同时，行业重磅嘉宾围绕"共建良性生态穿越行业周期"主题展开领袖对话，就"破除'内卷式'恶性竞 争""光伏出海2.0""光伏技术趋势""未来储能主流技术"等话题进行智慧碰撞。同时，大会还正式发布 《"破除内卷式竞争筑牢全球能源安全基石"成都宣言》，并发布《2025中国与全球新能源发展白皮 书》，多维度推进行业健康良性发展。 此外，大会还陆续开展了精彩纷呈的系列活动，包括举行开幕式、主会议、欢迎晚会、颁奖盛典、答谢 晚宴，以及通威新能源产业链全球合作伙伴大会等各平行会议、"光储之旅"参观等，为全球光储行业沟 通交流、深化合作搭建了广阔平台。 （文章来源：科技日报） "当前反'内卷'和反过度竞争，是中国光伏行业脱困走上健康持续发展的一个重要支撑条件。从国际、 国内、行业视角来看，在光伏行业率先创新实践的有效成功经验，可能会成为高质量发展过程当中的正 面典型和优秀案例，助力中国经济重新迈上快速增长、良性发展之路。"全国人大代表、全国工商联副 主席、通威集团董事局刘汉元主席则表示。 会议期间，为揭示优秀品牌成长之道，彰显中国光储品牌榜样力量，大会面向全球发布"2025中国光储 品牌百强榜"，宁德时代、比亚迪、通威、阳光 ...

Core Viewpoint - The article discusses the impact of increasing tariffs on Chinese photovoltaic (PV) exports to the U.S., highlighting that despite high tariffs, the industry has adapted through indirect exports via Southeast Asia, maintaining a competitive edge over U.S. manufacturing costs [1][2][11]. Group 1: Tariff Impact and Adaptation - U.S. tariffs on Chinese imports have surged, reaching rates as high as 145%, yet the Chinese PV industry has become desensitized to these tariffs, primarily exporting through Southeast Asian production bases [2][11]. - The ongoing "tariff war" has increased production costs for Chinese manufacturers overseas, which may squeeze profit margins, but they still retain a relative advantage compared to U.S. manufacturing costs [2][11]. - The U.S. domestic PV manufacturing capacity is lagging behind expectations, with projected capacities for silicon materials, wafers, cells, and modules by January 2025 being approximately 21 GW, 0 GW, 2 GW, and 35 GW respectively, indicating a significant reliance on imports [11]. Group 2: Market Diversification and Strategy - To mitigate risks and enhance profitability, the PV industry is encouraged to diversify markets, localize operations, and transition towards solution service providers, particularly in growing non-U.S. markets like Europe and Africa [15][19]. - The trend towards increased localization in manufacturing, especially in the component sector, is leading to a rise in direct exports of upstream materials like silicon and wafers, marking a new direction for global PV supply chains [15]. - Companies are shifting focus from capacity competition to sales and service competition, emphasizing the importance of technological advancement and the development of "PV+" system solutions [15]. Group 3: Company Investments and Projects - Several companies are making significant investments in overseas PV projects, such as GCL-Poly Energy with a 60,000-ton silicon production plan in the UAE, and JinkoSolar planning a 10 GW cell and module capacity in Saudi Arabia with an investment of approximately $985 million [17]. - Other notable projects include TCL Zhonghuan's 20 GW wafer capacity in Saudi Arabia and LONGi Green Energy's various investments in the Middle East, indicating a strategic shift towards international collaboration and production [17].