
2026年台灣國際智慧能源週今日登場,元晶太陽能以大型展示融入東方禪風的屋頂太陽能示範設計,新推出天辰系列模組最高瓦數達625W,連同量子系列與艾爾發系列三大產品同步發表。元晶副總廖偉然表示,目前營運谷底,明年一定會翻身,並指出進入美國市場有兩大風險:塞貨問題嚴重及新電池技術不確定性大。海外主力仍放在日本屋頂型市場,目前約占營收一成,明年下半年有機會達四成。此外,元晶為滿足CPPA綠電市場需求,新推出使用210R電池片的天辰系列,具備十七級以上抗風能力;已成功外銷日本的艾爾發系列住宅產品取得JPAC認證。公司亦展出PIPV即插即用型陽台太陽能,並與工研院綠能所合作開發輕質化太陽能模組。市場人士指出,國內電子業綠電需求強勁,政府推出刺激措施包括強制安裝太陽光電及汰舊換新機制,業界หว在智慧能源週加持下迎來復甦安裝潮,元晶作為台灣市場製造龍頭將可望明顯受惠。
AI-generated summary
台灣國際智慧能源週是年度重要能源產業展覽,元晶太陽能為台灣太陽能製造龍頭廠商,股票代號6443。近年來,受全球能源轉型影響,屋頂型太陽能市場需求成長,但同時面臨技術更新與國際貿易不確定性挑戰。
智慧能源週登場,元晶三大太陽能產品齊發搶攻屋頂型市場。(記者張慧雯攝)
〔記者張慧雯/台北報導〕2026年台灣國際智慧能源週今日登場,元晶太陽能(6443)看好屋頂型太陽能市場潛力,以大型展示面積融入東方禪風的屋頂太陽能示範設計,顯示龍頭廠商的氣勢,新推出天辰系列模組最高瓦數達到625W,連同旗艦產品「量子系列」與「艾爾發系列」,三大天王產品同步登場;元晶副總廖偉然表示,目前營運谷底,在綠電需求旺盛的情況下,明年一定會從谷底翻身。
廖偉然表示,針對業者進入美國市場,目前還有兩大潛在風險,美國目前塞貨問題很嚴重,此外,新的電池技術持續發展,不確定性仍大,以銷售電池為主,暫不考慮設廠;他表示,海外主力仍放在日本屋頂型市場,由於非紅供應鏈的因素,元晶與日本電力公司合作,目前約占營收一成,但明年下半年有機會達到四成;至於衛星用太陽能,目前美國、歐洲等都有客戶來接洽,希望使用TOPCON電池,不過預估今年、明年需求量都小,但明年下半年、後年的需求量會變多。
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此外,元晶為滿足CPPA綠電市場客戶需求,今年新推出使用210R新型電池片的天辰系列,用具備競爭力價格提供符合2026年法規,正背面都可達到十七級以上抗風能力(5400pa)的產品;元晶今年展出另一個亮點是已經成功外銷日本的艾爾發系列住宅產品,使用全黑小尺寸設計,加上專為住宅設計的防眩光特性,產品已經取得日本JPAC認證並切入日本住宅市場。
至於新產品研發方面,元晶展出PIPV(Plug-in PV)即插即用型陽台太陽能,輕量化的模組設計,裝置在陽台上就可以發電,元晶並與工研院綠能所合作開發輕質化太陽能模組,可採用黏貼等輕便安裝方式,無須傳統厚重支架,對屋頂負擔較輕,讓綠色能源應用場景更為靈活。
市場人士指出,國內近期電子業對綠電需求強勁,使得綠電價格持續看旺。政府也接連推出刺激利多包括1000平方公尺(約300坪)以上的建物強制安裝50KW以上太陽光電、經濟部能源署也公告實施「太陽光電汰舊換新機制」等。業界普遍希望在智慧能源週加持之下,產業可望迎來一波復甦安裝潮,元晶作為台灣市場製造龍頭廠商,法人評估將可望明顯受惠。
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AI outlook — possibilities, not facts
元晶太陽能明年營運將從谷底翻身
Likely · Within months
元晶在日本屋頂型市場的營收佔比將從目前約一成提升至明年下半年可能達到四成
Possible · Within months
衛星用太陽能需求量將在明年下半年及後年顯著增加
Possible · Within months

