Group 1 - The photovoltaic industry has responded to the "involution" competition by strengthening self-discipline, leading to improved profitability in the main industry chain and price recovery, with a significant narrowing of export total decline [2] - As of the end of November, the average prices of polysilicon, silicon wafers, battery cells, and modules have increased by 38.9%, 2.2%, 0.4%, and 2.3% respectively compared to the beginning of the year [2] - The losses of main industry chain enterprises have continued to narrow, with third-quarter losses reduced by over 5.6 billion yuan compared to the second quarter, a decrease of approximately 46.7% [2] Group 2 - Despite a decline in operating income, the gross profit margin of the main industry chain has improved, indicating that photovoltaic companies are responding to the requirement of "selling not below cost price" and gradually abandoning low-price, low-profit orders [2] - The new capacity growth trend in the main industry chain has been effectively controlled [2] - In the first ten months of this year, the export volume of photovoltaic products has shown signs of recovery, with total export value of silicon wafers, battery cells, and modules exceeding 24.4 billion USD, with a significantly narrowed decline compared to the same period in 2024 [2] Group 3 - As of the end of October, the installed capacity of photovoltaic power generation in the country reached 1.14 billion kilowatts, a year-on-year increase of 43.8% [2] - The proportion of photovoltaic power generation installed capacity in total installed capacity has increased from about 12% in 2020 to about 30% [2] - The proportion of photovoltaic power generation in total electricity consumption has risen from about 3.5% in 2020 to 11.6% [2] Group 4 - The National Energy Administration emphasizes the need for the photovoltaic industry to advocate for a healthy competitive order centered on technological innovation, quality improvement, and service optimization [3] - The industry is encouraged to enhance its adjustment capabilities to meet diverse application needs such as photovoltaic desertification control, agricultural photovoltaic, and integrated building photovoltaic [3] - There is a strong push to expand new non-electric utilization pathways and to integrate photovoltaic technology with green hydrogen, ammonia, and alcohol, directly addressing energy demands in commercial refrigeration, heating, and agricultural product drying [3]
媒体报道丨光伏主产业链环节盈利能力逐渐改善 出口总额降幅明显收窄
国家能源局·2025-12-24 10:32