媒体报道丨光伏产业如何“反内卷”

Core Viewpoint - The Chinese photovoltaic industry is addressing its "growing pains" by focusing on breaking the cycle of "involution" competition and promoting a collaborative approach to industry standards and supply chain quality [2] Group 1: Industry Performance - As of November 2025, the total installed solar power capacity in China reached 1.16 billion kilowatts, representing a year-on-year growth of 41.9% [2] - The rapid expansion of the industry has led to issues such as supply-demand imbalances and chaotic price competition, highlighting the urgent need for transformation and upgrading [2] Group 2: Supply-Side Strategies - The industry should implement differentiated policies based on the characteristics of different segments of the supply chain, such as establishing a technology grading mechanism for the rapidly evolving battery segment [3] - For mature segments like silicon materials and wafers, the focus should be on energy consumption and environmental standards to phase out outdated production capacity [3] - Strict regulation is necessary to address the sale of products below cost in the component segment, ensuring that high-quality production is prioritized [3] Group 3: Demand-Side Strategies - The domestic market should encourage state-owned enterprises to take responsibility for major projects, stabilizing the development foundation [3] - A hard requirement that components must meet conversion efficiency standards to be connected to the grid will drive technological upgrades in the industry [3] - Optimizing bidding rules to reduce the weight of price and promote a "quality for price" approach is essential [3] Group 4: Policy Support - Recent guidelines from the National Development and Reform Commission and the National Energy Administration aim to create a collaborative framework for energy consumption and regulation [4] - The industry is moving towards high-quality development through technological innovation, rule restructuring, and ecological collaboration, aiming to enhance its competitive advantage in the global energy transition [4]