On June 2, at the 2026 Shanghai SNEC Photovoltaic & Energy Storage Exhibition, Zhu Gongshan, Chairman of GCL Group, delivered a keynote speech entitled "Breaking the Situation and Establishing a New Ecological Reconstruction: Industrial Paradigm Revolution in the Age of AI".
He pointed out that the current photovoltaic industry is in the historical watershed from scale expansion to quality and efficiency leap, from manufacturing competition to system winning, from energy single product to digital intelligence ecology. A series of policy combinations are pushing the photovoltaic industry into a new stage of high-quality development with head repair, tail clearance and value differentiation.
Silicon, lithium and carbon reconstruct the efficient base of the complex industry. Energy storage has changed from an additional item of strong policy allocation to a rigid demand for photovoltaic value realization, a stabilizer, a value amplifier and a revenue engine of the new power system.
Second, as photovoltaic becomes a ubiquitous energy carrier, the traditional concept of a single photovoltaic manufacturing enterprise will gradually fade away. Under the combined action of technology fission, new power system requirements and power computing synergy, photovoltaic is transforming into an energy carrier with scenario-defined form, cross-domain integration and ubiquitous value.
Third, under the condition of full market entry, electricity is restored to commodities, and the environmental attributes of new energy sources such as photovoltaics are property rights. The policy of guaranteeing quantity and price is withdrawn, and the era of full market entry and market pricing is coming. The construction of the national unified electricity market is accelerating, with full spot coverage, medium and long-term services, technical routes, project feasibility and trading strategies, all screened by real market price signals.
At the same time, Zhu Gongshan highlighted that with the full commercialization of electricity and the property rights of green value, "electric carbon factor" has become an indispensable and important value puzzle.
At present, China has established a normal update and release mechanism for electricity carbon factors, which realizes the fine accounting of time-sharing, zoning and partial pressure , and promotes its accounting standards to be in line with international standards. Relying on the mechanism of electricity carbon factor, the four linkages of green electricity, green certificate, carbon market and finance are building a closed-loop market with unified environmental rights and interests and carbon emission reduction value.
Finally, Zhu Gongshan emphasized that in 2026, the industrial paradigm revolution has been vigorous and irresistible .In the first half of the paradigm revolution of
photovoltaic industry, the core is the deep integration of AI + energy. In the future, there will be no pure power generation enterprises, only digital economic entities running on the energy network. Under the new paradigm of AI + energy, power is computing power, AI is power grid, and synergy is efficiency .
The second half of the industrial paradigm revolution is the space energy borrowed from heaven and earth. He said that breakthroughs have been made in the verification of perovskite/stack technology, and engineering reliability verification, mass manufacturing and system cost optimization are continuing to move forward. Once its radiation-resistant packaging passes, it is expected to enter the space application sequence within five to ten years.
In the future, the linear chain of "hair-transmission-distribution-use" will be compressed into the point-to-point delivery of the energy of heaven and earth. Space-based power station "wireless fixed investment" breaks the geographical shackles, reaches remote bases, reefs and emergency nodes, and saves thousands of miles of transmission corridor. The synergy of computing and electricity reaches the extreme in space, energy is produced and used immediately, and computing power is generated immediately.
The full text is as follows:
Breaking the Situation and Establishing a New Ecological Reconstruction: The Industrial Paradigm Revolution
in the AI Era In midsummer, we gathered at the SNEC event for the 19th time. Standing on this familiar stage, I am very impressed, not only to feel the tenacity of the industry after deep adjustment, but also to see the great power of paradigm transition and ecological remodeling. The past year has been a turning point for China's photovoltaic industry and even the global new energy industry. Comprehensive rectification of "involution" competition is deepening, policy guidance, market self-purification, technological breakthroughs, industrial self-discipline and other multi-dimensional joint efforts to promote the transformation of the industry in pain, awakening in reflection, and rebirth in change. At present, the photovoltaic industry is at the historical watershed from scale expansion to quality and efficiency leap, from manufacturing competition to system winning, from energy single product to digital intelligence ecology, and "industry difficulty" and "industry change" are evolving at the same time. A series of policy combinations have promoted the industry to clean up its source, keep the bottom line of long-term doctrine, and enter a new stage of high-quality development of head repair, tail clearance and value differentiation. The pain of the
skin, the understanding of the heart. The old development paradigm and industry narrative model have completely failed. In the past, the path of expanding production, reducing prices and grabbing scale has reached the physical limit. There is only one result of the zero-sum game in the whole industry-there is no winner in the fight in the mud pit. In the past, we always talked about scale, equated production expansion with development, and regarded low price as competitiveness. However, the installed capacity is not equal to the capacity, and the scale capacity is not equal to the effective output. Up to now, the total installed capacity of PV in the world has exceeded 3 terawatts, and the cumulative installed capacity in China has exceeded 1. PV has become the largest installed power supply in the world, and the industry is switching from scale to a new journey to realize the value of the system.
