[SMM PV] "PV+ESS Integration" Takes Center Stage

At the just-concluded SNEC exhibition last week, the hall layout saw a historic shift: the number of energy storage themed halls surpassed that of solar cell and module halls for the first time, and "PV+ESS integration" has moved from concept to the spotlight. LONGi made its debut in a fully integrated PV+ESS exhibition form, unveiling the "full-stack LONGi" strategy; Jinko Solar designated 2026 as the first year of energy storage volume ramp-up, having already secured approximately 5 GWh of energy storage orders; Trinasolar, JA Solar Technology, and others all showcased full‑stack energy storage solutions.

After the mandatory energy storage allocation policy was phased out, energy storage shifted from a "compliance burden" into an asset that must generate profits on its own. Enterprises are no longer satisfied with "selling panels" but are turning to "selling systems" — PV companies are collectively transforming from pure manufacturers into integrated energy service providers.