Photovoltaic Leaders "Focus" on New Business?

2025-10-16 17:32:39

For photovoltaic enterprises to enter the wind power industry, digital new energy DataBM. Com found that there is a precedent.

Digital New Energy DataBM. The registered capital of the company is 400 million yuan, and its business scope covers power generation business, transmission business, etc.

According to equity penetration, the list of shareholders of the company includes not only the State Power Investment Corporation, but also Yancheng Huanghai Huineng Green Energy Co., Ltd., which is backed by the Yancheng Government of Jiangsu Province . And Jiangsu Tianhe New Energy Development Co., Ltd.

In addition to Trina, Another leading photovoltaic company , Aixu shares , has also taken action in the field of wind power this year. Earlier, on June 5, Aixu Co., Ltd. announced an investment of 750 million yuan in the construction of 112.5MW wind power project in Linyi County, Dezhou City, Shandong Province (for details, please click: photovoltaic enterprises," Fengxin "early

for photovoltaic enterprises to enter the wind power industry, digital new energy DataBM

. The earliest photovoltaic enterprises in the wind power industry should be the two leading inverters, Sunshine Power Supply and TBEA .

In 2004, Sunshine Power began to engage in the research and development of wind power converters and formally entered the wind power industry. According to the list of global wind power converter installed capacity enterprises published by Brinckmann, a data consultancy, in 2024 and 2025, Sunshine Power has ranked first in the world for two consecutive years.

In 2000, TBEA established TBEA Xinjiang New Energy Co., Ltd. (Hereinafter referred to as "Xinjiang TBEA"), whose business scope covers the investment and operation of wind and solar power generation and related technical services. In 2010, the company increased its efforts to develop the wind power market.

By the end of 2024, the installed capacity managed by TBEA was 8. Among them, the self-operated wind power station was 2.461 GW , accounting for about 27% of the total installed capacity of the company.

It is noteworthy that in 2011 , Xinte Energy acquired Xinjiang TBEA and expanded its business to the construction and operation of wind and photovoltaic power plants. Xinte Energy has also become the earliest enterprise in the main photovoltaic industry chain to lay out the wind power industry.

April, Dongfang Risheng announced that it will provide EPC services for Vietnam's Dehe 50 MW wind power project , marking the company's formal entry into the wind power market.

Xi'an Longji Clean Energy Co., Ltd. , a wholly-owned subsidiary of Longji Green Energy.

Therefore, the establishment of the company is also interpreted by the industry as Longji Green Energy preparing for cross-border layout of wind power. However, the data show that Longji Green Energy has withdrawn from the joint venture in June 2023.

Similarly, in March 2022, the bidding results of the 2021-2022 guaranteed grid-connected wind power project (400,000 kilowatts) in Urumqi, Xinjiang were announced, and both Jinko Technology and TBEA won the bid for the guaranteed grid-connected wind power project of 100,000 kilowatts (100MW).

year, Jinko's first onshore wind power project, Dabancheng 100MW wind power project , was successfully connected to the grid, marking that Jinko has officially entered the wind power market. This year, Trina Solar and Jingao Technology also entered the wind power industry. On October 30,

2023, Jingao Technology announced for the first time to invest in the construction of wind power generation and centralized energy storage projects, with a planned investment of 15.7.4 billion yuan for photovoltaic construction , Wind generation and centralization is also one of the photovoltaic enterprises that have won the shortlist of candidates.

PV companies"

According to the forecast of China Photovoltaic Industry Association (CPIA), the new installed capacity of photovoltaic industry in 2025 will be about 570-630 GW. According to the capacity ratio of 1:1. However, the data shows that the production capacity of PV modules in China has reached 1156 in 2024.

It can be seen that the current production capacity of PV enterprises in China alone can fully meet the global demand for solar energy installation. In this context, Chinese photovoltaic enterprises need to find new performance increments. In addition to the above attempts to enter the wind power industry, photovoltaic companies are also focusing on the energy storage industry.

Just like digital new energy DataBM.

At present, many leading photovoltaic enterprises, including Sunshine Power, Longji Green Energy, Tongwei Stock, TBEA, Jingke Energy, Atlas, Jingao Technology and Trina Solar, have stepped into the energy storage industry.

Not only leading enterprises are actively laying out the field of energy storage, but also second-and third-tier photovoltaic enterprises are following closely. In April

this year, Liusheng Technology announced that it planned to purchase its total holdings of Xingchu Century 69 from 38 trading parties by issuing shares and paying cash. The transaction, which could enhance photovoltaic cells and ", was forced to stop because the parties failed to reach an agreement on the core terms such as the transaction price. Yisheng Technology's first foray into the energy storage industry suffered a setback.

On October 15, in order to seize the growth opportunity of solid-state batteries, Guosheng Technology announced its entry into the energy storage industry. The company intends to invest in the construction of AI intelligent manufacturing project of solid-state battery industry chain by increasing capital to Guosheng Global New Energy (Tieling) Co., Ltd. (For details, please click: In addition, Longji Green Energy, Trina Solar, JinkoSolar, JA Technology, GCL Group, Shuangliang Group and other enterprises have extended their business tentacles to At

present, the single new energy power generation system can not meet the individual needs of the project, and the integrated development of wind and solar hydrogen storage has become the best choice. In May

2024, Zhang Jianhua, then director of the National Energy Administration, published a signed article in the Current Affairs Report.

The article points out that new energy will become the main direction of future energy development, wind power and photovoltaic are still the main body of new energy development, energy storage and hydrogen energy are the necessary support for new energy development, and multi-integration is an important trend of new energy development. The strategic transformation of "multi-legged walking" of

photovoltaic enterprises also marks that the industry has entered a new stage oriented by system integration and scenario application. Through the coordinated development of wind and solar hydrogen storage, enterprises can not only provide users with stable and reliable clean energy power generation system, but also resist the risk of single market fluctuation for enterprises.

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Correlation

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