在12月1 7日举行的2025光伏行业年度大会光伏供应链配套发展研讨会上，隆基绿能创始人、首席技术官李振国深入分析了当前光伏产 业发展态势，并呼吁全行业强化自律、抵制非理性竞争，共同推动产业链协同、健康发展。 李振国指出，中国光伏产业经过数十年发展，已形成技术研发活跃、产业链完整齐备、端到端自主可控的具有国际竞争优势的战略性新 兴产业。中国光伏企业通过自主创新与原创技术发展，已经推动多个产业链环节达到国际领先水平，中国光伏产品已经出口至全球200 多个国家和地区，成为全球能源转型的重要支撑。 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c ne ne rgy） 责编丨李慧颖 当前，中国光伏产业正经历深刻的周期性调整，面临着产能、价格与"内卷式"竞争的挑战。李振国认为，创新引领、稳健协同的供应链 体系，是推动产业持续健康发展的关键所在。 "面对当前形势，光伏行业需要凝聚共识、齐心协力。"李振国表示，一方面，要持续强化创新引领、构建韧性协同的供应链体系，积极 开拓全球市场，持续提升中国光伏品牌的国际影响力与竞争力；另一方面，呼吁产业链上下游企业加强务实合作，强化行业自律，坚决 抵制非理性竞争，合力营造开放 ...

Core Viewpoint - The chairman of Longi Green Energy, Zhong Baoshen, advocates for transcending competitive thinking and enhancing collaboration in technology innovation, standard construction, and market expansion to address challenges in the photovoltaic industry and promote high-quality development [1][2]. Group 1: Industry Challenges and Developments - Since the 14th Five-Year Plan, China's photovoltaic industry has achieved large-scale, high-proportion, market-oriented, and high-quality development, significantly contributing to the new energy system and global energy transition [1]. - The industry is currently facing multiple challenges, including structural overcapacity, increasing trade barriers, grid absorption issues, and technological iteration [1]. - The central government has emphasized the need to guide enterprises to improve product quality and promote the orderly exit of backward production capacity, shifting the industry focus from "scale development" to "high-quality development" [1]. Group 2: Future Directions and Innovations - The year 2026 marks the beginning of the 15th Five-Year Plan and a critical phase for global climate action, necessitating higher levels of technological innovation to provide affordable and sustainable green energy solutions [2]. - Longi Green Energy plans to increase R&D and innovation efforts, particularly in next-generation photovoltaic technologies like perovskite tandem cells, to seize global technological leadership [2]. - The company aims to deepen the integration of photovoltaics with energy storage, hydrogen energy, and smart grids, developing integrated solutions for "light-storage-hydrogen-intelligence" systems to enhance energy system friendliness [2]. - In response to the central economic work meeting's call to address "involutionary" competition, Longi Green Energy is committed to collaborating with peers and industry stakeholders to promote high-quality industry development and create a healthy market environment [2].

Core Viewpoint - The chairman of Longi Green Energy, Zhong Baoshen, advocates for surpassing competitive thinking and emphasizes the importance of collaboration in technology innovation, standard construction, and market expansion to address current challenges and promote high-quality development in the photovoltaic industry [1] Group 1: Technological Innovation - Longi Green Energy will continue to increase investment in research and innovation, focusing on the industrialization of next-generation photovoltaic technologies such as perovskite tandem cells to seize global technological leadership [1] - The company aims to deepen the integration of photovoltaic technology with energy storage, hydrogen energy, and smart grids, developing integrated solutions for "photovoltaic-storage-hydrogen-intelligence" to enhance the friendliness of energy systems [1] Group 2: Industry Collaboration - In response to the central economic work conference's call for addressing "involution" competition, Longi Green Energy expresses willingness to strengthen collaboration with peers and all parties in the industrial chain to actively promote high-quality industry development and create a healthy and orderly market environment [1]

Group 1 - The core message of the conference is to advocate for collaboration in technology innovation, standard development, and market expansion to build a more open and inclusive industry ecosystem in the photovoltaic sector [2] - Since the 14th Five-Year Plan, China's photovoltaic industry has achieved significant growth, providing critical support for the new energy system and contributing to global energy transition [2] - The industry faces multiple challenges, including structural overcapacity, increasing trade barriers, grid absorption issues, and technological iteration [2] Group 2 - The year 2026 marks the beginning of the 15th Five-Year Plan and is a crucial year for global climate action [3] - The company aims to enhance technological innovation to provide affordable and sustainable green energy solutions globally, focusing on the industrialization of next-generation photovoltaic technologies like perovskite tandem cells [3] - The company is committed to deepening the integration of photovoltaic with energy storage, hydrogen energy, and smart grids, developing integrated solutions to improve energy system friendliness [3]

Core Insights - The photovoltaic industry in China has developed into a strategically significant emerging industry with international competitive advantages, characterized by active technological research and development, a complete industrial chain, and end-to-end autonomy [2] - Current challenges include cyclical adjustments, capacity issues, pricing pressures, and "involutionary" competition within the industry [2] - A resilient and collaborative supply chain system, driven by innovation, is essential for the sustainable and healthy development of the photovoltaic industry [2] Industry Collaboration - The industry needs to unify consensus and work together to enhance innovation and build a resilient and collaborative supply chain [3] - There is a call for upstream and downstream enterprises in the industry chain to strengthen practical cooperation and self-discipline, while resisting irrational competition [3] - The goal is to create a new ecological system that is open, inclusive, regulated, and efficient, contributing to the construction of a new energy system and ensuring national energy security [3]

