On December 18, Cao Renxian, Chairman of China Photovoltaic Industry Association, delivered a leadership speech at the 2025 Annual Conference of Photovoltaic Industry. Chairman
Cao Renxian said, "At present, the downward trend of the photovoltaic industry has basically reached the bottom, and the losses of enterprises have gradually narrowed, but the future market demand at home and abroad is still uncertain.". In addition, the increasingly complex international trade environment, the localization policies of Europe and the United States and the accelerated release of new trade barriers superimposed on overseas production capacity pose a serious challenge to the export and enterprise competition of China's photovoltaic industry.
Facing the current new situation, Chairman Cao Renxian put forward four development paths:
first, reshape the healthy ecology with industry self-discipline and supply chain synergy; second, build the core competitiveness with technological innovation and intellectual property protection; Third, internal and external coordination to open up new space for steady growth; fourth, enterprises should practice social responsibility with sustainable development.
The full text is as follows:
Distinguished leaders, experts and colleagues, good morning, welcome to Xi'an, the ancient capital of world history, to attend the 2025 Annual Conference of Photovoltaic Industry hosted by China Photovoltaic Industry Association. Here, on behalf of the Association, I would like to extend my warmest welcome and sincere thanks to all the guests.
Under the guidance of global energy transformation and China's dual-carbon strategy, after decades of hard work, China's photovoltaic industry has become an international competitive advantage. End-to-end autonomous and controllable, and is expected to take the lead in becoming a model of high-quality development of strategic emerging industries, injecting China's strength into the global clean energy revolution. I
would like to take this opportunity to briefly report on the latest situation of China's photovoltaic industry. In the first three quarters of
this year, at the manufacturing end, the output of polysilicon and silicon wafers decreased by 33% and 12.5% respectively. The growth rate of battery module production has also declined significantly, and the anti-involution work has achieved initial results. The scale of installation on the
application side has reached a new high. In the first three quarters of this year, the domestic PV installed capacity increased by 240 GW. Year-on-year growth of 49 percent. This is due to the rush installation brought about by Document 136. On
the export side, affected by the price of the industrial chain and foreign demand, the export volume continued to decline.
We have a deep understanding of China's photovoltaic industry. It is still in a critical adjustment period where opportunities and challenges are intertwined. On the one hand, the downward trend of the industry has basically reached the bottom, and the losses of enterprises have gradually narrowed, but the future market demand at home and abroad is still uncertain. On the other hand. The international trade environment is becoming increasingly complex and severe. European and American localization policy. And new trade barriers. The release of overseas production capacity has been accelerated. It poses a serious challenge to the export of photovoltaic industry and the competition of enterprises in China. Then, our past development model based on scale expansion is unsustainable. The profound change from big to strong, from speed to quality is a historic proposition that the whole industry must leap over.
Faced with the new situation, we should work together, coordinate our efforts and actively respond to it.
First of all, we should reshape our healthy industrial ecology with industry self-discipline and supply chain coordination. Enterprises should focus on improving product quality and promote the orderly withdrawal of backward and inefficient production capacity. The association will strengthen the construction of standard system and self-discipline functions, guide enterprises to shift from price competition to value competition, shift the focus of development from the pursuit of share to the promotion of technology, quality and service, and jointly safeguard the overall interests and long-term value of the industry.
Secondly, we should build core competitiveness through technological innovation and intellectual property protection. We should focus on products and applications and product innovation. Focus on high efficiency batteries. Breakthroughs in core technologies such as intelligent photovoltaic and optical storage integration and the application of new products will guide the industry to build an intellectual property protection ecosystem, so that innovators can truly benefit from it and drive industrial upgrading with new quality productivity.
Third, internal and external co-ordination to open up new space for steady growth. The domestic side should promote the multi-energy integration of light and hydrogen storage and break the bottleneck of absorption. The overseas side should actively seize the opportunities for new global installations, open up new markets, unite and cooperate, and actively respond to international trade frictions. Actively prevent involution and externalization, and jointly build an open, fair and orderly new order of the global photovoltaic market .
Finally, our enterprises should practice corporate social responsibility with sustainable development. Enterprises should take into account both economic benefits and environmental responsibilities, strictly abide by the bottom line of safe production, protect the rights and interests of employees, actively participate in green public welfare, and promote sustainable social development with green industry.
Dear colleagues, the tide of the times is rolling forward, and photovoltaic has great potential in the future. Let us take innovation as the core, forge irreplaceable competitiveness, take synergy as the chain, unite our efforts to overcome difficulties, strengthen confidence and work together to promote China's photovoltaic industry to cross the cycle and move towards a new stage of healthier, higher quality and more global competitiveness.
Finally, I wish this conference a complete success, and I wish all colleagues to make progress in their career and create brilliance again. Thank you.
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