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围绕光伏反“内卷”,人民日报连线中国能源报
中国能源报·2025-10-10 01:42

Core Viewpoint - The article emphasizes the need to address "involution" in various industries, particularly in the photovoltaic sector, highlighting the importance of market-oriented reforms and innovation to escape price wars and achieve sustainable growth [1][17][20]. Summary by Sections Involution in Industries - "Involution" is prevalent not only in the photovoltaic industry but also in sectors like new energy vehicles, e-commerce, and food delivery, where excessive price competition leads to market inefficiencies [1][17]. - The phenomenon reflects a broader issue of market failure and inappropriate local government interventions, which can exacerbate competition problems [1][18]. Government's Role - The government plays a crucial role in guiding market competition from disorder to order, with measures such as prohibiting sales below cost to stabilize the market [1][18]. - Central authorities are actively working to eliminate local protectionism and market fragmentation, which are significant contributors to "involution" [1][18]. Corporate Strategies - Companies must shift from price-based competition to differentiation and quality enhancement to escape the "prisoner's dilemma" of "involution" [1][19]. - Successful companies in the photovoltaic sector have demonstrated that technological innovation can lead to significant market advantages, as seen with companies achieving record efficiencies in solar products [1][19]. Global Market Potential - The global photovoltaic market has seen a compound annual growth rate of 25.8% over the past decade, indicating substantial potential for renewable energy [1][19]. - There is a strong call for companies to expand internationally and leverage global demand for renewable energy solutions [1][19]. Long-term Business Strategies - Businesses are encouraged to adopt an incremental mindset, focusing on long-term relationships and sustainable practices rather than engaging in zero-sum competition [1][20]. - The article advocates for a balanced approach to internal innovation and external market expansion to foster high-quality economic development [1][20].