Recently, there have been continuous technological breakthroughs in the photovoltaic module field.

Recently, there have been continuous technological breakthroughs in the photovoltaic module field. Under the guidance of policies, the industry is also developing in a healthier direction. The following table summarizes the latest core developments and can help you quickly understand them.

Technology-Driven Cost Reduction & Efficiency Improvement: Whether it's revolutionary perovskite technology or optimizations to mature crystalline silicon technology (like multi-slicing, Cemented Joint), the core goal is to enhance conversion efficiency and lower the Levelized Cost of Energy (LCOE). This will continuously improve the competitiveness of solar power generation.

Policy Guidance for Healthy Development: The domestic "anti-involution" policy aims to optimize the industry's competitive landscape. As the mechanism electricity price model is gradually adapted and optimized, and new growth points like mining-area PV emerge, market demand is expected to find support.

Diversification of Application Scenarios: PV is no longer limited to large-scale ground-mounted power stations and distributed rooftop systems. The successful implementation of new scenarios like Vehicle-Integrated Photovoltaics (VIPV) indicates that solar power generation is deeply integrating with more industries, opening up new market spaces.

For companies and investors within the industry, the following areas deserve attention:

Technology Roadmap: Closely monitor the industrialization progress of perovskite technology, as well as the layout and mass-production capabilities of leading companies in N-type cell technology (like TOPCon, HJT) and module technologies such as multi-slicing.

Policy Benefits: Seize the opportunities presented by the "anti-involution" policy optimizing the industry structure. Focus on leading companies with advantages in technology and cost.

Global perspective: It is necessary to be aware of the dynamic changes in the global photovoltaic trade pattern. Supply chain policies in different regions (such as the IRA Act in the United States) will bring different risks and opportunities.

Hope this information is helpful. If you are interested in more technical details, specific manufacturers, or strategies for different markets, we can continue the discussion.