7月25日，由浙江省商务厅、金砖国家特殊经济区中国合作中心秘书处、杭州市商务局、钱塘区商务局指导，36氪、钱塘建设集团联合主办的2025「以"匠 心"至"世界"」出海大会将于杭州钱塘君澜大饭店盛大启幕。作为36氪全新打造的聚焦全球化与出海领域的IP盛会，大会设立主会场及分会场"投资金砖"-国 别合作对接会。大会主会场将分为"不确定中确定"和"在全球做生意"两大篇章，聚焦消费、科技、电商、金融、新能源等出海热门领域，涵盖10余主题演 讲、5场圆桌对话与East Forward 2025出海全球化创新名册发布环节，解码"产品 - 技术 - 生态"协同增长的确定性逻辑，为企业穿越全球化迷雾、构建可持续 出海能力提供可借鉴的全球化发展路径。 当日，正泰新能常务副总裁黄海燕带来《从"走出去"到"造出去"能源出海的新征途》的主题分享。 二、光伏出海的演进路径 我们的出海路径清晰地分为三个阶段，体现了战略的系统性与前瞻性： 产品"走出去"：打开全球市场通道； 品牌"走出去"：强化国际影响力； 以下为黄海燕演讲内容，经36氪整理编辑： 尊敬的各位领导、各位企业家朋友们： 大家上午好！非常荣幸能站在这里，与大家分享正泰新能的出 ...

Core Insights - Company Tongwei Co., Ltd. reported a significant decline in revenue and net profit for 2024, with revenue at 91.99 billion yuan, down 33.87% year-on-year, and a net loss of 7.039 billion yuan, a decrease of 151.86% [1] Group 1: Business Performance - The photovoltaic business generated revenue of 59.79 billion yuan, accounting for 65.00% of total revenue, while the agricultural and animal husbandry business contributed 31.74 billion yuan, or 34.50% [1] - Solar cell and related businesses achieved revenue of 41.42 billion yuan, representing 45.03% of total revenue, while feed, food, and related businesses generated 31.74 billion yuan, accounting for 34.50% [1] - High-purity crystalline silicon sales reached 467,600 tons, up 20.76% year-on-year, with the company holding a 30% market share in China [1] Group 2: Product Sales and Market Position - Tongwei's solar cell sales totaled 87.68 GW, a year-on-year increase of 8.7%, maintaining the top position in global battery shipments for eight consecutive years with a market share of approximately 14% [2] - The company sold 45.71 GW of solar modules, marking a 46.93% increase year-on-year, and received multiple prestigious certifications for its core products [2] Group 3: Financial Health and Cash Flow - Despite the overall losses, Tongwei maintained positive cash flow from operating activities, with cash and financial assets amounting to approximately 40 billion yuan by the end of Q1 2025 [2] Group 4: Technological Advancements - In 2024, Tongwei implemented key technologies and equipment that reduced comprehensive electricity consumption and silicon consumption, with production cash costs in Inner Mongolia dropping to below 27,000 yuan per ton [2] Group 5: International Expansion - Tongwei secured GW-level project orders in countries like Saudi Arabia and Poland, achieving a 98.76% year-on-year increase in overseas sales [3] - The company's products are now available in over 70 countries and regions, catering to various photovoltaic applications [3]

Core Viewpoint - The year 2025 is anticipated to be a pivotal year for Chinese photovoltaic companies entering the Japanese market, which is currently one of the most profitable international markets for solar energy [1][6]. Market Overview - The recent Smart Energy Week in Japan saw over 400 Chinese companies participating, many of which were new entrants, indicating a strong interest in the Japanese market [3]. - The Japanese photovoltaic market is relatively small, with an annual installation capacity of approximately 5GW, which has largely been dominated by Chinese companies [3][4]. Competitive Landscape - The competition in the Japanese photovoltaic market is expected to intensify by 2025, as the market is already saturated with Chinese brands, particularly in the components sector [3][4]. - Major Chinese companies have established a stable supply chain in Japan, with a significant market share in various segments, although inverter market share remains lower for Chinese firms [3][4]. Policy Impact - New regulations in Japan, effective from April 2025, will require solar panels to be installed in new residential buildings, which is expected to boost the installation capacity for residential solar systems [4]. - The Japanese government plans to triple the feed-in tariff (FIT) for commercial rooftop solar installations, which will significantly shorten the investment recovery period for businesses [4]. Pricing Dynamics - The Japanese market is experiencing price competition, but it is noted that quality and aesthetics are highly valued, which may limit aggressive pricing strategies [6][7]. - Chinese companies are maintaining a global pricing strategy, with prices in Japan being comparable to domestic prices, influenced by the overall supply chain dynamics [7]. Market Trends - The Asian market's importance is increasing, with projections indicating that by 2024, the share of solar component exports to Asia will rise to 37.5%, while Europe’s share will decline to 40.7% [8]. - The Japanese market is viewed as a significant opportunity for growth, especially in distributed solar energy systems, contrasting with the shrinking domestic market in China [8].