光伏行业以“反内卷”和精专化破局

Core Insights - The photovoltaic industry in China is facing challenges but also shows some positive developments, particularly in the application sector with record new installations and a diversified export market [1][2] Group 1: Industry Performance - In the first half of the year, the photovoltaic manufacturing sector experienced a decline, with production growth rates for battery cells and modules remaining below 15%, and negative growth in polysilicon and silicon wafer production [1] - The export value of photovoltaic products decreased by 26% year-on-year, with specific declines in silicon wafers and battery cells, while module exports saw a significant increase of 74.4% [1][2] - A total net loss of 12.58 billion yuan was reported by 31 A-share listed photovoltaic companies in the first quarter, indicating severe challenges for company survival [1] Group 2: Installation and Market Trends - The application sector achieved over 200 GW of new installations in the first half of the year, marking a 107% year-on-year increase and setting a historical record [2] - The forecast for global photovoltaic new installations has been revised upwards to between 570-630 GW for 2025, with China's forecast adjusted to 270-300 GW [2] Group 3: Industry Regulation and Competition - The concept of "anti-involution" is becoming a key focus for the photovoltaic manufacturing sector, with new regulations aimed at curbing unhealthy price competition [2][3] - The China Photovoltaic Industry Association is working on establishing benchmark costs for various industry segments to guide companies and promote self-regulation [3] Group 4: Innovation and Business Models - Industry experts emphasize the importance of innovative business models to reduce homogenization and enhance specialization within the sector [4] - Expanding application scenarios, such as offshore and rooftop photovoltaic systems, is seen as a way to increase market size and competitiveness [4] - The industry is encouraged to shift focus from cost and capacity competition to technology, product quality, and global collaboration [4]