8月5日，中国机电商会发布《关于反对不正当竞争，维护光伏行业对外贸易高质量发展的倡议》称，坚决抵制以 低于成本价出口等方式的各类不正当竞争行为。中国机电商会向广大光伏企业发出倡议：严格遵守公平竞争原 则，依法依规开展经营活动；根据全球市场需求合理控制产能扩张节奏，有序推动落后产能出清；聚焦技术创新 与品质提升，推动光伏产品从"规模优势"向"质量优势"转型；强化自律经营意识，共同遵守《光伏行业对外贸易 企业自律公约》。 "受'531'抢装潮影响，目前市场需求量有限，行业量价齐升的局面还需要时间。"捷泰科技副总裁刘捷告诉新京报 零碳研究院，尽管在"反内卷"的大背景下，多数企业依然有压力。 "反内卷"显效，全产业链价格回升 尽管多数企业尚未感受到行业环境的明显改善，但是刘捷坦言，好的一面是，国家部委、中国光伏协会、中国机 电商会等一系列倡议举措得到行业的广泛响应，成效初步显现，直接反映在全产业链价格回升，幅度有20%-30% 左右。海外市场的价格，随国内市场价格回升也同步提高。 光伏产业的调整期，正是锻造核心竞争力的关键期。机电商会的倡议吹响了行业从"规模竞争"向"质量竞争"转型 的号角，这一转型不仅关乎企业生存， ...

Group 1 - The core viewpoint of the article highlights the challenges faced by the photovoltaic industry, particularly the "involution" competition leading to high losses among companies as they strive to maintain market share [1][2][3] - In 2024, the Chinese government emphasized the need to prevent "malicious competition," resulting in a significant decrease in refinancing cases among photovoltaic companies [2][29] - Maiwei Co., a leading player in the photovoltaic equipment sector, plans to raise up to 1.9666752 billion yuan for a new perovskite solar cell equipment project, expecting annual sales of 4 billion yuan and a net profit of 599 million yuan post-production [2][8] Group 2 - The commercialization of perovskite technology is still immature, with only a few demonstration projects completed and significant challenges in achieving cost competitiveness compared to traditional silicon cells [4][5][7] - The production cost of perovskite components is currently around $0.57/W, significantly higher than the $0.1/W for silicon components, primarily due to high material costs [5][7] - Maiwei Co.'s recent financing proposal raises questions about the feasibility of its perovskite project, as the company has not provided detailed information on equipment specifications or existing orders [8][10] Group 3 - The photovoltaic industry is expected to see a slowdown in installation growth, with new policies affecting fixed pricing and market participation for solar projects [11][12] - Maiwei Co. has experienced a decline in contract liabilities, indicating a potential industry-wide contraction, which raises concerns about the necessity of its large-scale capacity expansion [11][12][13] - The company's accounts receivable have been growing faster than its revenue, suggesting increased financial risk associated with its expansion plans [13][15] Group 4 - The issuance of convertible bonds by Maiwei Co. may primarily serve to supplement cash flow rather than to fund the perovskite project, given the company's cash flow challenges [25][28] - Regulatory scrutiny on large refinancing efforts in the photovoltaic sector has intensified, making it more difficult for companies like Maiwei Co. to secure funding [29][32] - The overall financing environment for the photovoltaic industry has become more restrictive, with many companies halting large-scale fundraising efforts [29][32]