光伏协会发布“反内卷”倡议：抵制以低于成本的价格开展恶性竞争

Core Viewpoint - The photovoltaic industry in China is undergoing a "de-involution" initiative aimed at enhancing industry self-discipline and maintaining fair competition to promote high-quality development [1][2][4]. Group 1: Industry Self-Regulation - The China Photovoltaic Industry Association has issued an initiative to strengthen industry self-regulation, addressing issues such as bidding pricing, product quality, capacity control, intellectual property protection, technological innovation, and international expansion [1]. - The initiative calls for collaboration among local governments, third-party organizations, media, and financial institutions to foster a healthy operational environment for the industry [1]. Group 2: Price Competition and Legal Compliance - The past two years have seen a "price war" in the photovoltaic market, with product prices experiencing significant reductions, leading to calls for compliance with various laws to prevent malicious competition [2]. - The Ministry of Industry and Information Technology and other departments have emphasized the need to curb low-price competition and improve pricing mechanisms [2]. Group 3: Quality and Export Challenges - Low-price competition has resulted in quality issues, with a noted decline in the overall quality compliance rate of photovoltaic modules from 2017 to 2024 [3]. - China's photovoltaic product exports have decreased for two consecutive years, with a 26% year-on-year drop in the first half of 2025, alongside increased anti-dumping claims from foreign countries [3]. Group 4: Capacity Control and Market Dynamics - The initiative highlights the need to control irrational capacity expansion and promote production based on actual market demand, as evidenced by a reduction in capital expenditures by companies in 2024 [4]. - The association advocates for strict adherence to market laws and regulations to prevent blind capacity increases that exacerbate market conditions [4]. Group 5: Regulatory and Financial Support - Suggestions have been made to unify photovoltaic capacity indicators within national planning frameworks and to implement comprehensive monitoring and regulation [5]. - The association urges financial institutions to maintain confidence in the industry and develop differentiated financial support policies to assist strong companies, avoiding a one-size-fits-all approach [5].