亟待穿越周期 光伏行业洗牌加速 AI赋能等成破局新风向

Core Insights - The 2025 SNEC International Solar Energy and Smart Energy Conference highlighted the urgent need to break the cycle of intense competition and losses within the solar industry, with a collective call for supply-side reforms [1][2][3] Industry Overview - The solar industry is currently facing significant challenges, with over 400 billion yuan in losses reported across the main industry chain from 2024 to the first quarter of 2025, leading to a consensus on the necessity for supply-side reform [1][2] - The event attracted over 3,000 exhibitors and is expected to draw more than 500,000 visitors, indicating a strong interest in finding solutions to the industry's cyclical downturn [1] Supply-Side Reform - Industry leaders emphasized the need for a profound reflection on the current state of the solar sector, advocating for a structured approach to supply-side reform to address overcapacity and inefficiencies [2][3] - Proposed strategies include market-driven mergers and acquisitions, technological elimination of outdated capacities, and stronger policy enforcement to facilitate industry consolidation [2] Technological Innovation - The focus has shifted from merely improving solar cell efficiency to integrating AI and energy storage solutions across the entire industry chain, marking a new direction for industry collaboration [4][6] - Companies like Honeycomb Energy showcased innovative storage solutions, securing significant orders and partnerships to enhance their market position [4] AI and Energy Management - The concept of Virtual Power Plants (VPPs) utilizing AI technology is gaining traction, allowing for better management of distributed energy resources and improving grid stability [5] - AI algorithms are being employed to optimize energy management, enabling precise forecasting and efficient operation of microgrids [5] New Business Models - Companies are exploring new avenues for revenue generation beyond traditional power sales, such as converting green energy assets into tradable carbon credits [5][6] - The competition is evolving, with a shift towards integrated solutions that combine solar, storage, and AI capabilities, positioning innovative companies at the forefront of the market [6]