格隆汇2月5日｜据智通财经，国内光伏新增装机在经历连续几年大增后，2026年迎来重要转折。今日， 由中国光伏行业协会主办的"光伏行业2025年发展回顾与2026年形势展望研讨会"在北京举办。中国光伏 行业协会顾问王勃华在主旨报告中表示，预计2026年中国光伏新增装机规模180-240GW。据悉，根据国 家能源局发布统计数据，2025年我国光伏新增装机量达315GW，创下历史新高。但以此计算，2026年 光伏新增装机预期降幅达到23.8%—42%。 基于光伏装机增速回落的预期，王勃华在发言中表示，中国 光伏行业发展理念和发展逻辑可能会发生较大转型，要从比规模、拼价格转向比价值，实现从规模竞争 到价值竞争的转型。工业和信息化部电子信息司副司长王世江在开幕致辞中表示，治理行业"内卷"将是 今年工作的重中之重。他同时表示，行业需清醒认识到，当前正处于新一轮深度调整期，供需错配的深 层次矛盾尚未根本解决，企业经营面临较大挑战。作为实现"双碳"目标的中坚力量、我国少有的端到端 全球领先战略性产业，光伏产业正处于从量的扩张向质的跃升转变的关键窗口期。 ...

Core Insights - The China Photovoltaic Industry Association held a seminar on February 5, discussing the development roadmap for the photovoltaic industry from 2025 to 2026, predicting a decline in new installed capacity in 2026 compared to 2025 [1][9] Group 1: Industry Forecast - The new installed photovoltaic capacity in China for 2026 is expected to be between 180GW and 240GW, a decrease from 315.07GW in 2025 [1][9] - The global new installed capacity for 2026 is projected to be between 500GW and 667GW, down from 580GW in 2025 [11] - From 2027 onwards, both the Chinese and global markets are expected to return to an upward trend, with China's capacity reaching between 270GW and 320GW by 2030 [1][9][11] Group 2: Key Initiatives by the Ministry of Industry and Information Technology - The Ministry of Industry and Information Technology will focus on four key areas in 2026, with a primary emphasis on addressing industry internal competition [5][6] - The ministry aims to enhance standards and quality supervision, implementing mandatory national standards to curb issues like false power ratings and quality control violations [5][6] - Innovation-driven development will be prioritized, supporting a collaborative innovation system among industry, academia, and research to advance next-generation technologies [5][6] Group 3: Market Dynamics and Strategic Shifts - The industry is expected to shift from a focus on scale and price competition to value competition, driven by new policies and market conditions [11][12] - Companies are encouraged to explore new growth avenues, such as developing technology barriers and expanding into new photovoltaic applications like energy storage and hydrogen energy [12] - The international market is experiencing varied trends, with stable growth in Europe, a downward adjustment in the U.S. due to policy uncertainties, and rapid growth in India and emerging markets [11]