5月份光伏新增装机规模创新高 产业链推进协同创新

Group 1 - The domestic photovoltaic (PV) installed capacity reached 197.85 GW from January to May, a year-on-year increase of nearly 150% [1] - In May alone, the new installed capacity was 92.92 GW, a month-on-month increase of 105.48% and a year-on-year increase of 388.03% [1] - The surge in installation in May was attributed to a policy-driven rush to install before the subsidy changes took effect [1] Group 2 - The National Development and Reform Commission and the National Energy Administration announced a market-oriented pricing reform for renewable energy, effective June 1, 2025, which will differentiate pricing for existing and new projects [2] - Despite short-term demand growth, the photovoltaic industry still faces supply-demand imbalances, with overcapacity being a significant issue [2] Group 3 - The photovoltaic industry is currently under pressure, with prices continuing to decline and an average operating rate of around 60% in the first half of the year [3] - Industry leaders are seeking to address overcapacity through technological upgrades rather than mere scale expansion [3] Group 4 - Companies like LONGi Green Energy and Tongwei Co., Ltd. are actively promoting collaborative innovation within the industry chain [4] - LONGi Green Energy is working with multiple companies to create a BC ecosystem to reduce irrational capacity expansion and accelerate the elimination of outdated capacity [3][4] - The industry is shifting from a market expansion model to one focused on technological and ecological innovation [4]