光伏行业请来“拆卷”专家宋志平，他给出了四招

Core Insights - The photovoltaic industry is facing a severe crisis characterized by overcapacity and price wars, leading to a "prisoner's dilemma" situation where companies are reluctant to reduce production despite losses [2][10] - Song Zhiping, a notable figure in the industry, proposes a comprehensive strategy called "拆卷心法" (Disassembly Methodology) consisting of differentiation, segmentation, high-end positioning, and branding to navigate the current challenges [1][4][5] Industry Overview - The production capacity of photovoltaic components in China is expected to exceed 1000 GW by 2024, while global demand is projected to be around 500 GW, resulting in a utilization rate below 60% [1] - The industry is experiencing a significant decline in profitability, with over 30% of companies reportedly selling at a loss to maintain cash flow and market share [2][10] Key Strategies Proposed by Song Zhiping - Differentiation: Emphasizes the need for a fundamental shift in value creation rather than merely adding product variations. Companies should focus on customized solutions that can command a premium price [5][6] - Segmentation: Encourages companies to explore niche markets that have been overlooked, such as specialized components for extreme environments or integrated solutions for specific industries [6][7] - High-end Positioning: Advocates for a shift from cost advantages to technological innovations that define new standards and create new demands, highlighting the potential of emerging technologies like perovskite [7][8] - Branding: Stresses the importance of building brand recognition and trust, especially in a market where products are increasingly commoditized. Successful brands can survive price wars by offering superior value [8][9] Challenges to Implementation - The industry is currently plagued by a lack of trust among companies, making collaboration difficult in a highly competitive environment [10][11] - Companies face significant cash flow pressures, hindering their ability to invest in the long-term strategies proposed by Song Zhiping [11][12] - The regulatory environment remains uncertain, complicating strategic planning for companies in the photovoltaic sector [11][12] Conclusion - The future of the photovoltaic industry hinges on the willingness of companies to adopt the proposed strategies and move away from destructive competition towards value creation and collaboration [13][14]