Gao Jifan: Photovoltaic Industry Is Entering a New Stage of Competition in Technology, Quality and Value

2026-05-21 09:53:45

The photovoltaic industry has shifted from scale expansion to a new competitive stage with technology, quality and value as the core.

On May 19, Gao Jifan, chairman and CEO of Trina Solar, was invited to attend Jinglong Group's high-quality development conference and delivered a keynote speech on global energy change, China's photovoltaic industry transition and high-quality development path. Gao Jifan pointed out that although photovoltaic is affected by cyclical fluctuations, it will become the main body of energy in the future. The industry is entering a high-quality development stage of technological breakthrough, intelligent change and quality victory.

高纪凡:光伏行业正迈入技术、品质、价值竞争的新阶段1

Gao Jifan expressed his warm congratulations on the 30th anniversary of the founding of Jinglong Group. Looking back on the 30 years of the photovoltaic industry, it is the leading enterprises in the industry that have worked side by side to jointly promote China's photovoltaic industry from a difficult start, controlled by others, to overcome difficulties, break through against the trend, and then to the global leading and overall leading history of entrepreneurship and innovation. From the difficult start in 1996 and the "three heads outside" to the global leading position in the whole industry chain of silicon materials, silicon wafers, batteries and components and the dominance of the supply chain, China's photovoltaic industry has completed a magnificent transformation from a "chaser" to a "leader". By 2025, renewable energy accounted for 33.8% of global power generation, historically surpassing coal-fired power and becoming the world's largest source of electricity. The cumulative installed capacity of photovoltaic power in the world has exceeded 2700 GW, ranking the largest incremental power source in the world, in which China's photovoltaic power has played a huge role.

Gao Jifan pointed out that the photovoltaic industry has officially entered a new cycle of high-quality development with technological breakthrough, intelligent change, quality winning and value being king. Technological innovation is the core foundation of steady and far-reaching development. At present, the photovoltaic industry is forming a new pattern of all-round energy reconstruction, such as integration of light and hydrogen storage, green power intelligent computing, space photovoltaic , etc. Industrial innovation is moving from a single efficiency improvement to a multi-dimensional collaborative breakthrough in materials, technology and scenarios.

In the field of ecological management, the Shage wasteland model of "generating electricity on the board, planting green under the board and herding sheep between the boards" has turned desert into oasis and Gobi into granary, realizing the triple benefits of generating electricity, fixing sand and enriching the people. New formats such as offshore photovoltaic, fishing-photovoltaic complementary , photovoltaic hydrogen production and so on have landed rapidly, making use of marine resources to promote the low-carbon transformation of the blue economy. In the field of urban and rural development, zero-carbon parks, zero-carbon buildings and zero-carbon transportation are widely used, and rural household photovoltaic and village-level power stations are blooming everywhere to promote rural revitalization with green energy. At the forefront of energy and digital integration, artificial intelligence and new energy are being deeply integrated, and "computing power synergy" has become a national strategy. "The photovoltaic industry has been upgraded to the core industry of ensuring national energy security, supporting the new power system and serving the space strategy, from the coordination of ground photovoltaics and hydrogen storage, the upgrading of digital intelligence to the enabling of space photovoltaic." Gao Jifan said. During this year's Two sessions, Gao Jifan also explicitly mentioned that space photovoltaic is one of the key development directions of Trina Solar in the future.

It is worth mentioning that Trina Solar took the lead in anchoring the strategy of "computing power synergy" at the beginning of 2025, actively constructing the solution of "integration of light and storage", and using the grid-type energy storage technology to intelligently link and effectively coordinate the unstable new energy supply with the power demand of the computing power center. The company participated in the construction of Sanjiangyuan Green Power Intelligent Integration Smart Microgrid Demonstration Project, with a green power absorption rate of 100%, which is known as "the world's first zero-carbon benchmark" . It has become a typical model of "computing and electricity collaboration" for national and global promotion.

From the early co-construction of industry standards, to the joint promotion of technology value competition, farewell to low-price involution, to the joint launch of the first patent pool in China's photovoltaic industry this year, Trina Solar and industry leaders have always been working side by side to continue the friendship of cooperation. 2026 is the first year of the 15th Five-Year Plan and the key year for the photovoltaic industry to further rectify the involution competition. Trina Solar will continue to deepen its collaboration with leading enterprises in the industry and continue to make breakthroughs in the direction of high-value innovation. Including the mass production of perovskite laminated battery technology, the commercial deployment of space photovoltaic, the global promotion of grid-type energy storage, the deep integration of green power intelligent computing and AI industry, the protection of intellectual property rights and the construction of patent pools and other strategic areas, we will work together to strengthen the green zero-carbon industry and promote the green zero-carbon industry. The photovoltaic industry has entered a new stage of high-quality development of technology, quality and value competition.

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The photovoltaic industry has shifted from scale expansion to a new competitive stage with technology, quality and value as the core.

2026-05-21 09:53:45

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