Core Insights - The photovoltaic industry in China is rapidly developing, with a cumulative installed capacity of 887 million kilowatts by the end of 2024, solidifying its position as the second-largest power source domestically [2] - Companies are facing challenges such as supply-demand imbalance and intense competition, leading to a general decline in profitability and increased losses across the industry [2] - Trina Solar is leading the industry in standardizing component sizes and promoting a friendly photovoltaic ecosystem, achieving over 170 GW in shipments of its 210 components in 2024 [2][3] Industry Developments - The demand for flexible adjustment resources in the power system is increasing due to the large-scale integration of new energy sources, prompting leading companies to accelerate the integration of solar and storage solutions [3] - Trina Solar's energy storage capacity saw over 100% growth in 2024, with a shipment volume of 4.3 GWh, doubling from 2023, and it aims to ship between 8 GWh and 10 GWh in the current year [3] Technological Advancements - The industry is actively pursuing next-generation photovoltaic technologies, with Trina Solar leading in perovskite solar cell patents, holding 481 patents and ranking first globally [4] - Trina Solar's self-developed 210 mm large-area perovskite-silicon tandem solar cells achieved a maximum efficiency of 31.1%, setting new world records in both efficiency and component power [4] Strategic Shifts - Trina Solar has transitioned from a photovoltaic product manufacturer to a comprehensive solution provider for photovoltaic and energy storage, focusing on new growth areas such as smart microgrids and green hydrogen production [5][6] - The company aims to enhance its market position by increasing the proportion of new business and shifting from price competition to value creation, thereby building a green and low-carbon energy supply system for end users [6]

全球首块808W组件诞生，天合光能开启钙钛矿/晶 体硅叠层电池组件产业化新时代 3月23日，位于天合光能的光伏科学与技术全国重点实验室再次宣布，其研发的210大尺 寸钙钛矿/晶体硅两端叠层电池组件（面积3.1 m2），经过TÜV南德意志集团（TÜV SÜD） 测试实验室认证，峰值功率达808W，成为全球首块功率突破800W门槛的工业标准尺寸光伏 组件产品，创造了新的世界纪录，在钙钛矿/晶体硅叠层技术领域具有划时代意义。 目前晶体硅电池的效率提升已近天花板，开发效率更高的叠层电池成为产业新的关注 点，钙钛矿叠层可以突破单结电池物理极限效率的天花板，使得理论效率达到43%，钙钛矿 叠层技术是重要解决方案，钙钛矿/晶体硅叠层技术以其高效电池效率，将成为下一代光伏 技术的风向标，实现由"硅基电池"向"叠层电池"的历史性跨越，为人类可持续发展开辟全新 可能性。 "这是钙钛矿/晶体硅叠层电池组件产品的重大突破！也是光伏行业技术迈向未来的关键 里程碑！"天合光能董事长兼CEO、光伏科学与技术全国重点实验室主任高纪凡说，"全球首 块210标准工业尺寸800W+钙钛矿/晶体硅叠层电池组件产品的成功制备，意味着公司引领行 业向叠 ...