On September 22, Trina Solar held a semi-annual performance presentation in 2025. At the meeting, Gao Jifan, chairman and general manager of the company, answered questions from investors about the recent price trend of photovoltaic modules . "Recently, the prices of products in different links of the photovoltaic industry chain have shown different degrees of recovery trend, and we are confident that the price of components will return to a reasonable level."
On August 19, the Ministry of Industry and Information Technology, the Central Ministry of Social Work, the National Development and Reform Commission, the State-owned Assets Supervision and Administration Commission of the State Council, the General Administration of Market Supervision and the State Energy Administration jointly held a symposium on the photovoltaic industry to further standardize the competition order of the photovoltaic industry. The meeting pointed out that all parties in the photovoltaic industry should have a deep understanding of the importance of standardizing the competition order for the high-quality development of the photovoltaic industry and jointly promote the healthy and sustainable development of the industry. Strengthen industrial regulation and control, strengthen investment management of photovoltaic industry projects, and promote the orderly withdrawal of backward production capacity in a market-oriented and legalized way. We will curb low-price and disorderly competition, improve price monitoring and product pricing mechanisms, and crack down on illegal and irregular acts such as selling below cost price and false marketing.
In addition, in addition to the promotion of relevant ministries and industry associations, from the perspective of industry development, Trina Solar believes that there is a more obvious trend of efficiency improvement in the main industry chain of photovoltaic cells. In the future, there will be more competitive space for product differentiation, which is conducive to eliminating backward production capacity and promoting the improvement of supply and demand in the medium and long term .
In view of the market development in the first half of the year, Gaojifan said that in the first half of 2025, the photovoltaic industry was still at the bottom of the cycle, with fierce price competition and prominent contradiction between supply and demand, which led to the general loss of photovoltaic power generation equipment manufacturers. However, there have been many positive signals in the industry, including the promotion of the work of many ministries and commissions under the environment of rectifying the low-price evil competition, as well as the self-discipline activities coordinated by industry associations. Recently, the price of the photovoltaic industry chain has shown a certain upward trend, and we have stepped out of the evil competition in the photovoltaic industry. Full of confidence in healthy development.
In addition, for the energy storage sector , Wu Sen, the company's financial director, said that Trina Solar Energy Storage Sector has made great efforts in both quantity and profit this year. Compared with the growth target of last year, the growth rate exceeded 100%; in terms of profit, since last year, the Company has increased its efforts to develop overseas high-value markets, and has successively formed large-scale orders and final delivery. The proportion of overseas high-price orders of the Company has increased, and the comprehensive gross profit rate of the energy storage segment has increased. In the medium and long term, Trina Solar believes that the integration of light and storage under the "light and storage parity" is a major trend in the future transformation and development of energy structure, specifically to enterprises, the synergy between the business of the light and storage sector will become stronger and stronger.
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