Recently, Trina Solar and CECEP Solar Energy successively disclosed their latest operational and development plans, answering key questions of interest to investors.
Trina Solar
According to information disclosed by Trina Solar at its earnings briefing on May 29, 2026, the company stated that the photovoltaic (PV) industry has currently entered the tail-end phase of a U-shaped cycle. Although the industry as a whole still faces the pressure of a supply-demand imbalance, the company's first-quarter operating conditions have already shown signs of improvement. With sales revenue growing year-over-year, the company's net loss narrowed by nearly 80% compared to the same period last year.
Technologically, the company will continue to advance its "dual-wheel drive" strategy of TOPCon and THBC. Among these, TOPCon 3.0 products target the global bifacial power generation market, with the production capacity of TOPCon 3.0 products expected to grow significantly by the end of 2026. Meanwhile, THBC technology focuses on high-value monofacial application scenarios. The company has already built a 500MW pilot line and is accelerating the industrialization process.
Regarding overseas markets, the company's US module factory has been sold through a transaction to T1, a US-listed company, through which Trina Solar holds a partial equity stake in T1 and maintains deep cooperation. In Indonesia, the 1GW cell and module factory was completed and put into production in 2025, and is currently operating normally.
In addition, the energy storage business, system solutions business, and digital energy business are experiencing a strong development trajectory. Their combined revenue currently accounts for 30% of the total, with plans to increase this to 50% in the future.
The company is driving the strategic transformation of its solutions division's centralized business towards "computing-power-and-electricity integration." It plans to rely on its technological accumulation in energy storage and source-grid-load-storage integration to build a comprehensive business model covering green power, computing infrastructure, and AI computing services. This will form a business system of "direct green power supply + energy storage peak shaving + computing infrastructure + computing operations."
CECEP Solar Energy
On June 3, CECEP Solar Energy Co., Ltd. introduced the latest progress of its PV manufacturing, energy storage business, and project construction during an investor research event.
In terms of PV manufacturing, the company stated that its PV products are accelerating their transformation and upgrading. By focusing on high-efficiency solar cells of various specifications, the company is building a mass-produced product pipeline covering both centralized and distributed markets. At the same time, the company continues to promote the commercialization of scientific and technological achievements, conducting research on cutting-edge technologies such as perovskite and TOPCon. Notably, the photoelectric conversion efficiency of laboratory small-area perovskite/crystalline silicon tandem cells has been further improved from its previous breakthrough of 33%, and the planned 10MW pilot line is advancing steadily. Additionally, the efficiency of 210 half-cut tandem cells has reached 29%.
Regarding the energy storage business, as of the end of 2025, the company's operational energy storage scale reached 518.5MW/1242MWh, of which the operating scale of independent energy storage was 250MW/500MWh. The company continues to develop energy storage project resources. As of the end of April 2026, the cumulative registered scale of independent energy storage acquired reached 3170MW/9040MWh.
For the future development direction of energy storage, the company stated that it will continue to focus on regions with favorable resource conditions and strong policy support, such as Inner Mongolia, Hebei, Gansu, and Shanxi. It will strategically position itself in specific segments including AI computing energy storage, distribution transformer area energy storage, direct-connected green power energy storage, zero-carbon industrial park energy storage, virtual power plant energy storage, and grid-side independent energy storage. It will also strengthen the tracking and research of new energy storage technologies such as long-duration energy storage and grid-forming energy storage.
In terms of project construction, the company expects that by the end of 2026, the total scale of power stations in operation, under construction, proposed, and under signed pre-acquisition agreements will aim to exceed 13.3GW. Of this, the operational scale will reach 8.5GW, representing an increase of 18.55% over 2025. From January to April 2026, the company added 588MW of newly operational installed capacity. As for overseas projects, the company has completed its initial due diligence and is advancing subsequent work in an orderly manner based on the investigation results.
Source：EnergyTrend