反“内卷”需要增量思维（连线评论员）

Core Insights - The discussion highlights the issue of "involution" competition in various industries, particularly in the photovoltaic sector, emphasizing the need for market reforms and innovation to overcome this challenge [1][2][3] Industry Overview - In the first half of the year, nearly half of China's photovoltaic companies reported a reduction in losses or an increase in net profits, indicating effective collaborative efforts to address "involution" competition [1] - The photovoltaic industry has seen a significant shift from price competition to value competition, driven by technological innovation, as exemplified by Longi Green Energy's record-breaking solar cell efficiency [3] Government Role - The government plays a crucial role in guiding the market towards orderly competition by addressing local protectionism and market fragmentation, as well as implementing policies to prevent below-cost sales [2] - The central government has been actively promoting the establishment of a unified national market and addressing issues related to local investment attraction [2] Company Strategies - Companies are encouraged to move beyond low-cost competition and focus on differentiation and quality improvement to escape the "prisoner's dilemma" of "involution" competition [2][3] - The potential for global expansion in the renewable energy sector remains significant, with a compound annual growth rate of 25.8% in global photovoltaic installations over the past decade, indicating vast opportunities for companies to explore [4] Future Outlook - The emphasis on exploring new markets and opportunities rather than engaging in zero-sum competition is crucial for sustainable growth in various industries [4] - The call for high-level openness and support for companies to expand internationally is seen as a pathway to avoid "involution" and foster high-quality economic development [4]