接连签下多笔重大订单，这家企业上半年相关业务收入同比增近40%

Core Viewpoint - Chinese photovoltaic companies are performing exceptionally well in overseas markets, securing significant GW-level orders, particularly in the Middle East and South Asia, with nearly 25GW of overseas contracts signed since September [1] Group 1: Domestic Market Dynamics - The national carbon market construction is strengthening, providing steady support for the demand for photovoltaic storage and other green electricity [2] - The elasticity coefficient of electricity consumption in China has been increasing, with overall electricity load reaching new highs and emerging energy demands continuously surfacing [2] - The market-oriented trading of new energy generation has led to an expansion of peak-valley price differences, further supporting the demand for green energy [2] Group 2: Supply Chain and Industry Trends - Coordination among national ministries and industry associations has led to a consensus against excessive competition, resulting in a rebound in industry chain prices [2] - The overseas demand is influenced by trade environment changes and IRA subsidy policy adjustments, with the European market gradually recovering and emerging markets developing [2] - The ongoing "anti-involution" process is expected to stabilize product prices and corporate profitability, alongside the growth of overseas market demand and the gradual application of new technologies like perovskite [2] Group 3: Future Outlook - The new photovoltaic installed capacity in China is expected to maintain rapid growth throughout the year [2] - The demand for upstream photovoltaic processing equipment is anticipated to gradually stabilize and recover due to the ongoing "anti-involution" process and the application of new technologies [2]