"当前，我们或许正在经历一场被放大的'周期幻象'。"2025年12月中旬，协鑫集团董事长朱共山应邀参 加了一场企业家论坛。 在演讲环节，他抛出了上述看法并进一步强调：结构性矛盾不等于周期性波动，内卷和过剩也不能完全 归因于周期。 于是，朱共山呼吁："我们需要进行一场彻底的供给侧结构性改革。" 2025年，当光伏产业进入整治内卷的深水区，朱共山同样在这一年奔走在一线。其中最重要的一项成果 是，他携手行业头部企业积极参与推动外界所关注的"硅料收储平台"的成立。 2025年12月9日，北京光和谦成科技有限责任公司正式官宣成立。对此，中国光伏行业协会发文称："这 一由相关主管部门联合指导、多家龙头骨干企业共同发起的产业治理创新，被业内视为破解光伏'内卷 式'恶性竞争的关键之一。" 在接受21世纪经济报道记者采访时，朱共山表示，内卷的本质是创新断层，破局的关键不是"熬"而 是"变"，还要勇敢地走出去。 行业正在经历周期"幻象" 2025年，包括光伏在内的中国新能源(3.140. -0.04. -1.26%)产业经历了一场深度重构。无序竞争之下，行 业遭遇冲击，一场反内卷行动拉开帷幕。 2025年7月，工业和信息化部召开 ...

记者丨曹恩惠 编辑丨张伟贤 "当前，我们或许正在经历一场被放大的'周期幻象'。"2025年12月中旬，协鑫集团董事长朱共山应邀参加了一场企业家论坛。 在演讲环节，他抛出了上述看法并进一步强调：结构性矛盾不等于周期性波动，内卷和过剩也不能完全归因于周期。 于是，朱共山呼吁："我们需要进行一场彻底的供给侧结构性改革。" 2025年，当光伏产业进入整治内卷的深水区，朱共山同样在这一年奔走在一线。其中最重要的一项成果是，他携手行业头部企业积极参与推动 外界所关注的"硅料收储平台"的成立。 2025年12月9日，北京光和谦成科技有限责任公司正式官宣成立。对此，中国光伏行业协会发文称："这一由相关主管部门联合指导、多家龙头 骨干企业共同发起的产业治理创新，被业内视为破解光伏'内卷式'恶性竞争的关键之一。" 在接受21世纪经济报道记者采访时，朱共山表示，内卷的本质是创新断层，破局的关键不是"熬"而是"变"，还要勇敢地走出去。 协鑫集团董事长朱共山 图片来源：受访者提供 行业正在经历周期"幻象" 2025年，包括光伏在内的中国新能源产业经历了一场深度重构。无序竞争之下，行业遭遇冲击，一场反内卷行动拉开帷幕。 2025年7月， ...

2025年12月9日，北京光和谦成科技有限责任公司正式官宣成立。对此，中国光伏行业协会发 文称："这一由相关主管部门联合指导、多家龙头骨干企业共同发起的产业治理创新，被业内 视为破解光伏'内卷式'恶性竞争的关键之一。" 在接受21世纪经济报道记者采访时，朱共山表示，内卷的本质是创新断层，破局的关键不 是"熬"而是"变"，还要勇敢地走出去。 协鑫集团董事长朱共山 图片来源：受访者提供 行业正在经历周期"幻象" 记者丨 曹恩惠 编辑丨张伟贤 "当前，我们或许正在经历一场被放大的'周期幻象'。"2025年12月中旬，协鑫集团董事长朱共 山应邀参加了一场企业家论坛。 在演讲环节，他抛出了上述看法并进一步强调：结构性矛盾不等于周期性波动，内卷和过剩也 不能完全归因于周期。 于是，朱共山呼吁："我们需要进行一场彻底的供给侧结构性改革。" 2025年，当光伏产业进入整治内卷的深水区，朱共山同样在这一年奔走在一线。其中最重要的 一项成果是，他携手行业头部企业积极参与推动外界所关注的"硅料收储平台"的成立。 事实上，在我国上一轮供给侧结构性改革中，钢铁、煤炭、水泥、电解铝等领域通过"三去一 降一补"（即去产能、去库存、去杠杆、 ...

