DBM Video: Interview with DBM: The Second Half of Photovoltaic, JA Jingao's New Ideas for Solving Problems

2026-06-25 09:33:17

I am very glad to meet Liu Shuo, President of JA Jingao Brand and Marketing Center, at the SNEC exhibition in 2026. We know that at this SNEC exhibition, you Jingao made a brand new appearance. So what are the core themes and keywords of this brand renewal?

I am very glad to meet Liu Shuo, President of JA Jingao Brand and Marketing Center, at the SNEC exhibition in 2026.

We know that at this SNEC exhibition, you Jingao made a brand new appearance. So what are the core themes and keywords of this brand renewal?

This is a major renewal, and we have made a renewal of the whole positioning. You can understand that we have changed from a supplier role to a green energy partner role. The biggest difference here is that in the past, we only developed, produced and sold products, but now we hope to integrate our experience in the whole industry for more than 20 years and our layout in the whole ecosystem to provide different solutions for thousands of industries. In such a logic, we need to make a brand new update. In the past, Jingao would use our products as the first interface with the market to communicate with you through components , energy storage and smart energy. Now we have integrated all these parts into the concept of "One Jingao". We hope that through the brand concept of "One Jingao", we can help these customers who are facing thousands of industries, and better enable them to do this kind of energy transformation in the era of green energy. Internally, we say that we used to be a company selling goods, and we will be a company providing capabilities in the future, which is the overall solution. We hope to be able to provide different green energy needs with corresponding energy capabilities that meet their needs, whether regional or industrial.

So what triggered Jingao to carry out such a comprehensive upgrade?

You just talked about the computing power, and you have laid out some corresponding services according to the trend of the development of computing power. Now, in fact, the overall solution of the component enterprise will be laid out towards the subdivided application scenarios. In the area of Jingao, what kind of service plans will you provide for different application scenarios through the overall brand upgrade?

Jingao itself, in our previous traditional component business, we have subdivided a lot of different scenarios. From the desert blue that you may be familiar with, including azure blue, in fact, we have also launched a new generation of desert blue products this year, and our soaring blue, such as anti-bird droppings products in the fishing light or the seaside environment. In fact, all of these scenario-based component solutions are only a small part of what we have today. Because we want to make a solution that integrates light, storage and intelligence, what kind of environment matches what kind of components, what kind of energy storage equipment and components to match, what different related components we need later, or different ecological products to cooperate with us, How do we use a set of AI algorithms and our smart energy management system to help different industries better solve their electricity value? This is actually the service we provide as a whole. It will be involved in the service, and each industry has different special needs. Like the AIDC industry you just mentioned, this is also a very important industry that we have been laying out. Of course, we also see that the industry will grow very fast with the rise of the whole computing power. So for us, we now have a dedicated internal team to see how we can provide a complete set of solutions in the AIDC industry. From the front-end electricity, the entire power generation, to our energy storage, and then to the management system, this thing is actually all customized for us. In other words, even a scenario like a computing power center has different needs in different areas. Some are around the city, and some are, for example, in the Shago wasteland area. There are thousands of different changes in the solution of this product corresponding to all these different needs. Now we are focusing more on different changes and how to provide good solutions in different scenarios.

This is equivalent to saying that you want to achieve the effect that 1 + 1 is greater than 2.

Yes, it's actually a lot for us. Because we are now more, when we provide a green energy platform, we are a hub, we are a platform. We hope that all functions or parts of the ecology can be connected. After generating this platform, we will be able to provide better green energy capabilities to any industry like AIDC.

Then what you are going to serve next may not only be the problem of a power station, but also the whole data computing center. How do I plan my electricity and its electricity consumption.

Yes, let me give you a few examples. The power station was the business of the traditional photovoltaic enterprises at that time. Now, for example, like the computing power center you just mentioned, it needs its own entire energy system. We are still discussing, for example, green transportation, and there are many of them now. We are now doing a lot of low-carbon high-speed or zero-carbon high-speed. It is also necessary to build high-speed, high-speed on both sides, from photovoltaic to energy storage, and then to the computing power you mentioned, how to solve all the electricity consumption around the high-speed. That's what we're looking at right now.

