经济观察报·2025-07-25 11:50Core Viewpoint - The core viewpoint emphasizes the need for the photovoltaic industry to overcome "involution" and establish a healthy ecosystem through five key recommendations [2][4]. Group 1: Recommendations for the Photovoltaic Industry - The first recommendation is to shift from competition to cooperation, enhancing industry self-discipline. It is crucial to distinguish between "good competition" that creates value and "bad competition" that destroys it [5][6][11]. - The second recommendation is to move from fragmentation to consolidation, increasing industry concentration. The ability to integrate resources is more important than merely creating them [15][16][19]. - The third recommendation is to transition from reducing output to reducing capacity, addressing both symptoms and root causes. The current global photovoltaic module capacity is 1200 GW, while annual usage is only 600 GW, necessitating output reduction [22][23][30]. - The fourth recommendation is to shift from quantity-based profit to price-based profit, emphasizing the importance of pricing strategies over mere sales volume [31][32][40]. - The fifth recommendation is to move from a "red ocean" to a "blue ocean" through innovation, categorized into four aspects: differentiation, segmentation, high-end positioning, and branding [41][42][45]. Group 2: Industry Insights and Examples - The experience from the electrolytic aluminum industry, which successfully established a production ceiling of 45 million tons, serves as a valuable reference for the photovoltaic sector [12][13][14]. - The Japanese cement industry restructured from 23 companies to 3, maintaining stable prices despite stagnant sales, illustrating the benefits of consolidation [18][19]. - The implementation of peak-shaving production in the cement industry led to significant profit increases, demonstrating the effectiveness of capacity management [28][30].