Core Viewpoint - The photovoltaic industry is undergoing significant changes driven by the resonance of technology, market, and policy, leading to a transformation from being a participant in the energy revolution to becoming an architect of zero-carbon systems [1]. Market Logic Changes - The Chinese photovoltaic industry leads globally due to its technological strength and scale, but it currently faces challenges such as supply-demand imbalance and disordered competition [1]. - The evolution of the photovoltaic industry is characterized by three major changes: 1. The industry evolution curve has shifted from linear growth with cyclical fluctuations to an unpredictable spiral ascent [1]. 2. The market development logic has changed from policy-driven support to a fully market-oriented approach with floating returns [1]. 3. The industry boundary has expanded from a simple power generation role to a hub connecting energy production, storage, and consumption [2]. Urgent Need for Transformation - The industry must transition from short-term profit-seeking and capacity expansion to a long-term ecological strategy to ensure sustainable development [2]. - Key proposals for promoting healthy development in the photovoltaic industry include: 1. Implementing market-oriented mergers and acquisitions, technology elimination mechanisms, and policy constraints to reduce capacity [3]. 2. Introducing a green value grading system to differentiate financing and support for high-tech, high-efficiency products [3]. 3. Creating a cross-industry technology and standards integration body to facilitate the application of photovoltaic technology [3]. Industry Restructuring - The past year has seen systemic reshaping within the photovoltaic industry, characterized by significant changes and a mix of elimination and new growth [3]. - The concentration of the photovoltaic industry is increasing, raising entry barriers and value dimensions, making it a specialized field where innovation is key to success [3].

金十数据6月10日讯，协鑫集团董事长朱共山在第十八届全球光伏与储能大会上表示，光伏市场发展逻 辑正在改变，光伏从单纯的电源角色进化为连接能源生产、储存、消费的枢纽，从"单一发电并网模 型"向"并离网电力多元供给"模式扩展，市场评价体系也不再以并网容量作为唯一标准。朱共山表示， 与其期待光伏的周期性复苏，不如直面产业的颠覆性重构。朱共山倡议，打造跨行业的技术与标准共融 联合体，打破光伏跨界应用的壁垒，让光伏产业从单纯的产能输出向"技术标准输出+本地化产能"组合 转变，鼓励支持光伏科学家成为时代顶流。 （中证金牛座） 协鑫集团董事长朱共山：直面产业重构，打破光伏跨界应用的壁垒 ...