反内卷之下，究竟有多少新建光伏项目正在跑步前进？

Core Viewpoint - The solar industry is experiencing a paradoxical situation where despite strict production limits and price controls, numerous new photovoltaic projects are being launched across various regions, indicating a disconnect between policy intentions and actual market behavior [1][12]. Group 1: New Solar Projects - The number of new solar projects initiated since January 2025 is overwhelming, making it difficult to compile comprehensive statistics [3][12]. - Various media outlets and industry associations are tracking these new projects, highlighting the sheer volume of new solar initiatives [3][4]. - The process of launching a new solar project typically involves several stages: signing, public announcement, construction, and production [3]. Group 2: Project Examples - In Sichuan Province, notable projects include a 10 GW high-efficiency heterojunction (HBC) solar cell project by Sichuan Shuo Yang, with an investment of approximately 3.5 billion yuan [7]. - In Anhui Province, projects include a 3 GW high-efficiency solar module production facility by Guangde Yunen New Energy Technology Co., with an investment of 850 million yuan [8]. - In Inner Mongolia, a 3 GW high-efficiency solar component project is being developed with an investment of 5.65 billion yuan [10]. Group 3: Industry Trends - The trend is shifting towards technologies like HJT and BC, with fewer projects focusing on the more crowded TOPCon technology [13][14]. - There is a growing concern that many new projects are being initiated under the guise of innovative technologies like perovskite, despite their commercial viability being questioned [15]. - The industry faces a critical need for regulatory mechanisms to manage new capacity approvals and prevent overproduction [16][17]. Group 4: Recommendations for Improvement - A proposed solution includes establishing a "capacity surplus warning list" to monitor key segments of the solar industry and implement capacity ceilings [16]. - There is a call for accountability measures for local government officials involved in approving non-viable projects, potentially leading to a blacklist for those who fail to act responsibly [16]. - The industry must address the underlying issues of overcapacity and regulatory failures to break the cycle of increasing production without sustainable demand [17].