家庭能源充电站
Search documents
以创新拓展需求 光伏行业自律显现积极效果
Yang Shi Xin Wen· 2025-09-11 01:43
Core Viewpoint - The recent meeting held by the Ministry of Industry and Information Technology and five other departments aims to further regulate the competitive order of the photovoltaic industry, with a call for self-discipline within the industry to maintain fair competition and a healthy market environment [1]. Group 1: Industry Self-Regulation - The self-regulation initiative from the China Photovoltaic Industry Association focuses on three main aspects: enhancing industry chain regulation, promoting capacity clearance through market-oriented and legal methods, and eliminating sales below cost [2][4]. - The initiative emphasizes the prohibition of malicious competition, including dumping, and calls for companies to refrain from selling below cost [4]. - The third aspect of the initiative is to strengthen quality supervision and industry self-discipline, aiming to standardize market behavior and improve product quality for the healthy development of the industry [4]. Group 2: Positive Effects of Self-Regulation - Since last year, the push for self-regulation in the photovoltaic industry has shown positive effects, with many companies shifting from competing on scale and cost to focusing on innovation and exploring new application scenarios [5]. - The integration of photovoltaic power generation with various application scenarios is increasing, with innovative developments in areas such as photovoltaic + architecture, photovoltaic + fishery, and photovoltaic + desertification [7]. Group 3: Market Trends and Price Recovery - The future application of new information technologies, such as artificial intelligence, 5G, and industrial internet, is expected to lead to explosive growth in the photovoltaic sector [9]. - The market price for polysilicon has rebounded from 35-36 yuan per kilogram to 45-55 yuan, positively impacting confidence across various segments of the industry chain, including silicon wafers, battery cells, modules, and photovoltaic glass [9].