### New Trends in the Photovoltaic Industry in 2025

In 2025, the photovoltaic industry stands at an unprecedented turning point. With the accelerated global energy transition and continuous technological advancements, the photovoltaic industry is ushering in a series of new development trends. These trends will not only reshape the industry landscape but also have a profound impact on the global energy market.

**1. Balanced Policy Guidance and Market Mechanisms**

In recent years, national policies have played a crucial role in the development of the photovoltaic industry. In 2025, with the deep implementation of Document No. 136, the photovoltaic industry is gradually moving away from subsidy dependence, with full marketization becoming the new development direction. Document No. 136 promotes the photovoltaic industry into a high-quality growth path by cutting subsidy reliance, reshaping pricing mechanisms, and activating entities in a tiered manner. Although this major policy change brings short-term industry transformation pains, in the long run, it helps cultivate enterprises' self-sustaining capabilities and unlock the composite value of photovoltaic power.

Meanwhile, the role of market mechanisms in the photovoltaic industry is increasingly prominent. The financialization breakthrough of environmental rights such as green certificates and CCERs makes photovoltaic projects core tools for enterprises to cope with international trade barriers and carbon constraints. With the gradual return of green certificate trading prices to reasonable levels and the enhanced expectation of distributed photovoltaic projects being included in the CCER system, enterprises can reserve carbon assets in advance through self-held projects, providing flexibility for future carbon quota compliance or carbon tariff deductions, while also enhancing their core competitiveness.

**2. Accelerated Technological Innovation and Industrial Upgrading**

Technological innovation is the key driving force for the sustainable development of the photovoltaic industry. In 2025, the photovoltaic sector has made significant progress in technology, especially in battery and energy storage technologies.

BC technology, as one of the current hot technologies in the photovoltaic field, demonstrates strong risk resistance and growth potential with its differentiated technical advantages and high market demand. BC technology companies such as LONGi Green Energy and Aiko Solar have achieved significant cost reduction and efficiency improvement by continuously enhancing module conversion efficiency and lowering production costs. The success of BC technology not only breaks industry homogenization but also provides strong support for the photovoltaic industry to develop towards high efficiency and high quality.

In addition, the development of energy storage technology is also an important direction for the upgrading of the photovoltaic industry. As the "weather-dependent" characteristic of photovoltaic power generation becomes increasingly prominent, new energy storage technologies have become key to solving the problem of photovoltaic power consumption. By storing surplus power and charging during low demand periods and discharging during peak times, energy storage technology acts as a "regulator" and "safety valve" for the power grid. In the future, with continuous technological progress and further cost reductions, the application of energy storage technology in the photovoltaic industry will become more widespread.

**3. Parallel Industry Regulation and Self-discipline Mechanisms**

Facing intensified cutthroat competition within the photovoltaic industry, relevant national departments attach great importance to and strengthen industry regulation. The Ministry of Industry and Information Technology, the State Administration for Market Regulation, and other departments have issued measures such as the "2025-2026 Action Plan for Stable Growth in the Electronic Information Manufacturing Industry" to guide local orderly layout of the photovoltaic industry, implement quality management of photovoltaic modules and lithium battery products, and promote technological progress in the industry. At the same time, they support associations and chambers of commerce in establishing industry self-discipline mechanisms, strengthening key industry monitoring, early warning, and risk alerts, and orderly adjusting industry scale.

In terms of industry self-discipline, organizations such as the China Photovoltaic Industry Association actively play a role. By organizing symposiums and formulating industry self-discipline conventions, they call on enterprises to participate in market competition legally and compliantly, preventing malicious competition such as bidding below cost. These measures help maintain healthy and orderly industry development and promote the overall competitiveness of the photovoltaic industry.

**4. International Layout and Diversified Application Expansion**

With the accelerated global energy transition, the international layout of the photovoltaic industry has become a new development trend. Chinese photovoltaic enterprises actively explore overseas markets, enhancing profitability through high-end and differentiated outbound strategies to avoid falling into the "low-end lock-in" trap. Meanwhile, the application fields of photovoltaics are continuously expanding, evolving from traditional power supply to diversified directions such as smart energy, microgrids, and virtual power plants.

In summary, the photovoltaic industry in 2025 is ushering in a series of new development trends. Under the combined influence of balanced policy guidance and market mechanisms, accelerated technological innovation and industrial upgrading, parallel industry regulation and self-discipline mechanisms, as well as international layout and diversified application expansion, the photovoltaic industry will open a new chapter of high-quality development.