On January 24, the silicon rod project changed!"!
In the announcement, Trina Solar revealed that 20GW of the first phase of the 35 GW Czochralski single crystal project has been put into operation and reached the expected usable state, and the second phase of the 15GW project will no longer be implemented . According to
the data, Trina Solar's annual output of 35 GW Czochralski single crystal project originally planned a total investment of 85.
For the reason of this change, Trina Solar said: According to the prudent decision made by the company's business development needs and the construction of the project, this change is conducive to improving the efficiency of the use of raised funds, rationally optimizing the allocation of resources, enhancing the synergy effect of the company's industrial chain and consolidating its market position.
According to the announcement, the total investment of the distributed intelligent photovoltaic power station construction project is 3.4 billion yuan , and the installed capacity is about 245 MW . The construction site is located in Jiangsu Province, Anhui Province, Zhejiang Province, Guangdong Province and other places, and the project unit is Lishuiguang Innovative Energy Co., Ltd. (Tentative name, subject to subsequent industrial and commercial approval). The project is expected to be completed and put into operation by the end of 2026.
For the photovoltaic power station project, Trina Solar estimates that the annual income of the above photovoltaic power station project is expected to reach 283.8347 million yuan after stable operation. Net profit is expected to reach 9,490.3-year
target net profit of nearly 10 billion!
According to the announcement, the company's incentive plan proposes that "the net profit in 2026 is not less than 200 million yuan " and "the cumulative net profit from 2026 to 2027 is not less than 3.4 billion yuan ". Performance appraisal targets such as "the cumulative net profit from 2026 to 2028 is not less than 9.6 billion yuan ". The total number of incentive objects granted for the first time involved in this
incentive plan is 1299 , accounting for 4.33% of the total number of employees of the company (based on the total number of 29,975 employees as of December 31, 2024). The grant price of the restricted shares under the first grant is 10.
Incentive Participants include directors, senior management, core technical personnel and other personnel (excluding independent directors) deemed by the Board of Directors to be in need of incentive. It includes the actual controller, Gao Jifan, a shareholder holding more than 5% of the company's shares, Gao Haichun, his daughter, and some foreign employees.
On January 20, Trina Solar issued a performance forecast for 2025, predicting an annual net loss of 6.5-7.5 billion yuan . In addition, it has lost 3.443 billion yuan in 2024 . The cumulative loss of the two fiscal years is about 99.43-109.
This means that Trina Solar predicts that the company will return to the growth track in the next three years. Performance will also usher in a sharp reversal . In my opinion, the setting of the above performance appraisal objectives
of Trina Solar Energy is not only its full confidence in its own business ability, but also reflects the company's confidence in the industry's recovery and return to a high growth model.
Although Trina Solar said that the incentive plan does not constitute any commitment to the company's future profitability and operating performance, for the photovoltaic industry, which continues to be in the cold winter and suffers huge collective losses, Trina Solar, as a leading enterprise, has undoubtedly released a very strong boost signal to the outside world through this announcement. Where
does Trina Solar's confidence come from? "When will the dawn come?"? Why
does Trina Solar dare to put forward the above performance appraisal objectives at this time? Where does the confidence come from?
Trina Solar also mentioned in the incentive plan to explain its rationality: "The company further optimizes its business structure." It forms a four-dimensional business matrix of photovoltaic products , energy storage business , system solutions and digital energy services , aiming at deepening the solution business and creating a second growth curve. Cultivate new business growth points, transform and upgrade from photovoltaic product manufacturers to photovoltaic and energy storage smart energy solution providers ..
The author believes that, first of all , energy storage is the key source of Trina Solar.
Although turned a quarterly profit in the second quarter of the https://www.databm.2025
year.". In the 2025 performance loss forecast, Trina Solar revealed that its energy storage business achieved rapid growth in overseas market shipments, and its market share increased significantly.
Earlier, at the third quarter performance presentation in early December 2025, Trina Solar said publicly: (2026) The market demand of the photovoltaic industry is generally stable. Energy storage industry market demand is expected to usher in greater growth .
In 2026, Trina Solar plans to ship 15-16 GWh of energy storage, with orders in hand exceeding 12 GWh. The company expects a further increase in the proportion of exports in 2026.
https://img7.ccement.com/news/2601/richtext/img/69773b8696f329382513.
the recent past, With the rise of the concept of commercial aerospace and space computing power, "space photovoltaic" has also exploded and is widely sought after. Many photovoltaic enterprises responded quickly. Next to seize the new track (for details, please click: market demand is the most concerned issue in the current photovoltaic industry.". The explosion of space photovoltaics has brought "new hope" to the photovoltaic industry.
Trina Solar believes that with the continuous progress of recoverable rocket technology, space photovoltaic is expected to become a trillion-level market in the future.
It is reported that Trina Solar has carried out a long-term and complete layout in the three major directions of space photovoltaic-related crystalline silicon cells (HJT, etc.), perovskite tandem cells and III-V gallium arsenide multi-junction cells. According to the company's activity record on January 15, the company's crystalline silicon products have some cooperation with European and American aerospace companies. The current commercial cooperation is mainly aimed at products such as perovskite and crystalline silicon stacks, and is aimed at satellite customers.
At the same time, the photovoltaic industry chain has been gradually repaired.
With the launch of the anti-involution campaign in 2025, the self-discipline work of the photovoltaic industry has achieved initial results. Trina Solar revealed that the focus of the industry in 2026 is to promote the battery " The core of the photovoltaic industry chain is still the balance between supply and demand. In 2025, while strictly controlling the supply side of the photovoltaic industry, China will intensively introduce favorable policies on the demand side to continuously promote the industry to move towards a balance between supply and demand. In the short run, the photovoltaic industry still needs to experience the pain of the adjustment period, but in the long run, the industry will enter a new stage of more rational and healthy high-quality development.
Postscript
According to the digital new energy DataBM. Industry insiders said that this shows that enterprises are the common judgment of the industry trend.
However, under the current situation of "internal and external difficulties" in the " < a href =" https://www.databm.com/news/68876270874406115. ", whether photovoltaic enterprises can achieve the goal of turning around their losses as scheduled. We'll see.
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