Entering the TOD Value Era

Comes emphasized that vertical PV is more than an installation innovation, it represents a shift in how we think about project value. It enables a closer match between generation curves and electricity pricing fluctuations, boosting revenue during high-price periods, while demonstrating the declining relevance of LCOE as the primary investment metric.

In mature markets like Spain and Germany, where existing support schemes have been eliminated or changed when they became too expensive, projects relying solely on midday output face a sharp decline in returns. Kunlun vertical modules offer a more sustainable profit model with lower BOS costs, reduced ESS dependency, and simplified O&M. It drives the crucial global shift in the PV market from "cost-based" to "value-driven."

The solar plants of the future must find a new balance between technology, cost, and market mechanisms. Huasun Kunlun vertical modules are at the forefront of this transformation.