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Comment: From desertification control to going out to sea, from summit to protection: China's photovoltaic power's carbon neutrality answer sheet
评论:从治沙到出海、从登顶到守护:中国光伏力量的碳中和答卷
2026-08-30
作者:企业碳中和行动

Recently, leading Chinese photovoltaic companies such as Jinko Solar, Longi Green Energy, and Sunac Power have successively reported good news. From the photovoltaic desertification control practice on the stage of the United Nations Conference to Combat Desertification, to the efficient component supply of large-scale ground power plants in Greece; From maintaining the top spot in global photovoltaic inverter shipments, to obtaining international authoritative Tier 1 certification in the dual track of photovoltaic and energy storage, to using millisecond level active protection technology to safeguard power plant safety - these series of dynamics together outline a clear picture of China's new energy industry's coordinated leap in technological innovation, green going global, and safe operation and maintenance. They also provide reliable and perceptible Chinese solutions and industrial support for achieving carbon peak and carbon neutrality goals worldwide. It should be noted that the above achievements are not isolated "single point breakthroughs", but the natural result of Chinese enterprises' long-term adherence to research and development driven, global collaboration, and responsible operation, reflecting the profound transformation of the entire industry from leading in scale to leading in quality.


近日,晶科能源、隆基绿能、阳光电源等中国光伏龙头企业接连传来捷报。从联合国防治荒漠化大会舞台上的光伏治沙实践,到希腊大型地面电站的高效组件供货;从全球光伏逆变器出货蝉联榜首,到光储双赛道再获国际权威Tier 1认证,再到以毫秒级主动保护技术守护电站安全——这一系列动态共同勾勒出中国新能源产业在技术创新、绿色出海与安全运维三个维度协同跃升的清晰图景,也为全球实现碳达峰、碳中和目标提供了可信、可感的中国方案与产业支撑。需要说明的是,上述成果并非孤立的“单点突破”,而是中国企业长期坚持研发驱动、全球协作与负责任运营的自然结果,折射出整个产业从规模领先迈向质量领先的深刻转型。


1、 Technological leadership: Hardcore R&D builds competitive confidence. In the global authoritative evaluation system for new energy, the presence of Chinese enterprises is becoming increasingly prominent. Bloomberg NEF's grading mechanism is renowned for its rigor and objectivity, and is an important reference standard for global new energy project investment, financing, and procurement. Its published grading list for the third quarter of 2026 has high credibility. In the list, Longi Green Energy has once again been selected for the Tier 1 photovoltaic and Tier 1 energy storage dual lists, thanks to its outstanding financing capabilities and global market performance. This pair of certifications has extraordinary significance: in the field of photovoltaics, it means that Longi has a high level of brand credibility and irreplaceable competitive advantage on a global scale; In the field of energy storage, as the industry enters the "deep water zone", the focus of evaluation has expanded from single equipment parameters to the engineering adaptability of system solutions, supply chain resilience, delivery punctuality, and the ability to cover the entire life cycle of energy storage assets for operation and maintenance guarantee and profit closure - Longi's dual Tier 1 is an authoritative endorsement of its comprehensive competitiveness in photovoltaic energy storage.

On another track, Sunac Power has continuously broken through the industry's technological boundaries with long-term deep research and development and over 40% investment in technical personnel: launching the world's first matrix inverter to redefine the cost, efficiency, and stability of inverters, completing the world's first broadband oscillation on-site engineering verification to overcome the problem of grid adaptation, and achieving centralized, series, and matrix full category coverage of product matrices. Relying on its global presence in over 100 countries and regions, the company's cumulative installed capacity has exceeded 1000GW, and it has consistently ranked first in global photovoltaic inverter shipments with its hardcore performance, driving the industry forward with innovation. The performance of the two companies jointly indicates that China's leading position in new energy has upgraded from "manufacturing scale" to "technological and system capabilities", which is the most scarce confidence to support the global energy transition.

