annual "Photovoltaic Spring Festival Gala"-SNEC Conference ended in a lively atmosphere.
"There are not many bright spots." This is Chen Gang, chairman of Aixu Co., Ltd. Before the launch of this year's Digital New Energy DataBM." Digital New Energy DataBM.
For details, please click: 2026 SNEC is Coming! Com/news/60499850916816115.html? 9); "> Directly hit the 2026 SNEC exhibition, photovoltaic companies have come up with these …
Figure: Digital New Energy DataBM. At the opening ceremony of the SNEC conference, many photovoltaic leaders were still absent, and the original heads of photovoltaic enterprises at the round table were not on the stage. It is understood that some photovoltaic giants did not participate in the exhibition at all this year.
In the current industry downturn, enterprises may not want to, nor be able to become the "first bird".
However, compared with last year, in the process of communicating with enterprise personnel, the DataBM. "
of digital new energy is greatly differentiated
. Digital new energy DataBM.
First of all, it is pragmatic and gimmicky. It has been three years since the
photovoltaic industry entered the downward cycle in the second half of 2023. By 2026, enterprises will stop production, lose money, withdraw from the market and go bankrupt. It seems to be the norm. During this period, photovoltaic enterprises have also explored various ways to save themselves. But judging from today's results, it is obvious that it has little effect. Although
the exhibition can still be described as a "hubbub of voices", in fact, since last year, the "sound wave" has begun to be significantly worse than before.
Since last year's SNEC conference, photovoltaic companies no longer stick to all kinds of fancy marketing publicity, but return to the product itself steadfastly.
This year, enterprises are more pragmatic.
In addition to the pragmatism of the on-site staff mentioned above, the products displayed by various enterprises are also more pragmatic. Enterprises no longer simply "roll" high power, but coincidentally according to the scene segmentation, launched a variety of targeted products. At the SNEC conference in 2025, there have been signs, and this year, manufacturers have refined the scene, so that photovoltaic can truly "enter" the corners of people's lives.
At the same time, more and more enterprises are also intimately combining the characteristics of their products with the applicable scenarios, marking them on the product model, so that customers can determine the products they need at a glance.
Figure: Digital new energy DataBM.
At a time when domestic demand is sluggish and foreign barriers are high, "space photovoltaic" is regarded as a life-saving straw by enterprises. Through the digital new energy DataBM.
In the process of communication with enterprise personnel, whether the "space photovoltaic" products have been formally put into use, the answer is " at present, the main use of" space photovoltaic "is still gallium arsenide components ". The enterprise booth is just a kind of "advance display" of the future scene products.
In addition to the concept of "space photovoltaic", AI has exploded in the past two years, and this field has also become a "piece of fat" for photovoltaic enterprises to "bite" in their mouths. At this exhibition, AIDC also appeared on the exhibition booths of many photovoltaic enterprises. However, according to Digital New Energy DataBM.
Followed by the hubbub of voices and empty doors.
Through Digital New Energy DataBM.
Figure: Digital New Energy DataBM. Even on the second day of the exhibition, the popularity of the Energy Storage Hall remained unchanged, while the Photovoltaic Hall was slightly deserted. People have long anticipated
this phenomenon. Throughout the exhibition booths of several leading photovoltaic enterprises, "energy storage" can be said to occupy "half of the country". Under the background of the continuous deepening of electricity market reform and the "scenario-driven" stage of photovoltaic, distribution and storage has become a rigid demand, and the energy storage industry has also ushered in a climax of development.
Compared with the liveliness of the exhibition booths of various enterprises, the leading effect is very obvious . The booth areas of leading enterprises such as Tongwei Stock, Jingke Energy, Longji Green Energy and Trina Solar Energy are still crowded with people, and the staff present even "seamlessly connect" to tell visitors about their products.
However, the booth staff of the second and third-tier enterprises appear to be "idle". According to the
figure of digital new energy DataBM, digital new energy DataBM. TOPCon has already taken the lead in breaking out of the tight encirclement and become the current mainstream technology, but in this exhibition, it is obvious that the voice of BC technology is not inferior.
Digital new energy DataBM.
In addition, laminated products are also the key display objects of many enterprises in this exhibition.
However, HJT's voice is much weaker than before. Not only were there fewer people at the HJT booth, but even several leading HJT manufacturers were directly absent from the SNEC conference this year. According to industry sources, the main reason for the current decline of HJT is " cost reduction can not be reduced". Zhang Tianren, Co-Chairman of the Global Energy Storage and Battery Council, Chairman of the Asia-Pacific New Energy Industry Association and Chairman of Tianneng Holding Group, made a speech at the opening forum
of SNEC, saying, " There is no way out for the energy revolution." There is only the way to break the situation, which makes the author feel deeply.
Although the photovoltaic industry is now "rolled up" to this point, people still believe that this is the most promising industry. Photovoltaic people have never stopped looking for ways to save themselves. Chen Gang
of Aixu shares boldly opened the microphone in an interview with the media during the SNEC: "I personally believe that this round of photovoltaic cycle has come to an end , and some enterprises have reversed, but the external perception will be a little slower.". "
For the prediction of the turning point of the industry, the previous predictions of the big guys failed, and the industry also realized that each enterprise is different, so the prediction is for reference only.
Compared with before, people are more concerned about "how to break the current situation of photovoltaic". Digital New Energy DataBM.
At last year's SNEC conference, photovoltaic companies also focused on the industry's "group winter". At this year's SNEC meeting, photovoltaic enterprises frequently mentioned the need for "collaborative" self-help. Synergy
here refers not only to the system collaboration of various businesses within photovoltaic enterprises, the coordinated development of upstream and downstream industrial chains within the industry, but also to the collaboration between industries. Shi Zhengrong, chairman
of Shangmai New Energy and "Godfather of Photovoltaic", shared his observation at the SNEC meeting: " It seems that no one who does energy storage does photovoltaic, and all those who do photovoltaic do energy storage. "For this phenomenon, Shi Zhengrong called his back cold.".
China Energy Research Association, agrees: " Everyone needs photovoltaics, but not everyone needs to produce photovoltaics.". "Through the example of flour, he vividly described that both photovoltaic and energy storage are" flour ", but the containers are different. Therefore, whether it is photovoltaic or energy storage, it is essentially "involution" and does not really create new value.
"I hope you will not add to the congestion in the particularly crowded industry, divert and do something else, which may be more fun than this industry."
In addition, the coordinated development path of energy and AI is also the focus of this exhibition. In the future, there will be no pure power generation enterprises, only digital economic entities running on the energy network. Under the AI + energy paradigm, electricity is computing power, AI is power grid, and synergy is efficiency.
This part has been explained in previous articles. For details, please click: " Continuous technological innovation is the norm in the photovoltaic industry, but whether innovation can create value needs to be questioned. At
of Xiexin Energy Technology, also gave three suggestions from the perspective of consumption: first, to find a standardized and large-scale scenario; second, to conduct corresponding market-oriented transactions in an all-round way; third, to integrate with finance in depth.
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