大连理工大学专业学位硕士学位论文
摘 要
太阳能光伏技术经历了 180多年缓慢的发展历程。自 2005年以来，以晶体硅技术
为基础的太阳能光伏组件及系统取得了巨大的市场成功。随着全球市场对于太阳能光伏
系统的强劲需求以及建设成本的巨大压力，整个光伏产业链快速地从发达国家转移到了
中国。与此同时，光伏系统应用也从发达国家陆续发展到全球各国，在此过程中，光伏
组件的销售价格随着产业转移和技术革新而急剧下降，太阳能光伏领域的各个从业公司
之间的竞争变得尤为激烈。
本文的研究对象为 L公司，L公司通过聚焦于单晶硅技术，引领欧亿·体育（中国）有限公司颠覆了多晶硅
技术占绝对优势的主导地位，在进入太阳能电池和组件业务领域后，快速取得了全球光
伏欧亿·体育（中国）有限公司龙头的位置，但在硅片端、电池端、组件端，L公司都面临竞争对手和新进入者
的巨大挑战和威胁。本研究从外部宏观环境开始进行分析，发现了 L公司所处的欧亿·体育（中国）有限公司在
全球碳达峰、碳中和的政策指引下，拥有巨大的市场发展机会；从欧亿·体育（中国）有限公司和竞争对手进行
分析，发现了竞争对手不断地扩产，以及研发新的电池技术来提升电池转化效率，这给
L公司带来了巨大竞争威胁；从 L公司内部环境进行分析，总结出 L公司在产业链垂直
一体化、产品和技术研发资源和能力、营销运营能力上都有较强的竞争力；同时也发现
了 L公司在海外渠道建设以及内部的运营效率和协同上存在一些不足点。
本研究采用了文献分析法、SWOT分析法、PEST分析法、波特五力分析以及访谈
等研究方法进行研究。基于 SWOT分析的结果和迈克尔?波特的竞争战略模型，我们建
议L公司采取S-O进攻策略和差异化的竞争战略作为综合的竞争战略，并通过组织变革、
建立国际化的组织、采用数字化的运营、柔性化的生产制造等作为竞争策略的实施保障，
以帮助 L公司在面临竞争对手激烈竞争的时，能获得更好的竞争优势。
关键词：太阳能光伏；光伏电池；光伏组件；竞争战略
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L公司太阳能光伏业务的竞争战略研究
The Study on L Company’s Solar Photovoltaic Business Competitive
Strategy
Abstract
Photovoltaic technology has experienced a slow development process of more than 180
years.Since 2005, crystal silicon-based photovoltaic modules and photovoltaic systems have
achieved huge market success.With the strong market demand and cost pressure in global
market, the whole photovoltaic industry chain has gradually moved from developed countries
to China. At the same time, the photovoltaic system has also applied to various countries
around the world, in this process, the selling price of photovoltaic modules fell sharply and
the competition became fierce.
The research object is L company, L company by focused on monocrystalline silicon
technology, led the industry to subvert the dominant position of polysilicon, after enter solar
cell and module business, L company quickly obtained the global leading position, but in
wafer, solar cell and module, L company is facing serious threats of competitors and new
entrants’s competition.This study started analyzation of external macro-environment, we
found that L compnay has great development opportunities as the whole solar industry is
under the global carbon peak and carbon neutrality economic environment trend. By analyisis
of solar industry and the competitors, we found that the competitors are continuous expansion
of their capacity and developing new cell technology to improve cell efficiency, which are
poses a huge competitive threat to L company;By analysis of L company’s internal
environment, It was concluded that L company has very strong competitiveness in the vertical
integration of the solar PV industry chain, product and technology R&D resources and
capabilities, marketing and operation capabilities; While L company also has some
deficiencies in overseas channel construction and internal coordination efficiency .
This thesis research used literature analysis, SWOT analysis, PEST analysis, Porter’s
five-force analysis and interview of L Company’s management team. Based on the results of
SWOT analysis and Michael Porter's competitive strategy model, we suggest that L company
could apply differentiation competitive strategy with S-O offensive strategy, and through
organizational optimization and reconstruction, international organizational establishment,
digital operation, flexible manufacturing, which could help L company to obtain a better
competitive advantage in face of competition.
Key Words：Photovoltaic; Solar cell; Solar module; Competitive strategy
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大连理工大学专业学位硕士学位论文
目录
摘 要.............................................................................................................................I
Abstract ............................................................................................................................. II
1 绪论.............................................................................................................................. 1
1.1 研究背景和问题的提出................................................................................... 1
1.2 研究意义........................................................................................................... 3
1.3 文献综述........................................................................................................... 3
1.4 研究方法和章节安排....................................................................................... 6
2 L公司太阳能光伏业务的外部环境分析 .................................................................. 8
2.1 L公司及其太阳能光伏业务简介 ................................................................... 8
2.1.1 公司简要介绍........................................................................................ 8
2.1.2 L公司太阳能光伏业务的构成 ............................................................ 9
2.2 宏观环境分析................................................................................................... 12
2.2.1 政治环境分析...................................................................................... 12
2.2.2 经济环境分析...................................................................................... 13
2.2.3 社会环境分析...................................................................................... 17
2.2.4 技术环境分析...................................................................................... 18
2.3 欧亿·体育（中国）有限公司环境分析................................................................................................. 22
2.3.1 同业竞争者的竞争.............................................................................. 22
2.3.2 供应商议价能力.................................................................................. 23
2.3.3 购买方议价能力.................................................................................. 23
2.3.4 新进入者的威胁.................................................................................. 24
2.4 竞争分析......................................................................................................... 26
2.4.1 竞争对手分析...................................................................................... 26
2.4.2 竞争对手产品分析.............................................................................. 30
2.4.3 竞争格局分析...................................................................................... 32
2.5 外部环境分析小结......................................................................................... 33
2.5.1 机会...................................................................................................... 33
2.5.2 威胁...................................................................................................... 34
3 L公司太阳能光伏业务的内部环境分析 ................................................................ 34
3.1 L公司的资源分析 ......................................................................................... 34
3.1.1 品牌营销和市场推广资源.................................................................. 34
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。。。以下略