Core Viewpoint - The article emphasizes the urgent need for the Chinese photovoltaic (PV) and energy storage industry to overcome "involution" competition, which is detrimental to sustainable development and poses significant risks to the industry and national energy security [5][10]. Group 1: Challenges and Context - The Chinese PV industry is currently facing unprecedented challenges, including a mismatch in supply and demand leading to widespread losses and increasing international trade protectionism, creating significant uncertainty [5]. - The "involution" competition is described as a short-sighted behavior that disrupts market order and threatens the survival of enterprises and the strategic safety of the national renewable energy industry [5][6]. Group 2: Strategic Initiatives - The article calls for a deep understanding of the significance of anti-involution strategies to unify the consensus for high-quality development, emphasizing that anti-involution is not about rejecting competition but promoting fair and orderly value competition [6]. - It advocates for a focus on technological innovation as the core driver for elevating the energy storage industry, urging companies to increase R&D investment and build a strong intellectual property "moat" [7]. Group 3: Collaborative Development - The need for a collaborative ecosystem is highlighted, encouraging upstream and downstream cooperation within the industry to establish fair trading mechanisms and ensure reasonable returns for all parties involved [8]. - The article stresses the importance of industry self-regulation and the role of industry associations in establishing standards and exit mechanisms for low-tech, price-dependent capacities [8]. Group 4: Global Expansion - It discusses the potential for the entire industry chain to collaborate and promote high-quality international expansion, leveraging China's comprehensive ecosystem in R&D, manufacturing, application, and service [9]. - The article emphasizes the importance of creating a "Chinese solution" with global competitiveness through technological collaboration and localized service innovations [9]. Group 5: Collective Efforts - The article concludes by calling for a collective effort from government, industry associations, and enterprises to eliminate "involution" competition, thereby contributing to national energy security and economic high-quality development [10]. - It highlights the belief that with joint efforts, the Chinese energy storage industry can emerge from the challenges of "involution" and significantly contribute to achieving carbon neutrality goals [10].
成都宣言发布：破除内卷式竞争 筑牢全球能源安全基石
中国能源报·2025-11-19 12:23