Recently, photovoltaic seems to be lively again.
On September 4, Dajiang , the world's leading civil UAV company , launched a balcony solar energy system at the International Consumer Electronics Exhibition in Berlin, Germany. At the same time, BYD , a leading new energy car company , has put household photovoltaic systems on the shelves of hundreds of car dealerships in Brazil.
These two pieces of news have aroused heated discussion in the photovoltaic industry.
While everyone was still in shock, on September 7, Bull Group announced that it had held a signing ceremony on September 4 to acquire Avo New Energy , a photovoltaic inverter company . Bull Group said that the acquisition will effectively supplement its technical reserves, product layout and global customer resources in the field of new energy, and further improve the company's "light-storage-charge-distribution" integrated system solution layout.
In addition, there is news that millet group is exploring the application scenario of vehicle photovoltaic.
In addition to the above enterprises, Bicheng Energy, which was born in the traditional real estate industry, announced on September 2 that it had completed hundreds of millions of yuan of C1 round financing. The company, formerly known as Baobi New Energy, was hatched from a base jointly established by Poly Capital and Country Garden Holdings Venture Capital, and entered the industrial and commercial distributed photovoltaic track in 2022.
Last month, on August 12, Hekang Xinneng released a revised draft for 2026, intending to raise about 16.
Why did they collectively "stare" at the influx of many well-known photovoltaic
enterprises, which made people feel like a world apart, and the photovoltaic industry seemed to be a "cross-border upsurge". But this time, the choice is not the manufacturing end, but the downstream terminal . 2021-
2023 is the peak period of the photovoltaic industry. Every year in these three years, a large number of enterprises choose to cross the border into the photovoltaic industry, or to find a new growth pole of performance, or to put all their eggs in one basket to transform and save themselves. At that time, these cross-border enterprises almost focused on the manufacturing links of the main photovoltaic industry chain. But now the photovoltaic manufacturing sector has "collapsed in an all-round way". According to the statistics of Digital New Energy DataBM. Com, from the fourth quarter of 2023 to the second quarter of 2026, 34 A-share listed photovoltaic main industry chain enterprises have shown losses for 11 consecutive quarters. Total loss 1501.
It can be seen that although the photovoltaic manufacturing industry is still experiencing a bloody storm, green low-carbon energy is still the main line of future development, and the development space is still broad. But for photovoltaic, the current industry is changing rapidly: from "capacity is king" to "demand is king".
Once, in order to get rid of external constraints, Chinese photovoltaic enterprises worked hard to overcome technical problems, polish products, and strive to "make good products". Today, China's photovoltaic industry has become the world's "hegemony", the most important thing is all kinds of "good products", but the lack of good products to play space. This requires photovoltaic enterprises to develop more market demand in addition to the common household distribution and industrial and commercial needs. Therefore, "scenario-based application capability" has become the new core of competition for enterprises.
This is an advantage for cross-border enterprises such as Dajiang, Bull and the United States. Traditional photovoltaic enterprises mainly focus on B-end (enterprise end) and attach importance to channels, but today's cross-border enterprises mainly do C-end (consumer) business, which is better at creating various scenarios and creating consumer pain points, relying on the past years of market operation has already accumulated mature scenario-based solutions.
For example, the balcony solar energy system launched by Dajiang for overseas markets mentioned above. In fact, balcony PV is not a new concept in the PV industry. As early as a few years ago, In addition, compared with traditional photovoltaic manufacturing enterprises, the above-mentioned cross-border enterprises hold more perfect sales network and well-known brands. The layout of photovoltaic is not to transform into a photovoltaic enterprise, but to empower its own products or brands-using photovoltaic technology to enrich the use scenarios of its own products and enhance the added value of the original product line.
For these cross-border people, photovoltaic is not the end, but the grasp .
At present, the increase of many cross-border players is a positive signal for the whole industry, which means that the photovoltaic track still has room for growth. But for traditional photovoltaic enterprises, the challenge is not only the increase of competitors in the market, but also the rewriting of competition rules. It is far from enough for enterprises to rely solely on "good products", but they may also have to build a deep sinking sales network, create more penetrating brand influence, and develop more diversified innovative application scenarios, which also means higher investment. In the current collective blood loss of photovoltaic enterprises, to carry this part of the cost, enterprises not only have tremendous pressure, but also need to take great risks, it is likely to invest a lot of resources with little effect. There are two sides to
everything. Cross-border entry has also opened up more abundant application scenarios for photovoltaic products. And most of these players are not involved in the manufacturing sector, for traditional photovoltaic enterprises, rather than regard them as rivals, it is better to take the initiative to explore cooperation and seek win-win situation.
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