“再上任何产能都是害人害己”—— 光伏巨头谈破内卷“三件事”

Core Viewpoint - The Chinese photovoltaic industry is undergoing systematic restructuring due to challenges such as supply-demand imbalance and trade barriers, necessitating industry consolidation and capacity control to overcome internal competition and achieve value upgrades [1][3][6]. Group 1: Industry Challenges and Responses - The photovoltaic industry faces three major challenges: intensified trade barriers, global internal competition, and severe supply-demand imbalance [3]. - Companies like Trina Solar emphasize the need for industry consolidation, strict capacity control, and enhanced intellectual property protection to navigate current challenges [3]. - The industry has experienced significant price declines, with polysilicon prices dropping over 39%, silicon wafer prices over 50%, and battery and module prices around 30% [3]. Group 2: Market Dynamics and Evolution - The global photovoltaic installed capacity is projected to exceed 600 GW in 2024, with a year-on-year growth of over 30%, bringing total installed capacity to over 2.2 TW, nearly equal to coal power [2]. - The photovoltaic industry has evolved from being policy-driven to a market-driven model, with a focus on market-based pricing and diverse energy supply models [2]. - The industry is transitioning from a single power generation role to a hub connecting energy production, storage, and consumption [2]. Group 3: Future Outlook and Strategic Directions - Companies express optimism about the future, believing that the current challenges are temporary and that the industry is on the verge of a transformation towards stable development [6]. - The industry is encouraged to integrate new technologies such as artificial intelligence and big data to enhance digitalization and intelligence in photovoltaic production [5]. - There is a call for regional cooperation to leverage the strengths of different areas, particularly integrating eastern market advantages with western renewable resources [5].