两会聚焦 | 全国人大代表刘汉元建议：将光伏制造纳入统筹管理，建设统一监测平台

Core Viewpoint - The article emphasizes the need for integrating photovoltaic (PV) manufacturing into the energy sector management to address the challenges faced by the industry, including overcapacity and intense competition, which have led to significant financial losses and market instability [1][2]. Group 1: Recommendations for Industry Management - The first recommendation is to incorporate PV manufacturing into the overall planning and management of the energy sector, led by the National Development and Reform Commission (NDRC) and the Ministry of Industry and Information Technology (MIIT), with collaboration from other relevant ministries [2]. - Establishing a "manufacturing-application-consumption" coordination mechanism is crucial to align PV manufacturing capacity with energy development and grid construction, addressing issues of insufficient collaboration between manufacturing and application sectors [2][3]. - The second recommendation suggests creating a market regulation mechanism for PV manufacturing based on the Energy Law of the People's Republic of China, linking production capacity with national PV installation plans and export demands to ensure a dynamic balance [3][4]. Group 2: Addressing Current Challenges - The article highlights that geopolitical factors and the rise of PV manufacturing in countries like the U.S. and India have increased competition, leading to a projected slowdown in China's PV component export growth to 2.1% by 2025, with potential stagnation in the following years [4]. - The ongoing "involution" in the industry has resulted in significant financial losses, exceeding 100 billion yuan over two consecutive years, and a total market value decline of nearly 4 trillion yuan from historical peaks [2][4]. - Establishing a national monitoring platform is recommended to enhance emergency response and surplus monitoring systems, ensuring data on capacity, production, prices, and quality is effectively managed [7][8]. Group 3: Future Outlook - The establishment of a unified monitoring platform is expected to mitigate the fragmentation of local policies and improve data transparency, which will stabilize corporate policy expectations and counteract operational risks from price fluctuations [8]. - The article warns that if demand continues to decline, the industry may face further losses, and the "involution" competition could worsen, necessitating timely regulatory measures to ensure sustainable development and maintain the global competitive edge of China's PV industry [4][5].