供应过剩：赢家和输家.pdf

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1、Oversupply:Winners and LosersMoustafa RamadanHead of Market Research-PV Tech ResearchMoustafa.RPV ModuleTech Europe 2025Company&Speaker-IntroductionPV Tech,Solar Media&InformaPV Tech,Solar Media&InformaPV Tech is a well-known brand within Solar Media.Solar Media has been part of Informa Markets sinc

2、e 2024,a division within Informa PLC.Informa PLC is an events,digital services&academic research group,LON:INF,FTSE 100,market cap.ca.$12B*PV Tech have been covering bankability of suppliers since 2019 in the PV Space and we released the Battery StorageTech Bankability Ratings Report to do a similar

3、 thing in the ESS Space.2Moustafa Ramadan,PhDMoustafa Ramadan,PhDHead of Market Research,PV Tech.Joined PV Tech in 2025 and worked on the PV Bankability and Manufacturing report.Qualified in Energy Engineering(BEng,MEng),Energy Finance(MSc,PhD),Energy Law(LLM).Worked in large-scale solar development

4、 in the UK and Ireland,consulted on renewable energy projects across Africa and the Middle East.Completed Acquisition Due Diligence on over 100 renewable energy projects and portfolios.*As of 7 Nov.2025PV ModuleTech Europe 20253ContentsSECTION I:GLOBAL OVERSUPPLYSECTION I:GLOBAL OVERSUPPLY Global PV

5、 Oversupply CrisisSECTION II:AREAS OF GROWTHSECTION II:AREAS OF GROWTH Industry Consolidation Accelerating Geographic DivergenceSECTION III:CHANGING MARKETSECTION III:CHANGING MARKET Importance of Europe Changing global marketSECTION IV:OVERSUPPLY PROBLEMSECTION IV:OVERSUPPLY PROBLEM Market dynamics

6、SECTION V:OUTLOOK AND FORECASTSECTION V:OUTLOOK AND FORECASTPV ModuleTech Europe 20254SECTION I:GLOBAL OVERSUPPLYPV ModuleTech Europe 20255Global PV Oversupply:Pricing TrendsPV ModuleTech Europe 20256Global PV Oversupply:Capacity and Utilisation(MW)PV ModuleTech Europe 20257SECTION II:AREAS OF GROWT