金十数据
金十数据|6月 02, 2026 03:09
[Chairman Zhu Gongshan of GCL Group: The Concept of a Single Photovoltaic Manufacturing Enterprise May Disappear] Jin10 News, June 2 — At the opening ceremony of the 19th (2026) International Solar Photovoltaic and Smart Energy & Energy Storage and Battery (Shanghai) Conference and Exhibition, Zhu Gongshan, Chairman of GCL Group, stated that the concept of a single photovoltaic manufacturing enterprise may disappear in the future. The manufacturing attributes and energy attributes of photovoltaics will be separated, leading to entirely different business models. In this round of industrial competition, characterized by survival of the fittest and a process of elimination, companies that successfully navigate cyclical uncertainties and structural growing pains will evolve into digital energy asset operators, zero-carbon solution providers, and AI+ energy technology service providers, appearing on the grand stage of the digital economy in new forms. In the future, there will be no purely power generation enterprises, only digital economic entities operating within the energy network. At the same time, photovoltaic companies will transform from focusing solely on kilowatt-hour electricity production to becoming diversified value service providers, offering services such as green electricity direct supply, computing power leasing, Token sales, AaaS (Anything-as-a-Service) subscriptions, and AI factory solutions.
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