光伏行业响应整治“内卷式”竞争，出口总额降幅明显收窄

Group 1 - The core viewpoint of the articles highlights the recovery and improvement in the profitability of China's photovoltaic industry amid a response to "involution" competition, with a notable reduction in losses and an increase in prices across the supply chain [1][2] Group 2 - As of the end of November, the average prices of polysilicon, silicon wafers, battery cells, and modules increased by 38.9%, 2.2%, 0.4%, and 2.3% respectively compared to the beginning of the year [1] - The losses of major supply chain enterprises decreased significantly, with third-quarter losses reduced by over 5.6 billion yuan, a decline of approximately 46.7% compared to the second quarter [1] - The gross profit margin of the main supply chain improved despite a decline in operating income, indicating a shift away from low-price, low-profit orders [1] - In terms of exports, the total export value of photovoltaic products exceeded 24.4 billion USD in the first ten months, with a noticeable narrowing of the decline compared to the same period in 2024 [1] - By the end of October, the installed capacity of photovoltaic power generation reached 1.14 billion kilowatts, representing a year-on-year growth of 43.8% [1] - The proportion of photovoltaic power generation in total installed capacity increased from around 12% in 2020 to approximately 30%, while the share of power generation in total electricity consumption rose from about 3.5% to around 11.6% [1] Group 3 - The National Energy Administration emphasizes the need for the photovoltaic industry to advocate for a competitive order centered on technological innovation, quality improvement, and service optimization [2] - The industry is encouraged to enhance its regulatory capabilities to meet diverse application needs, such as photovoltaic sand control, agricultural photovoltaic integration, and building-integrated photovoltaics [2] - There is a strong push to explore new non-electric utilization pathways and to integrate photovoltaic technology with green hydrogen, ammonia, and other technologies to meet energy demands in various sectors [2]