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Correlation

On October 15, the People's Government of Xiangshui County, Yancheng City, Jiangsu Province issued the Announcement on the Stability Evaluation of the Decision-making Matters of the 300 MW Centralized Photovoltaic Project of Xinghai New Energy Co., Ltd. in Xiangshui County.

2026-10-17 10:30:19

On October 13, Guodian Electric Power Inner Mongolia Comprehensive Energy Guodian Electric Power "Mengdian into Anhui" New Energy Base Overall Implementation Plan and Feasibility Study Report Compilation Service Public Bidding.

2026-10-16 16:21:29

On September 16, Fumin County, Kunming, Yunnan Province, held a 2026 investment promotion docking meeting for the green energy industry chain. Fumin County Development and Reform Bureau has signed four investment invitation agreements with China Energy Construction, Huaneng Xiongfei, Yibin New Energy and China Coal Southwest Branch respectively.

2026-10-16 11:17:13

Operating income in the third quarter was RMB13.062 billion, representing a year-on-year increase of 109.03%; net profit attributable to parent company was RMB755 million, representing a year-on-year increase of 35.62%.

2026-10-16 09:50:27

Old iron, just after the National Day holiday, the component market has ushered in a wave of adjustment-six manufacturers have lowered their quotations, the overall decline of 1 to 3 points, and this wave of price reduction is not over yet. Recently, the demand of overseas component market has not met expectations, the distributed market continues to be depressed, the shipment of component manufacturers is mainly supported by domestic centralized projects, the inventory has been relatively high, from the supply and demand point of view, the price of components can not find support at present.

2026-10-15 17:10:30

On October 13, Inner Mongolia Lvneng Chuangyan Qingshuihe County 600 MW/2400 MWh Independent Energy Storage Project EPC started bidding, the tenderer is Lvneng Chuangyan Investment and Development (Guangxi) Co., Ltd., the total investment of the project is about 2.4 billion yuan, equivalent to EPC unit price of about 1 yuan/Wh.

2026-10-15 16:48:18

On October 15, Zeng Yuqun, chairman of Ningde Times, donated 1.5 million shares of Ningde Times to Ningde Institute of Advanced Studies of Shanghai Jiaotong University at the 2026 World Energy Storage Conference, which is worth about 400 million yuan according to the current share price.

2026-10-15 15:22:38

On October 14, Deye disclosed its performance pre-increase announcement for the first three quarters of 2026. It is estimated that in the first three quarters of 2026, the net profit attributable to the owner of the parent company will be 4.22 billion yuan to 4.32 billion yuan, an increase of 1.873 billion yuan to 1.973 billion yuan, an increase of 79.81% to 84.07% compared with the same period last year. Net profit in the third quarter is expected to be 1.503 billion to 1.602 billion.

2026-10-15 11:03:53

On October 12, Xinjiang Changji Hutubi 400MW Photovoltaic Project EPC General Contracting Project (Bid Section II: 250MW Photovoltaic) was tendered.

2026-10-14 16:30:54

Around 11 am local time on October 12, a fire broke out in the finished product warehouse of a lithium battery manufacturing plant in Tangjin, South Korea. After receiving the alarm, the local fire department rushed to the scene, and the fire was completely extinguished at 1:58 p.m. that day.

2026-10-14 15:39:58

Sudden changes in the billion-level energy storage project in Jimotai District, Qingdao, Shandong! On October 11, the local trading platform issued a notice of bid rejection, and the EPC project of the second phase of energy storage in the urban distribution network with a total investment of more than 1 billion yuan was terminated.

2026-10-14 11:07:43

Recently, the three major photovoltaic sand control projects of Huadian, Huaneng and CGN in Alashan, Inner Mongolia, have been put on record, with a total investment of over 8.3 billion yuan and a total installed capacity of 3.5G W, all of which are included in the implementation list of photovoltaic sand control experimental projects of Alashan League published by the Energy Bureau of Inner Mongolia Autonomous Region on September 28.

