On July 4, Trina Solar released a record of investor relations activities in June. Wu Qun, the secretary of the board of directors of the company, and the investor relations team participated in the reception and responded to questions about the company's operation and future technology.
Trina Solar said its module shipment target for 2025 is 70-75 GW. The company's overall sales strategy this year is to maintain a leading position in all major markets, balance between volume and profit and loss, and maintain a larger market share in relatively profitable markets, such as Europe, Australia and other regions. Looking forward
to the technical route, Trina Solar believes that the photovoltaic technology route will still be dominated by TOPCon in the short term, and BC and HJT have certain competitiveness in specific market segments. However, it is the same generation competition with TOPCon, not an iterative relationship . Trina Solar believes that the next iteration of photovoltaic cell technology lies in the development of stacked cells, and the company is actively carrying out research and development and pilot layout.
The original text is as follows:
1. The company's 2025 component shipment target? In the
current environment of oversupply and fierce competition in the photovoltaic industry chain, the company pays more attention to the quality of development and profitability, while accelerating the strategy of transformation and upgrading of solutions, starting from customer needs. Create the company's product and service differentiation competitive advantage, and create more value for shareholders.
2. Orders in hand in the second half of the year?
The company has relatively abundant orders in hand. The overall sales strategy of PV modules in 2025 is to maintain a leading position in all major markets, balance between volume and profit and loss, and maintain a larger market share in markets with relatively good profits, such as Europe, Australia and other regions.
3. Prospect of PV future technology route? Does technological progress promote capacity clearance?
We believe that the photovoltaic technology route will still be dominated by TOPCon in the short term. BC and HJT have certain competitiveness in specific market segments, but they are competing with TOPCon in the same generation, not iteratively. We believe that the next iteration of photovoltaic cell technology lies in the development of laminated cells. At present, we are actively carrying out R & D and pilot layout. At the same time, we should do a good job of patent protection in the early stage of technology development, create technical barriers, and strive to promote the whole industry to get rid of the involution competition and achieve high-quality development in the next era of battery technology.
4. Strategic direction of the Company's future business development? In terms of
overall strategy, the company will continue to exert its competitive advantages in brand, channel and global layout, and further consolidate the foundation of component business. At the same time, the company will accelerate the transformation from manufacturer to solution service provider, adhere to the business purpose of "customer-centered, scenario-oriented", integrate software and hardware products, systems, services and business models, and provide precise and differentiated solutions to meet the needs of customers in different application scenarios, so as to achieve greater customer value. Find a high-dimensional way to break the situation in the industry's involution competition. In terms of product strategy, while consolidating the advantages of components, brackets and distributed development, we will actively develop energy storage business and create new growth momentum.
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