invested, but no strategic goal could be achieved. There was no winner in this sad charge and trench warfare.
Looking at today's photovoltaic and energy storage industry, although we have passed the stage of arms race with crazy expansion of production capacity, the price war still hits the bayonet red, and the gross profit margin is as thin as a cicada's wing. Is it like a soldier fighting for every inch of position in the muddy trench?
Every enterprise is trapped by the whirlpool of the industrial cycle, forced to desperately reduce prices to maintain its share, and use astonishing resource consumption and financial pressure to fight for a market cake that does not seem to be expanding at the same time.
This is not to fight for innovation and value, but to fight for pure blood, to see whose cash flow is the last, whose endurance is stronger, and who can endure to the end. In the short run
, it seems to be a tactic, but in the long run, it is actually a strategic disaster. It makes the industry fall into a prisoner's dilemma. Obviously, cooperation can be win-win, but they choose to fight each other. Obviously, they can discuss openly, but they have to set a trap to make them stumble.
It consumes not only the profits of enterprises, but also the health of the industry, the confidence of investment and the future of sustainable development.
When the entire industrial chain is struggling to survive, how can we still have the strength to climb the peak of the next generation of technology and open up a truly valuable global market? To build a stable and predictable supply chain system?
How did the First World War end? It was not that one side completely defeated the other side in trench warfare, but that it depended on the change of strategic thinking and the vertical integration of the international community. For example, after the victory of the October Revolution, Russia withdrew from the war, and the newly rising industrial power, the United States, joined the war.
This gives us photovoltaic people a crucial lesson: only by jumping out of the trench can we win the war.
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