2026-10-14 10:30:29

On October 12, Nandu Power issued a major litigation announcement. The company and its four subsidiaries, including Yangzhou Nandu, recently received a summons from the Yangzhou Intermediate People's Court. Due to disputes over financial loan contracts, they were sued by Yangzhou Hanjiang Branch of China Construction Bank, involving 210 million yuan. At present, the case has been filed and the first instance has not yet been heard.

2026-10-13 17:08:00

On October 9, Inner Mongolia Huida Yidao New Energy Technology Co., Ltd. was approved to upgrade the production line of high-efficiency N-type TOPCon photovoltaic modules.

2026-10-13 16:40:59

Recently, the Zhejiang Energy Bureau issued the Zhejiang 2026 New Energy Storage Project Construction Plan. A total of 26 projects are included in the plan, with a total scale of 1.67 GW/3.38 GWh, involving China Resources/State Power Investment/Datang/Zhengtai/Xinwangda/Jingke, etc.

2026-10-13 15:15:12

The photovoltaic industry held another "closed-door meeting", and this time it also finalized the bottom line of the sales price of silicon materials and components! On October 12, media reported that Tongwei, Xiexin and other head photovoltaic enterprises held a closed-door meeting in Hangzhou on the 11th.

2026-10-13 11:33:54

On October 10, CGN New Energy Ningxia Lingwu 500 MW/2 GWh grid-side shared energy storage power station EPC tender, the tenderer is CGN New Energy Lingwu Co., Ltd., plans to start construction on November 20, 2026, and complete all grid-connected power generation by May 10, 2027.

2026-10-13 11:13:24

On October 8, the Ecological Environment Bureau of Meishan City, Sichuan Province, issued an announcement on the ecological environment impact assessment document of the "High-efficiency Crystalline Silicon Solar Cell Intelligent Technology Upgrading and Renovation Project".

2026-10-12 17:20:24

On October 12, South Grid Energy Storage announced that on October 10, the board of directors of the company received a written resignation report submitted by Chairman Liu Guogang. As he reached the legal retirement age, Liu Guogang applied to resign as chairman, director, member of the Strategic and Sustainable Development Committee, convenor and member of the Nomination Committee of the ninth board of directors of the company. Liu Guogang's resignation will take effect on the date of the election of the new chairman of the company.

2026-10-12 17:06:15

On October 10, Ningde Times and Celis Group signed a long-term strategic cooperation agreement in Chongqing, and the two sides will deepen cooperation in battery safety, industrial chain coordination, global ecological cooperation and other fields.

2026-10-12 15:28:56

On the evening of October 11, Apollo Power, a listed company in Taiwan, announced the conclusion of the "AIDC and Enterprise Strong Grid Cooperation Strategic Alliance" with Taiwan Tesla Automobile Co., Ltd., Gigabyte Technology, Qunlian Electronics and Shilin Electric Machinery Factory.

2026-10-12 11:38:52

On October 10, the successful candidate for the 600MW pEPC general contracting project of Section II of Zhongxinjian Shima Bingdi Fusion 2G W Photovoltaic Base Project (Manas Jieyun 0.98GW) was announced.

2026-10-12 11:25:11

As of the close of September 30, the total market value of 107 listed companies related to the photovoltaic industry was 202.16 billion yuan, which was 147.8 billion yuan less than beginning of September, and 433.5 billion yuan less than January 5 this year, or 17.66%.

2026-10-11 10:30:49

On October 9, China Water Conservancy and Hydropower Fifth Engineering Bureau Co., Ltd., a subsidiary of China Electric Power Construction, disclosed that the 300000 kilowatt photovoltaic composite project in Futula, Lingwu City, Ningxia, was officially started. 

2026-10-10 17:30:33

On October 9, the Zimbabwean government officially made it clear that the ban on the export of lithium concentrates, originally scheduled for January 2027, would not be extended.

