on the same day, the latest record of investor relations activities disclosed by roboco (300757.SZ) showed that as of the disclosure date of the 2025 annual report, the orders in hand for the optoelectronic and semiconductor businesses of its core subsidiaries had reached about 1.105 billion yuan , and a number of other projects were under discussion. During the same period, the company’s photovoltaic business in hand orders of about 1.082 billion yuan . In addition, Robertko revealed that the company has signed a mass production order for silicon optical equipment with a total amount of 0.6 billion yuan with a Nasdaq listed company and its subsidiaries.
In addition, according to CCTV financial news, my country’s photovoltaic installed capacity has ranked first in the world for many years. As early photovoltaic modules have reached their useful life, the tide of large-scale decommissioning is approaching. Industry insiders said that the domestic photovoltaic industry started around 2005. According to the design life of the panel for 20 to 25 years, from 2026 , it will usher in a large-scale retirement tide of photovoltaic equipment. Several companies have also begun to accelerate their strategic deployments to further expand recycling and processing capacity.
Ping An Securities pointed out that Europe, Australia, Asia and Africa markets have bright performance, optimistic about the opportunities of the household storage sector. Driven by rising gas prices, energy security and subsidies, the key market performance of household storage is bright, and under the trend of power grid support, new energy substitution and electricity integration, the large storage, industrial and commercial storage sector is also expected to grow rapidly. Household storage business reserves, Europe, Australia, emerging markets and other demand business climate overall good.
Looking forward to 2026, United Credit believes that the resilience of global installed demand remains. With the substantial rebalancing of the supply and demand pattern, the continuous deepening of the construction of new power systems and the profound reshaping of the global trade pattern, the photovoltaic manufacturing side will fully open a new stage of high-quality development marked by “industrial agglomeration, development technology and value rationalization.
