Ates: Recently, the prices of photovoltaic components have rebounded significantly from previous lows.
Atlas recently stated during a research interview with institutions that the prices of photovoltaic modules have rebounded significantly from their previous lows, driven by both the increase in raw material costs and the cancellation of export tax rebate policies. This also reflects the industry's consensus on anti-"involution" and profit restoration. Currently, global energy storage demand remains in a good growth trend, and the transition to energy and energy security needs are expected to continue to drive the installation of new energy and energy storage. By the end of 2025, the company's global energy storage systems will have delivered over 18GWh. As of March 13, 2026, the group's energy storage business has an order backlog amounting to $3.6 billion.
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