2026-10-10 15:24:59

On October 8, Shaanxi Development and Reform Commission issued the Announcement on Decentralized Wind Power and Small Ground Photovoltaic Power Station Projects in Shaanxi Province in 2026.

2026-10-10 10:30:29

In the next step, Xinjiang Energy Regulatory Office will continue to strengthen the normal supervision of grid-connected operation of energy storage, focus on the rigid implementation of dispatching discipline, intensify the verification and disposal of violations, resolutely put an end to all kinds of grid-connected violations, guide energy storage enterprises to operate in accordance with the law, maintain a fair and orderly power market order, and build a strong line of defense for grid security and stability.

2026-10-10 09:35:22

On October 8, Shanxi Energy Bureau issued the announcement on the scale list (supplement) of the third batch of wind power and photovoltaic power generation projects to be abolished in 2026. It is proposed to abolish 8 wind and solar projects with a total scale of 458,300 kW reported by Lvliang and Changzhi, including 6 photovoltaic projects with a scale of 358.3 MW and 2 wind power projects with a scale of 100 MW.

2026-10-09 16:30:57

On October 8, Ningxia Xindian Huitong Zhongning County 200 MW/800 MWh Energy Storage Power Station Project issued a tender announcement, the tenderer is Ningxia Xindian Huitong New Energy Technology Co., Ltd.

2026-10-09 15:14:49

On September 28, Xuzhou Xinrui Lithium Power 400000 tons of lithium iron phosphate project officially started construction in Xuzhou Jingkai District, Jiangsu Province.

2026-10-09 11:35:21

Recently, China Nuclear Group announced the successful candidates for the first-level centralized procurement project of lithium iron phosphate energy storage system from 2026 to 2028.

2026-10-09 10:57:39

Reuters reported that on September 29, local time, Tesla disclosed through regulatory documents that it had signed a total of $30 billion (about 201.647 billion yuan) credit agreement, including $20 billion in deferred term loans, $8 billion in five-year revolving credit and $2 billion in 364-day revolving credit.

2026-10-08 16:42:14

On October 1, the media reported that new progress had been made in lithium prospecting in western Sichuan, with an additional lithium carbonate equivalent of about 1.0468 million tons. After the completion of the reserve increase, the cumulative lithium carbonate equivalent of Maerkang Jiada Lithium Mine in Sichuan reached 2.531 million tons, further expanding the scale of the deposit and continuing to consolidate its status as a super-large pegmatite lithium mine.

2026-10-08 16:20:41

Tianci Material, the global electrolyte leader, has officially entered the countdown to H-share issuance! On October 5, Tianzhi Material passed the hearing of listing on the main board of the Hong Kong Stock Exchange, with JPMorgan Chase, CITIC Securities and Guangfa Securities as co-sponsors, which is closer to the listing of A + H.

2026-10-08 11:51:57

On September 29, the first pilot project of source-network-load-storage integration in Yunnan Province, the source-network-load-storage integration project in Kaiyuan Chemical Industry Park, started in Honghe Prefecture, which is also the first project of the same type in the province to obtain grid-connected approval, complete approval and start construction.

2026-10-08 11:31:43

State Energy Group's Longyuan Electric Power official disclosed on September 24 that recently, its 11 million kilowatt new energy project in Badain Jilin Desert Base in Gansu Province was officially approved by the Group.

2026-10-06 10:30:56

At 10 A. M. on September 27, the 120 MW photovoltaic power generation project of Qingxiangshu (Phase II) in Shuangbai County, Datang County, Yunnan Province officially held a commencement ceremony and entered the critical stage of construction.

2026-10-03 10:30:55

On September 28, the official website of the Energy Bureau of Inner Mongolia Autonomous Region published a list of the implementation of the photovoltaic sand control experimental project in Alxa League.