Scale is only the starting point, and value is the end point . Breaking the paradox that the larger the installation, the more difficult the absorption and the lower the value is a problem that all practitioners must face directly. The core value of PV is in line with the main contradiction of
Several major changes in the industry are quietly taking place:
First, from single power generation to optical storage coupling, silicon, lithium and carbon reconstruct the efficient base of the complex industry. Energy storage has changed from an additional item of strong policy allocation to a rigid demand for photovoltaic value realization, a stabilizer, a value amplifier and a revenue engine of the new power system. By the end of 2025, the cumulative installed capacity of new energy storage in China has reached 144.7 GW, ranking first in the world, accounting for 51. Independent energy storage accounts for nearly 60% of the global market, and the equivalent utilization hours have reached 1195 hours, which has greatly improved the utilization level. Long-term energy storage has crossed the performance threshold and jumped to the direction of economy and reliability. High-end lithium-ion materials verify the underlying logic of "good materials for good batteries". More strategically, the three major materials of silicon, lithium and carbon promote each other and couple with multi-material systems, merging the two core tracks of photovoltaic power generation and electrochemical energy storage on the same technological evolution path, and accelerating the integration of photovoltaic storage parity, photovoltaic storage longevity and photovoltaic storage calculation. Whoever can occupy the key node in the "material triangle" of silicon-lithium-carbon will be able to establish the first-mover advantage in the field of power batteries (energy storage batteries) and power batteries, and lock in the physical form and ecological position of the next generation energy system.
Second, as photovoltaic becomes a ubiquitous energy carrier, the traditional concept of a single photovoltaic manufacturing enterprise will gradually fade away. Under the combined action of technology fission, new power system requirements and power computing synergy, photovoltaic has jumped out of the traditional energy category and transformed into an energy carrier with scenario-defined form, cross-domain integration and ubiquitous value. Photovoltaic can be glass that can generate electricity, green functional building materials, transportation energy subsystem, flexible regulation unit of power grid, zero-carbon industrial raw materials, clean fuel of AI computing center, etc. The corresponding industrial logic and model, which we have shared with SNEC in previous years, will not be repeated. When photovoltaic is deeply integrated into construction, transportation, industry, agriculture, computing power and other industries and N + 1 scenarios, it also means that it has become a new type of infrastructure for full life cycle and full scenario applications. Personally, I think that next, the concept of a single photovoltaic manufacturing enterprise may disappear, and the manufacturing and energy attributes of photovoltaic will be separated to distinguish completely different formats. In this round of industrial competition, enterprises that have successfully overcome cyclical confusion and structural pains will evolve into digital energy asset operators, zero-carbon solution providers, AI + energy technology service providers, and so on, so as to appear on the stage of digital economy with a new face.
