產(chan)品(pin)(pin)(pin)發(fa)(fa)展愈發(fa)(fa)快速。（2）從技術(shu)路(lu)線來看(kan)，晶硅(gui)電池產(chan)業鏈完整，生產(chan)設備已實現國產(chan)化、產(chan)品(pin)(pin)(pin)技術(shu)自主先進(jin)、生產(chan)成(cheng)本低(di)(di)，目前在(zai)(zai)(zai)光(guang)電建(jian)(jian)(jian)(jian)筑上占據95%的(de)(de)(de)市場份額，薄膜電池雖然(ran)在(zai)(zai)(zai)轉化效(xiao)率等方(fang)面不及(ji)晶硅(gui)電池，但(dan)其(qi)(qi)(qi)結構簡(jian)單、透(tou)光(guang)性可調節(jie)、弱光(guang)性好、溫度(du)系(xi)數(shu)低(di)(di)等特點使得其(qi)(qi)(qi)比晶硅(gui)更適合應用(yong)在(zai)(zai)(zai)BIPV上，尤其(qi)(qi)(qi)是(shi)在(zai)(zai)(zai)建(jian)(jian)(jian)(jian)筑立面上優勢更加明顯。（3）從產(chan)品(pin)(pin)(pin)表現形式(shi)(shi)來看(kan)，“建(jian)(jian)(jian)(jian)材型”BIPV是(shi)一種相對理想(xiang)的(de)(de)(de)形式(shi)(shi)，定制(zhi)化程度(du)高(gao)(gao)、強度(du)要(yao)求(qiu)(qiu)、成(cheng)本高(gao)(gao)；“構件型”BIPV偏向標準化產(chan)品(pin)(pin)(pin)，但(dan)應用(yong)場景也受限，目前主要(yao)應用(yong)在(zai)(zai)(zai)工商業廠房屋(wu)頂(ding)(ding)、防(fang)雨車棚等大(da)面積屋(wu)頂(ding)(ding)、大(da)型建(jian)(jian)(jian)(jian)筑外(wai)側幕墻。綜合考慮(lv)，未來BIPV產(chan)品(pin)(pin)(pin)的(de)(de)(de)發(fa)(fa)展方(fang)向將是(shi)既能(neng)做(zuo)標準化的(de)(de)(de)產(chan)品(pin)(pin)(pin)，也能(neng)做(zuo)定制(zhi)化的(de)(de)(de)產(chan)品(pin)(pin)(pin)，從而滿(man)足不同(tong)(tong)用(yong)戶(hu)和不同(tong)(tong)場景的(de)(de)(de)需(xu)求(qiu)(qiu)。黑(hei)龍(long)江屋(wu)頂(ding)(ding)發(fa)(fa)電建(jian)(jian)(jian)(jian)材案例全球跟蹤支架對固定支架的(de)(de)(de)替代已經成(cheng)為(wei)趨(qu)勢。

傳統(tong)(tong)屋面(mian)光伏(fu)(fu)易受(shou)強風(feng)損(sun)(sun)壞傳統(tong)(tong)的(de)(de)屋面(mian)光伏(fu)(fu)項目設計方案大多(duo)采用(yong)(yong)通用(yong)(yong)的(de)(de)夾(jia)具(ju)、導(dao)軌、壓塊(kuai)來固定(ding)光伏(fu)(fu)組(zu)(zu)件，無法與建(jian)(jian)筑本身融合，因此在安(an)(an)裝結(jie)構上，難(nan)以形成一個(ge)整體。在遭遇大風(feng)等極端情況(kuang)時，會導(dao)致支架或導(dao)軌變形，光伏(fu)(fu)系統(tong)(tong)被破壞，光伏(fu)(fu)組(zu)(zu)件從(cong)屋面(mian)脫落，從(cong)而帶來很大的(de)(de)安(an)(an)全(quan)隱患和經濟損(sun)(sun)失。目前已建(jian)(jian)成的(de)(de)屋頂光伏(fu)(fu)項目在臺風(feng)帶來的(de)(de)強風(feng)暴雨等惡劣天氣(qi)和災害情況(kuang)下出現了(le)不同程度的(de)(de)損(sun)(sun)壞，甚至有組(zu)(zu)件被吹(chui)落屋頂，這類情況(kuang)都極大損(sun)(sun)害了(le)業主的(de)(de)財產和生(sheng)命(ming)安(an)(an)全(quan)。

