From Installing Rooftops to Integrating Scenarios: "Solar+ " Reshapes Value and Opens New Transformation Tracks

Since the beginning of the year, the competitive logic in the photovoltaic industry has quietly changed. To build a differentiated competitive advantage, many companies are shifting toward scene innovation and cross-industry integration, launching comprehensive solutions. The “Distributed Photovoltaic Power Generation Development and Construction Management Measures” clearly states that the National Energy Administration will promote multi-scene integrated applications of distributed photovoltaics in buildings, transportation, industry, and other fields. Industry insiders believe that application scene-oriented “Photovoltaic+” models are opening up new growth spaces for industry development.

Scene-based Breakthroughs: Safety and Functionality as Core Competitiveness

By 2025, the photovoltaic industry will undergo deep adjustments and profit pressures, but distributed business will逆势成为隆基绿能稳定的利润支柱. Longi Green Energy’s President of Distributed Business in China, Niu Yanyan, told China Securities Journal that this is driven by the company’s product strategy focused on application scenes and precisely solving core customer pain points.

During the 21st China International Photovoltaic and Energy Storage Utilization Conference in 2026, Longi Green Energy launched the Hi-Mo X10 special fireproof component based on BC2.0 technology, which became a highlight of the exhibition due to its safety performance and scene innovation capabilities.

At Longi’s booth, a demonstration video showing photovoltaic modules facing direct flames at 760°C attracted many visitors. According to现场工作人员, this is the industry’s first public display of “Class A” fireproof components that do not rely on thickened glass.

“Through technological innovation, we have fundamentally solved the DC arc problem, with core advantages of fire prevention and spread resistance. It can withstand high temperatures of 1000°C for up to 90 minutes and still ensure system safety under extreme conditions,” Niu Yanyan explained to reporters. Currently, most industry components only meet the minimum Class C fire safety standard, making it difficult to meet high-end safety requirements. “Starting from scenes and precisely meeting unmet customer needs is one of the key paths for the photovoltaic industry to突破‘involution’.”

Niu Yanyan believes that the photovoltaic industry is shifting from “scale competition” and “price competition” to a new stage of high-quality development centered on “technology competition.” Building a differentiated competitive advantage is the core confidence for companies to navigate cycles. In addition to fireproof components, Longi Green Energy also showcased a variety of modules with features such as lightweight dust resistance, salt spray resistance, and heat resistance, extending application scenes to industrial, agricultural, water, and other fields. “In 2025, our best-selling products are lightweight modules and water industry modules. The former makes it possible to install on roofs with insufficient load capacity, while the latter, combined with flexible brackets, broadens markets such as water plants and sewage treatment plants,” Niu Yanyan revealed.

Full-Scene Penetration: From Rooftops to Diverse Spaces

As high-quality rooftop resources become increasingly scarce, photovoltaic companies are accelerating scene diversification, continuously expanding the boundaries of “Photovoltaic+” applications. The “Distributed Photovoltaic Power Generation Development and Construction Measures” proposes that the National Energy Administration will coordinate the development needs of distributed photovoltaic power generation and promote multi-scene integrated development in buildings, transportation, industry, and other fields.

“Runways and surrounding airspace at airports have near-zero tolerance for reflected light. Our technical team has developed anti-glare photovoltaic modules specifically for airport scenes,” said a responsible person from Trina Solar in an interview. Recently, the second phase of the distributed photovoltaic power generation project on the north side of Runways 1 and 3 at Shanghai Pudong International Airport has completed commissioning and acceptance, achieving an industry breakthrough of ‘anti-glare without sacrificing power generation.’

The project has a capacity of 23.92 MW, with an estimated annual power generation of about 24.58 million kWh, saving over 7.4 million yuan in electricity costs annually and reducing carbon emissions by approximately 13,200 tons. According to the responsible person, in industrial and commercial scenarios, Trina Solar’s anti-glare modules are not only used at Pudong Airport but also operate stably in sensitive locations such as highway service areas.

In residential scenarios, balcony photovoltaics have become a hot topic. GCL Integrated launched the GCL-EP series balcony photovoltaic solutions, emphasizing “zero-threshold installation,” allowing users to assemble on balconies or flat roofs and achieve “plug-and-play.” The solution uses low-voltage design below 60V and intelligent anti-reverse flow technology to ensure electrical safety from the source.

Zhang Yiguo, chief planner at the Water Resources and Hydropower Planning and Design Institute, said that the comprehensive promotion of integrated modes such as farm, forest, and fishery photovoltaics is ongoing. Scene expansion into 5G base stations, data centers, transportation facilities, and other areas continues to break through, and multi-scene integrated development will promote cross-industry融合发展.

Zero-Carbon Parks Accelerate: From Equipment Suppliers to System Service Providers

The full scene penetration of distributed photovoltaics and the construction of zero-carbon parks create a supply-demand resonance, pushing photovoltaic companies to transform from equipment manufacturers to system service providers who understand energy, dispatch, and scenes.

Lin Chao, General Manager of Shandong Tailai Comprehensive Energy Services Co., Ltd., pointed out that standards for zero-carbon parks vary across regions, requiring “meticulous cultivation”; investments in photovoltaics, energy storage, and energy-saving renovations are complex and demand high resource integration capabilities.

Wang Tieshan, director of the Industry Development and Investment Research Center at Xi’an University of Engineering, believes that zero-carbon parks demand far more from photovoltaics than just power generation. The emerging scene-based products in the market are responses to technologies like “off-grid operation,” “green power direct connection,” and “multi-energy collaboration.” The pain points of parks are driving enterprise transformation.

Niu Yanyan told reporters that in the future, Longi Green Energy will continue to deepen scene-based innovation, focusing on personalized needs in different scenarios and strengthening differentiated competitive barriers. Industry insiders believe that with the emergence of models like “Photovoltaic+ Building,” “Photovoltaic+ Transportation,” and “Photovoltaic+ Industry,” the industry is shifting from homogeneous competition based on “scale” to value competition based on “granularity,” and scene-specific refinement will redefine market boundaries.