Today's Capital Xu Xin Values Solar Installation Sector, Solar Equipment Rapidly Rises, Guosheng Technology Up Over 9%

(Source: Caixin)

Today Capital founder Xu Xin invested in a robotics company that can “do dirty and tiring work for people,” with applications in the solar installation field.

On March 16, the photovoltaic equipment sector rebounded quickly after an early setback. As of the latest report, Guosheng Technology (603778.SH) rose over 9%, with Yongzhen Co., Ltd. (603381.SH), Shouhang New Energy (301658.SZ), Kaisheng New Energy (600876.SH), Shichuang Energy (688429.SH), and Sunshine Power (300274.SZ) also gaining.

In related news, Today Capital founder Xu Xin invested in a robotics company that can “do dirty and tiring work for people,” with applications in the solar installation field. Recently, Huzhou Litian Intelligent Technology Co., Ltd. (referred to as “Litian Intelligent”) announced the completion of a pre-Series B funding round exceeding 100 million yuan. This round was jointly invested by Today Capital, Yaotu Capital, and Changshi Capital. The funding will accelerate the company’s development of key technologies for automated installation of photovoltaic power station components, global industrial deployment, and market expansion.

Litian Intelligent states that the company was founded in July 2022. As a leading enterprise in the global smart robotics field for photovoltaic energy, the company has always driven industry transformation through technological innovation, becoming a pioneer in intelligent installation of photovoltaic power stations. The company aims to become an expert in full lifecycle unmanned intelligent solutions for photovoltaic stations, effectively addressing core issues such as high labor costs, low efficiency, safety concerns, and project delays, thereby promoting an efficiency revolution in the clean energy industry and profoundly transforming and empowering the intelligent upgrade of the photovoltaic sector.

Aijian Securities noted that some value-added tax export rebates for products including photovoltaics will be canceled starting April 2026. In the short term, this may boost domestic photovoltaic product exports; in the long term, it could facilitate the clearance of outdated capacity and optimize capacity structure. On January 30, 2026, the National Development and Reform Commission and the National Energy Administration jointly issued the “Notice on Improving the Capacity Electricity Price Mechanism,” which explicitly established a new independent capacity electricity price mechanism for the grid side at the national level. This aims to accelerate the fair market entry of pumped storage and new energy storage, with a capacity price mechanism based on reliable capacity, providing stable revenue guarantees for new energy storage.

Massive information, precise analysis, all on Sina Finance APP.