光伏产业如何突围？大咖抛出“破内卷”方案

Core Viewpoint - The photovoltaic industry is facing severe challenges, including price declines and profitability issues, despite significant growth in renewable energy generation in China and globally [2][4] Group 1: Industry Challenges - The photovoltaic industry is experiencing an "involution" competition, which harms sustainable development and innovation within the sector [2] - The production capacity of polysilicon has dramatically expanded, with output increasing from 67,400 tons in 2012 to 1,785,000 tons in 2024, a growth of over 25 times [2] - The production of photovoltaic silicon wafers has also surged, rising from 161.4 GW in 2020 to 775.8 GW in 2024, leading to oversupply and price drops below production costs [2] Group 2: Proposed Solutions - Liu Hanyuan suggests that the photovoltaic industry should learn from the OPEC model, which focuses on collective interest maximization and dynamic adjustment of production to stabilize prices [3] - With 90% of global polysilicon production capacity concentrated in China, the industry can leverage this concentration to regulate supply and restore price balance across the value chain [3] Group 3: Future Outlook - The most critical task for the industry is to combat "involution and excessive competition," aligning with recent government policies aimed at regulating the photovoltaic sector [4] - There is optimism for the future of the photovoltaic industry, with expectations of accelerated energy transition and high-quality development, provided that stakeholders adhere to principles of co-creation and shared growth [4] - Establishing industry self-regulation similar to OPEC could positively impact sustainable development and mitigate low-quality competition within the photovoltaic sector [5]