一周碳要闻：新能源行业密集“反内卷”（碳报第159期）

Industry Dynamics - In the first half of the year, investment in key energy projects across the country exceeded 1.5 trillion yuan, a year-on-year increase of 21.6% [2] - Investment in renewable energy generation has seen rapid growth, with land-based wind power investments in Guangxi and Xinjiang doubling compared to the same period last year [2] - Private enterprises in the energy sector have also seen significant investment growth, with a year-on-year increase of 27.8% [2] Lithium Industry Updates - UBS raised its lithium price forecasts for the next three years following the suspension of mining operations at CATL's Yichun project, indicating that concerns over lithium supply surplus have diminished [3] - The new Mineral Resources Law is driving supply-side structural reforms in the lithium industry by increasing entry barriers and compliance costs [3] Anti-Competition Initiatives - Major lithium battery separator companies have agreed to pause capacity expansion and implement price discipline to stabilize profitability [4] - The China Nonferrous Metals Industry Association's lithium division has called for collaboration across the supply chain to combat "involution" and promote healthy industry development [5][6] Local News - Guangdong has introduced the first systematic judicial guarantee document for carbon emission quota pledge financing, aiming to reduce financing costs and activate carbon assets [7] - Guangzhou has released a high-quality development plan for virtual power plants, targeting a capacity of 500,000 kW by 2027 [8] Market Trends - The lithium battery sector is experiencing a significant "involution" crisis, with prices for materials like silicon dropping dramatically [14] - The overcapacity issue in the photovoltaic and energy storage sectors is leading to unsustainable pricing and profitability challenges [15][16] Policy Responses - The Chinese government is implementing a multi-layered governance system to address the "involution" crisis in the renewable energy sector, including industry self-regulation and legal revisions [18][19] - Recent data indicates that the Producer Price Index (PPI) has shown signs of stabilization, reflecting the effectiveness of the government's anti-involution measures [20] Price Recovery - The photovoltaic industry chain has seen a price rebound of 20%-30% as a result of various initiatives and industry responses [21]