At this moment of renewed time, we stand together at a profound turning point—one that marks a transition from cyclical fluctuation to the rebirth of long-term value.

As the AI wave reshapes the world at exponential speed, a fundamental global consensus is emerging: the ceiling of the computing revolution is determined by the floor of the energy revolution. This logic points unmistakably to a defining truth of our era—photovoltaics has evolved from a single energy pathway into the “basic operating system” of the intelligent age. Every solar panel we deploy is, in effect, writing the foundational energy code for the future world.

The past year has been a critical moment in the value redefinition of the photovoltaic industry. History teaches us that whether in natural evolution or industrial development, from first emergence to full flourishing, symbiosis and collaboration are the fundamental laws that sustain ecosystems and drive progress. Guided by this understanding, we have chosen to distill two decades of technological dedication and industrial insight into tangible actions that lift the industry as a whole. This choice stems from a deeply held conviction: that the photovoltaic cause to which we have devoted ourselves should earn the world’s enduring respect—through health, dignity, and sustainability.

This collective evolution of the industry goes far beyond merely weathering a cycle. It signals the formation of a new industrial mindset—from isolated competition to shoulder-to-shoulder collaboration, from fighting over shares to expanding the whole. We foresee that this model—enhancing overall efficiency and global competitiveness through deep coordination—carries even greater significance. It offers a vivid answer to the development of new quality productive forces: only through openness, collaboration, and shared value creation can China’s manufacturing sector truly strengthen its global competitiveness and discourse power.

The “15th Five-Year Plan” period represents a pivotal phase for green and low-carbon energy transformation, carrying strategic importance for achieving China’s carbon peak on schedule and laying a solid foundation for carbon neutrality. Led by photovoltaics, the new energy industry is now standing at the forefront—entering a new stage where hard-core innovation and deep collaboration will determine the future. At this juncture, the strength of the ecosystem is the lifeblood of the industry. We must broaden our vision, assume the responsibility of a chain leader, unite all stakeholders, and build a shared industrial community bound by common destiny and sustained vitality.

Driving industrial upgrading through core technologies, and nurturing the industry through open platforms—this is the path GCL Technology is fully committed to. We have willingly endured years of quiet perseverance, forging breakthrough technologies such as granular silicon and perovskites into the bedrock of industrial progress, providing a reliable technological anchor for the industry’s new-quality development. We have gone beyond the interests of a single enterprise to act as a connector—leveraging the GCL Carbon Chain platform to link the entire value chain, building carbon factor databases and industry standards rooted in China’s advanced technologies. We have also proactively opened our “toolbox,” sharing GCL’s most advanced AI-powered high-throughput perovskite equipment with the global community to support fundamental materials research and accelerate the industrialization of frontier technologies.

Our goal is not to stand as the highest peak in the industry chain, but to become the most solid ground beneath it—empowering partners, sharing value, and growing together with the industry.

The dawn has arrived, and a new chapter begins. As the energy cornerstone of the future world, photovoltaics is being reshaped—and reborn. GCL Technology is ready to serve as a steadfast guardian of the ecosystem, grounding progress in hard-core innovation, gathering momentum through open platforms, and advancing side by side with all partners. We do not seek momentary heights, but pursue enduring ecosystems.

As we welcome the first light of 2026, let us embark together on a journey aligned with the pulse of our times.

A journey of thousands of miles lies ahead—and the path is illuminated.

Lan Tianshi
Co-CEO, GCL Technology
December 31, 2025