7月1日召开的中央财经委员会第六次会议强调："纵深推进全国统一大市场建设，要聚焦重点难点，依 法依规治理企业低价无序竞争，引导企业提升产品品质，推动落后产能有序退出。" 近年来，光伏、汽车、锂电、玻璃、水泥等多个领域存在"内卷"式竞争，部分企业陷入增收不增利、低 价销售保市场的尴尬处境。 从疯狂扩产到供需失衡，光伏是"内卷"最为严重的行业之一。7月3日，工信部召开座谈会，综合治理光 伏行业低价无序竞争。 "反内卷"，反什么，怎么反？长江商报聚焦落实"反内卷"行动，探寻"反内卷"样本。 长江商报消息 编者按 "反内卷"的号角吹响。 ●长江商报记者 沈右荣 卷产能、卷价格、卷专利……"内卷"，让光伏行业陷入异常惨烈的境地。 2024年，光伏产业链内部出现冰火两重天。一边是光伏加工设备、逆变器环节企业经营业绩逆势增长， 另一边是光伏硅片、组件企业动辄数十亿亏损。 长江商报记者统计发现，2024年，A股68家光伏设备企业，合计亏损约257亿元。而在2023年，则是合 计盈利993亿元。 从组件、硅片龙头频频官宣数十亿、数百亿元投资扩产，到供需产能失衡，一场无序失控的低价竞争在 光伏行业蔓延。专利诉讼在行业龙头之间频频 ...

Group 1 - The core achievement of JinkoSolar is the development of the 182N high-efficiency monocrystalline silicon battery (TOPCon) with a conversion efficiency of 27.02%, setting a new record for large-area N-type monocrystalline passivated contact (TOPCon) batteries [2] - JinkoSolar's N-type TOPCon high-efficiency photovoltaic modules have achieved a maximum conversion efficiency of 25.58%, creating a new global record for similar modules [2] - The advancements are attributed to the company's strong technical foundation and relentless pursuit of innovation, utilizing advanced technologies such as metallization laser enhancement and high-quality emitter passivation [2] Group 2 - The certification of the battery and module conversion efficiencies marks a significant breakthrough for JinkoSolar's N-type TOPCon technology, enhancing the market competitiveness of its mainstream products [3] - JinkoSolar expects that nearly 90% of its N-type TOPCon module shipments will occur in 2024, with plans to upgrade over 40% of its capacity by 2025, aiming for a production capacity of 40-50GW of high-power TOPCon by the end of 2025 [3] - The ongoing innovation based on N-type TOPCon technology and existing capacity upgrades will help accelerate industry capacity clearance and promote sustainable long-term development in the photovoltaic sector [3]