項(xiang)目(mu)(mu)全周期(qi)涉及多方利益主(zhu)體，責任與收益劃分(fen)不明(ming)確(que)，成熟(shu)的商(shang)(shang)業(ye)模式有(you)待探索。BIPV項(xiang)目(mu)(mu)從規劃、設計、建設到運營，涉及的主(zhu)體包括建筑(zhu)業(ye)主(zhu)、電站投(tou)資商(shang)(shang)、設計單(dan)(dan)位、施工(gong)單(dan)(dan)位、系(xi)統產(chan)(chan)品提供商(shang)(shang)、建筑(zhu)使用者及運維(wei)服務提供商(shang)(shang)。各利益主(zhu)體在(zai)項(xiang)目(mu)(mu)各階段的參與程(cheng)度和參與方式沒有(you)明(ming)確(que)的標準，因此權責劃歸(gui)界線也較為模糊。在(zai)生(sheng)產(chan)(chan)建設端(duan)，BIPV方案決定權歸(gui)屬不明(ming)朗(lang)，可能會耗費大量溝通成本，并直接(jie)影響項(xiang)目(mu)(mu)質量及效(xiao)益。在(zai)發(fa)電運營端(duan)，在(zai)規模尚小的市場(chang)現狀(zhuang)下，現有(you)的運維(wei)管理模式能否(fou)應對BIPV項(xiang)目(mu)(mu)更(geng)高的資源技術要求仍有(you)待驗(yan)證。公(gong)(gong)司在(zai) BIPV 產(chan)(chan)業(ye)鏈上進一步拓展(zhan)(zhan)加注，對公(gong)(gong)司長期(qi)發(fa)展(zhan)(zhan)具有(you)積極影響。

光伏與(yu)建(jian)(jian)(jian)(jian)(jian)筑(zhu)攜手步入全新發展階段，BIPV產(chan)(chan)業(ye)(ye)鏈整合(he)(he)加速，跨界融合(he)(he)、模(mo)式創新頻現。上游(you)：太陽能電池(chi)生(sheng)產(chan)(chan)商(shang)(shang)，電池(chi)路線目前主要包(bao)括單(dan)晶硅(gui)和薄膜，單(dan)晶硅(gui)電池(chi)生(sheng)產(chan)(chan)商(shang)(shang)包(bao)括隆基股份(fen)、東方日(ri)升(sheng)、天(tian)合(he)(he)光能、晶澳科技等(deng)，企(qi)(qi)業(ye)(ye)在上游(you)和中游(you)皆有(you)布(bu)局，例如隆基、天(tian)合(he)(he)等(deng)。中游(you)：BIPV系統集成(cheng)商(shang)(shang)，以建(jian)(jian)(jian)(jian)(jian)筑(zhu)圍護、鋼(gang)結構、幕墻企(qi)(qi)業(ye)(ye)為(wei)主，具備建(jian)(jian)(jian)(jian)(jian)筑(zhu)設計、施工實力與(yu)經(jing)驗，以及(ji)豐富的，下游(you)：對應(ying)各細分(fen)建(jian)(jian)(jian)(jian)(jian)筑(zhu)應(ying)用(yong)場景，包(bao)含公共建(jian)(jian)(jian)(jian)(jian)筑(zhu)、住宅（戶用(yong)）、工業(ye)(ye)廠房、 商(shang)(shang)業(ye)(ye)建(jian)(jian)(jian)(jian)(jian)筑(zhu)等(deng)。其性能直接(jie)影(ying)響光伏電站的運營穩定性、發電效率以及(ji)投(tou)資收益.山東屋頂發電建(jian)(jian)(jian)(jian)(jian)材有(you)哪些

公司將(jiang)發(fa)揮建(jian)筑領域的(de)復合(he)型技術能(neng)力等優勢，在 BIPV 產(chan)品的(de)研發(fa)、采購(gou)、業(ye)務推廣等方面展開 進(jin)一步合(he)作。云(yun)南(nan)屋(wu)頂發(fa)電建(jian)材(cai)供應商

