光伏产业治理升级：遏制低价竞争、强化知识产权保护，共筑“反内卷”新生态

Core Viewpoint - The Chinese photovoltaic industry is transitioning towards a high-quality development model characterized by regulated competition and innovation, as indicated by recent government and industry initiatives aimed at curbing low-price competition and enhancing intellectual property protection [1][2]. Group 1: Industry Challenges - The photovoltaic industry has experienced rapid growth but is currently facing a severe price competition crisis, leading to significant losses for major companies, with a combined net loss exceeding 17.2 billion yuan [1]. - Overcapacity in the photovoltaic sector has triggered intense price wars, causing core product prices to fall below cost, which exacerbates financial losses for companies [1][2]. Group 2: Policy and Regulatory Responses - A recent meeting by six government departments outlined four key requirements: strengthening industry regulation, curbing low-price competition, ensuring product quality, and supporting industry self-discipline [2]. - The government aims to manage photovoltaic project investments and promote the orderly exit of outdated production capacities through market-oriented and legal approaches [2]. Group 3: Industry Collaboration and Self-Regulation - Leading companies in the photovoltaic sector are shifting from individual competition to collaborative governance, with industry leaders advocating for technological breakthroughs to overcome internal competition [3]. - The China Photovoltaic Industry Association has initiated self-regulatory measures, including the publication of industry cost prices and the signing of self-discipline agreements by major firms [3].