As the PV industry chain undergoes accelerated consolidation, leading players are once again stepping up their investments in the energy storage sector. On December 12, JA Solar officially established a dedicated energy storage subsidiary—Beijing JA Solar Energy Storage Technology Co., Ltd.—with a registered capital of RMB 300 million.
According to Qichacha corporate registration data, the newly formed company’s business scope covers battery manufacturing and sales, energy storage technology services, as well as hydrogen refueling and energy storage services for power stations.
Earlier in November, JA Solar officially launched its “JA Energy Storage” brand and unveiled a series of innovative energy storage solutions in Santiago, Chile, further strengthening its brand presence in overseas markets. In the same month, JA Solar signed a strategic cooperation agreement with Chuneng New Energy, focusing primarily on the joint research and development, as well as supply and sales cooperation, of key energy storage products—including overseas DC-side systems, outdoor cabinets, and batteries.
Since entering the energy storage business in 2022, JA Solar has built an integrated operational capability encompassing sales, R&D, manufacturing, and supply chain, forming a fully coordinated business ecosystem. The company has rolled out three major product lines: the BlueStar residential energy storage system, the BluePlanet commercial and industrial energy storage system, and the BlueGalaxy utility-scale (generation–grid-side) energy storage system, achieving full-scenario coverage from household PV-plus-storage solutions to large-scale energy storage power stations.
With surging market demand, “PV + energy storage” integration has become an industry-wide consensus, prompting nearly all leading PV manufacturers to enter the energy storage arena:
- JinkoSolar has clearly articulated a dual-engine strategy centered on “PV + energy storage,” launching products such as SunGiga and SunTank that target both utility-scale and commercial and industrial applications. Leveraging its extensive global PV sales network, JinkoSolar is rapidly expanding its footprint in the energy storage market. The company currently has 12 GWh of integrated system capacity and 5 GWh of cell capacity, with steady progress on the manufacturing front.
- LONGi Green Energy has established multiple energy storage subsidiaries and acquired Suzhou Jingkong Energy, enabling it to enter the electrochemical energy storage sector directly through capital operations. On November 26, LONGi held an energy storage product and solutions launch event in London, where it unveiled a comprehensive one-stop energy storage solution.
- Trina Solar, an early mover in the energy storage space, has developed full-stack in-house R&D capabilities across cells, battery enclosures, and systems under its Trina Storage brand. The company has secured multiple large overseas orders and is actively building a vertically integrated PV-plus-storage strategy. As of the end of the third quarter of 2025, Trina Solar’s cumulative energy storage shipments had exceeded 12 GWh.
Source：EnergyTrend
