At present, the global energy transition has entered deep waters, and China's photovoltaic industry is experiencing a key turning point from "scale expansion" to "quality leap". On July 28, a symposium of responsible comrades of the national industry and information technology authorities was held in Beijing to summarize the work in the first half of the year, analyze the current situation, and deploy key tasks in the next stage. The meeting made it clear that in the second half of the year, it will highlight "strong bones", value creation, security and industry governance, and focus on eight aspects, including expanding domestic demand, strengthening the high-quality development of key industrial chains, making greater efforts to promote the integrated development of scientific and technological innovation and industrial innovation, deepening the empowerment and application of digital technology, and improving the level of industrial energy efficiency and green development. Among them, it is mentioned to consolidate the effectiveness of the comprehensive rectification of "involution" competition in the new energy automobile industry, strengthen the governance of key industries such as photovoltaics, and force the withdrawal of backward production capacity with standard improvement. In the face of internal and external challenges such as overcapacity, price involution, and international trade barriers, how can the photovoltaic industry better play the role of market allocation under the strategic deployment of "building a unified national market", realize the requirements of "capacity governance" and "anti-involution", and create a good industrial ecological environment has become the core proposition of high-quality development. The dual variation of scale advantage and technology iteration our country's photovoltaic industry has built the world's most competitive industrial chain system, and its output and installed capacity have ranked first in the world for more than 10 consecutive years. According to data from the National Energy Administration on July 23, in the first half of 2025, the country will add 212.21 GW of new photovoltaic installations, a year-on-year increase of 107%; The global installed capacity of photovoltaics is expected to reach 570-630 GW, with China accounting for more than 45%, continuing to dominate the global clean energy market pattern. On July 25, at the "Seminar on the Development Review of the Photovoltaic Industry in the First Half of 2025 and the Outlook for the Second Half of the Year" hosted by the China Photovoltaic Industry Association and hosted by Sunshine New Energy Development Co., Ltd., a reporter from China City Daily learned in an interview that the speed of technology iteration leading the world is becoming a distinctive feature of the industry. Today, N-type batteries have become the mainstream of the market, with TOPCon technology accounting for more than 75% of the production capacity, and cutting-edge technologies such as HJT and BC are accelerating commercialization. The HIBC technology developed by LONGi Green Energy combines the structural advantages of HJT and BC, and the laboratory conversion efficiency exceeds 27.81%; With its all-black appearance and high reliability, Aixu's BC modules have a market share of more than 40% in distributed scenarios in the European market, with a premium space of more than 15%, showing a strong drive for value enhancement through technological innovation. "The photovoltaic industry has moved from the stage of 'accumulation of quantity' to the critical period of 'qualitative leap'." Wang Bohua, honorary chairman of the China Photovoltaic Industry Association, said that while the scale of the industry is expanding, profound changes are taking place in terms of technical level, product quality, and application scenarios, laying a solid foundation for high-quality development. It is worth noting that the new installed capacity of the photovoltaic application side exceeded 200 GW in the first half of the year, a record high; The export market has shown a diversified development trend, and the export volume of modules in emerging markets has grown steadily, injecting vitality into the industry.
