[SMM PV] JA Solar Technology: Global PV Market Expected to Return to Positive Growth Track Starting in 2027

Published: May 7, 2026 17:33

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According to an NBD AI news flash, JA Solar Technology stated at its earnings briefing on May 6 that the company's gross margin turned positive in Q1 2026, indicating a trend of profitability recovery. Q2 is expected to remain under pressure, but in H2, as policies take effect and volume and pricing stabilize, there is an opportunity to achieve a turnaround from losses in a single quarter. The rapid development of energy storage will facilitate PV absorption and enhance economic viability. Starting from 2027, the global PV market is expected to return to a positive growth trajectory, with PV+ESS synergy becoming a core driving force.

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