"破卷"成为2 0 2 5光伏行业年度大会的最强关键词。 1 2月18日，在西安举行的" 2 0 25光伏行业年度大会·专家领袖对话"环节中，隆基绿能、天 合光能、阳光电源、正泰新能、爱旭股份等企业领袖齐聚一堂，共议行业变局与破局之 道。 告别粗放增长，"破卷"已成行业共同课题 "光伏转型期的重要工作之一，是拒绝'内卷式'恶性竞争，筑牢光伏高质量发展的根基。 这需要行业主管部门、地方政府、行业协会、各类媒体机构、金融机构共同参与，企业也 应进一步支持并参与行业自律。"中国光伏行业协会名誉理事长王勃华表示，"光伏应用端 也要贯彻高质量发展理念，其中包括应用端不低于全成本竞价，进一步压缩不合理资源 费，积极适应新的市场形势。" "要深入整治'内卷式'竞争，其本质应是技术和质量的竞赛，而非简单的价格厮杀。"隆基 绿能董事长钟宝申表示，国家对"反内卷"的明确要求，核心是通过行业标准引领、提高产 品质量来促进产业进步。 天合光能董事长高纪凡进一步剖析："要'破卷'，需要主产业链硅料、硅片、电池、组件 各个环节以需定产。目前，硅料起步较早，反内卷成效也比较明显。未来要积极推动硅 片、组件等环节的横向协同，而且速度要快。此 ...

Core Insights - The "2025 Photovoltaic Industry Annual Conference" was held in Xi'an, focusing on "breaking the internal competition dilemma and promoting high-quality sustainable development" [1] - The conference gathered over a thousand representatives from government departments, industry experts, and companies to discuss the development path of the photovoltaic industry during a critical transition period [1][2] - The industry is facing challenges such as supply-demand imbalance, low-price competition, and international trade barriers, with a call for enhanced capacity regulation and technological standard upgrades [1][2] Group 1 - The Ministry of Industry and Information Technology emphasized that 2026 will mark a critical period for industry governance, requiring stronger capacity control and collaboration across the supply chain [1] - The honorary chairman of the China Photovoltaic Industry Association highlighted the need for the industry to shift from scale expansion to value creation through technological innovation and self-discipline [1][2] - Industry leaders, including representatives from Longi Green Energy and JA Solar, urged a move away from low-price competition towards a focus on quality and value [2] Group 2 - The conference included discussions on supply chain support, innovative applications, and overseas markets, providing policy guidance and technical direction for the industry as it transitions into the "15th Five-Year Plan" [2] - The photovoltaic industry is expected to undergo a significant transformation from price competition to value co-creation [2]

Financial Performance - The company's total revenue for the first half of 2025 was approximately 3.304 billion CNY, with a net profit attributable to shareholders of about -169 million CNY [2] - Revenue breakdown: - Photovoltaic auxiliary materials: 423 million CNY - Module business: 796 million CNY - Photovoltaic application business: 1.829 billion CNY [2] Product Advantages - The "Yufeng" module features a single-glass structure with "full tempered glass + grid backplane," offering ultra-low carbon, ultra-high efficiency, and ultra-lightweight characteristics, along with "three lows and four resistances" [3] - The steel frame used in the modules has a cost approximately half that of aluminum frames, providing a cost-effective solution [3] Strategic Planning - The company plans to advance its distributed energy business in response to the "136 document" on market-oriented pricing reforms, focusing on intelligent and digital operation and maintenance [3] - Future development will include collaboration with universities and laboratories for photovoltaic operation and maintenance model research [3] Technology Development - The company is transitioning from TOPCon technology to BC technology, having initiated research on low-cost, high-efficiency BC batteries since 2019 [4] - The company plans to upgrade part of its existing 16GW TOPCon battery production line to BC production lines based on market conditions [5] Production Capacity - The company has a module production capacity of 4GW and sold 1.18GW in the first half of 2025 (excluding internal sales) [7] - The second phase of the 16GW TOPCon battery factory in Shanxi has been completed but has not yet been officially put into operation [6]