高质量协同发展
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光伏企业纷纷布局储能,通威刘汉元:应适当分工与协作
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-18 08:58
Core Viewpoint - The chairman of Tongwei Group, Liu Hanyuan, emphasizes the importance of differentiation and collaboration within the photovoltaic and energy storage industries to avoid excessive competition and achieve high-quality development [1][1]. Industry Insights - Domestic photovoltaic leaders are accelerating their investments in energy storage businesses, recognizing the significant market potential in both power batteries and energy storage sectors [1][1]. - Companies like CATL, BYD, and Sungrow have positioned themselves at the forefront of the global market [1][1]. Competition and Collaboration - Liu Hanyuan advocates for appropriate division of labor and collaboration within the industry, suggesting that this approach will enhance overall development in the energy transition landscape [1][1]. - The ongoing discourse on "anti-involution" reflects the industry's focus on high-quality development rather than merely avoiding monopolistic practices [1][1]. Future Outlook - Liu Hanyuan expresses confidence that with government guidance and industry consensus, the "new three items" of the industry can effectively prevent excessive competition and promote sustainable high-quality collaborative growth over the next 5 to 10 years [1][1]. - He also highlights the importance of achieving supply-demand balance and reasonable pricing through industry consensus, akin to controlling the flow in a water supply system [1][1].