Global PV is entering an unprecedented period of deep evolution. The 2025 PV industry analysis report shows that the industry is moving from a "high-speed expansion period" to a "deep competition period": on the one hand, the direction of global energy transformation is clear, and the long-term space for new energy installations is still broad. The geo-environment continues to be disturbed, manufacturing costs are rapidly migrating, new materials and new processes are emerging, and the market supply chain is multi-regional parallel ...... PV is no longer just a scale race, but a new stage of competing technical endurance, operational resilience and long-term strategic determination.
In an age of variables, a question becomes increasingly important: where does true certainty come from in highly volatile cycles?
Looking back over the past year, a new energy has provided its own answer: to build certainty in uncertainty, so that customers, partners and industries can feel the power to trust.
1. the certainty of technology:
turning innovation into a mass-producible, verifiable and sustainable system
technology competition is moving from" point "to" systematic "era. Innovation with real long-term value no longer depends on the breakthrough of a single efficiency index, but on the ability to build a technology system that is sustainable and iterative, can be mass-produced on a large scale, and can be landed in the industry for a long time. In line with this trend, in 2025, a new energy will further deepen the "one main and three wings" technology strategy-TOPCon as the main line, DBC, TSiP and SFOS as the support, and promote the continuous expansion of technology boundaries through differentiation and forward-looking technology. Among them, the SFOS technology jointly developed with the University of New South Wales is oriented to the next generation of ultra-efficient photovoltaics, with a target efficiency of 40%, providing a frontier exploration path for future efficiency jumps. With the core underlying logic of passivation contact technology as a link, a new energy can effectively connect the mainstream route, characteristic route and frontier exploration, and build a clear, stable and sustainable evolution of the technology path. This kind of "main and auxiliary, far and near" technology layout is essentially to provide customers and industries with more predictable technology choices in a highly uncertain technology competition.
1. TOPCon 5.0: long-term value anchor in the mainstream route
In the mainstream technology route, TOPCon still has strong scale and long-term potential. A new TOPCon battery has gone through five iterations and will be upgraded to TOPCon 5.0 in 2025, with a mass production efficiency of 27%. PolyFinger optical traps on the back to enhance infrared absorption; Nano-contact metallization reduces contact resistance to below 0.5 mΩ · cm²; Large aspect ratio trapezoidal grid line guarantees> 85% fill factor; Mixed passivation edge reduces edge recombination; Laminated film coupling passivation solves UVID aging and achieves attenuation rate <0.8. TOPCon 5.0 is not only a technology, but also a quantifiable long-term benefit guarantee for customers.
2. DBC 3.0 Plus: exploring the industrialization path of the next generation route
a new energy DBC 3.0 Plus strengthens the feasibility of mass production through five core innovations: high-precision patterning reduces shading loss; Embedded diode enhances anti-hot spot; Composite passivation film realizes P/N hybrid passivation; 0BB metal interconnection reduces silver consumption; black silicon suede enhances weak light power generation and UVID resistance. Third-party testing shows that Diamond™DBC components have a power of 664.9W, an efficiency of 24.61, and outstanding achievements in industrialization.
3. perovskite lamination: opening the industrialization entrance for future efficiency growth
in 2025, a new energy will push the four-terminal laminated assembly into the demonstration project, becoming the first four-terminal laminated application using double-sided TOPCon battery in the country, selected in the fifth batch of the National Energy Administration" the first set of major technical equipment ". During SNEC, TSiP 2.0 components with an efficiency of 26.8 and an area of 2.82 ㎡ were released, with a power of 755W. A new energy stack technology moves from "verifiable" to "applicable", providing the most deterministic path to future efficiency growth.
the certainty of 2. reliability:
in the whole scene era, to achieve the "long-term operation" to the extreme
since 2025, the industry consensus has become increasingly clear: photovoltaic is from "energy products with strong manufacturing attributes", transformation into "energy infrastructure with long-term value". Under the background that the project yield is compressed and the electricity price mechanism is more market-oriented, reliability is no longer just a technical index, but the core variable that determines the IRR of the whole life cycle of the project, which has become the key of investors and operators. A new product improves reliability from single product performance to a system engineering capability covering "design-manufacture-test-delivery-operation" and is continuously verified by real-world scenarios, extreme environments and long-term operating data.
1. high-quality installation: a technical foundation for consolidating the power generation capacity in the whole life cycle
around the core goal of stable operation and continuous power generation capacity in the whole life cycle of photovoltaic power stations, a new energy is based on DAON series products, DBC components and lightweight components and other product systems, build a technical base for high-quality installations. After long-term research and development and multi-dimensional harsh environment verification, the relevant products still maintain stable power output and low attenuation performance under complex conditions such as high temperature, high humidity, strong irradiation and high wind load, ensuring the continuous and efficient power generation of the power station throughout the operation cycle. This product portfolio, which takes into account efficiency, reliability and durability, provides reliable support for diversified application scenarios and lays a solid foundation for the power station's full life cycle power generation capacity and revenue predictability.
2. solution of deep cultivation system: let reliability continue to realize value in the whole scene
centering on the evolution trend of photovoltaic application from "single power generation unit" to "complex energy system", a new solution of deep cultivation scene with systematic thinking, build a full-link capability system covering multiple scenarios such as ecology, cities, water and sea. In the ecological photovoltaic scenario, the DAON component and the flexible support system cooperate to adapt to complex terrain and extreme climate to realize photovoltaic sand control and land composite utilization. In water and sea scenarios, the floating system not only takes into account fishery and ecological environment, but also relies on the excellent high salt spray resistance of the DAON component to ensure long-term stable operation. At present, a new energy to participate in the construction of Europe's largest floating photovoltaic project has been successfully connected to the grid, Sinopec Qingdao full sea water floating project completed and put into operation, for the development of marine new energy to provide a replicable engineering paradigm.
