The Dawn of Extraterrestrial Energy: Elon Musk’s Vision and the Future of Space-Based Solar Power (SBSP)
In the quest for true energy independence and carbon neutrality, the gaze of the renewable energy industry is shifting from terrestrial deserts to the infinite expanse of orbit. Recently, Elon Musk, the visionary behind SpaceX and Tesla, reignited the global conversation regarding Space-Based Solar Power (SBSP). While Musk has historically been cautious about the economic feasibility of […]
Global Photovoltaic Industry: 2025 Retrospective and 2026 Strategic Outlook
Executive Summary2025 was a pivotal year for the global photovoltaic (PV) industry: technological consolidation, improved supply-chain stability, and accelerating system-level integration redefined competitive dynamics. N-type cell technologies (TOPCon and heterojunction) increasingly displaced legacy PERC lines; module efficiencies improved while manufacturing costs continued to fall. Markets matured: utility-scale projects emphasized system integration and storage pairing, distributed […]
Can LONGi reproduce the monocrystalline “myth”?
In the past year, the influence of BC technology has been expanding, exceeding the industry’s expectations. Now, the focus of the industry’s controversy over the BC technology route has shifted from “whether it is worth developing” to “when it can occupy a dominant position”. In this technological iteration, can LONGi, which once relied on the […]
It’s not just “stupid people with lots of money”! The real Middle East photovoltaic market is like this
In the gold rush in the Middle East, the narrative of opportunities and imagination everywhere is fascinating. A country with a population of less than 40 million has more than 20,000 royal family members. Because of different blood relationships, the distribution of power and resources is also different. Knowing royal family members has also become […]
The “price war” without gunpowder, photovoltaic usher in a reversal
With a call, industry leaders have taken practical actions to promote the stabilization of photovoltaic module prices. After the surging photovoltaic industry, in 2024, it experienced unhealthy ecology such as overcapacity and vicious competition. With the strong support of industry self-discipline and policies, it has regained its development focus. The most typical example is the […]
China’s exported solar panels increased by 5% in October compared with the previous month, with only the Americas and the Middle East experiencing a slight decline in regional markets
Customs data shows that China exported a total of about 17.34 GW of photovoltaic modules in October 2024, up nearly 5% month-on-month from 16.53 GW in September, and up 5% from 16.45 GW in October last year. From January to October this year, China exported a total of approximately 204.11 GW of photovoltaic modules, an […]
Photovoltaic winter, only you know the difference
Recently, the photovoltaic industry has been quite “divided”. In our article “Has the photovoltaic industry hit the bottom?” on September 2, we proposed two levels of the photovoltaic industry’s bottoming out, namely the performance bottom and the valuation bottom, and analyzed the logic of the bottoming out sequence. Three months have passed, and the photovoltaic […]
Trump nominates Chris Wright as US Secretary of Energy. What impact will this have on the photovoltaic industry?
Recently, the news that US President Trump nominated Chris Wright as Secretary of Energy has caused heated discussions in the global energy industry, especially the photovoltaic industry. As an absolute supporter of the traditional fossil fuel industry, Chris Wright’s appointment will undoubtedly have an impact on the US energy policy and the global energy transformation. […]
Analysis of silicon industry supply and demand in October 2024
On October 14, the Silicon Industry Branch released an analysis of the supply and demand of the silicon industry in October. Industrial silicon According to Antaike statistics, industrial silicon continued to accumulate in October, with supply exceeding demand by 90,000 tons. Among them, the supply in October (including 97 silicon and recycled silicon) was about […]
Photovoltaic capacity reduction has a big move! The export tax rebate rate has been reduced by 4%. What does this mean?
On this weekend when A-shares were in mourning, photovoltaic people finally waited for a blockbuster news. The Ministry of Finance and the State Administration of Taxation issued an announcement on adjusting the export tax rebate policy. The full text is as follows: The following is an announcement on the adjustment of the export tax rebate […]