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Chinese solar companies seek new engines of growth

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By Dou Hanyang, People’s Daily

As one of the most competitive emerging renewable energy industries, the photovoltaic (PV) sector has experienced rapid growth in China in recent years.

During the 14th Five-Year Plan period (2021–2025), the annual output value of China’s PV manufacturing industry exceeded 1 trillion yuan ($147.65 billion); total exports surpassed $180 billion; cumulative installed capacity topped 1,200 gigawatts; PV modules were exported to more than 200 countries and regions.

Yet challenges have emerged. Since 2024, Chinese PV products have faced increasingly intense and often unreasonable competition across overseas markets — a trend defined by rising export volumes paired with plummeting selling prices.

According to a representative of the China Photovoltaic Industry Association, some companies have engaged in excessive low-price competition during exports, eroding industry profits while increasing the risk of trade disputes such as anti-dumping and countervailing investigations against China’s PV sector.

Beginning April 1, 2026, China eliminated export tax rebates for photovoltaic products. Industry experts believe the move will encourage companies to shift away from extensive, scale-driven expansion and focus instead on technological premiums, brand building, and the development of higher-efficiency, more reliable, and smarter products, thereby accelerating industrial upgrading.

Inside the factory of Ronma Solar Energy Group in Jinhua, east China’s Zhejiang province, robotic arms and automated material-handling systems work in coordination as silicon wafers move through a series of processes before becoming solar modules.

“We recently received new orders from Central Asia and Southeast Asia and are now ramping up production,” said Xiao Yuanbiao, a company executive.

For leading firms, going global has long evolved beyond simply exporting products. It now encompasses exporting brands and even production capacity.

“Going global is not just about establishing overseas sales channels,” said Huang Haiyan, executive vice president of Astronergy, an intelligent manufacturing enterprise focusing on photovoltaic cells and modules. “More importantly, it means putting down roots in local markets and building fully localized operations across the entire value chain.”

In March, Astronergy secured a major solar-plus-storage project in Ereğli of Konya province, Türkiye. All PV modules required for the project were supplied by the company’s local factory in Türkiye. More significantly, its parent company, Chint Group, provided a comprehensive one-stop solution covering modules, energy storage systems, and construction services.

“Our ability to deliver the entire value chain — from core products and system integration to full project delivery — creates a significant advantage in international competition,” Huang said.

Zhejiang ranks among China’s leading provinces in both the size of the PV industry and grid-connected installed PV capacity. According to an official with the digital economy division of the Zhejiang provincial economy and information technology department, the industry has seen continuous capacity expansion since 2023, leading some companies into what is commonly described as “involution-style” competition. In response, Zhejiang rolled out new supportive policies last year encouraging industry self-discipline and production control.

Huang argues the current phenomenon of “higher output but lower profits” stems largely from the massive release of new production capacity over the past two years, which has driven down prices throughout the supply chain. Huang said companies cannot simply wait for the market to recover; they must take proactive steps.

At Astronergy’s Haining base in Jiaxing, Zhejiang province, a national-level green factory, production has become increasingly digitalized and intelligent. According to Pang Shaohua, head of the facility, the factory pioneered a “PV manufacturing plus internet” model as early as 2016.

“Take AI-powered inspection of semi-finished products as an example. Previously, four production lines operating day and night required eight workers. After introducing AI inspection, only two workers are needed, while inspection efficiency has increased fourfold,” Pang explained.

A representative of Aiko, a global leader in new energy technology based in Zhejiang province, noted that outdated production capacity will inevitably be phased out and that industry competition must ultimately return to a healthy cycle driven by technology and quality.

“The removal of PV export tax rebates marks the beginning of a new era of ‘value-driven globalization’ for the solar industry,” the representative said. “The policy’s core goal is to accelerate the elimination of outdated capacity and optimize the industry structure. In the long run, this will help prevent export prices from remaining trapped at unsustainably low levels and support a more rational recovery of prices in overseas markets.”

Amid fierce competition, the range of “PV-plus” application scenarios continues to expand. About 700 meters offshore from the Wengle reclamation area in Yueqing, Zhejiang province, nearly half a million silver-blue solar panels shimmer in the sunlight. Beneath them, fish swim freely in the shaded waters. This is the Wenzhou Hengtai fishery-solar complementary power generation project.

