Photovoltaic companies collectively transform into comprehensive energy service providers, and the harnessing of electricity becomes a contested battleground.

On June 2, the global heavyweight solar photovoltaic exhibition 2026 SNEC SMART E International Smart Energy Conference opened in Shanghai. Journalists attending the conference found that the photovoltaic industry is gradually bidding farewell to the era of single manufacturing and entering the first year of value restructuring, with companies accelerating their transformation from photovoltaic product manufacturers to comprehensive energy and zero-carbon computing power service providers. The "highlight" of industrial transformation is the coordinated calculation of electricity. On that day, several leading photovoltaic companies introduced AIDC integrated solution for electricity calculation, and developed targeted computing power-specific photovoltaic products. A senior executive of a listed energy storage company told reporters that by the end of the "15th Five-Year Plan" period, the electricity consumption of the computing center is expected to reach 8% of the total social electricity consumption, with a significant driving effect on new energy and energy storage, and is expected to exceed expectations.