Core Viewpoint - The photovoltaic industry is expected to experience a reasonable price recovery and profit restoration, with improvements in the fundamentals driven by policy support and technological innovation [1][4]. Policy Impact - A series of targeted policies have been introduced since 2025 to address the issue of "disorderly low-price competition" in the photovoltaic industry, establishing clear boundaries for healthy industry development [3]. - The revised Anti-Unfair Competition Law prohibits the sale of products like silicon materials and components below cash cost, setting a price floor and curbing "suicidal price cuts" [3]. - The Central Financial Committee emphasized the need to govern low-price competition and promote the orderly exit of backward production capacity, signaling a strong push for supply-side structural optimization [3]. Market Dynamics - Since the second quarter of 2025, prices across the photovoltaic industry chain have shown an orderly recovery, indicating improvements in supply-demand relationships and competitive order [4]. - Silicon material prices have seen a significant increase, with the average transaction price for multi-crystalline silicon reaching 47,900 RMB per ton, marking a 3.37% rise and an eight-week consecutive increase [4]. - The reduction in low-price sales and the gradual decrease in industry inventory have contributed to this price recovery [4]. Industry Trends - The photovoltaic industry is transitioning from homogeneous competition to differentiated development, with leading companies exploring unique market segments [6]. - Companies like Southeast Network Frame are actively pursuing carbon-neutral strategies and investing in renewable energy projects, such as a 110MW agrivoltaic project [6]. - Innovative application models, including photovoltaic + energy storage and photovoltaic + agriculture, are becoming increasingly mature, contributing to the industry's high-quality development [7]. Performance Metrics - In the first half of 2025, the national photovoltaic installed capacity reached approximately 1.1 billion kilowatts, a year-on-year increase of 54.1%, with cumulative power generation of 559.1 billion kilowatt-hours, up 42.9% [7]. - The photovoltaic equipment sector has seen a significant rise, with the sector index increasing by 37.26% since early April 2025 [7].

Group 1: Event Overview - The 2025 Mexico Solar + Storage Exhibition recently concluded in Guadalajara, Jalisco, featuring 116 suppliers and distributors from Asia, America, and Europe [1] - The exhibition provided opportunities for face-to-face interactions with industry experts and practical business exploration [1] - China had the highest number of exhibitors, with over 40 companies showcasing photovoltaic panels, inverters, and mounting systems [1] Group 2: Chinese Products in Demand - Mexican solar energy distributors have increasingly favored Chinese manufacturers for their cost-effective and high-quality photovoltaic products [2] - The quality of Chinese products has improved significantly, with better materials and assembly processes noted by local distributors [2][3] - Major Mexican companies are primarily sourcing solar panels and components from Chinese brands, which have shown excellent performance in local tests [3] Group 3: Technological Advancements - New technologies from Chinese suppliers, such as Longi Green Energy's HPBC 2.0 technology, allow solar panels to function even when partially covered, enhancing energy production [5] - Chinese companies are recognized for their innovative solutions and competitive pricing, which appeal to Mexican buyers [5][9] - The exhibition attracted interest from distributors in other Latin American countries, indicating the global recognition of Chinese solar technology [11] Group 4: Market Potential and Government Initiatives - Mexico's electricity system faces challenges due to industrial growth and climate change, prompting the government to launch a $22.377 billion plan to enhance power generation and infrastructure [6] - The plan aims to achieve a power generation capacity of 22,674 MW by 2030, with a focus on clean energy sources [6] - Tax incentives and subsidies are being implemented to encourage the adoption of solar energy, making it a more accessible option for consumers [12] Group 5: Local Operations and Future Outlook - Chinese companies are establishing local operations in Mexico to ensure better inventory management, sales support, and customer service [9][10] - The Mexican solar market is expected to see significant growth, with projections indicating that installed solar capacity could exceed 10 GW by 2025 [12] - Companies like Tongwei Solar and Yuhuan Technology are increasing their investments in Mexico, anticipating a surge in demand for photovoltaic products [13]

"这一块块'板子'看似不起眼，连在一起却可满足企业约20%的用电需求，每年节约生产成本近百万元，减少二氧化碳排放约5000吨。"洛阳建龙微纳新材料 股份有限公司总裁李怡成说。 这是洛阳建龙微纳新材料股份有限公司厂房屋顶上的光伏电板。新华社发（杨振宇摄）驱车驶入洛宁县伏牛山区，在紫金矿业集团旗下的洛阳坤宇矿业有限 公司，已闭库的尾矿库上，光伏电板依山势整齐排列，深蓝色的面板与周边翠绿的树木交相辉映，科技感十足。 02:27 新华社郑州5月10日电（记者李文哲、杨静）河南省洛阳市是国家"一五"时期重点布局的工业城市。近年来，随着我国光伏发电技术进步、造价降低，当地 企业充分利用厂房屋顶、尾矿库等闲置空间建设起连片光伏设施。 在位于河南省洛阳市偃师区的洛阳建龙微纳新材料股份有限公司，厂房屋顶上连排的光伏电板在阳光照射下熠熠生辉。总面积6万余平方米的屋顶上，已安 装光伏组件上万块。 这是洛阳坤宇矿业有限公司尾矿库上的光伏电板。新华社发（杨振宇摄）国网河南电力洛阳公司数据显示，2020年以来，洛阳地区新能源装机容量连年翻番 增长，已发展成为仅次于煤电的第二大电源，其中分布式光伏装机容量占新能源装机容量的六成以上。 老工 ...