光伏组件“危机”如何化解？多方联动构建光伏产业高质量发展新格局

Core Insights - The Chinese photovoltaic industry has achieved a high global market share and rapid technological iteration over the past decade, but is now facing severe challenges including declining prices, quality issues, and widespread losses among companies [1][2] Industry Overview - Since the second half of 2023, the photovoltaic sector has experienced a continuous decline in prices, with component prices dropping below 0.6 yuan per watt. The prices of polysilicon, silicon wafers, battery cells, and modules have decreased by over 35%, 45%, and 25% respectively [1] - The overall qualification rate of photovoltaic modules has fallen from 100% in 2019 to 62.9% in 2024, with an almost 16% non-compliance rate in the first half of 2025 [2] Quality Challenges - Major quality issues have been identified, including non-compliance in mechanical load, photovoltaic conversion efficiency, and power rating discrepancies. Components such as glass, frames, and junction boxes have also shown non-compliance [2] Regulatory Response - Multiple government departments, including the Ministry of Industry and Information Technology, have introduced policies to establish manufacturing thresholds, standard systems, and price regulations to improve product quality and market order [2] - A meeting led by the Ministry of Industry and Information Technology in August 2025 aimed to shift the industry focus from scale expansion to quality enhancement and from price competition to technology and service competition [2] Industry Initiatives - Companies like Sunshine New Energy are actively addressing quality issues by forming specialized technical teams and establishing evaluation laboratories to create comprehensive standards for photovoltaic components [3] - The company has also collaborated with certification centers to publish technical maturity evaluation standards for high-quality photovoltaic power stations, emphasizing performance, safety, and reliability [3][5]