Against the backdrop of increasing global emphasis on sustainable development and green buildings, the photovoltaic building integration (BIPV) industry is ushering in unprecedented development opportunities. According to an analysis of industry development, the industry is expected to see significant growth in the futureBIPVyears (52025-2030years) and may even enter a period of full explosion. Multiple factors such as policy support, technological innovation, market demand upgrades, and collaborative development of the industrial chain will jointly promote this trend.Policy Drive: Top-Level Design and Quantitative Goals

In recent years, the Chinese government has placed great importance on the development of green buildings and renewable energy, issuing a series of supporting policies. Starting from

year, all new urban buildings in China will fully implement green building standards, which not only require an increase in the renewable energy power substitution rate but also promote the development of ultra-low energy consumption and nearly zero carbon buildings. In particular, the release of the "Carbon Peak Implementation Plan in Urban and Rural Construction" clearly states that by2025year, carbon emissions in the urban and rural construction sector will peak,2030and by2060year, a comprehensive green and low-carbon transformation will be achieved.BIPVAs a key technology for building energy conservation, it has been listed as a key promotion direction. To achieve this goal, by2025year, the photovoltaic coverage target for new public institution buildings and factory rooftops is set at50%, and the area of existing building renovations will also increase significantly. In addition, local governments have provided substantial support forBIPVprojects, including financial subsidies and tax incentives, which effectively reduce the investment costs for enterprises and stimulate market vitality. For example, Xuancheng, Anhui, has provided subsidies ofBIPVyuan per kilowatt for building rooftop photovoltaic projects and20yuan per kilowatt for/projects; Hangzhou has implemented financial subsidies of30yuan per kilowatt for/watts for photovoltaic power generation projects and provided one-time construction rewards for investors; Shenzhen has provided a maximum subsidy of2yuan per kilowatt for/kilowatt-hours forBIPVprojects. At the international level, the EU's "Ecological Design Sustainable Products Regulation" (36yuan per kilowatt for/ESPR) has set higher standards for the carbon footprint and recyclability of imported photovoltaic products. The implementation of this regulation not only enhances the environmental protection requirements for photovoltaic products but also promotes Chineseenterprises to continuously improve technical standards to cope with international market challenges, thereby promoting the industrial upgrading of the entire industry.BIPVTechnological Innovation and Product Iteration

The rapid development of the industry is inseparable from continuous technological innovation. In recent years, the conversion efficiency of photovoltaic modules has significantly improved, and advancements in crystalline silicon battery and thin-film technology have made

BIPVproducts easier to integrate with building structures. For example, inBIPVyear, the cost of photovoltaic modules in China decreased by2023, and this significant reduction in cost has greatly improved the economic viability of42%products. In terms of intelligence and modularization, theBIPVsystem integrates IoT, big data, andBIPVAItechnologies to achieve intelligent energy management. By dynamically adjusting power generation and storage, thesystem can significantly enhance the energy efficiency of buildings. Furthermore, the diversification of product application scenarios is also an important direction for technological innovation. Expanding from rooftops to walls, windows, awnings, and other areas, product forms include photovoltaic tiles, photovoltaic glass, etc., meeting the needs of different buildings. To promote the standardization and commercialization ofBIPVtechnology, photovoltaic companies actively engage in cross-industry cooperation with building materials companies, energy groups, and financial institutions. This cooperation model not only facilitates rapid technological iteration but also promotes the widespread application ofBIPVproducts. For example, the “BIPVphotovoltaic+energy storage” model has become the mainstream solution for industrial and commercial users to reduce energy costs, providing new momentum for the development of the market.Market Demand and Market PotentialWith the in-depth implementation of the dual control policy on energy consumption, high energy-consuming industries such as steel and chemicals are facing tremendous energy-saving pressure. The distributed photovoltaicself-consumptionBIPVmodel has become an effective way for these enterprises to reduce electricity costs. In addition, the introduction of power restriction measures has further stimulated enterprises' enthusiasm for adopting

systems. The decline in the full lifecycle cost of the system has shortened the payback period for incremental investments to

5-8+years (or even lower), attracting more enterprise investments. According to market research institutions' forecasts, China'sWith the in-depth implementation of the dual control policy on energy consumption, high energy-consuming industries such as steel and chemicals are facing tremendous energy-saving pressure. The distributed photovoltaicmarket size is expected to reach+billion byWith the in-depth implementation of the dual control policy on energy consumption, high energy-consuming industries such as steel and chemicals are facing tremendous energy-saving pressure. The distributed photovoltaicyear, with a penetration rate increasing from+0.1% inWith the in-depth implementation of the dual control policy on energy consumption, high energy-consuming industries such as steel and chemicals are facing tremendous energy-saving pressure. The distributed photovoltaicyear toBIPV. In the global market, the market size inBIPVyear may reachbillion dollars, with a compound annual growth rate exceeding. This forecast data fully demonstrates the enormous potential and broad development prospects of theBIPVmarket. In addition to traditional residential and commercial buildings,2030applications in industrial plants, transportation facilities (such as high-speed rail stations, airports), and agricultural greenhouses are also accelerating penetration. These emerging applications not only provide4000亿元，渗透率从2020年的0.1%提升至5%。在全球市场方面，2030年BIPV市场规模或达3000亿美元，年复合增长率超过20%。这一预测数据充分显示了BIPV市场的巨大潜力和广阔的发展前景。除了传统的住宅和商业建筑领域，BIPV在工业厂房、交通设施（如高铁站、机场）及农业温室等领域的应用也在加速渗透。这些新兴的应用领域不仅为BIPVThe market has provided new growth points and has also promotedBIPVthe continuous innovation and improvement of technology.

Collaboration and Challenges in the Industrial Chain

In terms of collaboration in the industrial chain, cooperation among upstream (photovoltaic materials), midstream (component manufacturing), and downstream (building integration) enterprises is increasingly strengthening. This cooperation model not only promotes the standardization of technology and cost optimization but also enhances the competitiveness of the entire industrial chain. For example, photovoltaic companies and construction enterprises jointly develop customized solutions to meet the needs of different customers, promotingBIPVthe rapid development of the market. AlthoughBIPVthe industry faces tremendous development opportunities, there are still some challenges and risks. In terms of cost control, although the cost of photovoltaic components has significantly decreased, theBIPVoverall installation cost of the system is still higher than that of traditional photovoltaic systems, requiring further optimization of design and construction processes to reduce costs. In addition, differences in policy implementation are also a concern. In some regions, insufficient understanding ofBIPVtechnology has led to uneven policy implementation effects. In terms of international competition, European and American companies are seizing the high-end market with their technological advantages, while domestic companies need to continuously enhance their innovation capabilities and brand influence to cope with the pressure of international competition. Against the backdrop of strong policy promotion, continuous technological iteration, explosive market demand, and optimization of industrial chain collaboration,BIPVyears (5the industry is expected to achieve comprehensive explosion in the coming years. However, companies need to actively respond to challenges such as cost pressure, international competition, and differences in policy implementation, consolidating competitive advantages through technological innovation and cross-border cooperation, and jointly promotingBIPVthe healthy development of the industry. With the continuous growth of global demand for sustainable development and green buildings,BIPVthe market will usher in broader development prospects.