常州新能源产值临近万亿，产业如何反内卷跃迁？

Core Insights - The latest data from Changzhou's statistics bureau indicates that from January to July this year, the output value of the power and energy storage battery, new electric power equipment, and new energy vehicle manufacturing industries grew by 14.9%, 7.2%, and 4.8% respectively [1] - Overall, the output value of Changzhou's large-scale enterprises in the new energy sector reached 507.7 billion yuan from January to July 2025, representing a year-on-year growth of 4.3% [1] - Changzhou is close to achieving the goal set by Jiangsu's policy to exceed 1 trillion yuan in output value for the new energy sector by 2025 [1] Industry Overview - In recent years, the new energy industry has faced "involution" competition, raising questions about how Changzhou can achieve a leap in output value [2] - Historically, Changzhou was an "industrial star city" but fell behind in the 1990s due to slow development in export-oriented economic growth [2] - Since entering the new energy sector in 2009, Changzhou's output value in this area has surpassed 850 billion yuan by 2024, driven by the rapid development of the photovoltaic and battery industries [2] Market Dynamics - The average sales prices for new energy manufacturers, particularly in wind and solar power, have been declining, with solar prices now at about 15% of what they were a decade ago [3] - This price decline has negatively impacted profit levels, with many solar companies expected to operate at a loss in 2024, while wind turbine companies are still profitable but experiencing declining profit margins [3] - The export of solar batteries from China has shown a "volume increase, price drop" trend, with a 53.8% increase in export volume but a 23.4% decrease in export value from January to July 2025 [3] Strategic Initiatives - Changzhou has established a comprehensive "generation-storage-transmission-application" chain in the new energy sector, focusing on solar power, energy storage, and new electric power equipment [2] - The city is promoting technological differentiation as a strategy to maintain market competitiveness amid increasing homogeneity in the industry [5] - Changzhou is also fostering near-zero carbon parks and factories, aiming to create a new intelligent microgrid industry cluster worth hundreds of billions [6] Future Outlook - The new energy sector's future is expected to be characterized by the deep integration of watt economy and bit economy, with artificial intelligence being a key driver for high-quality industrial development [6] - Changzhou's recent action plan aims to accelerate the construction of a new energy system from 2025 to 2027, enhancing the influence of key application scenarios and promoting the integration of new energy with industrial parks and transportation infrastructure [6]