Introduction
At present, with the steady progress of carbon peak and carbon neutrality goals, green transformation has moved from a conceptual consensus to a deep stage of technological breakthroughs and industrial synergy. During the week of September 21-28, 2026, Chinese photovoltaic, energy storage, and smart energy companies successively released breakthrough achievements, outlining a new high-quality development mainline with "smart intelligence" and "energy conservation and environmental protection" as the dual engines, from efficient battery technology, grid based energy storage to the coordinated closed-loop of computing power. These actions are not only a vivid manifestation of the independent innovation strength of enterprises, but also reflect the increasingly active and benign industrial ecology of carbon neutrality dialogue and collaboration platforms among enterprises.
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引言
在碳达峰碳中和目标稳步推进的当下，绿色转型已从理念共识走向技术攻坚与产业协同的纵深阶段。2026年9月21日至28日这一周，中国光伏、储能与智慧能源企业接连发布突破性成果，从高效电池技术、构网型储能到算力电力的协同闭环，勾勒出一条以"智慧智能"与"节能环保"为双引擎的高质量发展新主线。这些行动不仅是企业自主创新实力的生动体现，更折射出企业间碳中和对话与协作平台日益活跃、良性互动的产业生态。
分析
Firstly, the technological boundaries of photovoltaic efficiency are continuously expanding. The HIBC crystalline silicon cell independently developed by Longi Green Energy has been certified by the authoritative Hamelin Institute of Solar Energy (ISFH) in Germany, with a photoelectric conversion efficiency of 28.29%, breaking the world record for the third time this year. The efficiency has approached the theoretical limit of 96.2%; The release of over 700W components during the same period marks the successful mass production and implementation of this cutting-edge technology. In the QEERI demonstration in Qatar, the Jingke Energy Feihu 3 component achieved a power generation gain of 2.01% in the high irradiation range above 1000W/m ², with a high double-sided rate of up to 85% ± 5%, demonstrating stable and reliable power generation advantages in extreme tropical desert climates. The two achievements jointly demonstrate that more efficient photovoltaic products are continuously reducing the cost of electricity, laying a solid technological foundation for the large-scale popularization of green power.
More importantly, technological breakthroughs are resonating with industrial policies. At the 2026 World Manufacturing Conference, Longi Chairman Zhong Baoshen outlined a clear roadmap: the "15th Five Year Plan" proposes that by 2030, the cumulative installed capacity of wind and solar power will reach 2.8 billion kilowatts, and the new energy storage will reach 300 million kilowatts; In the past decade, the cost of photovoltaic modules has decreased by over 80%, and the cost of lithium batteries has decreased by over 60%. Driven by policies, costs, and demand, photovoltaics and energy storage are transitioning from supplementary solutions to mainstream power infrastructure. This macro background has endowed every micro level technological achievement of this week with deeper industrial significance.
Secondly, the synergy between energy storage and AI computing power has become a new focus. The global electrochemical energy storage has only achieved about 5% of the objective demand by 2050 so far, and there is still room for at least 19 times growth in the future - Zhao Wei, Chief Scientist of Sunac Power, revealed the enormous potential of the energy storage track at the Yunqi Conference. More importantly, AI is equipping clean energy with a "smart brain": weather prediction, power prediction, network control, and energy storage scheduling are building a "computing power chasing green electricity, and green electricity surrounding computing power adjustment" collaborative closed loop of computing power. At the 2026 Photovoltaic Energy Storage Coordinated Application Innovation and Development Conference, Tianhe Energy Storage systematically shared its technical roadmap for grid based energy storage to stabilize AIDC computing power, facing the challenge of doubling global data center electricity consumption to 945TWh by 2030, and providing a practical and feasible solution for green power to support the explosion of computing power in the AI era.
