Zh Gngshn, Chairman of the Xnxn Group: The new energy industry also needs "logical folding" to explore a kind of "Tao law".

At the opening ceremony of the 2026 SNEC exhibition held today, Zhu Gongshan, the chairman of the exhibition and chairman of the GCL Group, mentioned in his speech that in the "AI+ energy" paradigm, electricity is equivalent to computing power, AI is equivalent to the power grid, and collaboration represents efficiency. In this context, the new energy industry also needs to "fold logic" and explore a "similar law" - breaking away from traditional low-dimensional competition, upgrading the value of the entire chain, and drawing the electric-carbon-computing Moore curve that belongs to the sustainable AI era. He believes that photovoltaics need to be pulled out of the quagmire of cost competition on the manufacturing side and into new scenarios of value creation on the system side.