According to EnergyTrend, Trina Solar, Trina Solar,Canadian Solar, CECEP Solar EnergyAnnouncements on investor communication activity records have been released successively. 3 leading companies surround Optical storage industry demand, component prices, and energy storage business in 2027, technical routes and other market concerns.
Trina Solar: Energy storage shipments in the first three quarters were nearly 10 GWh
On November 4, Trina Solar stated that in terms of demand, the company expects both domestic and foreign photovoltaic demand to grow in 2027. In terms of business strategy, Trina will rely on its sales channels and brand advantages to focus on high-value markets and avoid excessive involution competition.
In terms of component prices, domestic component prices declined in the third quarter due to the impact of polysilicon and other raw materials. Demand in overseas regions continued to grow, and component prices overall continued to rise. With the advancement of anti-involution related measures and the implementation of energy efficiency standards for crystalline silicon modules on January 1, 2027, Trina predicts that module prices are expected to maintain an upward trend next year.
In terms of energy efficiency and production capacity, Trina said, Currently, 100% of the company’s module production capacity can meet Level 3 energy efficiency standards., the first and second level energy efficiency production capacity accounts for 80%; it is expected that by the end of 2026, Trina TOPCon3.0 high-efficiency cell module production capacity reaches more than 30 GW.
On the technical roadmap, Trina’s de-silverization technology has been reserved, and subsequent de-silverization production line renovations will be flexibly arranged based on silver price fluctuations, industry supply and demand, and the introduction pace of the entire industry chain.
In terms of energy storage business, Trina’s energy storage shipments in the first three quarters of 2026 have reached close to 10 GWh, among which, mainly overseas sales. Trina expects the global energy storage market to maintain high growth in 2027, and will subsequently transform into a solution service provider, expand new application scenarios, continue to increase investment in technology and products, and avoid involution competition.
Canadian Solar: Energy storage shipped 9 GWh in the first three quarters
On October 30, Canadian Solar released a record of investor relations activities for October.
Canadian Solar said that in the first three quarters of 2026, the industry will face disturbances such as homogeneous involution, price pressure, intensified energy storage competition, geopolitical, exchange rate, silver and lithium carbonate price fluctuations. The company believes that the marginal effect of disorderly competition in the industry has weakened, and the industry is shifting from the scale expansion stage to the value competition stage.
In the first three quarters of 2026, Canadian Solar had revenue of RMB 18.65 billion and a net loss attributable to its parent company of RMB 95.26 million. The loss mainly came from the impact of the photovoltaic sector and the reshaping of the U. S. business. Among them, the photovoltaic sector adheres to the balance between volume and profit and manages and controls business risks.
In terms of energy storage business,Canadian Solar shipped 9 GWh in the first three quarters, a year-on-year increase of approximately 55%, covering overseas markets such as North America, Europe, Australia, and Latin America. Despite fluctuations in raw materials and policies, energy storage profits have remained stable.
Currently, in terms of energy storage layout, Canadian Solar's U. S. market is handled by a joint venture company, while the listed company is responsible for regions outside the United States. In addition, Canadian Solar stated that the company will not participate in low-price negative gross profit competition and prioritizes ensuring energy storage gross profit margins. The downward trend of lithium carbonate is good for the manufacturing side. The company adopts a floating pricing mechanism and the dividend cycle of raw material price reduction is shortened to about two quarters. Relatively speaking, energy storage prices in some European and American markets are relatively firm.
Regarding the judgment of photovoltaic demand, Canadian Solar stated that the global photovoltaic growth rate is expected to fall in the 10%-15% range in 2027. After the installed base increases, energy storage supporting equipment is needed to support further growth. The company had previously taken the initiative to shrink its shipment scale and planned to return to the track of shipment growth in 2027. The TOPCon platform, a domestic energy efficiency standard company, can meet the standards through technical transformation, which will be implemented step by step in conjunction with orders and delivery plans.
Regarding the 2027 target, Canadian Solar said, It is expected that photovoltaics will return to profitability and energy storage will continue to grow profitably.. Overseas energy storage demand will rise steadily in 2027. Domestic energy storage relies on policies, and policy stability will determine the domestic market space.
CECEP Solar Energy: TOPCon cell project has entered mass production
On November 5, CECEP Solar Energy released the latest investor relations activity record announcement, regarding the company’s Overall operations in the third quarter of 2026 Communicate.
CECEP Solar Energy said that the company's manufacturing end is promoting the transformation of "intelligent manufacturing + service". The company's TOPCon cell project has achieved mass production, the capacity utilization rate is 100% and the yield rate is 95%, achieving the expected goals. The perovskite/crystalline silicon stack technology layout pilot line is planned to be completed and put into use by the end of 2026. In the future, it will promote the mass production and transformation of cutting-edge technologies, develop external technical service business, and promote the transformation of light assets.
From January to October 2026, the company added 1311.24 MW of photovoltaic operating capacity, 650 MW of new photovoltaic projects started, 1074.94 MW of new photovoltaic registrations, and 4320 MW/12287 MWh of new independent energy storage registrations.
In terms of national reimbursement, CECEP Solar Energy from January to August 2026 A total of RMB 2.442 billion in renewable energy subsidies have been received, a year-on-year increase of 5.3%, of which state subsidies were RMB 2.322 billion, a year-on-year increase of 3.11%; 8 projects have been verified and subsidies allocated during the year, and the company will continue to follow up on the progress of re-enrollment and subsidy disbursement.
Source：EnergyTrend