Four key words of PV in the first half of 2025!

2025 has passed 1/2, and the photovoltaic industry in the first half of this year can not be said to be lively. At the beginning of the year, two heavy documents ignited the installation boom in the first half of the year, but the photovoltaic enterprises are still struggling in the quagmire of "selling more and losing more".

Past experience, if not forgotten, is a lesson for the future. Looking back at the photovoltaic industry in the first half of the year, digital new energy DataBM.

Keyword 1: rush to install

the first year of 2025. The issuance of two documents, the Management Measures for the Development and Construction of Distributed Photovoltaic Power Generation and the Notice on Deepening the Market-oriented Reform of New Energy Grid Tariff and Promoting the High-quality Development of New Energy, has given the photovoltaic industry a shot in the arm in the cold winter. With the emergence of "430" and "531" nodes, the photovoltaic industry has once again set off a rush to install.

With the help of the rush to install, China's photovoltaic installed capacity reached a new high in the first five months of this year. From January to May, the newly installed photovoltaic capacity reached 197. In May, the newly installed photovoltaic capacity reached 92.92 GW . Year-on-year growth of 388.

more than 77% of the forecast target. How to survive after the

rush to install has become the focus of photovoltaic people's thinking in the second half of the year.

In fact, the industry began to cool down rapidly in late April. According to the digital new energy DataBM, the bidding project for centralized procurement of photovoltaic modules began to stagnate gradually in March, and the scaling volume began to freeze in April. May is only about 1.

Market wait-and-see sentiment is strong, waiting for the landing of further policies.

According to DataBM. (Note: Please click In the first half of the year, government departments held several meetings, which not only included anti-involution in government reports, but also promoted the landing of anti-involution in the form of legislation. At the recent meeting, the relevant departments also put forward the requirement of "further expanding the depth and breadth of photovoltaic applications, and accelerating the shaping of the competitive advantage of the next generation of photovoltaic products in China".

In the first half of this year, many enterprises have chosen to reduce production "self-help", such as the top ten domestic photovoltaic glass manufacturers decided to collectively reduce production by 30% ; As early as the end of 2024, Tongwei Stock and Daqo Energy, two leading silicon materials companies, announced that they would reduce production and control production . In the first half of the year, many enterprises in silicon materials, silicon wafers, batteries, components and other sectors also reduced production schedules, boosting product prices to return to rationality and helping the industry to return to the right track of development.

In May this year, the photovoltaic industry also reported that six industry giants, such as Xiexin Technology, Tongwei Stock and Daquan Energy, are planning to acquire stock capacity and inventory through special funds. SNEC Low-price and disorderly competition must end, and backward production capacity withdrawal should be included in the political task!"!

Not only that, in recent days, the market has spread the news of "the emergence of traitors in photovoltaic anti-involution". Sources said that two silicon companies still choose to ship at low prices under the current background.

Key words three: domestic leading "fight"

patent war in the photovoltaic industry is nothing new. In the first half of this year, China's photovoltaic enterprises directly opened the "leading fight" from the initial passive response to the later active rights protection. In the

first year of 2025, Jingke Energy dropped a heavy bomb on the photovoltaic industry. Its holding subsidiary Shangrao Xinyuan Yuedong Technology Development Co., Ltd. sued Longji Green Energy and Jiangxi Shangwei Technology Co., Ltd. for "infringement of invention patent rights".

As a result, the two sides launched a patent tug-of-war.

Digital New Energy DataBM.

Meanwhile, in February, Trina Solar announced that Atlas had infringed two of its invention patents. Demanding compensation from the other party 10.

In response, Atlas also responded positively that there was no infringement.

However, as the defendant, Longji Green Energy and Atlas opened two different ways to fight back: Longji Green Energy chose to respond in kind and countersue JinkoSolar for infringement ; Atlas took drastic measures and submitted a request for patent invalidation to the relevant departments. When the

domestic photovoltaic leader is deeply involved in the patent struggle, foreign giants are also waiting for an opportunity to launch a patent offensive. In the first half of

this year, First Solar sued JinkoSolar and Atlas in the US District Court of Delaware in February and May respectively for infringing its TOPCon patented technology US9,130,074.

According to Digital New Energy DataBM. In terms of project construction sites, Indonesia ranks first (6 projects), followed by the United States (4 projects).

Indonesia and the United States are also two regions of particular concern to photovoltaic companies in the first half of this year.

As we all know, the United States, as the second largest single photovoltaic market in the world, is naturally a hot potato in the eyes of photovoltaic enterprises. However, due to the change of government and the different ideas of various parties, the domestic and foreign policies of the United States are capricious. In January

2025, Republican Trump took office again. As soon as he took office, he carried out a series of "drastic" reforms on the domestic and foreign policies of the United States.

Internally, Trump insisted on opposing the development of green energy, announced his withdrawal from the Paris Climate Agreement as soon as he took office, and signed a number of executive orders to abolish the Biden administration's "Green New Deal".

Recently, Trump signed the "Big America Act", which includes the early termination of clean energy tax credits and other policies. Making the domestic PV industry even more fragile (see "). Wood Mackenzie said in a recent report that there may be a "rush to install" in the U.S. photovoltaic market in the short term. But for the future, Wood Mackenzie predicts that with the elimination of tax credits, the installed capacity of solar (in the United States) may decline by 17% in the next 10 years, and is expected to reach only 375 GW (alternating current).

The industry believes that the photovoltaic industry in the United States has entered the "darkest hour".

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that recently, Trump announced in early July that tariffs ranging from 25% to 40% would be imposed on imports from 14 countries , including Japan and South Korea, from August 1, including Indonesia . Anyone

familiar with the photovoltaic industry knows that Indonesia was once considered a piece of pure land outside the "double anti-tariff" of the United States.

At present, it is a foregone conclusion that the United States will impose high double anti-tariffs on the four Southeast Asian countries ( for details, please click industry insiders have long predicted that the United States will sooner or later take note of this and strike accordingly.". Now this prediction has become a reality.

However, China's photovoltaic enterprises have long been prepared for this, since last year, many photovoltaic enterprises have been in the Middle East , Africa and other places for layout. From the table of "Summary of Overseas Photovoltaic Projects in the First Half of 2025", we can see that in the first half of this year, Chinese photovoltaic enterprises have also opened the layout of emerging markets such as Turkey and Argentina .