"In fact, we are now seeing the darkness or entanglement before the dawn before this take-off. I believe that after this period, the four parts of source, network, load and storage will develop together, and our energy transformation will usher in a period of faster acceleration and qualitative change, which is worth looking forward to by all of us."
"As a participant in the main links of (energy transformation), leading enterprises and chain owners, the opportunities of photovoltaic industry should be more than 5 times and 10 times today, which deserves to be viewed positively."
On November 17, during the 8th China International Photovoltaic and Energy Storage Industry Conference in 2025, Deputy to the National People's Congress, Vice Chairman of the All-China Federation of Industry and Commerce, Liu Hanyuan, Chairman of the Board of Directors of Tongwei Group, Accepted Digital New Energy DataBM.
Since the second half of this year, "anti-involution" has become the focus of the photovoltaic industry. It has attracted much attention both inside and outside the industry. However, up to now, there is still a considerable distance from expectations, but in the process, there are also different voices questioning "monopoly".
Liu Hanyuan believes that anti-involution, anti-excessive involution and anti-monopoly are common topics facing the world in different periods.
"In developing countries, especially in this period like ours, most of the industries that need to be prevented are excessive competition, disorderly competition and excessive involution , which have been formed by oligarchs in developed countries." They may be more oligopoly-proof . " Recognize the different stages of our situation and development."
"Anti-involution and anti-excessive involution" is the main contradiction to be solved in the process of high-quality development. In contrast, monopoly has not yet formed a climate in many industries in China, so we should not apply the mature international anti-monopoly model to deal with the involution problem too early and too hastily, otherwise there may be a dislocation between policy and reality. Although the current capacity integration of photovoltaic industry is lower than expected, it is still full of confidence, and the core challenge lies in the formation of conceptual consensus and industry self-discipline.
On the one hand, it is a matter of conceptual consensus. How to understand the strength of anti-monopoly and anti-involution and the main contradictions in different industries in different periods is the primary issue.
Liu Hanyuan bluntly pointed out that " at present and for a long time to come, anti-involution and prevention of excessive involution are still the main contradictions to be solved in the process of high-quality development in China."
He believes that for a long time, in many industries in China, it is difficult to form a monopoly, "Now with the mature anti-monopoly model of the West to prevent involution, there may be some contradictions."
The second is the issue of moderate self-discipline. Liu Hanyuan believes that industries all over the world need self-discipline to control production on the basis of moderate surplus. "If our production capacity is 100%, what should we do when we need a little more?" "How can a certain surplus capacity develop rationally and coordinately? This is the question that the industry peers need to answer."
"In the period of economic shortage, we can develop as much as we can, run as fast as we can, and sell as much as we can.". However, in the period of high-quality development, we should consider how to form a benign ecological environment and industry consensus.
He called on photovoltaic enterprises to uphold the concept of taking the overall situation into account, maintain the industry ecology while ensuring their own survival, and achieve coordinated development through moderate competition. During the
exchange, Liu Hanyuan also expressed his firm confidence in the ultimate achievement of the industry's "anti-involution" and self-discipline goals.
"95% of the world's industry (production capacity) is in China, 80-85% in more than five leading enterprises, and all in China, the same culture, the same regulations, the same language, we believe that we can form this consensus."
"Although it is lower than expected, we are still confident about the effective completion and implementation of industry self-discipline so far."
With regard to the development
of optical storage integration, "the development of the four parts of source, network, load and storage together should make our energy transformation have a faster acceleration period and qualitative change period."
On November 17, the National Energy Administration released data that by the end of September 2025, the installed capacity of new energy storage in China had exceeded 100 million kilowatts, an increase of more than 30 times compared with the end of the 13th Five-Year Plan, accounting for more than 40% of the total installed capacity in the world, ranking first in the world.
In Liu Hanyuan's view, this high-speed surge is based on the scale of high-quality, low-cost and reliable products made in China, and energy storage and photovoltaic together contribute to the key support for China's new energy transformation.
He believes that in the past 10 years or more, photovoltaic and wind power have been solving the problem of how the cost of power generation is lower than that of "coal power", and the achievement of this goal has also created Liu Hanyuan believes that last year and this year are the "second darkness before dawn" of the photovoltaic industry, and the problems to be solved are the reform of the system and mechanism of the new energy grid and the development of the economic application of the whole energy storage system. "By the end of this year, next year, and the year after next at the latest, China will form a centralized power generation in the northwest region, combining energy storage at the source end, energy storage on the way, and energy storage at the end of power consumption. In the process of" West-to-East Power Transmission ", combined with the integrated development of energy storage, China will eventually achieve less than or equal to 0 in the main energy-using areas in the east,"
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