Tianhe, TCL Zhonghuan, Hengdian Dongci Response: About Overseas Market, Technology Layout..

2025-08-26 17:12:20

On August 23-25, Trina Solar, TCL Zhonghuan, Hengdian Dongci, Maiwei and other photovoltaic companies successively disclosed their recent investor relations activity records, sharing their views on the current domestic and overseas market trends and technological development judgments. Details are as follows:

On August 23-25, Trina Solar, TCL Zhonghuan, Hengdian Dongci, Maiwei and other

The company achieved module shipments of more than 32GW, of which about 17 GW in the second quarter. In the first half of the year, module sales in the United States accounted for a relatively low proportion, while domestic sales accounted for slightly more than 50%, Europe accounted for slightly more than 25%, the Asia-Pacific region accounted for 11% -12%, and the Middle East accounted for about 8%.

In view of the development of technology lines, Trina Solar said that TOPCon will still be the mainstream technology in the industry in the next few years, BC and HJT coexist , and have certain advantages in some local niche markets. On the one hand, Trina Solar continues to improve the efficiency and performance of TOPCon, on the other hand, it looks forward to the layout of perovskite tandem cell technology.

Trina Solar believes that the most valuable change in photovoltaic cell technology in the future lies in the qualitative change from crystalline silicon to lamination, which can be more than 4 PCT higher than that of crystalline silicon. Since the end of

May, with the end of the "rush to install", the market has been in a wait-and-see state for a period of time, Trina Solar believes that this is a normal stage , and that in the long run, the average price of electricity on the grid has declined. It will not have a great impact on the demand for distributed photovoltaic. With the distribution of on the U.S. market, Trina Solar said that the U.S. market may see the effect of accelerated demand release in the short term." In the third quarter, the price of components in the US market has increased compared with the first half of the year. In the medium and long term, the economy of photovoltaic power generation is still very advantageous in all types of energy, and TCL Zhonghuan, a global

" including the United States, said that the company has no new investment. The current production capacity of crystal wafers is nearly 200 GW . Among them, there are three component production bases with an overall capacity of about 24 GW.

In addition, investors are more concerned about whether TCL Central has an integration plan in the middle and lower reaches. TCL Central believes that the industry integration has always been to let fewer players participate and eliminate backward production capacity through the integration process. "At present, the company's performance is improving every quarter, while the company has cash flow and capital reserves, and has the ability and conditions to participate in industry mergers and acquisitions in a timely manner," he said. In

the overseas market, TCL Zhonghuan said that the demand for overseas silicon wafers has been relatively stable in recent years. At the same time, due to the demand and policy changes in Europe and the United States, the demand for silicon wafers in Southeast Asia, Central Asia, Europe and other regions has increased.

In addition, the company is also actively laying out overseas silicon wafer production capacity opportunities , and striving for more cooperative stickiness with overseas customers in the future. Cooperation in the form of industrial chain and cooperation

in the form of business Hengdian Dongci

in view of the current domestic component market price judgment, Hengdian Dongci said that the domestic terminal is still on the sidelines, and the price has not yet been fully marketized . It is expected that the rhythm of domestic installation will remain uncertain in the second half of the year, and the transaction price will gradually rise in the compromise between supply and demand. In this process, the upstream cost rises faster than downstream price adjustment, and some enterprises may have periodic profit pressure.

Hengdian Dongci believes that at this stage, the overall acceptance of price increases in China is not too high, and it is necessary to consider how to compromise with each other in the short, medium and long term.

Regarding the double-reaction investigation launched by the United States against Indonesia, Hengdian Dongci said that its Indonesian base had taken into account that it might be affected by the double-reaction in the future and had made some pre-preparations. Although Indonesia's equivalent tariff has been raised from 10% to 19%, after the implementation of the tariff, the impact of the tariff can basically be passed on to customers .

Regarding the subsequent quarterly profit trend, Hengdian Dongci said that in addition to overseas production capacity for specific markets, other regional market profitability Q2 has recovered compared with Q1, and it is expected that the second half of the year will still be supported by certain business strategies.

Regarding the development trend of overseas photovoltaic manufacturing , Maiwei shares said that because the degree of automation and unmanned of heterojunction technology is relatively high, the process is simple, the manufacturing yield is high, and the dependence on labor and facilities is very l ess. HJT technology is very advantageous in overseas developed countries and some regions suitable for the characteristics of HJT technology. In the follow-up, Maiwei shares will maintain continuous communication with overseas customers, and follow-up orders are expected to gradually land .

In addition, Maiwei believes that the mass production technology of silicon-based perovskite/heterojunction tandem solar cells is the sustainable development direction of the photovoltaic industry.

