光伏行业“破内卷”治理将进入攻坚期

Core Insights - The "2025 Photovoltaic Industry Annual Conference" was held in Xi'an, focusing on "breaking the internal competition dilemma and promoting high-quality sustainable development" [1] - The conference gathered over a thousand representatives from government departments, industry experts, and companies to discuss the development path of the photovoltaic industry during a critical transition period [1][2] - The industry is facing challenges such as supply-demand imbalance, low-price competition, and international trade barriers, with a call for enhanced capacity regulation and technological standard upgrades [1][2] Group 1 - The Ministry of Industry and Information Technology emphasized that 2026 will mark a critical period for industry governance, requiring stronger capacity control and collaboration across the supply chain [1] - The honorary chairman of the China Photovoltaic Industry Association highlighted the need for the industry to shift from scale expansion to value creation through technological innovation and self-discipline [1][2] - Industry leaders, including representatives from Longi Green Energy and JA Solar, urged a move away from low-price competition towards a focus on quality and value [2] Group 2 - The conference included discussions on supply chain support, innovative applications, and overseas markets, providing policy guidance and technical direction for the industry as it transitions into the "15th Five-Year Plan" [2] - The photovoltaic industry is expected to undergo a significant transformation from price competition to value co-creation [2]