通威刘汉元谈光伏“反内卷”：既要反垄断又要反过度竞争

Core Viewpoint - The solar industry is facing challenges of disorderly competition, leading to significant price declines across key segments, with some product prices falling below cash costs for companies [1] Group 1: Industry Challenges - The solar industry has been experiencing severe price drops in the four major segments: silicon materials, silicon wafers, batteries, and modules since the end of 2023 [1] - Companies are urged to maintain a balanced competitive environment to avoid excessive competition while ensuring operational capabilities [1] Group 2: Company Insights - Tongwei Co., Ltd. is the largest silicon material producer globally, with a silicon material capacity exceeding 900,000 tons, solar cell capacity over 150 GW, and module capacity exceeding 90 GW as of mid-2023 [1] - The company emphasizes the need for industry self-discipline and the establishment of a platform company to manage silicon material production and prevent over-competition [1] Group 3: Proposed Solutions - The concept of "silicon material storage" is proposed to regulate supply and demand, akin to a water supply control system, to stabilize product prices and promote healthy industry development [2] - The industry is encouraged to retain some redundant capacity to adapt to dynamic demand changes, with the Chinese Photovoltaic Industry Association playing a crucial role in facilitating this process [2] - The example of OPEC is cited to illustrate how coordinated efforts can lead to stability in production and pricing, with a strong belief in achieving effective high-quality collaborative development in the solar industry over the next 5 to 10 years [2]