standing outside the door is to see flowers in a fog, stepping into the door just to explore the actual situation.
But from a layman's point of view, the high performance answers handed in by photovoltaic enterprises are really enviable. For example, JinkoSolar's net profit in the first three quarters of this year increased by 279.14% year-on-year; Trina Solar's net profit in the first three quarters increased by 11.34% year-on-year. Junda shares increased by 396 in the third quarter compared with the same period last year.
According to Digital New Energy DataBM.
Most of the 22 photovoltaic cross-border enterprises directly choose the cells and components in the photovoltaic manufacturing process; 7 enterprises will choose the photovoltaic auxiliary materials , such as film, photovoltaic sand, etc.; Three other enterprises have entered the field of photovoltaic power plants from their original business .
From the perspective of cross-border time, in the first half of the year, about 21 enterprises announced their entry into the photovoltaic industry, not only every month, but also many industry leaders, such as Mingpai Jewelry, Lenovo, 58 Tongcheng, Wuliangye , etc;
In the second half of the year, although the number of cross-border enterprises has dropped by nearly half, with only 12 enterprises, photovoltaic is still favored by many leading enterprises, such as: engineering leader Jiaotong Construction Co., Ltd., garden leader Ganjing Garden, panel leader BOE , etc.
are among the cross-border enterprises this year." Wuliangye's photovoltaic cross-border move is a hot topic, intensive and rapid action.
On April 18, the establishment of Sichuan Wuliangye New Energy Investment Co., Ltd. (hereinafter referred to as "Wuliangye New Energy") immediately attracted wide attention in the market. Two months later, Wuliangye New Energy invested in Sichuan Heguang Tongcheng Photovoltaic Technology Co., Ltd.
And Xie Yi's Heguang Tongcheng has indeed proved its strength to the industry with "big brother speed". The Heguang Tongcheng (Yibin) 16GW cell project, which was started in April, rolled off the production line on September 28 . On November 3 , the first phase of the Heguang Tongcheng (Yibin) 16GW cell project was put into production, and the second phase of the Heguang Tongcheng (Yibin) 16GW cell project was started.
Wuliangye's photovoltaic journey, from cross-border entry to production capacity, took only seven months, which may be a true portrayal of "choice is greater than effort".
Dry landscape garden: the twists and turns of the road
to light self-help dry landscape garden cross-border behavior is more special in the photovoltaic industry.
Other companies may invest in cross-border PV or build " 
However, this increase was suddenly terminated on August 1 this year . Faced with the failure of three transformations of dry landscape gardens, the industry once doubted whether its pursuit of light could succeed. But nine days later, on August 10, Ganjing Garden announced that Guosheng Energy had become the controlling shareholder of the company.
Up to the date of publication, Ganjing Garden has officially changed its name to " Guosheng Shian Science and Technology Co., Ltd. ", and the company's mode of operation has become a " garden + photovoltaic " dual-industry model. So far, half of the success of "self-rescue by chasing light" in dry landscape gardens has been achieved, but whether digital new energy can succeed in self-rescue will continue to be concerned.
Crossover? Gambling?
Since September 5 this year, Longji Green Energy made it clear at the semi-annual report performance presentation that it would bet on the BC route , the photovoltaic circle has begun a heated debate on the future technology trend. With its own scientific research experience and ability, the photovoltaic leader constantly conveys its own technological predictions to the market. For the new players in the field of cross-border photovoltaic cells, facing so many technological choices, cross-border has become a gambling game . Whether we can choose a technical route with potential and competitiveness is directly related to how long our photovoltaic journey can go.
Digital new energy DataBM.
Photovoltaic retreat
may be after stepping into the door, only to know the cruelty of reality. A group of people who have seen the "truth" have chosen to turn away.
On December 6, the Silicon Branch announced the latest price of silicon materials this week. Not surprisingly, the price of silicon materials continued to fall to "6" consecutive falls. The average price of single crystal cauliflower materials has fallen to 57,200 yuan/ton ; On the same day, China Nuclear Huineng opened the tender for the second photovoltaic module collection in 2023-2024, and the 37 participating module enterprises again offered the latest quotation of 0.862 yuan/W ; On December 7 , the latest silicon wafer price announced by the Silicon Branch dropped by as much as 5.
Photovoltaic has now become a "clay Bodhisattva". Photovoltaic old players are still difficult to protect themselves, and how can cross-border new players have a better life? Ovi Communications is the first company to announce its cross-border entry into the photovoltaic industry in 2023, and also the first company to announce its withdrawal from the photovoltaic industry.
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