预计今年光伏新增装机降幅超20% 工信部电子信息司：治理行业“内卷”是今年工作重中之重

Core Insights - The Chinese photovoltaic (PV) industry is expected to experience a significant turning point in 2026, with new installed capacity projected to be between 180-240 GW, marking a decline of 23.8% to 42% from the record high of 315 GW in 2025 [1][1][1] Industry Overview - The China Photovoltaic Industry Association's advisor, Wang Bohua, indicated that the industry will shift from a focus on scale and price competition to value competition, reflecting a transformation in development philosophy and logic [1][1] - The Deputy Director of the Electronic Information Department of the Ministry of Industry and Information Technology, Wang Shijiang, emphasized that addressing industry "involution" will be a key focus this year, acknowledging the ongoing deep adjustment period and significant challenges faced by enterprises [1][1][1] Market Dynamics - The industry is currently experiencing a mismatch in supply and demand, with deep-rooted contradictions that have not yet been fundamentally resolved, indicating a challenging operational environment for companies [1][1] - The photovoltaic sector is recognized as a strategic industry that plays a crucial role in achieving China's "dual carbon" goals, transitioning from quantitative expansion to qualitative improvement during this critical window [1][1][1]