光伏“反内卷”向纵深推进

Core Viewpoint - The Chinese photovoltaic industry is undergoing a "de-involution" initiative to address issues of low-quality and low-price competition, aiming to establish a fair market order and promote sustainable development [1][2][3] Group 1: Industry Challenges - The photovoltaic industry is facing challenges such as low-quality competition and homogeneous overcapacity, leading to widespread losses among companies and distorting market resource allocation [1][2] - The "de-involution" initiative is crucial for transitioning from quantity-based competition to quality-driven value creation, which is essential for maintaining competitiveness in a complex international market [2][3] Group 2: Regulatory Measures - The State Administration for Market Regulation plans to enhance product quality supervision and enforce laws against unfair competition to maintain market order [1] - Companies are urged to comply with legal regulations, avoid price collusion and fraud, and ensure quality in project bidding [1][2] Group 3: Innovation and Quality Focus - The initiative emphasizes the need for technological innovation and quality improvement as the primary means to escape the low-price competition trap [3][4] - Industry insiders advocate for a collaborative approach to support original technologies and focus on customer-centric innovations [3] Group 4: Targeted Strategies - Precise strategies should be implemented based on the characteristics of different segments of the photovoltaic supply chain, such as energy consumption and environmental standards for mature sectors [4] - The demand side should optimize bidding rules to prioritize technology and quality over price, thereby encouraging product upgrades [4]