this year, with the continuous promotion of the "anti-involution" policy in the domestic photovoltaic industry , the market competition order of the photovoltaic industry has been gradually standardized, and has begun to shift from "low-price disorderly competition" to "quality competition" and "technology competition". The market of photovoltaic cells has also regained its upward trend and gradually entered a benign development environment.
At the same time, the recently released "15th Five-Year Plan" proposal takes green transformation as the core goal, clearly consolidates and expands the dominant position of new energy systems such as photovoltaic, and makes systematic deployment for energy development in the next five years, which provides a clear policy underpinning and broad incremental space for the development of photovoltaic industry.
In the context of the gradual improvement of industry fundamentals, the signal of market recovery is gradually transmitted to the enterprise side. Recently, the Digital New Energy DataBM. Com learned that Shijing Technology's first high-efficiency solar cell production base in Ningguo, Anhui Province, has been in stable, efficient and orderly production, marking that the company's photovoltaic manufacturing business has entered the stage of large-scale operation in an all-round way. The orderly operation, transformation and steady
development
of Ningguo Base, which has been in orderly production, is the first landing achievement of the photovoltaic manufacturing business of Shijing Science and Technology. The photovoltaic manufacturing business
of Shijing Technology started in 2023, and before that, the company has been in the new energy and pan-semiconductor industry for nearly 20 years. As a leading enterprise in pollution control in the solar photovoltaic industry, its business market share exceeds 75%, and it has established long-term and stable cooperative relations with the vast majority of the world's top ten photovoltaic module manufacturers.
This unique industrial background has laid a solid foundation for its strategic extension from "photovoltaic environmental protection management" to "photovoltaic product manufacturing". In January
2023, Shijing Technology officially launched the solar wafer and cell business, and built the first annual production base of 10g W high-efficiency N-type monocrystalline TOPCon solar cells in Ningguo Base, Xuancheng, Anhui Province. At present, the project has been completed and put into operation in December 2023 as planned.
It is reported that up to now, the production of Shijing technology batteries has achieved full coverage of the mainstream size of the industry, and the battery conversion efficiency is more than 26.5% . The double-sided ratio is more than or equal to 80% , the light-induced attenuation is '0' , the anti-PID performance is superior, the power temperature coefficient is as low as -0.30%/K , Its product indicators are leading in the world, and its technical indicators have also passed the German Rhine TV certification.
More importantly, the synergistic support of the traditional "photovoltaic environmental protection business" has also added competitive strength to the battery production of Shijing Technology. Compared with other cell manufacturers, Shijing Technology relies on the experience and technical advantages accumulated by listed companies in the fields of wastewater, pure water, ammonia recovery, special gas chemicals, etc., which can help save water and energy consumption in photovoltaic cell business, effectively reduce the production cost of photovoltaic cells, and build a unique market competition barrier.
Nowadays, the production of Ningguo Base is steadily advancing and has entered the normal operation stage, which marks the smooth implementation of the company's strategic transformation. Shijing Technologies, the
North American high-profit market
, revealed that the company's first "going to sea" layout project, Mexico's high-efficiency battery production base, is also accelerating and is expected to be put into production in the near future.
In recent years, with the stage saturation of the domestic market, the layout of going to sea has become the "breaking point" of the profit growth of domestic photovoltaic enterprises . Especially in the North American market with high gross profit margin. Despite the challenges of repeated trade policies and high barriers, its rich gross profit margin and sustained growth potential still attract many Chinese leading photovoltaic enterprises, including Jingke, Longji and Tianhe, to build factories. In October
2024, Shijing Technologies announced the construction of a high-efficiency solar cell manufacturing project in Puebla, Mexico, thus taking the step of its own global layout.
Compared with building a factory directly in the United States, Shijing Technology has a better consideration in choosing to build a factory in Mexico: geographically, Mexico is close to the US market and can achieve fast and flexible supply chain response; In terms of policy, its products enjoy zero tariff treatment under the framework of the US-Mexico-Canada Agreement (USMCA), and can be exempted from the "201 tariff" of the United States, which has a significant cost advantage. This layout can not only effectively avoid the policy risks of the single market, but also help to integrate the supply chain resources of North America and even Latin America, and enhance the overall anti-risk ability.
In addition, the growing demand for clean energy in Mexico also adds more demand space for the project, and also wins a valuable strategic fulcrum for the globalization strategy of Shijing Science and Technology.
Conclusion: Dual planning, collaborative empowerment to build sustainable growth resilience
From Ningguo base in Anhui to overseas factories in Mexico, the layout of Shijing Technology clearly outlines a path of "internal and external development, coordinated development". On the one hand, it will internalize the accumulation of environmental protection technology in the past into the cost and control advantages of the manufacturing side to achieve "collaborative empowerment"; on the other hand, it will bypass trade barriers and directly enter the high-profit market through precise overseas placement, so as to achieve "breaking the situation at sea".
This dual-track strategy, which combines technological depth and geographical breadth, is helping it to cross the new cycle of photovoltaic industry, build sustainable growth resilience, and win broader development prospects in the variable industrial transformation and market competition.
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