“From the very beginning, we integrated aquaculture into the project design,” said the project manager. “By fully utilizing the water resources beneath the solar panels, each mu (about 667 square meters) of tidal flat generates an additional 3,000 yuan ($443.57) in annual fishery output while creating more than 1,000 jobs.”

In Mianqianling village, Xiyang township, Taishun county, Wenzhou, Zhejiang province, rows of solar panels stretch across the hillsides. Making use of the forest land beneath the panels, the village has developed a demonstration base combining photovoltaics with the cultivation of medicinal Chinese yew trees.

The project generates roughly 200,000 yuan($29,571.20) in annual income for the village collective. In addition, leveraging a nearby aviation sports camp, the village has launched a tourism program that allows visitors to view the solar installations from the air.

According to Shen Fuxin, secretary-general of the Zhejiang Solar Energy Industry Association, the continued development of new application scenarios can help alleviate the pressure created by expanding production capacity. Looking ahead, the replacement of smaller installations with larger, more efficient systems, as well as the upgrading of aging facilities, may become important new growth drivers for the PV industry.

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Inside China’s first quantum-powered demonstration substation 

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By Xu Jing, People’s Daily

Quantum technology is beginning to transform the way China’s power grids operate. At the 220-kilovolt Houdian Quantum Application Demonstration Substation in Hefei, east China’s Anhui province, a suite of advanced quantum technologies is now in use. These include diamond-based quantum sensing materials to monitor current fluctuations, quantum-dot gas sensors to detect potential cable fire hazards and partial discharge faults inside switchgear, and other innovations that strengthen the intelligence, safety, and efficiency of grid operations.

Commissioned in November 2024, the facility is China’s first demonstration substation dedicated to the systematic application of quantum technologies. It has deployed 85 independently developed quantum devices across 18 categories, covering quantum sensing, quantum communication, and quantum computing. 

The project represents a pioneering effort to integrate quantum technologies into power grid engineering, offering a new technological solution to the challenges faced by conventional power grids while supporting the development of a new-type power system.

The substation also represents a new generation of fully unattended intelligent substations.

“We have replaced many manual inspection tasks with high-precision quantum sensing equipment,” said Tian Teng, a young engineer at the digitalization institute of the electric power research institute under State Grid Anhui Electric Power Co., Ltd. “The new system can identify and diagnose equipment defects much faster, reducing both inspection costs and operating expenses.”

Inside the high-voltage switchgear hall, rows of power equipment operated steadily. Standing beside an out-of-service switchgear cabinet, Tian pointed to a small device mounted on its side.

“This is a quantum-dot multi-parameter sensor,” he explained. “It continuously monitors the cabinet’s internal environment and detects signals associated with partial electrical discharge, enabling us to assess the condition of the switchgear.”

He then pointed to another compact device attached to a cable beneath the cabinet.

“This is a distribution network current sensor. It monitors line loading in real time and can quickly and accurately locate faults along the transmission line.”

Quantum technologies are embedded throughout the facility — not just in these compact sensing devices.

Quantum technologies are embedded throughout the facility — not just in these compact sensing devices. A quantum lidar system installed on the rooftop monitors atmospheric particles and cloud conditions within a 15-kilometer radius, providing early warnings of weather-related risks.  Quantum attitude sensors mounted on transmission towers can detect magnetic field changes as small as 1/10,000 of the Earth’s magnetic field, enabling highly accurate monitoring of tower alignment. 

Besides, quantum encryption equipment supports both fiber-based quantum secure communications and “5G + quantum” encrypted communications, significantly enhancing cybersecurity across the power network.

The innovation extends beyond physical equipment. The substation has adopted a quantum computing-based approach for power flow analysis, which has been validated using the topology of a real-world power grid on Origin Wukong, China’s domestically developed quantum computer.

“This breakthrough provides an entirely new technical approach for large-scale power grid simulation,” Tian said. “It is expected to further improve the real-time analytical and computing capabilities of power systems.”

Why did China build this quantum-powered substation?

According to Tian, conventional power grids are increasingly facing three major challenges as renewable energy and power-electronics-based equipment become increasingly widespread: limited accuracy in equipment condition monitoring and delayed response; insufficient security for data transmission and control instructions; and the computational limitations of conventional computers when making rapid decisions for increasingly complex grid operations.

Developing a new-type power grid supported by quantum technologies has become an inevitable choice, he said.

Developing the necessary equipment, however, was far from straightforward.

There were no domestic precedents, no established standards and no mature technical solutions to follow, said Zhao Long, head of the power quantum sensing laboratory at the electric power research institute under State Grid Anhui Electric Power Co., Ltd.

