Behind the rapid growth of PV installed capacity is the accelerated expansion of production by major PV enterprises. According to the Ministry of Industry and Information Technology, in the first half of 2023, the output of polysilicon, silicon wafers, batteries and components increased by more than 65% . In the second half of the year, the speed of production expansion did not decrease but increased, only in July-August, the output reached 233500 tons, 98.9 GW, 84.7 GW and 76.7 GW respectively. The year-on-year increase is as high as 93.8%, 84.3%, 77.9% and 77.
Behind the seemingly vigorous growth is the growing anxiety of overcapacity in the industry. At the same time, the rapid decline in the price of photovoltaic products has triggered a deeper understanding of the word "involution" in the industry. In the first half of the year
alone, the price of silicon materials dropped by 60%, with a low point of about 6. The group price was repeatedly refreshed, following the opening price of the third batch of photovoltaic modules of Huadian Group in 2023, which was 0.993 yuan/ watt. Reappearance of Photovoltaic Module Collection Project of China Energy Group in 2023 0.
of technological competition. Main representative enterprises: Longji Green Energy Longji Green Energy, known as
"Photovoltaic Mao", is quite high-profile this year. First, at the semi-annual report performance presentation meeting, Zhong Baoshen, chairman of Longji Green Energy, said directly: BC is the mainstream in the future.
Later , Liu Yuxi, president of China Regional Department, said in an interview with the media that the price of photovoltaic modules fell more because of the normal overcapacity and imbalance between supply and demand in the industry, but now it is not limited to the factor of excess supply and demand. The vicious price war of low-price competition is very unhealthy, which not only brings internal injury to enterprises, but also affects the whole photovoltaic industry in China and harms China's innovation.
Price competition is a process
of "survival of the fittest" in terms of production capacity Main representative enterprise: GCL Group
On November 2, Zhu Gongshan, chairman of GCL Group, stressed at the 15th China (Wuxi) International New Energy Conference and Exhibition that an industry without surplus will not make progress and will not be called a market economy. Excess is not terrible, to face competition, but also to bear the possibility of being eliminated, the excess cycle is always the elimination of backward enterprises by excellent enterprises.
to this view is Jin Baofang, director of Jingao Science and Technology.
On November 2, Jin Baofang, chairman of Jingao Science and Technology Baotou Base 5G W Component Project, said that in the long run, photovoltaic will continue to maintain a high growth trend for a long time in the future, although there is excess capacity, but this is temporary. After the baptism of the market, high-quality enterprises with real core competitiveness will win .
In addition, Liu Yiyang, deputy Secretary-General of China Photovoltaic Industry Association, said recently at the Yibin Photovoltaic Industry High-quality Development Conference that falling product prices are not necessarily a bad thing for the industry. Price fluctuation is actually a process of survival of the fittest and eliminating the false and retaining the true . Falling product prices are not necessarily a bad thing for the industry, the lower the price, the higher the market demand.
He believes that in the future, whether from the domestic side or the international side, the demand is "the sea of stars". "Maybe at some point next year, maybe in the second half of the year, with the completion of the survival of the fittest, we can see that the ecology of the photovoltaic industry has changed considerably."
Excellent production capacity is not excessive
, mainly representing enterprises: Aixu and Jinko Energy
on October 24. Chen Gang , chairman of Aixu Co., Ltd., said when talking about the problem of photovoltaic surplus at the Symposium on the exchange of leading listed companies in the photovoltaic industry: "In the long run, the photovoltaic industry is an industry with rapid growth in demand and rapid technology iteration. Once the old products can not provide lower cost per kilowatt hour, they will be replaced by excellent production capacity." High efficiency and high quality production capacity is not excessive.
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