248 items! Invite investment, sign a contract, start construction … Under the anti-involution, the expansion of photovoltaic production continues.

2025-09-25 18:48:46

As the focus of anti-involution, it is undoubtedly the consensus of the whole photovoltaic industry to stop building new production capacity and control production. In this regard, the photovoltaic industry has also held many meetings from top to bottom and taken some measures.

Up to now, it has been nearly a year since the photovoltaic industry went from self-discipline to anti-involution. In this year's struggle, the anti-involution of the photovoltaic industry has also made some achievements: the price of the industrial chain has rebounded, some enterprises have reduced losses, stopped losses, and even turned losses into profits. This is the result of the joint efforts of the whole photovoltaic industry.

As the focus of anti-involution, it is undoubtedly the consensus of the whole photovoltaic industry to stop building new production capacity and control production. In this regard, the photovoltaic industry has also held many meetings from top to bottom and taken some measures.

However, the reality is always full of magic, one side is more and more stringent production control, while the other side is the continuous increase of new production capacity.

On September 23, Daheng Energy Nanling 3GW Module Manufacturing Base successfully realized the first high-efficiency

the Daheng Energy Component Project was put into operation, on September 19, The data of Wuxi City, Jiangsu Province released the announcement before the approval of the construction project planning permit of Zihao 5GW high-efficiency photovoltaic module manufacturing project and Wuxi Huishan Daycare New Energy Co., Ltd. Href = "https://www.databm.9

August 8, Weining Branch of Bijie Municipal Bureau of Environment of Guizhou Province released the first public announcement of public participation in environmental impact assessment of" 5GW XBC high-efficiency photovoltaic cell production and construction project in Weining County ".

……

However, the above projects are not isolated phenomena.

According to Digital New Energy DataBM.

The above statistics are from public reports. In the current context, many " And enterprise and digital new energy DataBM.

months, Karamay, Xinjiang has released five photovoltaic investment attraction projects." The amount of investment invol 185.

This is only that tip of the iceberg. According to the

Digital New Energy DataBM. Com, 86 photovoltaic investment projects have been released in six provinces (autonomous regions) of Guangxi, Sichuan, Yunnan, Gansu, Xinjiang and Shanxi since 2025. Involving an investment of 2858.

Among them, 34 projects in Yunnan , involving an investment of 115 billion 165 million yuan; There are 22 projects in Sichuan involving an investment of 112 billion yuan, and 14 projects in Gansu involving an investment of 13.7 billion yuan; 12 projects in Xinjiang , Investment amount involved 345.

faced with this situation, Can not help but ask: So photovoltaic this anti-involution "struggle" in the end to continue until when?

Whether for enterprises or government actions, the author expresses his understanding, after all, everyone has their own insincere words. But without the pain of a strong man breaking his wrist, how can there be the joy of Phoenix Nirvana? On the one hand, the "involution" competition of domestic enterprises, on the other hand, the rise of foreign local photovoltaic enterprises is grabbing high-profit overseas markets.

Under this great pressure, China's photovoltaic industry must stand firm and firmly "anti-involution" . As Li Junfeng, executive director of China Energy Research Association, said at this year's SNEC Round Table Forum, photovoltaic enterprises can not complain about various difficulties while developing rapidly, and can not let others take medicine when they are sick.

" PV module pass rate is only 62.

According to the National Solar Light According to the report of the photovoltaic product quality inspection and testing center, from 2019 to 2024, the overall qualified rate of photovoltaic modules has dropped from 100% to 62. In 2024, it tested the purchased components and found that the qualified rate was less than 40% , and in 2025, it found that the unqualified rate was more .

Due to the decline in the quality of photovoltaic modules, fire incidents in photovoltaic power plants have occurred frequently in recent years.

China's photovoltaic enterprises have been developing for more than 20 years, the situation of shortage of supply and demand is the past, and the competition of enterprises has also moved from scale competition to quality competition and innovation competition . Keeping the generation difference of technology is the key factor for enterprises to remain invincible in the market competition.

All can be viewed after purchase
Correlation

As the focus of anti-involution, it is undoubtedly the consensus of the whole photovoltaic industry to stop building new production capacity and control production. In this regard, the photovoltaic industry has also held many meetings from top to bottom and taken some measures.

2025-09-25 18:48:46

In the first half of this year, the actual sales volume of Bowei alloy photovoltaic modules was 1.017 GW, accounting for 36.32% of the annual shipment target of 2.8GW.

2025-08-19 18:52:12