首先，光伏效率的技术边界被持续拓宽。隆基绿能自主研发的HIBC晶硅电池经德国哈梅林太阳能研究所（ISFH）权威认证，光电转换效率达到28.29%，这是其年内第三次刷新世界纪录，效率已逼近理论极限的96.2%；同期发布的700W+组件，标志着这一前沿技术成功实现量产落地。晶科能源飞虎3组件在卡塔尔QEERI实证中，于1000W/m²以上高辐照区间发电增益达2.01%，以最高85%±5%的高双面率，在热带沙漠极端气候下展现出稳定可靠的发电优势。两项成果共同说明，更高效的光伏产品正持续降低度电成本，为绿色电力的大规模普及夯实技术底座。
更重要的是，技术突破正与产业政策同频共振。在2026世界制造业大会上，隆基董事长钟宝申描绘了一幅清晰路线图："十五五"提出到2030年风光累计装机将达28亿千瓦、新型储能达3亿千瓦；过去十年光伏组件成本降幅超80%、锂电池成本降幅超60%，在政策、成本与需求三重驱动下，光伏与储能正从补充方案跃升为主流电力基础设施。这一宏观背景，让本周每一项微观技术成果都具备了更深远的产业意义。
其次，储能与AI算力的协同成为新的焦点。全球电化学储能截至目前仅完成2050年客观需求约5%，未来至少还有19倍增长空间——阳光电源首席科学家赵为在云栖大会上给出的判断，揭示了储能赛道的巨大潜力。更为关键的是，AI正为清洁能源装上"智慧大脑"：气象预测、功率预测、构网控制与储能调度构建起"算力追着绿电跑、绿电围着算力调"的算电协同闭环。天合储能在2026光储协调应用创新发展大会上，系统分享了构网型储能稳定AIDC算力的技术路线，直面全球数据中心用电量到2030年将翻倍至945TWh的挑战，为绿色电力支撑AI时代算力爆发提供了切实可行的方案。
Once again, enterprise collaboration and quality system construction are accelerating simultaneously. Aibo Intelligence collaborates with the Advanced Research Institute of the University of Science and Technology of China to unveil the Joint Laboratory of Brain Computer Interface and Rehabilitation Assistance for the Disabled, promoting the innovative application of AI for Science and showcasing the warm side of smart intelligence empowering people's well-being; Jingke Energy Storage Testing Center has been authorized by the China Quality Certification Center (CQC) WMT Witness Laboratory, and has built a testing capability system that covers domestic and international certification needs by combining existing qualifications such as CNAS, CSA, T Ü V, etc., laying a solid foundation of trust for high-quality energy storage products to go global. Longi Green Energy made its debut at the 2026 World Manufacturing Conference, proposing to build a "stable, economical, and dispatchable" green power system through the collaboration of BIPV and solar energy storage, and advocating for the exploration of a new path for zero carbon intelligent manufacturing in the AI era in the upstream and downstream of the industrial chain.
In addition, the overseas verification and authoritative certification of Jingke Feihu 3 and Longi HIBC also highlight the positive trend of China's green technology accelerating its integration into the global market and participating in carbon neutrality cooperation with an open attitude. The collaborative concept of computing and electricity in Sunac Power and the network construction practice of Tianhe Energy Storage both point towards a common direction: improving the dispatchability and reliability of energy systems through smart intelligence, which is becoming the core lever for enterprises to implement energy conservation, environmental protection, and serve low-carbon life.
prospect
再次，企业协作与质量体系建设同步提速。爱博智能携手中国科大先研院揭牌脑机接口与康复助残联合实验室，推动AI for Science创新应用落地，展现智慧智能赋能民生福祉的温暖一面；晶科储能检测中心获中国质量认证中心（CQC）WMT目击实验室授权，叠加既有的CNAS、CSA、TÜV等资质，构建起覆盖国内与国际认证需求的检测能力体系，为储能产品高质量走向全球筑牢信任基础。隆基绿能亮相2026世界制造业大会，提出以BIPV与光储协同构建"稳定、经济、可调度"的绿电系统，倡导产业链上下游共探AI时代零碳智造新路径。
此外，晶科飞虎3与隆基HIBC的海外实证与权威认证，也凸显了中国绿色技术加速融入全球市场、以开放姿态参与碳中和协作的积极态势。阳光电源的算电协同理念、天合储能的构网实践，则共同指向一个方向：以智慧智能提升能源系统的可调度性与可靠性，正成为企业落实节能环保、服务低碳生活的核心抓手。
展望
Looking ahead, carbon neutral dialogue and collaboration platforms among enterprises will become increasingly important. When photovoltaic efficiency approaches its limit, energy storage space is vast, and computing power is deeply coupled with green electricity, the technological breakthroughs of a single enterprise urgently need to be transformed into industrial synergy through open collaboration. This week's practice has shown that improving the resilience of energy systems through smart intelligence, reducing carbon intensity throughout the entire lifecycle through energy conservation and environmental protection, and guiding end consumption with low-carbon living concepts are forming a virtuous cycle among the three. We have reason to expect that with the joint action and collaborative innovation of more enterprises, the goal of peaking carbon emissions and achieving carbon neutrality will receive more solid and resilient support, and the path of high-quality development of green and low-carbon will become wider and more relaxed.
展望未来，企业间的碳中和对话与协作平台将愈发重要。当光伏效率逼近极限、储能空间广阔、算力与绿电深度耦合，单一企业的技术突破亟需通过开放协作转化为产业合力。本周的实践表明，以智慧智能提升能源系统韧性，以节能环保降低全生命周期碳强度，以低碳生活理念引导终端消费，三者正形成良性闭环。我们有理由期待，在更多企业的共同行动与协同创新下，碳达峰碳中和目标将获得更加坚实、更具韧性的支撑，绿色低碳的高质量发展之路也将越走越宽广、越走越从容。
(Using AI translation)
（使用AI翻译）
