2025-2030: Four Major Factors Promote the Explosion of the Building-Integrated Photovoltaics (BIPV) Industry

Against the backdrop of increasing global emphasis on sustainable development and green buildings, the building-integrated photovoltaics (BIPV) The industry is迎来前所未有的发展机遇。
According to the analysis of industry development, the industry will see significant growth in the futureBIPV, with the possibility of entering a full-scale explosion period.5In the years (2025-2030), multiple factors such as policy support, technological innovation, market demand upgrades, and collaborative development of the industrial chain will jointly drive this trend.

1. 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, introducing a series of supportive policies.2025Starting from the year, new urban construction 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 near-zero carbon buildings.

In particular, the release of the "Carbon Peak Implementation Plan in Urban and Rural Construction" clearly states that by the year2030, carbon emissions in urban and rural construction will peak,2060and by the year, 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, by the year, the photovoltaic coverage target for new public institution buildings and factory rooftops is set at2025, and the renovation area of existing buildings will also increase significantly.50%In addition, local governments have provided substantial support for the project, including financial subsidies and tax incentives, which effectively reduce the investment costs for enterprises and stimulate market vitality.

For example, Xuancheng, Anhui Province, has provided subsidies ofBIPVYuan per kilowatt for building rooftop photovoltaic projects and

Yuan per kilowatt for projects; Hangzhou implements financial rewards for photovoltaic power generation projects atBIPVWatt, and provides a one-time construction reward for investment entities; Shenzhen provides a maximum subsidy of20kilowatt-hours for projects./At the international level, the introduction of the EU "Ecological Design Sustainable Product Regulation" (ESPR) has set higher standards for the carbon footprint and recyclability of imported photovoltaic products.30kilowatt-hours for projects./The implementation of this regulation not only enhances the environmental protection requirements for photovoltaic products but also promotes Chinese enterprises to continuously improve technical standards to cope with international market challenges, thereby promoting the industrial upgrading of the entire industry.2kilowatt-hours for projects./2. Technological Innovation and Product IterationBIPVThe rapid development of the industry is inseparable from continuous technological innovation.36kilowatt-hours for projects./In recent years, the conversion efficiency of photovoltaic modules has significantly improved, and advancements in crystalline silicon batteries and thin-film technology have made products easier to integrate with building structures.

For example, in the year, the cost of photovoltaic modules in China decreased by, and this significant reduction in cost has greatly improved the economic viability of products.In terms of intelligence and modularization, the system combines IoT, big data, and

AIBIPVtechnologies to achieve intelligent energy management.

By dynamically adjusting power generation and storage, the system can significantly enhance the energy efficiency of buildings.

BIPVIn addition, the diversification of application scenarios for products is also an important direction for technological innovation.BIPVFrom rooftops to walls, windows, and awnings, product forms include photovoltaic tiles, photovoltaic glass, etc., meeting the needs of different buildings.

To promote the standardization and commercialization of technology, photovoltaic companies actively engage in cross-industry cooperation with building materials companies, energy groups, and financial institutions.2023This cooperation model not only facilitates rapid technological iteration but also promotes the widespread application of products.42%The "Photovoltaic + Energy Storage" model has become the mainstream solution for industrial and commercial users to reduce energy costs, providing new momentum for market development.BIPV3. Market Demand and Market Potential

With 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.BIPVThe self-consumption model of distributed photovoltaics 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 system's total lifecycle cost has shortened the payback period for incremental investment to

5-8BIPVyears (or even lower), attracting more enterprise investment.

According to forecasts, China's market size is expected to reachBIPVbillion yuan by the year,BIPVwith a penetration rate from the year of

To promote the standardization and commercialization of technology, photovoltaic companies actively engage in cross-industry cooperation with building materials companies, energy groups, and financial institutions.“光伏+储能”模式已经成为工商业用户降低用能成本的主流方案，为BIPV市场的发展提供了新的动力。

三、市场需求与市场潜力

随着“能耗双控”政策的深入实施，高能耗行业如钢铁、化工等面临着巨大的节能压力。分布式光伏的“自发自用”模式成为这些企业降低用电成本的有效途径。

此外，“限电”措施的出台进一步刺激了企业采用BIPV系统的积极性。BIPV系统全生命周期成本的下降，使得增量投资回收期缩短至5-8年（甚至更低），吸引了更多企业的投资。

根据预测，中国BIPV市场规模预计将在2030年达到4000亿元，渗透率从2020年的0.1%Increase to5%.

In terms of the global market,2030YearBIPVThe market size is expected to reach3000billion dollars, with a compound annual growth rate exceeding20%.BIPVThis forecast data fully demonstrates the huge potential and broad development prospects of the market.

In addition to traditional residential and commercial building sectors,BIPVthe application in industrial plants, transportation facilities (such as high-speed rail stations and airports), and agricultural greenhouses is also accelerating.

These emerging application areas not only provide new growth points for the market but also drive continuous innovation and improvement of technology.BIPVFour, Industry Chain Coordination and ChallengesBIPVIn terms of industry chain coordination, cooperation among upstream (photovoltaic materials), midstream (component manufacturing), and downstream (building integration) companies is increasingly strengthening.

This cooperation model not only promotes the standardization of technology and cost optimization but also enhances the competitiveness of the entire industry chain.

For example, photovoltaic companies and construction companies jointly develop customized solutions to meet the needs of different customers, promoting the rapid development of the market.

Although

the industry faces huge development opportunities, there are still some challenges and risks. In terms of cost control, although the cost of photovoltaic components has significantly decreased, the overall 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.BIPVIn addition, differences in policy implementation are also a concern. In some regions, insufficient understanding of technology leads to uneven policy implementation effects.

In terms of international competition, European and American companies seize the high-end market with technological advantages, while domestic companies need to continuously enhance their innovation capabilities and brand influence to cope with the pressure of international competition.BIPVAgainst the backdrop of strong policy promotion, continuous technological iteration, explosive market demand, and optimized industry chain coordination,BIPVthe year is expected to achieve comprehensive explosion.

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 to jointly promote the healthy development of the industry.BIPVWith the continuous growth of global demand for sustainable development and green buildings,

the market will usher in broader development prospects.

在政策强力推动、技术持续迭代、市场需求爆发及产业链协同优化的背景下，BIPV, with the possibility of entering a full-scale explosion period.5年有望实现全面爆发。

然而，企业需积极应对成本压力、国际竞争及政策落地差异等挑战，通过技术创新和跨界合作巩固竞争优势，共同推动BIPV行业的健康发展。

随着全球对可持续发展和绿色建筑需求的不断增长，BIPV市场将迎来更加广阔的发展前景。