Third, under the condition of full market entry, electricity is restored to commodities, and the environmental attributes of new energy sources such as photovoltaics are property rights. The policy supports the horse, and the profit depends on itself. The policy of guaranteeing quantity and price is withdrawn, and the era of full market entry and market pricing is coming. The construction of the national unified electricity market is accelerating, with full spot coverage, medium and long-term services, technical routes, project feasibility and trading strategies, all screened by real market price signals. Under the change of industrial value logic, electricity is a commodity, green is an asset, and carbon is an accountable responsibility. The income structure of new energy is stratified, and the power, data and services derived from the whole life cycle are all valuable.The combination of
energy market, capacity/reliability mechanism, carbon/green certificate and PPA/medium and long-term risk hedging tools will test the technological advantages, curve management ability and intensive cultivation level of new energy enterprises. Optical storage coupling has achieved economical self-drive. Virtual power plant, as the core entrance to realize the value of photovoltaic system, forges flexible resource clusters through digital twins, AI scheduling and mass aggregation, solves the problems of absorption, grid-connected bottleneck and "duck curve" dilemma, enables enterprises to grasp the dominance of regional energy ecology, and promotes the scenery from "the pain of stabilizing the network" to the main force of the new power system. In addition, the relevant national policy documents have listed "the capacity of accepting distributed new energy to reach 900 million kilowatts" as one of the core indicators of the power grid platform in 2030. With the investment of 4 trillion yuan during the 15th Five-Year Plan period of the State Grid as the representative, the expansion of the main network framework, the integration and development of large power grids and micro-grids, and the simultaneous improvement of green power consumption and market value realization capacity.
Correspondingly, the regulation and supply services of coal and electricity also need to be clearly marked to reflect their multiple service values. As a "ballast stone" and "regulator", coal-fired power provides time buffer and physical support for a high proportion of new energy systems, highlighting the value of power services. We also call on the state to speed up the full and accurate implementation of the coal-fired power capacity tariff mechanism to make up for the shortcomings of the traditional electricity tariff model, so that all energy resources can be symbiotic and complementary, and get reasonable returns, and ultimately establish a healthy market ecology that is compatible with the new energy system. It is
particularly worth mentioning that with the full commercialization of electricity and the property rights of green value, the "electric carbon factor" has become an indispensable and important value puzzle. As a key parameter to measure the "carbon content" of electricity, the carbon factor accurately traces the carbon emissions of the power generation end to the carbon responsibility of the power consumption end, so that each kilowatt hour of electricity has a dynamic "carbon identity card". At present, China has established a normal update and release mechanism for electricity carbon factors, realized the fine accounting of time-sharing, zoning and partial pressure, and actively promoted its accounting standards to be in line with international standards. The "double carbon" target put forward by the state for six years can be accurately decomposed into the micro-measurement of each kilowatt-hour of electricity-who uses electricity, when uses electricity and where uses electricity, all of which correspond to clear carbon costs.
Relying on the mechanism of electricity carbon factor, the four linkages of green electricity, green certificate, carbon market and finance are building a closed-loop market with unified environmental rights and interests and carbon emission reduction value. In 2025, the number of green certificate transactions in China 9. During the same period, the annual turnover of carbon emission quotas in the national carbon market reached 2. The trend of monetization of green rights and interests is clearly visible, especially in the main battlefield of global energy transformation. Carbon chain
the past two years, on the SNEC stage, we have judged that the preview of photovoltaic industry before the coming of great changes has gradually bred major industrial mutations. In 2026, the industrial paradigm revolution has been vigorous and unstoppable:
the first half of the photovoltaic industry paradigm revolution is undoubtedly AI + energy. The two are not a simple superposition of technology, nor are they complementary functions of the energy base and the wisdom center, but a structured symbiosis of deep interaction. To break the dilemma of "the more intelligent AI is, the more energy it consumes", energy is not only the silent fuel of AI, but also the perception, thinking and decision-making of every kilowatt hour of electricity. The whole chain of energy production, transmission, consumption and governance, all intelligent bodies and intelligent States. The state plans "six networks" such as new power grid, computing power network and communication network, and computing power, land, labor and capital are listed as the four major factors of production. Green power → data center → big model → Token, the surplus power that is not easy to store and transmit far, is converted into digital services that can be circulated globally through bit flow, and compliance computing power enters the global trading system like crude oil. Optical storage integration provides stable green power, solid transformer support, perfectly adapts to AIDC green power direct-flexible power supply architecture, injects far more than 80% green genes into computing power, and realizes double delivery of computing power unit + carbon footprint voucher. The next wave of AI is physical AI, and the biggest constraint of physical AI is energy efficiency per watt. The token quantity per watt of green electricity output and the green cost per unit of computing power have become a new yardstick to measure the competitiveness of enterprises.