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Correlation

On September 28, Fuyang Ronglian Photovoltaic Technology Co., Ltd. was filed for bankruptcy by Qiao Gang, a natural person, to the People's Court of Yingquan District, Fuyang City, Anhui Province, with the case number of (2025) Anhui 1204 Poshen No.7.

2025-09-30 15:05:53

On September 28, the Development and Reform Bureau of Kongtong District, Pingliang City, Gansu Province, announced that it had decided to cancel the investment qualification of the 100MW photovoltaic power generation project in Xiamen Township of the State Power Investment Group Aluminum and Electricity Investment Co., Ltd.

2025-09-30 09:11:49

Digital New Energy DataBM. Com has learned that the administrator of Beijing Wanyuan Industrial Co., Ltd. will auction 49% of Inner Mongolia Datang Wanyuan New Energy Co., Ltd. held by Beijing Wanyuan Industrial Co., Ltd. through the litigation asset platform at 10 o'clock on October 6.

2025-09-29 16:52:08

Digital New Energy DataBM. Com has learned that the administrator of Datang Jianshan Tianshuo Arukhorqin Banner New Energy Co., Ltd. will publicly auction assets such as machinery and equipment (photovoltaic power generation equipment), electronic equipment, low-value consumables and raw materials under the name of the company on Taobao Online Judicial Auction Platform at 10 o'clock on September 29.

2025-09-28 17:48:01

This is the third time that China's new photovoltaic installed capacity has declined since May this year.

2025-09-26 11:19:25

"SNEC ES + 11th (2025) International Energy Storage and Battery Technology and Equipment (Shanghai) Conference and Exhibition" and "SNEC H2 + 9th (2025) International Hydrogen Energy and Fuel Cell Technology and Equipment and Application (Shanghai) Conference and Exhibition" (referred to as "SNEC The 2025 International Energy Storage and Hydrogen Energy Conference and Exhibition will be held in Shanghai Pudong Kerry Hotel (1388 Huamu Road, Pudong New Area) and Shanghai New International Expo Center (2345 Longyang Road, Pudong New Area) from October 9 to 12, 2025.

2025-09-25 10:26:30

These things happened in the cement industry today!

2025-09-23 18:01:06

What is happening in the cement industry?

2025-09-21 07:01:13

Jingke Energy lowered its quotation by 0.01-0.03 yuan/W

2025-09-17 15:49:01

On September 17, the 2025 World Energy Storage Conference was held in Ningde. Zeng Yuqun pointed out that China has the most complete and advanced energy storage industry chain in the world and is the largest energy storage market. Last year, the installed capacity of new energy storage exceeded 100 million kilowatt-hours. However, the industry is facing challenges, such as security risks, fierce price competition, false product parameters, technology homogenization, disorderly expansion and so on. He believes that the high-quality development of industry should adhere to the bottom line of safety, build an empirical and credible market environment, strengthen the protection of intellectual property rights, encourage innovation, and the Ningde era has also made many practices.

2025-09-17 13:19:15

On September 12, Guoneng e issued a tender announcement for the EPC general contracting project of Ganluo Phase II Photovoltaic Power Generation Project of Dadu River Company. The tenderer is Guoneng Dadu River New Energy Ganluo Co., Ltd.

2025-09-16 17:44:25

Digital New Energy DataBM. Com has learned that the 100% equity transfer of Fuma (Guangzhou) Photovoltaic Power Generation Co., Ltd. has been pre-listed on September 11, 2025, and the transfer base price has not yet been announced, and the information will be disclosed until October 15.

2025-09-15 17:55:29

On September 12, the announcement of the termination of the general contract for the 5700 kilowatt distributed photovoltaic project of Kashgar yuanfang International Logistics Port in Xinjiang was issued. The reason for termination was that the project was terminated due to the change in the amount of investment in the project.

2025-09-15 17:52:03

In August, industrial solar power increased by 15.9%, and the growth rate slowed down by 12.8 percentage points compared with July. Solar power generation from January to August was 386.7 billion kWh, up 23.4% year-on-year.

2025-09-15 14:36:40

The fire broke out around 4 A. M. and took several hours to extinguish.

2025-09-15 09:02:47

What is happening in the cement industry?

2025-09-15 07:01:16

Digital New Energy DataBM. Com was informed that on September 11, Jiangsu Yongquan Photovoltaic Technology Co., Ltd. was filed for bankruptcy, the court was the Intermediate People's Court of Zhenjiang City, Jiangsu Province, the applicant was Rongma Science and Technology Group Co., Ltd., and the case number was (2025) Su 11.

2025-09-12 15:46:09

Digital New Energy DataBM. Com learned that on September 8, four photovoltaic power generation project owners, such as Nongxian, Ruili City, Dehong Prefecture, Yunnan Province, issued a competitive consultation announcement with a total scale of 171 MW.