As the International Maritime Organization's goal of net-zero emissions from shipping approaches, green ammonia has become the preferred fuel for decarbonization of ocean shipping due to its zero-carbon characteristics, convenient storage and transportation, and high energy density. my country is rich in scenic and solar resources, and a green ammonia industry chain has gradually taken shape. The production capacity of green synthetic ammonia reaches 700,000 tons/year, accounting for 79.5% of the world, ranking first in the world.
In the first eight months of this year, my country's new wind power grid-connected capacity reached 53.26 million kilowatts, and the cumulative grid-connected capacity reached 692.72 million kilowatts, a year-on-year increase of 19.64%. The installed capacity of wind power has ranked first in the world for 16 consecutive years, and its export units have covered 60 countries on six continents. Sany Heavy Energy's overseas sales increased by more than 300% year-on-year in the first half of the year, and overseas orders for wind power equipment in the first three quarters increased by nearly 50% year-on-year.

The Department of State-owned Enterprises of the Ministry of Economic Affairs stated that CNPC will participate in the Alaska LNG development project with a maximum investment of US$4.4 billion. The goal is to purchase 6 million tons of LNG per year to enhance the diversity of energy supply and national energy security, and to deepen Taiwan-US energy cooperation.

Both the wars in Iran and Ukraine have impacted the global diesel supply. However, the US-Iraq war has caused a 52% drop in diesel exports from the Middle East due to the obstruction of refined oil exports from the Persian Gulf, which has a more direct impact. The Russia-Ukraine war has reduced fuel production through damage to refining facilities. The two impact links are different, and the impact of the US-Iraq war on diesel supply is more prominent.

President Ching-te Lai attended Taiwan Smart Energy Week and pointed out that in the face of the challenges of extreme climate, rising AI power consumption, and stringent international supply chains, net-zero needs to be incorporated into corporate business decisions. The government will set a clear transformation direction and provide support, including the establishment of a 10-billion-dollar Taiwan Green Growth Fund, and plans to invest 100 billion yuan in small, medium and micro enterprises in the next eight years to support the dual transformation of digital and net-zero. Taiwan's renewable energy installation capacity has quadrupled from 4.7GW in 2016 to 25GW, and the cumulative offshore wind power installation capacity ranks fifth in the world. The government will promote diversified green energy, energy conservation and the construction of a strong power grid to stabilize power supply and implement energy security and net-zero transformation. Taiwan completed its first carbon fee declaration in May this year, hoping to encourage industries to independently reduce carbon emissions through the carbon tax system. All revenue will be earmarked for industrial green transformation and technological innovation. The new national carbon reduction goals are: compared with the base year of 2005, carbon reduction will be 28±2% in 2030 and 38% in 2035. Lai Qingde emphasized that the government will continue to assist enterprises to solve transformation problems, lower financing thresholds, accelerate the implementation of energy conservation, energy storage, resource recycling and other solutions, and enhance the competitiveness of small and medium-sized enterprises. He also thanked the Association for Foreign Trade, the Green Energy and Sustainable Development Alliance, and the International Semiconductor Industry Association for co-organizing this energy week, which brought together more than 400 companies, covering renewable energy, smart energy, carbon management, and green finance full-chain solutions. He looked forward to bringing more net-zero solutions to the industrial scene, and also allowing Taiwan's technology to go global, and jointly participating in balancing economic development, social progress, and environmental protection, so as to transform Taiwan into the next stage of production power.

Taiwan Smart Energy Week opened at the Nangang Exhibition Center on the 14th. Huang Zhifang, chairman of the organizer, the Foreign Trade Association, said that this year's level of internationalization has reached a record high, with 115 international manufacturers participating in the exhibition, an annual increase of 16%, 460 manufacturers from 20 countries participating, and 9 national pavilions. It is expected that under the dual trends of AI computing power and carbon reduction, exhibition matchmaking business opportunities will continue to grow.