In the future, there will be no pure power generation enterprises, only digital economic entities running on the energy network. Under the AI + energy paradigm, power is computing power, AI is power grid, and synergy is efficiency. The big model is iterated twice a year, and the frequency of chip renewal is less than 12 months. Watt evolution must be synchronized with bit iteration in order to meet the requirements of AI extreme performance, architecture native synergy and green compliance. In this context, our new energy industry also needs to "fold logically" and explore the "Tao Law"-jump out of the traditional low-dimensional competition, upgrade the value of the whole chain, and draw the electricity-carbon-calculation Moore curve belonging to the sustainable AI era, so as to complete the upgrading of three major capabilities: First, build a large AI model of the whole value chain, simulate, predict and optimize the material molecules. To the full-dimensional operation of the global power grid system, the decision-making is based on scientific foresight; the second is to build a collaborative base for computing and electricity, and build the enterprise on the digital soil; the third is to embrace customized energy agents, and directly reach and solve the pain points of user value. The upgrade of the three capabilities will bring photovoltaic from the quagmire of cost competition at the manufacturing end to a new scenario of value creation at the system end. Photovoltaic enterprises have upgraded from power manufacturers focusing only on kilowatt-hours to multi-value service providers such as green power direct supply, computing power leasing, Token sales, AaaS subscription and AI factory solutions. The second half of the paradigm revolution of
photovoltaic industry is the space energy borrowed from heaven and earth.
If the first half of the paradigm revolution of photovoltaic industry is the symbiosis of Watt and bit, the second half is the dance of materials and aerospace. This is an epic expansion of the energy scenario boundary from land and sea to extraterrestrial orbit. Energy harvesting will break away from the filtration of the atmosphere and the day-night cycle of the earth's surface, and carry out a closer photosynthesis in a nearly ideal cosmic environment. Reusable rockets continue to drive down launch costs, huge commercial constellations create demand for scale, breakthroughs have been made in the verification of
With the old map, you can't find the new continent. At the same time as the photovoltaic paradigm revolution, it is a multidisciplinary and interdisciplinary technology cluster covering power electronics, digital technology, advanced materials, aerospace engineering, communication technology, wireless energy transmission and synthetic biology, which is far beyond the context of traditional technology routes in the industry.
These technological dividends from fusion are drastically eroding and reshaping the underlying logic of intellectual property rights. Intellectual property rights have moved from a single patent to a systematic patent package and merged into the industry patent pool. Technology leaders should not only build moats, control core interface standards and system architecture patents, but also strategically open source or authorize some basic technologies to expand system value with ecological partners. What is particularly worth strengthening is that the high-quality and high-fidelity data assets used to train AI energy models are more valuable than traditional patents, and the simulation models and digital twins derived from them are also the core trade secrets. When AI is deeply integrated into the whole process of the industrial chain, data goes to the cloud, storage and circulation, it also breeds risks such as AI reverse disassembly, crawler theft, data leakage and so on. We must upgrade the technological fortress, lock in data sovereignty, and protect the new energy ecological lifeline with a stronger intelligent shield.
Dear colleagues, looking up at this real and visible starry sky, it gives us confidence, hope and imagination, which is the positive energy that the industry needs to condense most at this moment.
The paradigm revolution has opened up infinite space, but the road ahead is not smooth. Between the old and new paradigms, there is a transition zone that must be crossed with all our strength. This requires us to break through the situation with a more three-dimensional strategic vision: to do one year is the art of living; to look at three years is the vision of the way; to think about ten years is the courage to define the future.
Photovoltaic people never indulge in fantasy, but they never lose their imagination. The challenges remain, but the prospects are bright. We should work harder than ever before, be more United, be more rational and self-disciplined, and be more passionate. We should stick to the long-term principle and refuse short-sighted competition. We should strengthen original innovation and grasp technological sovereignty. We should build a win-win ecological environment and protect energy security under open conditions. We should thoroughly break the traditional thinking cocoon house-the industry is not in the cold cyclical winter, but in the structural species evolution period of "spring breeze blowing again". As an industry veteran, I once again implore our media not to play up "how difficult" all the time, but to guide "how to change".
Finally, let's build a new industrial ecology with clear policy and market boundaries, rigid and flexible constraints and guidance, and equal emphasis on long-term value and innovation drive. To achieve the goal of double carbon and contribute wisdom and strength to the community of human destiny.
Spring is not elsewhere, but at the next stop we are about to arrive together.
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