基于(yu)弱光(guang)(guang)(guang)性(xing)(xing)、色(se)(se)(se)(se)彩多樣性(xing)(xing)、透光(guang)(guang)(guang)率及整體(ti)經(jing)濟(ji)性(xing)(xing)，薄(bo)膜電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)更(geng)(geng)適用于(yu)BIPV市場(chang)(chang)：（1）光(guang)(guang)(guang)電(dian)(dian)(dian)(dian)(dian)轉換效(xiao)率劣勢縮小(xiao)，弱光(guang)(guang)(guang)性(xing)(xing)保證更(geng)(geng)長(chang)發電(dian)(dian)(dian)(dian)(dian)時間：BIPV項(xiang)目與集(ji)中式電(dian)(dian)(dian)(dian)(dian)站不同(tong)，組件(jian)(jian)(jian)光(guang)(guang)(guang)照接收角(jiao)度無法達到比(bi)較(jiao)好，使其光(guang)(guang)(guang)電(dian)(dian)(dian)(dian)(dian)轉化效(xiao)率相應(ying)降低(di)(di)，因此晶硅(gui)電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)對(dui)薄(bo)膜電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)的(de)(de)轉換效(xiao)率優(you)勢將(jiang)明顯削弱。而(er)薄(bo)膜電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)弱光(guang)(guang)(guang)性(xing)(xing)好、安裝角(jiao)度要求較(jiao)低(di)(di)，在(zai)弱光(guang)(guang)(guang)環(huan)境下發電(dian)(dian)(dian)(dian)(dian)時間長(chang)于(yu)晶硅(gui)電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)。（2）規模經(jing)濟(ji)、成本劣勢縮小(xiao)：規模經(jing)濟(ji)帶來(lai)的(de)(de)成本優(you)勢，是晶硅(gui)電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)對(dui)薄(bo)膜電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)市場(chang)(chang)份額擠壓的(de)(de)重要因素(su)，但規模經(jing)濟(ji)下晶硅(gui)組件(jian)(jian)(jian)尺寸(cun)高(gao)度標(biao)準化，不利于(yu)滿足BIPV定(ding)制(zhi)化需(xu)求。（3）顏(yan)(yan)色(se)(se)(se)(se)可調整，符合(he)建筑(zhu)美(mei)學(xue)：晶硅(gui)電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)制(zhi)絨環(huan)節中，硅(gui)片表面腐蝕(shi)量差異將(jiang)導(dao)致電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)片發生(sheng)(sheng)色(se)(se)(se)(se)差，此外晶硅(gui)電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)片顏(yan)(yan)色(se)(se)(se)(se)決定(ding)組件(jian)(jian)(jian)主要為(wei)藍(lan)色(se)(se)(se)(se)系，色(se)(se)(se)(se)彩較(jiao)單調；而(er)薄(bo)膜電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)具(ju)備(bei)顏(yan)(yan)色(se)(se)(se)(se)可調整優(you)勢，目前薄(bo)膜電(dian)(dian)(dian)(dian)(dian)池(chi)(chi)生(sheng)(sheng)產BIPV組件(jian)(jian)(jian)幾乎涵蓋(gai)所有常見(jian)色(se)(se)(se)(se)系，符合(he)BIPV建筑(zhu)對(dui)色(se)(se)(se)(se)彩的(de)(de)多樣化需(xu)求。云南屋頂發電(dian)(dian)(dian)(dian)(dian)建材供應(ying)商

儲能(neng)(neng)三大(da)應用(yong)場(chang)景之(zhi)一(yi)：戶(hu)用(yong)光(guang)(guang)儲，浙江(jiang)金貝(bei)能(neng)(neng)有(you)(you)(you)科技有(you)(you)(you)限公司的(de)儲能(neng)(neng)逆變(bian)器提供高(gao)效(xiao)(xiao)智能(neng)(neng)的(de)住宅光(guang)(guang)伏解(jie)決(jue)(jue)方案(an)，完(wan)全(quan)支(zhi)持大(da)功率(lv)光(guang)(guang)伏組件作(zuo)業。MPPT工(gong)作(zuo)范圍廣，可以搭配多種不同容(rong)量的(de)電池，實現(xian)輕松擴容(rong)。支(zhi)持外(wai)接熱泵、發電機等外(wai)部設備，通(tong)過控制智能(neng)(neng)充電樁，形(xing)成光(guang)(guang)伏、儲能(neng)(neng)和充電能(neng)(neng)源(yuan)系統的(de)解(jie)決(jue)(jue)方案(an)。高(gao)效(xiao)(xiao)靈活的(de)一(yi)體化系統配置，滿足每個(ge)用(yong)戶(hu)的(de)個(ge)性(xing)化需(xu)求(qiu)。實現(xian)電網的(de)梯級(ji)利用(yong)，有(you)(you)(you)效(xiao)(xiao)降低用(yong)電成本，可以隨時(shi)隨地使用(yong)體驗綠色智慧(hui)能(neng)(neng)源(yuan)。

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