"当前，我们或许正在经历一场被放大的'周期幻象'。"2025年12月中旬，协鑫集团董事长朱共山应邀参 加了一场企业家论坛。 在接受21世纪经济报道记者采访时，朱共山表示，内卷的本质是创新断层，破局的关键不是"熬"而 是"变"，还要勇敢地走出去。 行业正在经历周期"幻象" 2025年，包括光伏在内的中国新能源产业经历了一场深度重构。无序竞争之下，行业遭遇冲击，一场反 内卷行动拉开帷幕。 2025年7月，工业和信息化部召开光伏行业制造业企业座谈会，提出坚决落实中央财经委第六次会议关 于纵深推进全国统一大市场建设的决策部署，聚焦重点难点，依法依规、综合治理光伏行业低价无序竞 争，引导企业提升产品品质，推动落后产能有序退出，实现健康、可持续发展。 此被视作本轮光伏产业反内卷的正式信号。 "本轮整治内卷是以光伏为代表延伸至动力和储能电池、电动汽车等领域。"朱共山告诉21世纪经济报道 记者，刚开始业内的声音认为本轮内卷是因周期因素所致，但这是一场被放大的周期"幻象"。 在演讲环节，他抛出了上述看法并进一步强调：结构性矛盾不等于周期性波动，内卷和过剩也不能完全 归因于周期。 于是，朱共山呼吁："我们需要进行一场彻底的供给侧 ...

Core Viewpoint - The article highlights how GCL-Poly Energy Holdings has successfully navigated through the cyclical challenges of the photovoltaic industry by leveraging technological innovation and strategic positioning, leading to optimism about the future of the solar energy sector. Group 1: Technological Innovation - GCL-Poly's resilience during industry downturns is attributed to its commitment to technological innovation, particularly in the development of FBR granular silicon technology, which has significantly reduced production costs and energy consumption [2][3][4]. - The company has achieved a production capacity of 48,000 tons of FBR granular silicon, capturing over 20% of the market share in this segment [4]. - The FBR technology has led to a 30% reduction in overall costs and a decrease in energy consumption to one-fourth of traditional methods, enhancing product purity and reducing impurities [4]. Group 2: Energy Consumption Revolution - GCL-Poly has undergone a significant transformation from being an energy-intensive company to a leader in energy efficiency, reducing its energy consumption from 247 kWh per kilogram to 13 kWh per kilogram [8][9]. - This reduction in energy consumption not only lowers operational costs but also enhances the competitiveness of its products in light of global carbon tax policies [9][10]. - The company’s shift to a green energy model has positioned it as a "green pioneer" in the industry, showcasing a complete overhaul of its production processes [10]. Group 3: Global Market Opportunities - The company is optimistic about the future of the photovoltaic industry, particularly in emerging markets like Africa and India, where there is a high demand for clean energy solutions [11][12]. - GCL-Poly sees significant potential in exporting its products, especially in light of the growing need for renewable energy to address energy, food, and environmental challenges in these regions [12]. - The ongoing advancements in solar technology, such as the development of perovskite and silicon tandem technologies, are expected to further enhance efficiency and create new market opportunities [12].

Core Viewpoint - The report highlights GCL-Poly's commitment to sustainable development through its ESG practices, focusing on innovation, product diversification, and risk management to enhance its competitive edge in the photovoltaic industry [1][2][3]. Group 1: ESG Practices and Achievements - GCL-Poly's 2024 ESG report identifies three substantive issues: R&D and innovation, product diversification, and enhanced risk control [2][3]. - The company achieved a 61% reduction in carbon emissions from its FBR granular silicon compared to 2021, setting a new global industry record [1][4]. - In 2024, GCL-Poly's R&D investment reached 1.102 billion yuan, accounting for approximately 7.3% of its revenue, an increase of 1.7 percentage points year-on-year [2][3]. Group 2: Environmental Impact and Carbon Footprint - GCL-Poly's comprehensive energy consumption density decreased by 12%, greenhouse gas emissions density by 21%, and water consumption density by 23% in 2024 [3][4]. - The effective production capacity of FBR granular silicon reached 480,000 tons, saving approximately 19.5 billion kWh of electricity and reducing CO2 emissions by about 10.48 million tons [4][5]. - The carbon footprint of GCL-Poly's granular silicon was certified at 40.68 kg CO2e/kg, significantly lower than the carbon factor of traditional rod silicon [5]. Group 3: Governance and Digital Management - GCL-Poly established a three-tier ESG governance structure and implemented a sustainable development management system to enhance internal governance [6]. - The company initiated a digital transformation project management system in 2024 to integrate digital management into its business operations [6]. - GCL-Poly signed a social responsibility code of conduct with suppliers, focusing on environmental protection, labor rights, and compliance, and conducted ESG due diligence on 18 core suppliers [6].