光伏行业重磅宣言：破除内卷，协同发展，筑牢全球能源安全基石

Core Viewpoint - The 2025 8th China International Photovoltaic and Energy Storage Industry Conference in Chengdu released the "Chengdu Declaration" advocating for fair trading mechanisms and industry self-discipline to improve profit distribution in the photovoltaic industry chain, which is expected to enhance the profitability of leading companies with technological advantages [1][2] Group 1: Strategic Significance - The declaration emphasizes the importance of recognizing the strategic significance of anti-involution to build a consensus for high-quality development [2] - It focuses on driving technological innovation as a core element to elevate the energy level of the photovoltaic and energy storage industry [2] Group 2: Collaborative Development - The declaration calls for the construction of a collaborative development ecosystem to strengthen industry self-discipline and governance [2] - It promotes the idea of full industry chain collaboration to facilitate high-quality international expansion of the photovoltaic and energy storage sectors [2] Group 3: Market Insights - Ping An Securities believes that the declaration's advocacy for fair trading and industry self-discipline will improve the profit distribution structure across the photovoltaic industry chain, preventing losses from low-price competition [1] - The photovoltaic ETF managed by Huaxia tracks the CSI Photovoltaic Industry Index, which includes companies across the entire photovoltaic industry chain, providing a comprehensive reflection of the industry's overall performance [1]