Longi(601012) 证券时报网·2025-03-05 11:40Core Viewpoint - The chairman of Longi Green Energy, Zhong Baoshan, emphasizes the importance of independent innovation and original technology in overcoming challenges in the photovoltaic (PV) industry, particularly in the context of increasing competition and external pressures [1][2]. Group 1: Industry Development and Challenges - The global technological revolution and industrial transformation highlight the green low-carbon industry as a new competitive arena, with Chinese PV companies leading in technology and efficiency [2]. - Despite the strong demand and profitability in the PV sector since 2022, rapid capacity expansion has led to market imbalances and intensified competition, necessitating a shift from cost-cutting to investing in new technologies [2]. Group 2: Recommendations for Innovation - Zhong Baoshan proposes three key recommendations for the PV industry: 1. Actively guide market applications of advanced technology products and increase investment in original technology research and development [3]. 2. Support the development of "industry chain leaders" and "ecosystem leaders" to leverage the influence of core enterprises [4]. 3. Encourage leading companies to establish industry standards and promote international standards to secure technological leadership [4]. Group 3: Promoting BIPV (Building-Integrated Photovoltaics) - BIPV technology, which integrates solar power generation with building design, is recognized as a promising sector that requires increased public awareness and acceptance for rapid development [5]. - The current national target for BIPV development is considered low, with a recommendation to set an annual target of 20 GW during the 14th Five-Year Plan period to better align with market potential [6]. - There is a significant lack of a unified national standard system for BIPV, which hinders its development across various sectors, necessitating a top-level planning approach to establish comprehensive standards [7].