Core Viewpoint - The Chinese photovoltaic industry is experiencing a recovery, with significant growth in installed capacity and price stabilization, driven by industry cooperation and governance efforts [1][2][3][4]. Group 1: Industry Growth and Performance - In the first ten months of the year, China's newly installed photovoltaic capacity reached 252.87 GW, representing a year-on-year increase of over 39.48% [1]. - The spot price of silicon materials rose from 35,400 CNY/ton to 53,600 CNY/ton, indicating a clear upward trend [4]. - The average capacity utilization rates across different segments of the photovoltaic industry showed differentiation, with silicon wafers at 38.7%, batteries at 45.7%, and modules at 48.3% [4]. Group 2: Market Governance and Structural Changes - The essence of "involution" in the market is identified as a distortion of market order and resource allocation efficiency, with a focus on building a unified market to eliminate local protectionism [2]. - The establishment of an information monitoring and communication mechanism across the entire industry chain by the China Photovoltaic Industry Association aims to enhance market transparency and improve decision-making [3]. - A new platform for the integration and acquisition of polysilicon capacity has been launched, which is seen as a key measure to address "involution" and promote healthy competition within the industry [4]. Group 3: Future Directions and Strategic Vision - The upcoming 2025 Photovoltaic Industry Annual Conference in Xi'an is expected to mark a shift from cost competition to value creation, steering the industry towards innovation and sustainable growth [5].
光伏行业协会积极推动自律 助力高质量发展
Yang Shi Wang·2025-12-14 03:33