China's photovoltaic industry is trying to solve the "growing pains". The
recent "2025 Photovoltaic Industry Annual Conference" focused on the strategy of "involution" competition and conspiracy to break the situation, and issued the "Photovoltaic Standard Application Implementation and Supply Chain Quality Ecological Co-construction Initiative". It releases a strong signal to crack the pain points of the industry through system construction, rule unification and code of conduct.
As a bright business card of "Made in China", China's photovoltaic industry has been leading the world in the fields of scale, technology and application for a long time. By the end of November 2025, the installed capacity of solar power in China had reached 1.16 billion kilowatts, an increase of 41.9% over the same period last year. Behind this report card is the deep ploughing and breakthrough of photovoltaic people in China for many years. We should also see that at the same time of rapid expansion, the problems of unbalanced supply and demand, low-price and disorderly competition have gradually become prominent, and the industry once fell into the dilemma of "price war", which conveys the urgent need for the transformation and upgrading of the photovoltaic industry.
To rectify the "involution" of photovoltaic industry is the key to cultivate new quality productivity and consolidate global competitive advantage. The root cause of "involution" lies in the dislocation of development logic-from competing for technology and innovation to competing for price and scale. To get rid of this "root cause", the key lies in reversing the logic of development, implementing differentiated policies according to the characteristics of different links in the industrial chain, and finding a way to coordinate supply and demand and implement precise policies.
On the supply side, we should highlight the wisdom of classified measures. For the battery link with rapid iteration, the technology grading mechanism should be established with the conversion efficiency as the core to open up a green channel for advanced production capacity. For mature links such as silicon materials and wafers, energy consumption and environmental protection should be taken as the yardstick to resolutely eliminate backward production capacity. For the component link, efforts should be made to rectify the sales behavior below the cost price so as to strictly regulate the market order. Only by making high-quality production capacity popular and backward production capacity exit, can industrial development return to the right track of innovation-driven.
On the demand side, we must build the cornerstone of stable expectations. In the domestic market, we should promote the central state-owned enterprises to shoulder their responsibilities, speed up the landing of major projects such as "Shago famine" and photovoltaic sand control, and stabilize the basic development. It is necessary to force the upgrading of industrial technology with the hard requirement of "not connecting to the grid if the conversion efficiency of components is not up to the standard". We should also optimize the bidding rules, reduce the price weight, and establish a clear orientation of "high quality and high price". In overseas markets, it is necessary to curb the disorderly export of low-quality and low-price products by means of differentiated tax rebates, guide enterprises to cultivate emerging markets such as the Middle East and Latin America, and polish the gold-lettered signboard of "China Photovoltaic" with technology export and localized manufacturing. The strength of
policy escort is becoming more and more solid. Recently, the National Development and Reform Commission and the State Energy Administration jointly issued the Guiding Opinions on Promoting the Absorption and Regulation of New Energy to build a systematic framework of synergy, market-driven and innovation-driven. With policy guidance, industry self-discipline and enterprise efforts, a breakthrough action with technological innovation as the engine, rule remodeling as the guarantee and ecological co-construction as the path is being comprehensively promoted. Farewell to low-level "involution" and move towards high-quality development, China's photovoltaic industry will continue to build new competitive advantages in the wave of global energy transformation.
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