2、 Green Going Global: China's Solution Empowers Global Restoration. While accelerating globalization, Chinese photovoltaic companies are bringing green electricity to a wider world. JinkoSolar has signed a 176.14MW high-efficiency component supply agreement with a Greek renewable energy developer, all of which will use the Flying Tiger series N-type high-efficiency double-sided components, specifically for large-scale ground power stations in central Greece. In response to the complex conditions of local mountains and hills, significant terrain undulations, and severe fluctuations in morning and evening radiation, the Feihu component efficiently utilizes ground reflected light and sky scattered light with a double-sided rate of up to 85 ± 5%, and stably contributes additional power generation increment under strong noon radiation and low angle morning and evening sunlight, becoming the final choice of the project owner. More importantly, Jingke has been deeply involved in the high-level conference of the United Nations Conference on Climate Change (UNCTAD) COP17, known as the "Rio Conventions" along with the United Nations Framework Convention on Climate Change and the Convention on Biological Diversity. It is the core multilateral governance mechanism for addressing desertification, land degradation, and drought issues globally. Jingke will upgrade photovoltaic desertification control from "pure power generation" to "land restoration", and work together with global political and business circles, international organizations, and financial institutions to explore innovative paths of empowering desertification control, zero growth of land degradation, and climate resilience construction with clean energy, so that China's photovoltaic industry can move from "product export" to "concept co construction".


一、技术领跑:硬核研发构筑竞争底气。在全球新能源权威评价体系中,中国企业的身影愈发醒目。彭博新能源财经(BloombergNEF)的分级机制以严谨与客观著称,是全球新能源项目投融资与采购的重要参考标准,其公布的2026年第三季度分级名单具有高度公信力。名单中,隆基绿能凭借卓越的可融资能力与全球市场表现,再度入选光伏Tier 1与储能Tier 1双名单。这一双认证意义非凡:在光伏领域,它意味着隆基在全球范围具备高度品牌公信力与不可替代的竞争优势;而在储能领域,随着产业步入“深水区”,评估重心已从单一设备参数,扩展至系统方案的工程适配性、供应链韧性、交付准时率,以及覆盖储能资产全生命周期的运维保障与收益闭环能力——隆基的双Tier 1,正是对其光储综合竞争力的权威背书。

另一条赛道上,阳光电源以长期深耕研发、技术人员占比超40%的投入,持续突破行业技术边界:推出全球首台矩阵式逆变器重新定义逆变器的成本、效率与稳定性,完成全球首次宽频振荡现场工程验证攻克电网适配难题,产品矩阵实现集中式、组串式、矩阵式全品类覆盖。依托遍布100多个国家和地区的全球布局,企业累计装机规模已突破1000GW,并以硬核表现蝉联全球光伏逆变器出货第一,用创新持续驱动行业向前。两家企业的表现共同说明,中国新能源的领先已从“制造规模”升级为“技术与系统能力”,这正是支撑全球能源转型最稀缺的底气。

二、绿色出海:中国方案赋能全球修复。在加速全球化的同时,中国光伏企业正把绿色电力带向更广阔的天地。晶科能源与希腊可再生能源开发商签署176.14MW高效组件供货协议,全部采用飞虎系列N型高效双面组件,专项用于希腊中部大型地面电站。针对当地山地丘陵、地形起伏显著、早晚辐照波动剧烈的复杂条件,飞虎组件以可达85±5%的双面率,高效利用地面反射光与天空散射光,在正午强辐照与早晚低角度日照下稳定贡献额外发电增量,成为项目业主的最终之选。更富标杆意义的是,晶科深度参与UNCCD COP17高级别会议——UNCCD与《联合国气候变化框架公约》《生物多样性公约》并称“里约三公约”,是全球应对荒漠化、土地退化和干旱问题的核心多边治理机制。晶科将光伏治沙从“单纯发电”升级为“土地修复”,携手全球政商界、国际组织与金融机构,探讨以清洁能源赋能荒漠化治理、土地退化零增长与气候韧性建设的创新路径,让中国光伏从“产品出海”走向“理念共建”。


