
AI-generated summary
Taiwan International Smart Energy Week is an important annual energy industry exhibition. Yuanjing Solar is Taiwan's leading solar manufacturer, stock code 6443. In recent years, affected by the global energy transformation, the rooftop solar market demand has grown, but it also faces challenges from technological updates and international trade uncertainty.
Smart Energy Week is here, and Yuanjing’s three major solar products are launching to attack the rooftop market. (Photo by reporter Zhang Huiwen)
[Reporter Zhang Huiwen/Reporting from Taipei] The 2026 Taiwan International Smart Energy Week kicked off today. Yuanjing Solar (6443) is optimistic about the potential of the rooftop solar market, and uses a large display area to incorporate Oriental Zen-style rooftop solar demonstration design, showing the momentum of the leading manufacturer, new The Tianchen series modules were launched with a maximum wattage of 625W. Together with the flagship products "Quantum Series" and "Alfa Series", three king products were launched simultaneously. Yuanjing Vice President Liao Weiran said that the current operation is at the bottom, and with the strong demand for green electricity, it will definitely turn around next year.
Liao Weiran said that there are currently two major potential risks for industry players to enter the US market. The US currently has a serious problem of overstocking. In addition, new battery technology continues to develop and there is still great uncertainty. The main focus is on selling batteries, and setting up factories is not considered for the time being. He said that the main overseas focus is still on the Japanese rooftop market, due to factors in the non-red supply chain. , Yuanjing cooperates with Nippon Electric Power Company, which currently accounts for about 10% of revenue, but it has the opportunity to reach 40% in the second half of next year; as for satellite solar energy, there are currently customers in the United States, Europe, etc. approaching, hoping to use TOPCON batteries, but the demand is expected to be small this year and next year, but the demand will increase in the second half of next year and the year after.
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In addition, in order to meet the needs of customers in the CPPA green electricity market, Yuanjing launched the Tianchen series this year using new 210R cells. It provides products that comply with 2026 regulations at competitive prices and can reach wind resistance levels above seventeen (5400pa) on both the front and back sides. Another highlight of Yuanjing's exhibition this year is the Alfa series of residential products that have been successfully exported to Japan. They use an all-black small-size design and have anti-glare properties specially designed for residential use. The products have obtained Japanese JPAC certification and entered the Japanese residential market.
As for the research and development of new products, Yuanjing exhibited PIPV (Plug-in PV) plug-and-play balcony solar energy. The lightweight module design can generate electricity when installed on the balcony. Yuanjing also cooperated with the Green Energy Institute of the Industrial Technology Research Institute to develop lightweight solar modules that can be installed easily using adhesive and other installation methods without the need for traditional heavy brackets. It puts less burden on the roof and makes green energy application scenarios more flexible.
Market participants pointed out that the recent strong demand for green electricity from the domestic electronics industry has made green electricity prices continue to be strong. The government has also successively introduced incentives, including the mandatory installation of solar photovoltaics of more than 50KW for buildings above 1,000 square meters (approximately 300 square meters), and the Energy Administration of the Ministry of Economic Affairs has also announced the implementation of a "solar photovoltaic replacement mechanism". The industry generally hopes that with the blessing of Smart Energy Week, the industry is expected to usher in a wave of recovery and installation. As a leading manufacturer in the Taiwan market, Yuanjing's legal person assessment is expected to benefit significantly.
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AI outlook — possibilities, not facts
Yuanjing Solar’s operations will turn around from the bottom next year
Likely · Within months
Yuanjing's revenue share in Japan's rooftop market will increase from about 10% currently to 40% in the second half of next year
Possible · Within months
The demand for satellite solar energy will increase significantly in the second half of next year and the year after
Possible · Within months

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