光伏行业处于关键调整期！工信部、国家能源局划重点，企业这样破局

Core Viewpoint - The photovoltaic industry in China is currently at a critical adjustment period characterized by both opportunities and challenges, with issues such as "involution" competition, overcapacity, and consumption pressure being prominent [1][3]. Supply and Demand Challenges - The supply side is facing "involution" competition that erodes industry profits and squeezes technological innovation space, while key technological barriers need to be strengthened [3]. - On the demand side, the high proportion of photovoltaic integration is leading to significant challenges in efficient consumption, with the national photovoltaic power generation utilization rate at 94.9% for January to October 2025, down 2.2 percentage points year-on-year [3]. Government Regulatory Measures - The Ministry of Industry and Information Technology (MIIT) plans to implement capacity regulation and curb low-price competition by 2026, focusing on the orderly exit of backward production capacity and enhancing market monitoring mechanisms [3]. - The MIIT will also strengthen product quality supervision and promote self-discipline within the industry [3]. Development Suggestions - The Deputy Director of the National Energy Administration, Gui Xiaoyang, proposed three key suggestions: 1. Maintain confidence in development, leveraging national strategies that indicate a need for an additional 200 million kilowatts of wind and solar installations annually over the next decade [4]. 2. Deepen industry cooperation to eliminate irrational competition that sacrifices quality and long-term value, promoting a focus on technological innovation and service optimization [4]. 3. Shift the focus of photovoltaic development from merely generating electricity to optimizing the timing, location, and value of electricity generation through innovations like energy storage and intelligent control [4]. Industry Outlook and Positioning - Analysts predict that the "anti-involution" policies in 2026 may accelerate the exit of backward production capacity, potentially leading to improved profitability across the industry [6]. - The China Photovoltaic Industry Association indicates that while the industry is at a critical adjustment phase, the downward trend is nearing its bottom, with losses gradually narrowing, although uncertainties in domestic and international market demand remain [6]. - Leading companies like Longi Green Energy emphasize the importance of self-discipline and innovation, advocating for a robust supply chain and the integration of photovoltaic technology with energy storage and smart grids [7].