“The biggest challenge came when supplies of high-quality diamond sensing materials were cut off by overseas suppliers, bringing the project close to a standstill,” he added.

The team eventually partnered with domestic materials researchers to develop customized alternatives. After repeated rounds of experimentation and testing, they achieved a breakthrough.

New engineering challenges soon emerged, including electromagnetic interference and adapting laboratory technologies to real operating conditions.

“For several consecutive months, we spent our days at the substation collecting data and tuning system parameters, and our nights back in the laboratory refining algorithms and improving packaging and shielding designs,” Zhao recalled.

“When the quantum current transformer finally displayed accurate readings on the monitoring screen, everyone on the team burst into applause. We had successfully bridged the ‘last mile’ from laboratory research to real-world engineering.”

According to project estimates, the application of quantum technologies enables the Houdian demonstration substation to reduce annual electricity measurement errors by more than 500,000 kilowatt-hours, while significantly improving the reliability and economic efficiency of grid operations.

Several quantum technologies first demonstrated at the substation have since been deployed elsewhere across Anhui province and are now being introduced to more regions across China.

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Chinese robots expand global reach through diverse applications 

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By Ouyang Jie, Liu Junguo, People’s Daily

From factories and power plants to warehouses and emergency response sites, Chinese-made robots are increasingly being deployed across a wide range of applications worldwide. 

This expansion reflects not only the rapid growth of China’s robotics industry but also the ability of Chinese companies to develop products tailored to diverse market needs, improve service capabilities, and build localized operations overseas. 

At the assembly workshop of Pudu Robotics, a Chinese service robotics manufacturer located in Jianhu county, east China’s Jiangsu province, five production lines were running at full capacity for 10 hours. 

Workers at assembly stations were installing new batches of lidar modules into robot bodies. The company’s production schedule has already fully booked through 2027, with factory production plans significantly tighter than last year.

Founded in 2016, Pudu Robotics has focused on the global commercial service robot market. It has shipped more than 130,000 units and served over 50,000 end customers worldwide. 

Since the beginning of this year, the company’s exports have already exceeded the total volume of the previous year, with products sold to 85 countries and regions. Its cleaning robots, in particular, have maintained year-on-year export growth of more than 100 percent for consecutive years, accounting for 29 percent of the global commercial cleaning robot market.

Pudu Robotics is just one example of Chinese intelligent robot companies expanding into overseas markets. According to customs data from Shenzhen, south China’s Guangdong province, exports of various types of robots from Shenzhen reached 6.94 billion yuan ($1.03 billion) in the first half of this year, representing a tenfold increase year-on-year. These products were shipped to more than 110 countries and regions.

Strong technological capabilities are at the core of the global competitiveness of Chinese manufacturing.

“Our quadruped robots have officially started operations at a nuclear power plant in Switzerland, carrying out frequent and routine autonomous inspections in high-risk areas,” said Yao Hengyan, assistant general manager of DEEP Robotics in Hangzhou, east China’s Zhejiang province.

The robot can climb slopes as steep as 45 degrees, navigate narrow spaces between equipment and access areas that are difficult for humans to reach. Equipped with thermal imaging and acoustic sensors, it can accurately detect potential hazards such as leaks, abnormal temperatures, and unusual equipment noises. 

Inspection data is uploaded in real time to a digital management platform, which can automatically issue alerts and initiate responses once anomalies are detected.

Besides, the quadruped robots of the company are also used for factory security and underground pipeline inspection in Switzerland.

A diverse product portfolio has enabled Chinese robots to adapt to a broad range of global application scenarios.

Pudu Robotics has divided the market into 16 major industries and more than 800 categories of specific applications and tasks based on customer needs, said Zhang Tao, founder and CEO of the company. The company has continuously optimized the overall performance of its products to ensure they are “functional, user-friendly, and durable” in complex environments.

It has established four major product lines covering delivery, cleaning, industrial, and general-purpose embodied intelligence robots, with applications spanning multiple sectors, including manufacturing and warehousing logistics.

The successful deployment of DEEP Robotics’ quadruped robots at a Swiss nuclear power plant, where safety standards are extremely demanding, demonstrates the stability and reliability of China-made robots, Yao said. 

The company has reached an agreement with its Swiss client to expand cooperation, and its robots, which can adapt to complex terrain and extreme weather conditions, have already been deployed in energy, industrial, and emergency response scenarios in various parts of the world.

