工信部定调，治理光伏行业“内卷”是今年工作重中之重

Core Insights - The Chinese photovoltaic industry is undergoing a significant adjustment period, with a focus on addressing internal competition and achieving a dynamic balance between supply and demand [1][2] - The Ministry of Industry and Information Technology (MIIT) aims to enhance quality supervision and standardization to foster healthy competition and curb issues like power misrepresentation and intellectual property infringement [1] - The industry is encouraged to shift from scale and price competition to value competition, emphasizing energy efficiency and technological innovation [2] Group 1 - The MIIT's Deputy Director Wang Shijiang highlighted that combating "involution" in the industry will be a top priority this year [1] - The MIIT plans to implement measures such as capacity regulation, standard guidance, quality supervision, and intellectual property protection to support the industry [1] - The current supply-demand mismatch poses significant challenges for companies, necessitating a focus on high standards and quality [1] Group 2 - The industry is urged to transition from a focus on scale to energy efficiency and technological innovation, with a call for policy support to facilitate this transformation [2] - Companies are encouraged to explore new growth avenues and develop technological advantages, such as advancing silver-free or low-silver technologies [2] - The forecast for 2026 indicates a potential slowdown in the photovoltaic market, with new installed capacity expected to range between 180GW and 240GW [2]