光伏行业‘内卷’
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全国人大代表钟宝申:多管齐下破除新能源“内卷”
中国能源报· 2026-03-05 12:23
Group 1 - The core focus of the article is on the development of the renewable energy sector, particularly in high-quality development, rural photovoltaic applications, and building-integrated photovoltaics [2] - The current capacity of China's photovoltaic industry chain is approximately 1,400 GW, significantly exceeding the global annual demand, leading to supply-demand imbalance and fierce price competition [3] - The article emphasizes the need for high standards to regulate competition in the photovoltaic industry, suggesting measures such as classifying policies by industry chain segments and establishing mandatory safety standards for components [3] Group 2 - Non-hydro renewable energy generation accounts for about 24% of China's total energy mix, with a need for a systematic policy to enhance green electricity consumption and address bottlenecks in photovoltaic utilization [4] - The article highlights the importance of rural photovoltaic development as a means to support rural revitalization and increase farmers' income, while addressing issues such as insufficient grid capacity and market risks for farmers [5] - The integration of photovoltaics with buildings and public facilities is crucial, with a call for improved safety management systems and policy incentives to promote quality over quantity in project development [7] Group 3 - The green hydrogen and ammonia industry is at an early stage but has significant potential for clean energy substitution and decarbonization, requiring national support for scaling and self-sufficiency [8] - The article suggests expanding domestic application scenarios for green hydrogen and ammonia, implementing minimum usage ratios in high-energy-consuming industries, and establishing a green value system for carbon reduction [8]