On June 10, at the opening ceremony of the 2025 SNEC PV + International Photovoltaic Two Sessions, the Chairman of the Global Green Energy Council and the Chairman of the Asian Photovoltaic Industry Association, the Executive Chairman of the 2025 SNEC PV + International Photovoltaic Two Sessions. Zhu Gongshan, chairman of Xiexin Group, delivered a keynote speech on "Dancing with Light to Unlock the Future" .
First, the industrial evolution curve changes. It has evolved from a linear growth in the past cycle and a wave-like fluctuation in three or five years to a spiral rise with an uncertain periodic law.
Second, the logic of market development is rewritten. In the past, it was a new model of optimizing the development of the traction industry, which was based on the policy, giving priority to consumption and guaranteeing price and quantity, but now it is a new model of optimizing the development of the traction industry with full marketization, full electricity market entry, floating income and "market rate of return".
Third, the extension of industrial boundary attributes. Photovoltaic has evolved from a simple power supply role to a hub connecting energy production, storage and consumption, from a "single generation grid-connected model" to a "multiple supply of grid-connected and off-grid power" model, and the market no longer takes grid-connected capacity as the sole criterion.
The original text is as follows:
2025 SNEC PV + International Photovoltaic Opening Ceremony Keynote Speech
Dancing with Light to Unlock the Future
Chairman of the Global Green Energy Council, Zhu Gongshan
(June 10)
, Chairman
of Asian Photovoltaic Industry Association 2025 SNEC PV + Executive Chairman of
International Photovoltaic Two Sessions, Chairman of
Xiexin Group, marked the annual SNEC Conference. In the past year, the photovoltaic industry has been systematically reshaped in severe pain, with "big change" and "big shuffle" coexisting, elimination and regeneration coexisting, deep differentiation and dynamic integration taking place at the same time. China's photovoltaic industry, as the core variable of the great changes in the industry, is facing the dilemma of full chain pressure, supply and demand deflection, trade barriers and other stages, driving the industrial revolution by technological intergenerational change, promoting competition by bottom integration, promoting capacity clearance by industry self-discipline, and is moving from scale expansion to value upgrading, from single market dependence. Synchronously realize the historic transformation of the role of development.
Last year, I said here that "what the photovoltaic industry is experiencing is not a cyclical iteration of the past three or five years, but a preview before the advent of the era of great changes in the photovoltaic industry". In 2000, Germany promulgated the Renewable Energy Law, which for the first time constructed a positive cycle mechanism of "policy-market-technology" for the photovoltaic industry. Over the past 25 years, the photovoltaic industry has experienced many rounds of adjustment, such as policy-driven, capacity expansion, overheated investment, clearing integration, technology-led, system balance, and so on. In essence, it has completed the adult ceremony under the baptism of several cycles. The former "supplementary energy" has grown into a green low-carbon force, and the "golden youth" who used to rely on policy support has become a "sunshine youth" running on the carbon-neutral track. "Photovoltaic evolution theory" presents three major changes synchronously:
Second, the logic of market development is rewritten. In the past, it was a new model of optimizing the development of the traction industry, which was based on the policy, giving priority to consumption and guaranteeing price and quantity, but now it is a new model of optimizing the development of the traction industry with full marketization, full electricity market entry, floating income and "market rate of return".
Third, the extension of industrial boundary attributes. Photovoltaic has evolved from a simple power supply role to a hub connecting energy production, storage and consumption, from a "single generation grid-connected model" to a "multiple supply of grid-connected and off-grid power" model, and the market no longer takes grid-connected capacity as the sole criterion.
In this context, we need to be soberly aware that a series of major changes taking place in the photovoltaic industry are essentially the result of the resonance of the triple variables of technology, market and policy: technology iteration accelerates the elimination of backward production capacity, market mechanism reconstructs the income model, and cross-border integration expands the value boundary. Promote the transformation of photovoltaic from "energy revolution participant" to "zero carbon system architect". Instead of looking forward to the cyclical recovery of photovoltaic, it is better to face the subversive reconstruction of the industry.
identified technological singularity determines that the photovoltaic industry will systematically unlock the low-carbon future. It has been four or five years since the photovoltaic power generation side parity to the user side parity. With the introduction of relevant policies as the watershed, the photovoltaic power generation has now entered the era of hard parity with full marketization. The arrival of technological singularity has led photovoltaic to leap directly into the era of new quality productivity with low price and low carbon resonance. The breakthrough in mass production of perovskite batteries is a landmark event in the advent of the singularity of photovoltaic technology. The combination of gold technologies such as FBR granular silicon + BC + perovskite outlines a new picture of "only green" photovoltaic in the next decade.
Determined application expansion determines that the photovoltaic industry scenario is unbounded and has unlimited prospects. In terms of large-scale application, Shagehuang Base + integration of source, network, load and storage + coupling of new energy and high-energy industrial chain has become the mainstream. In 2030, the total installed capacity of China's "Shagohuang" will exceed 500GW, and the deserts such as Kubuqi, Ulan Buhe, Tengger and Badain Jilin will become the home of super-large ecological photoelectricity. In 2025, the total investment in China's power grid is expected to exceed 800 billion yuan. During the "15th Five-Year Plan" period, UHV channels will be put into operation intensively, distribution networks will continue to upgrade, trans-regional transmission capacity will be greatly improved, the national power grid will be mutually beneficial, green power will flow freely, and thousands of industries will be empowered. In terms of ubiquitous applications, photovoltaic cross-border applications can contribute more than 50% of the industry's profits. As far as China is concerned, by 2030, the installed capacity of PV in the transportation sector will exceed 50GW, the cumulative installed capacity of BIPV in the construction sector will be about 150GW, the installed capacity of industrial PV will exceed 200GW, and the high-energy industries such as steel, chemical industry and data center will drive about 60% of the demand for industrial PV. It is particularly worth mentioning that the cross-border supply of "non-grid-connected photovoltaic power" is expected to account for more than half of photovoltaic power generation. Green electricity, green certificate and carbon market "three cities linkage", green electricity preparation of green hydrogen, green alcohol, green ammonia gradually inclusive. Digital energy technology drives the deep interaction of power electronics and material science, combines photovoltaic with energy storage and virtual power plants, and optimizes the profit model under the three-dimensional trading system of "medium and long-term + spot + ancillary services". In the future, all surfaces that can carry sunlight can become "photoelectric skin".
First, the government and enterprises should work together to promote clearance. "Market-oriented merger and reorganization + technology elimination mechanism + policy mandatory constraints" to capacity, through "supply-side self-discipline + demand-side stimulation" to inventory. Photovoltaic capacity indicators will be unified into the national planning of the big plate, record verification, capacity monitoring, illegal clearance, full link supervision. In addition to disruptive new technologies, new production capacity should be strictly controlled. Avoid unreasonable local protection behavior and prevent "increasing while clearing". Establish a national adjustment fund for the new energy industry to promote the ecological restoration of the industry. Every time in history, the supply and demand situation and price improvement of polysilicon have led to the prosperity of the whole industry chain without exception. Starting from the material side, the integration and clearance of ineffective capacity and excess capacity can restore the price of silicon materials and components to a reasonable range, drive the annual output value and profit of the whole industry chain back to normal level, and increase export revenue significantly year on year.
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