每经记者｜朱成祥 每经编辑｜董兴生 丨 2025年12月18日 星期四 丨 NO.1 长江电力：秘鲁红珊瑚风电项目完成股权交割 据长江电力公众号，秘鲁时间12月12日，长江电力所属秘鲁路德斯公司在秘鲁首都利马完成红珊瑚风电 项目股权交割。这是路德斯公司历史第三个新能源发电并购项目，该项目交割后路德斯公司已成为秘鲁 第一大风电运营商。 点评：此举标志长江电力国际化与"水风光储"多能互补战略加速推进，通过并购快速切入海外风电市 场，优化能源结构，提升抗风险能力与综合竞争力。短期事件提振市场情绪，中长期若项目运营良好， 有望为公司贡献稳定收益，并为后续海外新能源布局提供范本。 NO.2 隆基绿能李振国：呼吁强化行业自律，坚决抵制非理性竞争 12月17日，在"2025光伏供应链配套发展研讨会"上，隆基绿能创始人、首席技术官李振国表示，中国光 伏产业要持续强化创新引领、构建韧性协同的供应链体系，积极开拓全球市场，持续提升中国光伏品牌 的国际影响力与竞争力。他呼吁产业链上下游同仁加强务实合作，强化行业自律，坚决抵制非理性竞 争，合力营造开放包容、规范有序、韧性高效的产业新生态，为构建新型能源体系、保障国家能源安全 贡献光 ...

格隆汇12月17日｜隆基分布式事业群总裁蒋东宇认为，全球光伏市场前景依然广阔，未来十年仍拥有超 过10000吉瓦的广阔空间，其中分布式市场增长潜力预计超过4700吉瓦，已成为能源转型的主力军。 ...

中新网西安12月17日电 (杨英琦)17日，"2025西安民营企业100强"榜单发布。作为推动城市能级提升 的"生力军"、支撑经济稳健运行的"压舱石"，西安民营企业聚链成群，带动产业链协同升级，彰显了该 市民营经济的强劲韧性和蓬勃生机。 《2025西安民营企业100强调研报告》显示，2024年，西安民营企业100强入围门槛为6.99亿元。营业收 入总额合计为6856.48亿元，增幅为1.27%。其中，3家西安民营企业100强入围今年中国民营企业500强 榜单。数据显示，西安民营企业100强创新活力持续迸发，研发费用增至209.03亿元，增幅达50%。 2025西安百强民企整体呈现出规模和效益同步提升、结构和布局持续优化、创新和治理协同增强等良好 发展态势。 从营业收入总额上看，百强民企2024年营业收入总额达6856.48亿元。有11家企业营业收入总额超过百 亿，其中比亚迪汽车有限公司营业收入总额超过千亿元。 从纳税总额来看，百强民企2024年实现的纳税总额为177.58亿元。比亚迪汽车有限公司与陕西信兴铁路 人力资源有限公司位居民营企业100强纳税额前两位。 从员工人数来看，百强民企2024年共容纳就业人数 ...

同时，李振国也表示，当前中国光伏产业正经历深刻的周期性调整，面临产能供需错配、价格下行 与"内卷式"竞争等挑战。在其看来，创新引领、稳健协同的供应链体系，是推动产业持续健康发展的关 键所在。 展望未来，李振国认为，一方面，要持续强化创新引领、构建韧性协同的供应链体系，积极开拓全球市 场，持续提升中国光伏品牌的国际影响力与竞争力；另一方面，呼吁产业链上下游加强务实合作，强化 行业自律，坚决抵制非理性竞争，合力营造开放包容、规范有序、韧性高效的产业新生态，为构建新型 能源体系、保障国家能源安全贡献光伏力量。中经记者 张英英 吴可仲 西安报道 【隆基绿能李振国：构建韧性协同供应链 抵制非理性竞争】12月17日，在西安召开的"2025光伏供应链 配套发展研讨会"上，隆基绿能创始人、首席技术官李振国发表致辞，呼吁行业强化创新与协同，构建 更具韧性的供应链体系。 李振国指出，经过几十年发展，我国光伏产业从无到有、从小到大，已成为技术研发活跃、产业链完整 齐备、端到端自主可控的具有国际竞争优势的战略性新兴产业。中国光伏企业通过自主创新与原创技术 发展，已经推动产业链多个环节达到国际领先水平，中国光伏产品出口覆盖全球200多 ...

Core Viewpoint - The energy storage industry is experiencing rapid growth in demand, while the photovoltaic (PV) sector is facing challenges with overcapacity and declining demand. Many PV manufacturers are diversifying into energy storage to create a "second growth curve" [1]. Group 1: Industry Trends - Since the second half of 2025, energy storage demand has surged, contrasting with the struggles of the PV industry [1]. - In October 2025, energy storage battery shipments reached 59.9 GWh, marking a year-on-year increase of 67.6% and a month-on-month increase of 5.7% [2]. - The demand for energy storage is primarily driven by regions rich in solar and wind resources, with independent storage projects accounting for over 90% of the completed procurement scale in November [3][4]. Group 2: Company Strategies - Companies like LONGi Green Energy and JA Solar are actively entering the energy storage market, with LONGi acquiring a majority stake in a battery storage company and JA Solar partnering with a battery manufacturer for joint development [6]. - Many PV manufacturers lack the technical expertise in energy storage inverters and battery production, making it challenging to compete effectively in the energy storage sector [1][6]. - Trina Solar emphasizes the importance of a comprehensive approach to energy storage, integrating battery cells, battery packs, and energy management systems to optimize efficiency and safety [7]. Group 3: Market Dynamics - The shift from traditional power-side storage to independent storage is a key factor in the current demand explosion, allowing for flexible market participation [4]. - The energy storage market is expected to grow significantly, with projections indicating that the demand for storage batteries will surpass that of power batteries in the future [9]. - The ongoing energy transition and the push for carbon neutrality are driving the need for energy storage solutions, which are becoming essential for grid stability and efficiency [9].