In the field of urban photovoltaics, lightweight components effectively break through the roof load-bearing limit, and the" fire-blocking artifact "rapid shutdown system significantly improves safety and revenue stability in building scenarios.
at the same time, a new energy can further extend the reliability to the system and engineering level through the flexible support "following the shape" and the flexible flat single-axis tracking system "following the shadow", realizing accurate adaptation to complex terrain and dynamic tracking of illumination. Combining full-sequence tooling auxiliary technology and optimizing the installation process, cracking and installation damage can be effectively avoided, and the overall engineering reliability and power generation income can be continuously improved. In 2025, a new energy flexible bracket applied in Hainan Wenchang Yuguang Complementary Project successfully resisted the test of Class 12 typhoon. Following the previous verification of a new energy flexible bracket by Class 17 typhoon "Capricorn", the demonstration was completed again in extreme environment, providing customers with predictable and sustainable long-term income guarantee.
3. the certainty of global delivery:
Build a sustainable delivery system with global layout and localized operation
At present, the global photovoltaic market shows obvious "multi-center" characteristics: the markets of Europe, Australia, the Middle East and Latin America are growing simultaneously, the importance of local manufacturing, local service and local compliance has increased significantly. Single capacity and single market dependence are becoming a source of industry risk. In this context, a new energy through multi-base collaborative manufacturing, compliance system construction and localization team layout, to build a resilient global delivery capabilities.
1. global layout: multi-base collaboration to enhance supply chain resilience
around the global market demand distribution, a new can continuously promote the construction of multi-base collaborative manufacturing and operation system. From the rational layout of domestic green factories such as Quzhou, Taizhou and Jingshan, to the international customs clearance and compliance capabilities reflected in the AEO Customs Advanced Certification, the company has built an efficient collaborative network covering production, warehousing, logistics and delivery. In an environment of increased regional volatility and external uncertainty, this parallel model of distributed layout and unified scheduling effectively reduces single-point risk and ensures the continuity and stability of global project delivery.
2. Localization operation: improve the delivery response efficiency with regional deep cultivation
Unlike simple market output, a new ability regards localization operation as an important part of globalization strategy. In recent years, the company has set up subsidiaries in key markets such as Germany, Australia and Japan, forming local operation capabilities covering market development, technical support and after-sales service, so that product delivery, project collaboration and customer service are closer to the actual needs of the regional market. The establishment of a localized operating system enables a new energy to respond more efficiently to regional policy changes, differences in technical standards and differences in customer needs, significantly improving overall delivery efficiency and service certainty.
3. Localization collaboration: build a cooperation network through cycles
On the basis of global layout and localization operation, a new energy can further build a stable and long-term industrial collaboration network through the cooperation mode of "global capability + regional collaboration. In 2025, the company will reach strategic cooperation with Energy3000 Solar, Voltec Solar, TR Energia, Q Energy and other regional enterprises to form in-depth collaboration in project development, system integration and long-term operation and maintenance. This kind of cooperation mechanism based on complementary capabilities and long-term value not only improves the efficiency of project implementation, but also enhances the ability to resist risks in a complex market environment.
At the same time, a new energy has been shortlisted for a number of large-scale energy central enterprise collection projects, ranking among the top 10 in BNEF's global component production, further confirming its global scale delivery capability and cross-cycle performance capability, which has been recognized by core customers and the market for a long time.
4. the certainty of ESG:
make high-standard green governance a reliable part of the supply chain
from the current global policy and capital trends, carbon border adjustment mechanism (CBAM), supply chain due diligence regulations and green financial standards are accelerating the landing, ESG has been upgraded from the "expression of values" of the enterprise to the real "management ability". A new energy regards ESG as an important part of long-term competitiveness, transforming sustainable development into a deterministic capability that can be verified and audited.
This certainty is certified by international authorities. A new energy won the EcoVadis platinum rating with an excellent score of 84 points, and became one of the only two platinum companies in the global photovoltaic industry. This is a milestone achievement.
This certainty runs through its own green manufacturing. A number of new energy production bases have been rated as national or provincial "green factories", and their products have obtained carbon footprint certification, demonstrating their practical actions to reduce environmental impact from the source of production.
This certainty extends to the end cycle of the industry chain. A new can actively participate in the preparation of photovoltaic recycling white paper, and has applied for more than 50 related patents, showing its responsible attitude towards the whole life cycle of photovoltaic products, and is committed to solving the "last mile" cycle problem in the industry.
5. 2026, let long-term strength continue to accumulate
towards 2026,
photovoltaic is breaking through the homogeneous competition of "volume price and volume scale",
turning to the competition of scene understanding, system capability and long-term value.
no matter how the external environment changes, a new energy will always adhere to:
steadily push forward the technical route and withstand the real operation test with long-term reliability;
continuously improve the global delivery system to deal with external uncertainties with stability and transparency;
deepen ESG governance, become a worthy long-term partner.
Looking for answers in uncertainty,
going more steadily in long-termism-
This is the "one answer" in the cycle of deep competition ".