A while ago, industry media reported that, according to people familiar with the situation, Jiejia Weichuang sued Yadian Technology and Longji Green Energy for infringement of intellectual property rights. Although patent lawsuits in the
industry are common, the appearance of Longji Green Energy in the list of defendants is unexpected. As a component leader, Longji Green Energy is an important customer of Jiejia Weichuang, an equipment manufacturer. Usually, the upstream and downstream enterprises in the industrial chain will try their best to maintain this core customer relationship, and now the two sides go to court, which means the breakdown of the relationship.
However, it is not the first time for equipment enterprises to sue the main material enterprises. Earlier, when Otway sued Guangyuan for patent infringement, it also sued CECEP Solar Energy.
" Digital New Energy DataBM. Com " According to the statistics of 21
However, compared with the same period, the net profit of equipment enterprises as a whole showed a downward trend . In the first three quarters of this year, 21 equipment enterprises, including statistics, achieved a total net profit of 8.470 billion yuan. Down 27% from the third quarter of 2024.
According to the statistics of Digital New Energy DataBM. Com, as of the first half of 2025, the total provision for impairment of contract assets of photovoltaic equipment enterprises within the statistical scope reached 708 million yuan, an increase of 92.74% over the same period of last year. It is close to the level of the whole year of 2024 (Note: the total impairment of contract assets of equipment enterprises within the statistical scope of 2024 is 7.
Under the background of this time of survival, who can take care of the past, the breakdown of the relationship between equipment enterprises and former customers is also a helpless necessity. Liu Hanyuan, chairman of the board of directors
of Tongwei Group, said publicly recently: " At present and for a long time to come, anti-involution and preventing excessive involution are still the main contradictions that need to be solved in the process of high-quality development in China."
This means that in the future, domestic photovoltaic expansion projects will no longer be the same, the demand for equipment orders will be sluggish, and the competition will be more fierce. In this way, if equipment enterprises want to survive, they must seek new living space.
Opening up overseas markets is one of the most important tasks for domestic photovoltaic industry chain enterprises, as well as for equipment enterprises.
With the development and growth of China's photovoltaic industry, China's photovoltaic equipment enterprises also maintain an absolute advantage in market share. However, in the sea, the early equipment enterprises are driven by the main industrial chain enterprises to build factories overseas. Nowadays, countries around the world have begun to vigorously support and develop localized production, which is a major opportunity for equipment enterprises, but also hides profound worries. Selling the most advanced photovoltaic equipment
overseas can benefit in the short term, but in the long run, especially in the current period when China's photovoltaic industry has not yet come out of the trough, so there is a fear of "raising tigers for trouble". Li Lecheng, Minister of the
Ministry of Industry and Information Technology, has previously stressed that photovoltaic enterprises must control the key links in their own hands, maintain sufficient technological intergenerational differences , and not dig the corner of China, so as to maintain the sustained lead of China's photovoltaic industry.
to the photovoltaic industry, but some enterprises choose to "stride" into a new field of the whole industry chain, trying to reconstruct their own barriers to competition and growth logic in a broader track. "The company pays close attention to the development trend of precision grinding related technologies in the field of humanoid robots, and speeds up the scene migration of the company's grinding research and development capabilities," the company said in the
2024 annual report. Positively lay out the research and development of equipment for planetary roller screw grinding of humanoid robots. On November 13
this year, Gaoshi Intelligence (Shanghai) Robot Co., Ltd., which is indirectly controlled by Gaoshi Shares, was established. The company's business scope covers the manufacture and sale of service consumer robots, intelligent robots, industrial robots, etc.
Under the background of the overall pressure of the photovoltaic industry, Jinbo shares choose to vigorously develop new business areas such as transportation and lithium power. Therefore, in the first three quarters of this year, the company achieved a revenue of 618 million yuan, an increase of 40.
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