非洲主要经济体正在加快发展本土太阳能制造能力，以降低对进口的依赖并增强能源自主权。南非电力公司Eskom计划开发1吉瓦太阳能制造设施[1]，尼日利亚本地组件产能在两年内从约120兆瓦增至约300兆瓦[1]，摩洛哥年产量约1吉瓦，南非具有类似产能，埃及也拥有吉瓦级项目上线[1]。然而，这些努力在全球太阳能市场中仍面临挑战——南非每年进口超过3吉瓦的太阳能设备，主要来自中国[1]。
中国在全球太阳能产业中仍占绝对主导地位。受国内产能过剩影响，中国企业正将制造业转向非洲等地区[1]。2010年至2024年间，中国在非洲的可再生能源投资和相关建设项目达660亿美元[1]。尽管非洲在拓展本土产能，但目前仍缺乏商业规模的太阳能电池制造，新工厂多为组装进口的中国零部件[1]。
2011年至去年上半年，中国企业海外绿色制造项目承诺投资高达2500亿美元[1]。当前非洲太阳能市场蓬勃增长，2025年非洲售出超过1000万套太阳能电池包，服务约1.48亿人，同比增长10%[1]。
Major African economies are accelerating efforts to develop domestic solar energy production capabilities as a strategy to diminish reliance on Chinese imports.[1] South Africa's power utility Eskom is planning to establish a 1-gigawatt solar manufacturing facility,[1] while Nigeria has expanded its local component production capacity from approximately 120 megawatts to around 300 megawatts within two years.[1] Morocco maintains annual production of roughly 1 gigawatt, with South Africa operating at similar capacity levels, and Egypt bringing gigawatt-scale projects online.[1]
Despite these regional advances, China maintains its dominant position in the global solar manufacturing sector.[1] The continent currently lacks commercial-scale solar cell manufacturing capabilities, with most new facilities primarily assembling imported Chinese components.[1] South Africa alone imports over 3 gigawatts of solar equipment annually, predominantly sourced from China.[1] Between 2010 and 2024, Chinese renewable energy investments and related construction projects in Africa reached $66 billion.[1]
Facing domestic overcapacity, Chinese enterprises are redirecting production to Africa, with overseas green manufacturing project commitments from Chinese companies reaching $250 billion from 2011 through mid-last year.[1] This trend accelerated dramatically in March when Chinese solar exports doubled to a monthly record, with 50 countries setting historical highs for single-month Chinese solar imports.[1] Across the continent, solar adoption is expanding rapidly, with over 10 million solar energy packages sold in 2025, serving approximately 148 million people and representing 10 percent year-on-year growth.[1]