Jingao Technology said at the performance briefing on August 28 that photovoltaics have been growing too fast in the past ten years. They will enter a slight steady growth process in the next few years. There is no possibility that significant growth will occur, but optical storage is more closely integrated. AI computing power and data centers will be the fastest growing track for optical storage integration in the next 5 years. The cancellation of capacity of UHV lines and distributed transformers will open the way. Overseas markets continue on a steady growth trajectory, and energy storage is growing faster. Drivers include energy security, rapid AIDC growth, and the dual drive of optical storage economy into affordability and arbitrage under high electricity prices in Europe and the US. Negative electricity prices and consumer pressure in Europe have created immediate demand for energy storage.

Jingao Technology said at the performance briefing on August 28 that photovoltaics have been growing too fast in the past ten years. They will enter a slight steady growth process in the next few years. There is no possibility that significant growth will occur, but optical storage is more closely integrated. AI computing power and data centers will be the fastest growing track for optical storage integration in the next 5 years. The cancellation of capacity of UHV lines and distributed transformers will open the way. Overseas markets continue on a steady growth trajectory, and energy storage is growing faster. Drivers include energy security, rapid AIDC growth, and the dual drive of optical storage economy into affordability and arbitrage under high electricity prices in Europe and the US. Negative electricity prices and consumer pressure in Europe have created immediate demand for energy storage.