[SMM PV] High-Efficiency ABC Modules in Undersupply, AIKO Scores Another Order Surge at Intersolar

On July 16, the 500 kV transmission project for the million-kilowatt desert wind-solar-storage base in Chifeng, Inner Mongolia, was successfully connected to the Tongliao Jinsha 500 kV substation and officially completed and put into operation. This project is a key supporting transmission line for the third batch of national "desert-Gobi-wasteland" wind and solar power bases. After the project is put into operation, it can fully guarantee the grid connection and consumption of the million-kilowatt-level wind-solar-storage new energy project, delivering approximately 2 billion kWh of clean electricity annually, significantly enhancing the regional power grid's transmission dispatching and resource complementarity and mutual support capabilities, achieving large-scale development, integrated transmission, and efficient utilization of local wind and solar resources, and steadily transforming the advantages of desert resources into advantages of green development.

Recently, AIKO successfully won the bid for Section II of the 1,200 MW PV project at Hongshagang, Minqin County, Wuwei City, part of the Gansu Tengger Desert Hexi New Energy Base of Zhejiang Energy Group, with an awarded bid scale of 677.99 MW. This makes it the largest single-site BC centralized PV project in China so far, adding another strong testament to the competitiveness of AIKO's ABC modules in centralized projects, particularly in desert-Gobi-wasteland large-scale base scenarios.

With the rapid development of space technology and commercial spaceflight, space PV, as the core energy source for spacecraft, is becoming a key technology supporting strategic missions such as space exploration, satellite communications, and space solar power stations. Meanwhile, the expansion of emerging scenarios like the low-altitude economy and high-altitude drones is imposing higher demands for high efficiency, light weight, and high reliability of PV systems in extreme environments, driving the extension of space PV toward integrated aerospace applications. As a frontier field of deep integration between PV and aerospace, space PV is an important direction for China to seize the strategic high ground in energy and expand new spaces for PV applications. Developing lower-cost space PV technology to support the future large-scale development of the space PV market requires pooling resources from PV, aerospace, satellite, and other sectors to advance collaboratively. To this end, the China Photovoltaic Industry Association (CPIA) plans to openly solicit experts from across society to jointly carry out policy research, technical breakthroughs, and standard development for the space PV industry.