Golden Solar(SZ:300093) Cai Fu Zai Xian·2025-05-28 06:42Core Viewpoint - The photovoltaic industry is focusing on enhancing operational capabilities and expanding overseas markets, with companies like Jingang Photovoltaics leading the way in HJT technology and international collaborations [1][4]. Group 1: Company Developments - Jingang Photovoltaics signed a strategic cooperation agreement with South Africa's AKANI Group on May 16, focusing on distributed photovoltaic applications, localized component production, and centralized power station development [1]. - The partnership was preceded by a thorough inspection of Jingang's production processes by AKANI, highlighting the interest in heterojunction (HJT) technology [1]. - Jingang Photovoltaics is one of the few companies in China capable of large-scale production of heterojunction solar cells, achieving a conversion efficiency of 26% and module power output exceeding 730W [1]. Group 2: Market Trends - The market for heterojunction solar cells is expected to grow significantly, with projections indicating an increase in market share from 2.6% in 2023 to 34.3% by 2030 [2]. - The global market for heterojunction solar cells is anticipated to reach $6.67 billion by 2030, reflecting a strong and sustainable growth trend [2]. Group 3: Industry Position - China's photovoltaic industry holds a 44% share of the global market, showcasing its competitive advantages in technology, efficiency, and cost [4]. - Jingang Photovoltaics is actively expanding its international presence, with products already exported to countries including India, Singapore, Germany, and Italy [4]. - The company aims to deepen partnerships globally, focusing on markets in Africa, Europe, and the Middle East, while contributing to the global energy revolution [4].