English

  • Renewable Milestone: Malaysia has reached 32% of its installed renewable energy capacity, successfully exceeding the 31% target set for 2025.
  • Global Energy Investment: Worldwide energy transition investment rose to $2.3 trillion in 2025, an 8% year-on-year increase, driven by electrification, renewables, and grid infrastructure.
  • Solar Market Pressures: Solar panel prices have increased to $0.11–$0.12 per watt, up from $0.09 per watt in Q4 2025, potentially squeezing margins for EPCC contractors.
  • Supply Chain Factors: Higher costs are attributed to increased polysilicon and silver prices, alongside China's decision to cancel a 9% export tax rebate on solar products effective April 2026.
  • BESS Integration: Utility-scale battery storage is expanding, highlighted by the MyBeST programme awarding four 100MW/400MWh projects; the upcoming Large Scale Solar 6 (LSS6) tender is expected to mandate BESS inclusion.

中文

  • 可再生能源里程碑： 马来西亚的可再生能源装机容量已达到 32%，成功超过了 2025 年设定的 31% 的目标。
  • 全球能源投资： 2025 年全球能源转型投资增长至 2.3 万亿美元，同比增长 8%，主要受交通电气化、可再生能源和电网基础设施支出的驱动。
  • 太阳能市场压力： 太阳能电池板价格已从 2025 年第四季度的每瓦 0.09 美元上涨至 0.11-0.12 美元，这可能会压缩工程、采购、建设和调试 (EPCC) 承包商的利润空间。
  • 供应链因素： 价格上涨归因于多晶硅和白银成本上升，以及中国决定从 2026 年 4 月起取消 9% 的太阳能产品出口增值税退税政策。
  • 储能系统 (BESS) 集成： 公用事业规模的电池储能正在扩大，MyBeST 计划已授予四个 100MW/400MWh 的项目。预计即将招标的第六轮大型太阳能项目 (LSS6) 将强制要求配套电池储能系统。