Recently, Gao Jifan and Qu Xiaohua, chairmen of
Trina Solar
said that the current photovoltaic industry has entered the tail stage of the U-shaped cycle. The company is confident to achieve its own performance recovery before the industry.
Trina Solar revealed that there is no new photovoltaic
technology, Trina Solar revealed that it synchronously promotes TOPCon and THBC technology routes. Among them, TOPCon3. For THBC technology, the company is accelerating the full industrialization and building a 500 MW pilot line in 2026 .
In addition to the main photovoltaic industry, Trina Solar said that energy storage business, system solutions business and digital energy business currently account for 30% of the total business, and plans to continue to expand to 50% in the future.
Regarding the current situation of the photovoltaic industry, Atlas said: "2026 is the crucial year for the governance of the photovoltaic industry.". Under the advocacy of the national "anti-involution" policy, the industry has gradually formed a consensus to regulate production capacity and curb low-price competition through self-discipline, and to promote the orderly withdrawal of backward production capacity. At present, the industry's determination to "anti-involution" has increased significantly, and active contraction of supply is expected to become a more common phenomenon.
At present, Atlas adopts the strategy of "market for profit" in photovoltaic business, which gives priority to ensuring profitability, focusing on core high-quality markets and channels, rather than maintaining market share through loss expansion. In the first quarter of 2025, the company's module shipments were 1. According to Digital New Energy DataBM.
Atlas revealed that silver-nickel paste is currently in mass production , silver-clad copper is in the testing and verification stage, and is expected to be introduced into mass production in June. It is expected to reduce silver consumption by 40% by the end of 2026. In terms of
energy storage business, Atlas said that large-scale energy storage has become the second stable growth curve of the company. As of March 31, 2026, the cumulative delivery of large-scale energy storage in the world has exceeded 20 GWh. At the same time, Atlas is also synchronously promoting the development of household storage, industrial and commercial storage and power electronics business.
Atlas said that in the future, the company will continue to adhere to the high-quality development orientation of profit priority, focus on high-quality customers and projects, focus on profitability and cash flow performance, and promote the healthy and sustainable development of energy storage business.
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