出口方面，今年前10月光伏产品出口量有所回暖，出口价格止跌，硅片、电池片、组件出口总额超244 亿美元，降幅较2024年同期明显收窄。 今年以来，光伏行业响应综合整治"内卷式"竞争，加强行业自律，主产业链环节盈利能力逐渐改善，价 格得到修复，出口总额降幅明显收窄。中国光伏行业协会公布的数据显示：截至11月底，多晶硅、硅 片、电池片、组件均价分别较年初上涨38.9%、2.2%、0.4%、2.3%。主产业链企业亏损持续收窄，第三 季度亏损相比第二季度亏损减少56亿余元，收窄约46.7%。 "在营业收入下降背景下，主产业链环节毛利率得到改善，反映出光伏企业响应'不低于成本价销售'要 求，逐渐抛弃低价、低盈利订单。"中国光伏行业协会名誉理事长王勃华说，当前主产业链环节新建产 能快速增长趋势也得到有效控制。 国家能源局新能源和可再生能源司有关负责人表示，光伏行业要倡导以技术创新、品质提升和服务优化 为核心的良性竞争秩序。要提升自身调节能力，满足光伏治沙、农业光伏、建筑光伏一体化等多场景应 用需求，大力拓展非电利用新途径，将光伏与绿色氢氨醇等技术精准结合，与工商业制冷供热、农产品 烘干等用能需求直接对接，实现太阳能就地就 ...

Group 1: New Energy Development Guidelines - The National Energy Administration has issued guidelines to promote the integrated development of new energy, focusing on multi-dimensional development and collaboration with various industries [1][4] - The guidelines emphasize optimizing the power structure in the development of new energy bases, particularly in the Shagou Desert, and encourage the establishment of 100% new energy bases in suitable areas [1] - For hydropower and wind-solar integrated bases, the guidelines suggest leveraging hydropower's rapid adjustment capabilities to facilitate large-scale and high-quality development of surrounding wind and solar resources [1] Group 2: Distributed New Energy Development - The guidelines advocate for the deep integration of new energy with various energy consumption scenarios such as transportation, buildings, and rural areas, aiming to enhance local consumption and alleviate pressure on the grid [4] Group 3: Multi-Industry Collaboration - The guidelines encourage the establishment of green, low-carbon new energy equipment manufacturing bases in resource-rich areas, utilizing local green electricity for production, thus creating a closed loop of "producing green equipment with green energy" [6] - There is a push to develop the green hydrogen, ammonia, and alcohol industries in areas rich in wind and solar resources, promoting local consumption and utilization of new energy [8] Group 4: High-altitude Wind Power Development - The world's largest high-altitude wind power capturing parachute, with an area of 5000 square meters, successfully completed its test in Inner Mongolia, marking significant progress in China's large-scale high-altitude wind power project [9][11] - This high-altitude wind energy system can capture wind energy at altitudes above 300 meters and convert it into electricity through a ground-based generator, demonstrating the feasibility of large-capacity and high-power generation [15] - High-altitude wind energy is seen as an untapped area with high wind speeds and stable directions, offering substantial potential for energy generation [13] Group 5: Solar Industry Self-Regulation - The Chinese photovoltaic industry has made progress in self-regulation to address issues like supply-demand imbalance and intense competition, leading to a more stable market environment [16] - From November 2024 to October 2025, the average price of photovoltaic components has shown slight increases, indicating a recovery from previous price drops below production costs [17] - The industry association emphasizes the importance of collaboration to maintain a healthy and orderly market environment [19]