After the “531 Era” arrives! The Green Energy Development Company has released lightweight modules, continuing to expand its market share. The company aims to adapt its strategies in response to the evolving landscape.
On May 30, 2025, at 17:11, the financial report from the new wave financial app indicated that the lightweight modules have already made significant advancements in the market. The product labeled “Lightweight Modules” is now in the final stages of production, and the market is rapidly transitioning to the next generation of modules that require precise operational guidelines.
The Green Energy Company (601012.SH) is at the forefront of this shift, as indicated by its recent activities and press releases. On February 9, 2025, the National Development and Reform Commission announced the Guidance on Promoting the Reform of the Power Market for New Energy, which aims to enhance the quality and efficiency of new energy sources. Starting June 1, 2025, new energy projects will focus on integrating into the power market, ensuring stable pricing in the market.
This means that after May 31, 2025 (referred to as “531”), the distribution of lightweight modules will be significantly impacted by the adjustments to power pricing mechanisms. The transition to market-driven pricing is expected to require rigorous operational modifications. The company has stated that the lightweight modules’ performance will likely exceed 42% compared to traditional TOPCon components, while the overall system performance will improve by 34%.
Looking ahead, the demand for lightweight modules is projected to grow between 15% and 20%, as innovation in the energy sector accelerates. The Green Energy Company is poised to dominate this market segment, with expectations of achieving a significant share by 2024. The company is also working on enhancing its production capabilities to meet the forecasted demand.
By 2024, the company estimates that the lightweight module production capacity will reach 1.2 billion units, representing a 43% increase in comparison to the previous year. This growth is crucial as the company seeks to maintain its competitive edge and meet the rising demand in various sectors, including transportation, steel production, and infrastructure development.
Overall, the Green Energy Company is strategically positioning itself to navigate the challenges posed by the “531” policies and is focusing on innovation and efficiency to drive its growth in the new energy market.
Original article by NenPower, If reposted, please credit the source: https://nenpower.com/blog/new-energy-market-dynamics-post-531-policy-insights-and-future-trends/