2026-10-01 10:30:50

On September 29, Shanxi Energy Bureau announced the list of the third batch of wind power and photovoltaic power generation projects to be abolished in 2026, and proposed to abolish 17 projects with a scale of 1.517 million kilowatts, including Datang Huike Xinghualing 100MW wind power, including 994,000 kilowatts of wind power and 523,000 kilowatts of photovoltaic power.

2026-09-30 17:20:44

On September 28, Guoxuan Gaoke announced that it would set up three joint ventures with Volkswagen's PowerCo SE in Spain, Slovakia and Morocco to build lithium battery and lithium iron phosphate cathode bases with a total investment of 3.222 billion euros (equivalent to 246.06 yuan). Among them, China Xuan contributed about 1.598 billion euros.

2026-09-29 16:47:25

Recently, there are rumors that the 100,000-ton polysilicon plant of Oman United Solar Energy Company has been completely shut down, and the process, equipment and operation technical teams stationed in China have received a holiday notice and are leaving for home in batches, with a tentative period of six months.

2026-09-29 15:43:32

On September 28, Beijing Guozong Green Energy Integrated Energy Services Co., Ltd. announced the results of centralized procurement suppliers of lithium iron phosphate electrochemical energy storage system equipment in the second half of 2026, which were divided into three bidding sections and 36 enterprises were shortlisted, with an estimated procurement scale of about 4 GWh.

2026-09-29 14:49:53

Recently, Dongyang Branch of the Bureau of Ecology and Environment of Jinhua City, Zhejiang Province, plans to approve the EIA document of Hengdian Dongci's new high-efficiency lithium battery project with an annual output of 10 gigawatt hours.

2026-09-29 11:11:11

On September 24, Yiwei Lithium Energy announced the transfer of 45% of Hubei Enjie's equity to Shanghai Enjie at a price of 1.15 billion yuan. Yiwei Lithium Energy said that the main reason for the transfer was to optimize the asset structure, concentrate superior resources to develop the main business, recover investment costs and improve asset liquidity.

2026-09-28 15:34:43

On September 23, Chenfeng Science and Technology announced that the consortium of holding Sun Company signed a termination agreement to terminate the EPC contract of 200MW/800MWh grid-side independent energy storage power station in Erlianhot City, Inner Mongolia, with a total contract value of 712 million yuan.

2026-09-28 11:13:29

On September 22, Fujian Datang International Ningde Power Generation Co., Ltd. and Fujian Taining Industrial Park Management Committee signed an investment agreement on "Datang Group Taining Dayangping 130MW Roof Photovoltaic Power Station Project".

2026-09-26 10:30:40

On September 23, Zhongneng Digital Technology (Jiangxi) Co., Ltd. issued a tender announcement on the design, procurement and construction of the EPC general contracting project of Shache 300000 kilowatt photovoltaic sand control integration project.

2026-09-25 10:30:24

On September 24, the National Energy Administration released the national electricity statistics from January to August. From January to August, the newly installed PV capacity in China was 97.19 GW, representing a year-on-year decrease of 134.53 GW or 57.54%.

2026-09-24 14:17:16

On September 21, Honghe Prefecture of Yunnan Province was included in the announcement of the first batch of new energy project owners in Yunnan Province in 2026. There are 30 preferred projects with a total scale of 2.46 GW. A total of 2.234 GW new energy projects in 27 bid sections have been optimized, including 15 photovoltaic projects with a scale of 1.04 GW.

2026-09-24 10:30:55

Old friends, in the first half of the week, the component quotation went to two extremes-the low-efficiency products hit the bottom in batches, and the quotation went all the way to the bottom; but the price of the high-efficiency products not only stabilized, but even rose a little.

2026-09-23 17:12:22

According to the China Cement Net Market Data Center, the overall trend of the cement market in the southwest region this week is divided, with different strengths and weaknesses. Chongqing pushed up, Sichuan partially fell back; some areas in Yunnan and Guizhou tried to push up again on the basis of the previous fall, but the overall terminal demand was weak, and the sustainability of the price increase in each region remained to be observed.