2025年上半年,中国光伏行业在政策调整、技术迭代与市场重构的交织中,呈现出“短期阵痛与长期转型机遇并存”的复杂格局,行业正处于从“规模扩张”向“高质量发展”的关键转折点。生产端,落后产能加速出清,2024年底的行业寒冬,对光伏企业造成巨大冲击。部分技术水平滞后、资金储备不足的中小企业,即便在市场需求回暖后,依旧难以恢复生产,企业被迫采取减产甚至停工措施。终端市场,受“430”、“531”政策节点...
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