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晶科能源:多措并举“反内卷” 共同维护行业健康生态环境

Core Viewpoint - The photovoltaic industry in China is focusing on addressing the issue of "involution" as a primary task for 2025, with industry leaders advocating for healthy development and innovation to break the cycle of homogeneous competition [1][2]. Group 1: Industry Overview - The China Photovoltaic Industry Association held a seminar to review the first half of 2025 and forecast the second half, emphasizing the need to combat "involution" in the industry [1]. - The Ministry of Industry and Information Technology has initiated discussions with major photovoltaic companies to address disordered competition and promote product quality [1]. Group 2: Company Initiatives - JinkoSolar is committed to high-quality R&D, differentiated product innovation, and global expansion to combat industry "involution" and maintain a healthy ecosystem [1]. - The company plans to upgrade over 40% of its existing production capacity this year, aiming to establish a TOPCon capacity of 40GW-50GW by the end of 2025 [2]. - JinkoSolar has applied for over 4,400 patents, with nearly 3,000 granted, leading the industry in N-type TOPCon patents [2]. Group 3: Technological Advancements - JinkoSolar's latest product, the TigerNeo3.0 module, features a maximum power of 670W and a conversion efficiency of 24.8% [2]. - The company has achieved a record conversion efficiency of 34.22% for its perovskite tandem solar cell technology, indicating significant advancements in solar technology [2]. Group 4: Energy Storage Integration - The integration of solar and storage solutions is seen as a critical growth area, with JinkoSolar expanding its overseas energy storage business since 2019 [3]. - The company signed a strategic partnership with Metlen Group to deploy over 3GWh of storage projects in Chile and Europe [3]. - JinkoSolar aims to ship 6GWh of energy storage systems in 2025, positioning this segment as a second growth curve for the company [3][4].