As they continue to explore overseas markets, many Chinese robotics companies are shifting from simply exporting products to building localized brands and service networks.

Competition in China’s service robot sector has moved beyond price-performance advantages and entered a new stage where quality, brand recognition, and service capabilities are equally important, Zhang said. Customers are looking for not just a machine, but a comprehensive solution that can operate reliably over the long term.

To meet these needs, Pudu Robotics has established local offices and service centers in major global markets and built a cooperation network involving more than 1,000 distributors. The network provides partners with full-process support, including pre-sales consultation, sales assistance, deployment, after-sales maintenance, and rapid spare parts response, helping customers overcome concerns about adopting complex technologies.

The current penetration of robots remains relatively low, leaving broad room for future growth, Zhang said. As robots become increasingly integrated into various industries, different application scenarios will require different types of robots and capabilities. The company hopes to develop a unified “intelligent brain” for robots that can empower various products in fields such as delivery, cleaning, and industrial applications.

Pudu Robotics will continue expanding investment in technological innovation and product upgrades, making robots increasingly intelligent and capable of serving more industries worldwide, Zhang added.

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Wuxi’s “Token Supermarket”: A one-stop AI model platform for local businesses

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By Yao Xueqing, People’s Daily

When Li Tao, the software department supervisor at Sevice — a security technology company based in Jiangsu — opened Wuxi’s AI industry service platform, he navigated straight to the “Token Supermarket” on the homepage. He logged into his account to check usage metrics and his remaining balance.

Li’s company specializes in intelligent security, with software development as its core business. “Since last year, AI has handled 85 percent of our software development workflows,” Li said. The company needs to purchase tokens from various large language model platforms, with fees calculated based on usage.

Initially, the company’s demand for tokens was limited, and the cost was almost negligible. But as computing needs grew rapidly, monthly expenses increased. Different large models have different capabilities and applications, Li said. Companies not only have to cope with rising costs, but also manage and maintain multiple accounts and switch between different models, he added.

In May this year, Wuxi rolled out this city-level “Token Supermarket.” Li Tao visited the platform the very day it went live. Lined up on its virtual “shelves” were over 20 mainstream large models, covering nearly all those widely adopted by enterprises.

Thanks to the platform’s centralized procurement, most offerings are available at favorable rates. Even more convenient, users need only a single registered account to call upon different large models on demand.

The company immediately decided to register with the “Token Supermarket” and top up its account. Li did the math: with a monthly recharge of 20,000 yuan ($2,963), more than 30 engineers can use 4 billion to 5 billion tokens. The complimentary concurrent-access benefit package has also enabled more than 30 employees to work efficiently in parallel.

As a result, the company has cut research and development costs by nearly 30 percent, shortened software development cycles from two weeks to less than one week, and increased efficiency by 50 percent.

Why did Wuxi launch such a “Token Supermarket,” and what makes it unique?

According to Zhu Yiqing, deputy general manager of Wuxi Digital New Infrastructure Co., Ltd., which operates the platform, token usage is growing rapidly, but companies still face challenges such as high costs, complicated management of multiple AI model accounts and difficulties in calculating expenses.The “Token Supermarket” was developed to provide a one-stop purchasing platform and has already served more than 50 enterprises.

Its customers include not only companies like Li’s that purchase tokens to assist with daily office work, but also many enterprises that buy tokens as “bulk raw materials” for further processing and development.

Dramasmaker, a startup developing AI-powered animated storytelling production tools, is one such customer. The company was founded in August last year and spent more than six months independently developing a one-stop animation production system, which entered the testing and production phase in May of this year, said general manager Wei Jianfei.

The company needs to purchase large amounts of tokens, resulting in high costs. During the early startup stage, this placed considerable pressure on its cash flow, Wei said.

Zhu noted that the “Token Supermarket” can also be connected with financial services, with financial products to be integrated into the platform’s payment system.

Notably, staff members of the “Token Supermarket” are currently sprucing up its virtual premises: alongside an existing “brand zone,” a new “local-source offerings zone” has been rolled out.

According to Zhu, Wuxi’s computing-power industry is developing rapidly, with 19 intelligent computing centers now up and running, most of which deliver computing power for immediate sale. 

Tokens generated by these intelligent computing centers are listed on the “Token Supermarket,” bringing cost-competitive options for users. The platform also bolsters the local computing-power sector while serving small and medium-sized enterprises.

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