技术革新驱动光伏行业迈向新生态

Core Viewpoint - The 2025 Photovoltaic Industry Technology Innovation Conference highlighted the need for technological breakthroughs and industry self-discipline as key drivers for the sustainable development of China's photovoltaic industry, which is transitioning from scale expansion to technology-driven growth [1][2]. Group 1: Industry Trends - China's photovoltaic industry has shifted from being a latecomer to a global leader, emphasizing the importance of independent innovation and original technology for maintaining its competitive edge [2]. - The industry is experiencing a transformation where various battery technologies, including TOPCon, HJT, BC, and perovskite, are developing concurrently, indicating a diverse technological landscape [2][3]. - The focus on technological differentiation is replacing the previous emphasis on scale, with companies possessing core technologies able to maintain profitability even during industry downturns [3]. Group 2: Technological Innovations - Heterojunction technology (HJT) is witnessing significant cost reductions, making it competitive with TOPCon technology due to innovations like silver-coated copper technology and steel plate printing [2]. - Perovskite technology is recognized for its high photoelectric conversion efficiency and diverse application scenarios, positioning it as a commercially viable technology with strong potential for supporting global green energy development [2]. Group 3: Industrial Application and Standards - The conference addressed the importance of industrial application for new technologies, emphasizing that successful commercialization requires reliable long-term performance and a robust quality verification system [4]. - Current monitoring and certification systems are criticized for their homogeneity and outdated standards, necessitating the development of a more comprehensive empirical certification system to keep pace with technological advancements [4]. Group 4: Global Competitiveness - China's photovoltaic industry, which holds over 80% of the global market, must establish a precise measurement and certification system to ensure fair trade practices and reduce risks in international markets [5]. - Experts advocate for a shift in focus from scale dividends to value dividends, promoting technological progress and lifecycle emissions management to empower the industry [5]. Group 5: Future Outlook - The photovoltaic industry is urged to restore healthy profitability and move away from internal competition, with a dual focus on technological breakthroughs and industry self-discipline as pathways to sustainable development [5]. - Signs of recovery in stock prices indicate that companies committed to "technological innovation, cost control, and long-termism" are likely to gain a competitive advantage in the new cycle [5].