“不怕供应商赚钱”，周期下的光伏企业如何避免“互害”

Group 1: Industry Challenges - The photovoltaic industry is still facing significant losses, with upstream silicon material suppliers exerting pressure on downstream companies to reduce prices [1][2] - The current supply-demand imbalance is attributed to excessive capacity expansion driven by greed among industry players, necessitating government intervention for capacity clearance [2][3] - The decline in product quality since 2022 indicates that companies are resorting to cost-cutting measures that may compromise safety [3][4] Group 2: Government and Policy Intervention - Government involvement is seen as crucial for clearing excess capacity, with potential measures including raising approval thresholds for new capacity and supporting industry consolidation [3][4] - Recent policy initiatives aim to regulate low-price competition and promote the orderly exit of outdated capacity, fostering a healthier industry environment [2][3] Group 3: Industry Ecosystem and Collaboration - Industry leaders emphasize the need for a healthy ecosystem where companies do not fear suppliers making profits, as mutual harm among companies leads to resource wastage [5][6] - The focus should shift towards creating a symbiotic environment that allows all stakeholders to thrive, aligning with the industry's original intent of profitability for all [5][6] Group 4: Market Expansion and Differentiation - Expanding application scenarios for photovoltaic products is essential for market growth, with suggestions to explore uses in sectors like automotive and energy storage [7][8] - Companies are encouraged to adopt specialized paths rather than a one-size-fits-all approach, as diverse application scenarios provide opportunities for differentiated business models [9]