【市场趋势】光储行业爆发增长，DCDC模块迎来千亿刚需市场

双碳政策持续落地，分布式光伏整县推进、工商业储能普及、新能源大基地建设全面提速，国内光储行业进入规模化爆发期。随之而来的，是核心配套 DCDC 模块的刚需爆发。

 The dual carbon policies continue to be implemented. The county-wide promotion of distributed photovoltaics, popularization of commercial & industrial energy storage, and accelerated construction of large-scale new energy bases have pushed China’s solar-storage industry into a period of large-scale explosive growth. This triggers surging market demand for supporting core DCDC modules.

数据显示，全国工商业光储、户用光储装机量逐年翻倍增长，1500V 高压光伏系统已成行业主流，高压、大功率、高效率 DCDC 模块替代需求持续释放。 

Statistics show that the installed capacity of commercial & industrial and residential solar-storage systems nationwide doubles year by year. The 1500V high-voltage photovoltaic system has become the industry mainstream, driving continuous replacement demand for high-voltage, high-power and high-efficiency DCDC modules.

不同于传统电源产品，光储专用 DCDC 模块兼顾发电优化、储能调度、电网适配多重功能，是光储系统不可或缺的核心单元，暂无替代方案。

 Different from conventional power supplies, solar-storage dedicated DCDC modules integrate multiple functions including power generation optimization, energy storage dispatch and grid adaptation. As an indispensable core component of solar-storage systems, they have no viable alternatives at present.

随着新能源就地消纳、峰谷套利、备用保电需求持续升级，市场对 DCDC 模块的可靠性、功率密度、智能化程度要求不断提高。 

With rising demands for local consumption of new energy, peak-valley arbitrage and backup power supply, the market puts forward increasingly higher requirements on DCDC modules in terms of reliability, power density and intelligence level.

** SiC DCDC 模块、智能双向储能 DCDC 成为行业主流趋势，市场溢价能力持续提升，赛道前景广阔。 

High-end SiC DCDC modules and intelligent bidirectional energy storage DCDC converters have become major industry trends, with growing market premium and promising prospects for this sector.