以创新破内卷、以提质求生存 光伏行业重塑竞争新规则

Core Viewpoint - The photovoltaic industry is experiencing a recovery with positive signals since July, driven by collaborative efforts from national departments and industry enterprises, leading to a rebound in prices of silicon materials, silicon wafers, and solar cells [1][5]. Group 1: Market Trends - The main theme of the photovoltaic industry is shifting from cost reduction to quality and efficiency enhancement [2]. - The average utilization rate of photovoltaic power generation in China reached 94% in the first half of the year, with a cumulative generation of 559.1 billion kilowatt-hours, marking a year-on-year increase of 42.9% [5]. - The demand for photovoltaic equipment is increasingly focused on improving conversion efficiency, reducing costs, and enhancing system reliability and intelligence [7]. Group 2: Technological Innovation - Technological innovation is essential for quality and efficiency improvement, with a focus on materials, processes, and equipment working in synergy [2]. - The theoretical maximum conversion efficiency for crystalline silicon solar cells is 29.4%, and with perovskite tandem technology, it is expected to exceed 30%, potentially reaching 43% to 45% [2]. - Domestic photovoltaic equipment manufacturers have gained a competitive edge in the global market due to rapid technological advancements and the localization of key components [3][4]. Group 3: Industry Outlook - Experts express optimism about the industry's future, citing the government's commitment to addressing "involution" and the potential for significant growth driven by the dual carbon goals and technological innovation [8][10]. - The China Photovoltaic Industry Association has revised its forecast for global photovoltaic installations in 2025 from 531-583 GW to 570-630 GW, and for China, from 215-255 GW to 270-300 GW [8]. - The industry is expected to gradually emerge from its current low point and enter a new development cycle as it addresses structural supply-demand imbalances [10][12].