SNEC 2025开幕：直面产业重构 为光伏跨界应用打通壁垒

Core Viewpoint - The photovoltaic industry is undergoing significant changes driven by the resonance of technology, market, and policy, leading to a transformation from being a participant in the energy revolution to becoming an architect of zero-carbon systems [1]. Market Logic Changes - The Chinese photovoltaic industry leads globally due to its technological strength and scale, but it currently faces challenges such as supply-demand imbalance and disordered competition [1]. - The evolution of the photovoltaic industry is characterized by three major changes: 1. The industry evolution curve has shifted from linear growth with cyclical fluctuations to an unpredictable spiral ascent [1]. 2. The market development logic has changed from policy-driven support to a fully market-oriented approach with floating returns [1]. 3. The industry boundary has expanded from a simple power generation role to a hub connecting energy production, storage, and consumption [2]. Urgent Need for Transformation - The industry must transition from short-term profit-seeking and capacity expansion to a long-term ecological strategy to ensure sustainable development [2]. - Key proposals for promoting healthy development in the photovoltaic industry include: 1. Implementing market-oriented mergers and acquisitions, technology elimination mechanisms, and policy constraints to reduce capacity [3]. 2. Introducing a green value grading system to differentiate financing and support for high-tech, high-efficiency products [3]. 3. Creating a cross-industry technology and standards integration body to facilitate the application of photovoltaic technology [3]. Industry Restructuring - The past year has seen systemic reshaping within the photovoltaic industry, characterized by significant changes and a mix of elimination and new growth [3]. - The concentration of the photovoltaic industry is increasing, raising entry barriers and value dimensions, making it a specialized field where innovation is key to success [3].