TCL TECH.(SZ:000100) Hua Xia Shi Bao·2025-06-20 14:23Core Viewpoint - The photovoltaic industry chain and new energy power market are undergoing significant changes, requiring downstream companies to adapt their strategies and offerings to remain competitive [2] Group 1: Market Changes and Company Strategy - After the "531" policy, photovoltaic power plants are increasingly focusing on consumption capacity in site selection, channels, and business models [2] - TCL Photovoltaic Technology has made strategic adjustments, prioritizing high-consumption areas and enterprises for business development [3] - The company has introduced financial products and solutions, such as the "Special Energy" series, which includes innovative financing options that extend beyond traditional models [3] Group 2: International Market Expansion - TCL's overseas business has evolved, with TCL SunPower Global enabling entry into high-end international markets, expanding from Europe to Southeast Asia and the Middle East [4] - The company tailors products to different regions, emphasizing aesthetics and quality in Europe while adapting to local weather conditions in Southeast Asia [4] Group 3: Product Differentiation and Innovation - The "Zero Carbon Villa" product targets new consumer groups, including villa owners and self-built homeowners, with plans for more financial and scenario-based solutions [5] - The company's direction is towards "integration," combining photovoltaic systems with storage, charging piles, and heat pumps, exemplified by the domestic version of the overseas "photovoltaic-storage-pump-charging" system [6] Group 4: Response to Market Volatility - The company aims for high-quality development, focusing on finding certainty amid uncertainty, with a strong belief in the long-term demand for photovoltaic solutions and carbon neutrality goals [7] - The decrease in upstream product prices is seen as beneficial for downstream operations, although it intensifies market competition [8] Group 5: AI Integration - AI is being integrated into various operational processes, including document review and design, to enhance efficiency and reduce labor costs [9] - The company is focusing on AI design as a key area, utilizing AI for site assessments and planning, and is also exploring AI applications in electricity trading [9]