投资者交流环节，问及2025年光伏业装机需求时，TCL中环（002129）（002129）CEO王彦君称，2025 年上半年，全球光伏装机保持韧性增长，国内分布式市场迎来短期抢装潮，市场需求呈现阶段性旺盛。 2025年5-6月，产业链需求逐步降温，叠加产业链各环节产能供需失衡，库存压力等因素影响，产品价 格持续下跌。公司将持续关注产业技术进展以及半导体材料领域的发展机遇，加大技术研发投入。 TCL中环是全球领先的光伏材料制造商，光伏电池组件供应商，智慧光伏解决方案服务商。公司始终秉 持"为人类奉献蓝天和白云"的绿色生态理念，坚持创新驱动发展，始终引领行业先进技术、先进制造方 式的产业化应用，不断推动光伏行业技术革新，实现全球绿色能源产业的高质量、可持续、跨越式发 展。 9月11日下午，天津辖区上市公司2025年投资者网上集体接待日暨半年报业绩说明会在全景路演举行。 ...

Core Insights - TCL Zhonghuan is navigating the photovoltaic industry, which is currently at a cyclical low, with demand fluctuating due to phase-based rush installations [1] - The company aims to enhance competitiveness by focusing on cost reduction, customer-centric strategies, and capturing opportunities in industry restructuring [1] - TCL Zhonghuan is committed to innovation and sustainable development, striving for breakthroughs in key technologies like BC batteries to ensure financial health and sustainable operations [1] Company Strategy - The company plans to adjust operational strategies in response to market changes, emphasizing extreme cost reduction and customer engagement to increase market share [1] - TCL Zhonghuan is focused on reinforcing its business strengths while addressing weaknesses to prepare for future growth [1] Industry Position - As a leading manufacturer in the photovoltaic materials sector, TCL Zhonghuan promotes a green ecological philosophy and aims to drive technological innovation within the industry [1] - The company is dedicated to high-quality, sustainable, and leapfrog development in the global green energy sector [1]