2025年全球光伏报告_基于373吉瓦数据的深度洞察_26页_8mb

Global Solar Report 2026 Summary

Core Content

This report provides an in-depth analysis of the current state of the global solar industry, focusing on asset performance, the impact of robotics on operational efficiency, and risk management strategies across various components of solar farms. The data analyzed comes from Raptor Maps, covering 373 GWdc of solar assets, with a particular emphasis on DC health, equipment issues, and the evolving role of automation in solar operations.

Main Points

• Growth and Challenges: The solar industry experienced rapid growth in 2025, with 380 GWdc of new capacity added in the first half of the year. However, despite this growth, the industry still faces significant challenges, including persistent power loss and labor shortages.
• Power Loss Trends:
  • The average power loss in 2025 was 5.08%, a slight improvement from 2024 but still more than double the 5-year historical average of 3.5%.
  • Power loss was evident across all site sizes and regions, with newer sites experiencing similar or higher levels of loss, highlighting the need for proactive monitoring during commissioning.
  • Inverter-related power loss decreased, but string, combiner, and tracker issues increased significantly, contributing more to overall power loss.
• Robotics and Automation:
  • The use of docked drones for autonomous inspections has increased, with 54 GWdc of data analyzed in 2025, a 3.56x increase year-over-year.
  • Sites with autonomous drone capabilities inspected their assets almost 12 times more frequently than those without, leading to improved performance with an average power loss of 3%.
  • The report indicates a growing reliance on robotics for both data collection and risk mitigation, with operators increasingly trusting these technologies to replace traditional maintenance practices.

Key Information

Data Overview

• The dataset includes 373 GWdc of solar assets, with 80% from aerial thermography and 20% from advanced inspections.
• Advanced inspections have become a greater proportion of the data analyzed, reaching 43% in 2025.
• The report also includes insights from kWh Analytics on insurance claims, emphasizing the importance of managing risks in solar farms.

Power Loss Analysis

• Overall Power Loss: 5.08% in 2025, down slightly from 2024 but still high compared to historical averages.
• Power Loss by Anomaly Type:
  • Inverter: 24% (down from 36% in 2024)
  • String: 27% (up from 22% in 2024)
  • Combiner: 21% (up from 18% in 2024)
  • Tracker: 14% (up from 10% in 2024)
  • Module-Level: 6%
  • Physical Damage: 6%
  • Other: 6%
• Power Loss by Site Age:
  • 0-0.5 years: 5.2%
  • 0.5-1 year: 3.4%
  • 1-2 years: 3.5%
  • 2-3 years: 5.5%
  • 3-4 years: 5.9%
  • 4-5 years: 6.3%
  • 5-10 years: 7.5%
  • 10+ years: 9.8%
• Power Loss by Site Size (MWdc):
  • All Sites: 5.1%
  • 000-005 MW: 5.2%
  • 005-020 MW: 3.0%
  • 020-050 MW: 2.8%
  • 050-100 MW: 3.9%
  • 100+ MW: 5.2%

Labor and Operational Trends

• Solar jobs in the US grew by 12% over the past 5 years, while installed capacity grew by 286%, resulting in solar technicians managing 70% more MW on average.
• The decoupling of capacity and workforce growth indicates a surge in sector productivity, attributed to the adoption of advanced O&M technologies.

Regional Insights

• Power Loss by State:
  • NJ: 7.5%
  • VA: 7.2%
  • LA: 6.9%
  • AZ: 6.8%
  • NC: 6.7%
  • IN: 6.6%
  • SC: 6.4%
  • TX: 6.0%
  • FL: 5.5%
  • MA: 5.4%
  • OH: 5.3%
  • OR: 5.3%
  • NY: 5.3%
  • US: 5.2%
  • PA: 5.1%
  • MD: 4.8%
  • ME: 4.8%
  • CA: 4.3%
  • WI: 4.2%
  • GA: 4.2%
  • NV: 4.2%
  • IL: 3.3%
  • MN: 3.1%
  • MI: 3.0%
  • AL: 3.0%
  • CO: 2.9%
  • CT: 2.5%
• Power Loss by ISO:
  • PJM: 6.2%
  • ERCOT: 5.5%
  • NYISO: 5.1%
  • ISONE: 5.1%
  • Southeast: 5.1%
  • All Data: 5.1%
  • CAISO: 4.3%
  • MISO: 3.7%
  • WECC: 3.4%
  • SPP: 2.9%

Inspection Trends

• Inspections per Site:
  • All Sites: 1.35 (up from 1.15 in 2024)
  • 005-020 MW: 1.08
  • 020-050 MW: 1.13
  • 050-100 MW: 1.63
  • 100+ MW: 2.55
• Inspection Frequency:
  • Sites with docked drones inspected their assets 11.8x more frequently than those without.
  • The average power loss for sites with autonomous drones was 3%, significantly lower than the global average of 5%.

Conclusion

The solar industry is growing rapidly, but it is also facing significant challenges in terms of performance and risk management. Despite technological advancements, power loss remains a persistent issue, with the majority of it attributed to string, combiner, and tracker faults. The adoption of robotics and automation, particularly docked drones, is playing a crucial role in improving performance and reducing downtime. As the industry moves toward a more grid-reliable future, the need for more frequent and targeted data collection will become increasingly important.