2025-09-11 17:45:31

On September 8, the Beijing Property Exchange disclosed that the 9% equity of Dezhou Jusheng New Energy Technology Co., Ltd. (Hereinafter referred to as "Jusheng New Energy") was listed at the transfer base price of 1 yuan, and the transferor was Jiangxi Electric Power Construction Co., Ltd. of China Electric Power Construction Group (hereinafter referred to as "Jiangxi Electric Power Construction").

2025-09-11 16:44:10

The 20-year right to use distributed photovoltaic construction resources on the roofs of 101state-owned assets in Ezhou, Hubei is being transferred

2025-09-11 16:44:03

On September 5, the procurement project of Pingchuan Substation 500000 kW/2 million kWh New Energy Storage Special Action Project (Phase I) in Tuquan County, Xing'an League, Henan Engineering Company of China Electric Power Construction was terminated. The reason for termination is that "the owner of this project requires the commencement date to be advanced, the construction period is urgent, and the content of the bid section needs to be adjusted and re-tendered.". This tender is terminated.

2025-09-11 10:58:56

On the evening of September 10, Jinfeng Science and Technology announced that the company intends to sign the Agreement on Investment and Development of Wind Power Hydrogen Ammonia Alcohol Integration Project with Bayannaoer Municipal People's Government. Goldwind Science and Technology said that it plans to invest in the construction of wind power hydrogen ammonia alcohol project within the jurisdiction of Bayannaoer City, with a total investment of about 18.92 billion yuan. The overall plan of the project is to build 3GW wind power, more than 80% of which is used to electrolyze water to produce green hydrogen, and to produce 600000 tons of green methanol per year and 400000 tons of green ammonia per year by coupling biomass gasification with green hydrogen.

2025-09-11 10:10:35

On September 10, Beijing Energy Group Co., Ltd. held a cadre meeting to announce the decision of the Beijing Municipal Committee and the Municipal Government.

2025-09-11 09:29:04

On September 10, China Nengjian issued a tender announcement for the centralized procurement project of photovoltaic modules in 2025. The tender announcement shows that the total scale of the tender is estimated to be 17 GW, which is divided into 8 packages, covering 182 mm TOPCon components, 210 mm TOPCon components, HJT components and BC components. For this tender, in addition to good reputation and relevant qualifications, the bidder's performance requirements are as follows:

2025-09-10 17:55:52

On September 8, Weining Branch of Bijie Ecological Environment Bureau of Guizhou Province issued the first announcement of public participation in environmental impact assessment of "Weining County 5GW XBC High-efficiency Photovoltaic Cell Production and Construction Project".

2025-09-10 17:34:25

On September 9, the temporary land for CGN Fengning Manchu Autonomous County 200MW Photovoltaic Composite Demonstration Project was approved. The construction unit of this project is CGN New Energy Fengning Manchu Autonomous County Co., Ltd. It is reported that the temporary land for the project is located in Wudaoying Township (Wudaoying Village, Jiudaogou Village), Tucheng Town (Sanjianfang Village, Sijianfang Village) and Dage Town (Saerying Village) of Fengning County, covering a total area of 7.8342 hectares.

2025-09-10 09:38:41

Li Lecheng, minister of the Ministry of Industry and Information Technology, said of irrational competition in photovoltaic and other industries: "The cultivation of enterprises and industries can be described as untold hardships, and irrational competition destroys an enterprise and an industry, which may happen overnight. We must not tolerate this kind of thing." He said that the next step would be to adhere to the rule of law, strengthen industry self-discipline, implement regulatory responsibilities, and enhance service capabilities, so as to "address both the symptoms and the root causes, systematically govern, focus on improving the system and mechanism, optimize the industrial ecology, and constantly improve the modernization level of industry governance."

2025-09-09 16:20:34

On September 5, Yunnan Green Energy New Energy Development Co., Ltd. The announcement shows that due to the need of project development, the bidding activities of this project are suspended.

2025-09-09 09:41:09

Digital New Energy DataBM. Com learned that on the evening of September 7, Robertko announced that the company planned to issue shares abroad (H shares) and list them on the Stock Exchange of Hong Kong Limited.

2025-09-08 18:01:43

On September 4, Yunnan Green Energy New Energy Development Co., Ltd. issued a tender announcement for the first batch of centralized procurement of photovoltaic modules. The project construction unit is Yunnan Green Energy New Energy Development Co., Ltd., a subsidiary of Yuntou Group. The tender announcement shows that the total capacity of the centralized procurement agreement is estimated to be 400MWp, the components require monocrystalline silicon N-type double-sided double-glass 615Wp ~ 625Wp, and the contract price is estimated to be 300 million yuan.

2025-09-08 12:34:13