3、 Smart Protection: Proactively and safely building a low-carbon foundation. The larger the scale, the faster the risk accumulates. Industry data shows that about 90% of photovoltaic power plant accidents originate from the DC side, with hidden dangers such as component hot spots, fuse failure in combiner boxes, and aging of cable insulation, which may be difficult to detect in daily operation and maintenance, but can easily trigger arc fires. The Sunshine Power Supply excitation fuse scheme delivered its answer in a real fire situation of an 800MW project: at the moment of the fire, its 1+X modular inverter system immediately recognized abnormal signals on the DC side, and the built-in excitation fuse actively cut off the faulty branch within 2 milliseconds, accurately extinguishing the arc spark without spreading to any inverter or adjacent branches. Compared to traditional passive fuses that rely on high current heating and melting due to faults, this active protection logic completely overturns the dilemma of "post response", using intelligent means to protect power plant assets and surrounding ecology, and holds the safety bottom line for the large-scale implementation of low-carbon life. Safety is the prerequisite for the large-scale application of new energy. The maturity of proactive protection technology makes green electricity more reassuring when it reaches thousands of households.


From breakthroughs in single point technology, to collaboration in photovoltaic storage systems, and to the concept of active safety and global ecological restoration, Chinese photovoltaic enterprises are becoming increasingly important participants in the global carbon neutrality dialogue and collaboration platform through the practice of "smart intelligence, energy conservation, environmental protection, and low-carbon living". It should be noted that the value of photovoltaics is no longer just about "generating more electricity": it forms a complete positive value chain through desertification control and land restoration, assisting other countries in green transformation by going global, stabilizing fluctuations through energy storage, and actively safeguarding assets. Looking ahead to the future, with the continuous maturity of integrated light storage and active protection capabilities, China's new energy forces will promote clean energy from an "optional" to a "necessary" option on a broader global stage, contributing steady and warm strength to human society's response to climate change and the construction of a low-carbon future of harmonious coexistence between humans and nature. In this process, every technological iteration and responsibility practice of the enterprise is the simplest and most powerful annotation of the goal of "carbon peak and carbon neutrality".


三、智慧守护:主动安全筑牢低碳底座。规模越大,风险聚集越快。行业数据显示,约九成光伏电站事故源自直流侧,组件热斑、汇流箱熔丝失效、电缆绝缘老化等隐患,可能在日常运维中难以察觉,却随时引发电弧火灾。阳光电源激励熔丝方案在某一800MW项目的真实火情中交出答卷:起火瞬间,其1+X模块化逆变系统即时识别直流侧异常信号,内置激励熔丝在2毫秒内主动切断故障支路,精准熄灭电弧火花,未蔓延至任何逆变器或相邻支路。相较依赖故障大电流发热熔化的传统被动熔丝,这一主动保护逻辑彻底颠覆了“事后响应”的困局,以智慧化手段守护电站资产与周边生态,为低碳生活的规模化落地守住了安全底线。安全是新能源大规模应用的前提,主动保护技术的成熟,让绿色电力在走向千家万户时更令人安心。


从单点技术突破,到光储系统协同,再到主动安全与全球生态修复的理念共建,中国光伏企业正以“智慧智能、节能环保、低碳生活”为主线的实践,成为全球碳中和对话与协作平台中愈发重要的参与者。需要看到,光伏的价值早已不止于“多发电”:它通过治沙修复土地、通过出海助力他国绿色转型、通过储能平抑波动、通过主动安全守护资产,构成了一条完整的正向价值链。展望未来,随着光储一体化、主动保护等能力持续成熟,中国新能源力量将在更广阔的全球舞台上,推动清洁能源由“可选项”走向“必选项”,为人类社会应对气候变化、共建人与自然和谐共生的低碳未来,贡献稳健而温暖的力量。在这一进程中,企业的每一次技术迭代与责任实践,都是对“碳达峰、碳中和”目标最朴素也最有力的注解。



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