光伏告别出口退税后怎么办？王勃华：倒逼企业转向高质量高附加值竞争

Core Insights - The Chinese photovoltaic industry will enter a new market-driven phase focused on technology, cost, and brand starting April 1, 2026, as it phases out the value-added tax export rebate [1][2][3] - This transition will compel companies to shift from low-price competition to high-quality, high-value competition, aiming to build sustainable global competitiveness [1][2] Industry Transformation - A significant transformation in development philosophy and logic is anticipated, moving from scale and price competition to value competition [3] - Two key areas for this transformation include: - Policy level: Implementing a combination of policies to promote industry upgrades and create a healthy development environment [3] - Corporate level: Companies need to explore second growth curves by building technological moats and fostering collaborative industry ecosystems [3] Manufacturing Development - The manufacturing sector should focus on three key directions: intelligent, green, and integrated development, which are interrelated and mutually reinforcing [2][3] - Intelligent development encompasses smart R&D, production, and operation of power plants, as well as contributing to societal smart transformation [2][3] - Green development involves promoting green energy use within the photovoltaic industry and advancing energy-saving and carbon-reducing technologies [2][3] - Integrated development includes deep integration with other industries and active participation in the electricity market [2][3]