B · Normal
[JA Solar Technology: There is a high probability that photovoltaic will not grow significantly in the next few years, but the integration of photovoltaics and storage will be closer] August 29, JA Technology said at the performance briefing on August 28 that photovoltaics have grown too fast in the past ten years and will enter a process of small and stable growth in the next few years. There is a high probability that substantial growth will not occur, but the integration of photovoltaics and storage will be closer. AI computing power and data centers will be the fastest growing track for optical and storage integration in the next five years, and the cancellation of UHV lines and distributed transformer capacity will open up avenues. Overseas markets continue to grow on a stable track, and energy storage is growing faster. The driving factors include energy security, rapid growth of AIDC, and the economics of optical storage entering parity and arbitrage under high electricity prices in Europe and the United States. Negative electricity prices and consumption pressure in Europe have created rigid demand for energy storage.
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