GoodWe Technologies (SH:688390) Zhong Guo Neng Yuan Wang·2025-06-12 10:32Core Insights - The article highlights the transformative impact of lightweight photovoltaic technology in the global energy transition, with GoodWe's innovative ultra-thin glass lightweight module technology setting a new benchmark in the industry [1][4]. Group 1: Technology Advancement - GoodWe pioneered the concept of "lightweight modules" three years ago, replacing the vague definition of "flexible modules," and its 1.6mm glass technology has gained industry-wide recognition [4]. - The new Galaxy series maintains the lightweight technology lineage, achieving a balance between strength and weight with 1.1mm glass [7]. Group 2: Market Potential - According to the "China Distributed Photovoltaic White Paper," there are 5.8 billion square meters of existing factory rooftops in China, with a potential installation space of 174GW if a 30% penetration rate is achieved [6][10]. - The Galaxy series is positioned to unlock this market potential by addressing the weight limitations of traditional modules, which have left many rooftops unused [6]. Group 3: Product Highlights - The lightweight component's weight has been reduced to 4.4kg/m², a 21% decrease, making it suitable for low-load rooftops [8]. - The product can withstand impacts from 35mm hail and 15-level typhoons (177 km/h wind speed) [8]. - Structural innovations allow for a reduction of 55.7 tons in roof load for a 10,000 square meter rooftop, enabling nearly 2 billion square meters of factory rooftops to meet installation conditions [8]. Group 4: Solutions Offered - The Galaxy series is tailored for commercial rooftops, addressing safety and energy efficiency through lightweight design, zero-damage installation, extreme weather resistance, and efficient heat dissipation [9][15]. - The company offers specialized solutions for low-load rooftops, curved roofs, and coal shed scenarios, ensuring compatibility with various structural challenges [18][22][24]. Group 5: Future Outlook - The photovoltaic industry is experiencing unprecedented growth driven by technological innovation and strong policy support, creating a promising future for the Galaxy series [9]. - GoodWe aims to continue enhancing technology iterations and scene applications to meet the diverse and complex energy demands of the future [24].