隆基绿能副总裁：储能业务不急于扩规模，不会重蹈光伏覆辙

澎湃新闻06-09 21:09

“隆基做储能不会从一开始就盲目追求规模，核心还是要打造爆款产品。”隆基绿能副总裁、隆基储能业务负责人佘海峰在近日举行的全球最大光储展SNEC期间对澎湃新闻表示，公司的储能业务策略有别于更早下场的光伏同行，不会重蹈光伏“同质化内卷”的覆辙。　　隆基的储能布局相对较晚。与阳光电源、天合光能、晶科能源等通过内生式积累逐步构建能力不同，隆基以外部收购入局，2025年12月完成对苏州精控能源的整合和控制，...

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mistakes of photovoltaics","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601012":1.5,"RAYS":1.5},"content_text":"“隆基做储能不会从一开始就盲目追求规模，核心还是要打造爆款产品。”隆基绿能副总裁、隆基储能业务负责人佘海峰在近日举行的全球最大光储展SNEC期间对澎湃新闻表示，公司的储能业务策略有别于更早下场的光伏同行，不会重蹈光伏“同质化内卷”的覆辙。\n　　隆基的储能布局相对较晚。与阳光电源、天合光能、晶科能源等通过内生式积累逐步构建能力不同，隆基以外部收购入局，2025年12月完成对苏州精控能源的整合和控制，后者在InfoLink统计的2025上半年度全球储能系统集成商（直流侧）排名中位列第五。同一机构数据显示，隆基绿能去年的光伏组件出货量与晶科能源并列全球第一。\n　　“过去，光储各自为战，储能早期更多布局在网侧。光和储如何更好耦合，如何将一体化效率做得更高、形成光储同寿的一体化电站，是隆基入场后聚焦的方向。”佘海峰说，全球储能市场的客户画像中，许多来自光伏领域：老光伏电站要配储续命，新光伏电站必然配储，纯光伏的竞争力已难以为继。但光储成为一体化电源后，客户面对的是来自4-5个厂家的储能BMS、PCS、EMS、TMS及光伏系统，不仅安全隐患放大，光联调就是巨大的挑战，“‘全栈隆基’的出发点，就是终结拼凑式的光储系统。”\n　　佘海峰称，去年4月隆基发布光储战略后，外界不乏“PPT造战略、PPT造产品”的质疑，但目前隆基整个储能产品家族已成形。本月下旬在德国举行的Intersolar太阳能展上，隆基将发布大储、工商储和离微网新品，“大储产品明年一季度会全面投向市场。”对于后来者而言，户储固然有起量快的优势，但鉴于户储当前的竞争态势，隆基选择放弃户储赛道。\n　　同样被明确舍弃的还有电芯自造。佘海峰认为，电芯是高度标准化电化学产品，市面上已有充足选择，“至少在磷酸铁锂这一代技术上，我们不会涉足电芯制造。”\n　　隆基绿能董事长钟宝申在4月底的业绩会上表示，希望五年内把储能业务发展到与光伏相近的体量和规模。这意味着，隆基要在光伏主业从亏损中恢复的同时，把储能做到同等级别。\n　　尽管隆基对其储能业务跳出光伏疯狂内卷旧剧本的信心十足，但澎湃新闻注意到，今年的SNEC会场弥漫着熟悉的味道——光储一体化，已成为寒冬中所有光伏企业试图抓住的那根稻草。\n　　“做储能的好像没人做光伏，做光伏的全部干储能了，我不知道这是好事还是坏事。”这是曾因无锡尚德登上中国首富宝座的施正荣在SNEC期间发出的预警，“光伏行业已经意识到量大未必最好、当老大也未必是英雄，但心态能不能再宽广些，与储能公司合作，至少这样储能产能不会再爆发。”\n　　被问及隆基光储一体化产品相较于同行的最大差异时，佘海峰回应澎湃新闻称，核心还是储能产品本身的区别。“大部分光伏企业进来之后，通过自己的客户带一些货。隆基不太想这么做，所以从一开始我就压着销售节奏，必须等产品先打磨成熟，上市时足够能打。”\n　　佘海峰判断，这一轮光伏周期还将持续12-18个月，预计2027年下半年光伏新增装机重回正增长。“叠加储能后，光伏的需求天花板会重新打开。两者此消彼长，我认为还需要至少12个月时间。但隆基会率先走出来，预计三季度经营局面会有明显好转。”\n　　澎湃新闻记者 杨漾\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘万里 SF014","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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