在“双碳”目标的引领下,作为清洁能源领域的关键力量,曾一度深陷“内卷”困境的光伏行业迎来了爆发式增长。随着政策与行业协同推进“反内卷”行动,目前光伏行业正处于向高质量发展转型的调整期。与以往不同的是,本轮“反内卷”政策层级更高、协同性更强,头部企业(隆基绿能(601012)、协鑫科技等)通过理性应对、技术创新、成本控制等方式穿越周期,AI技术的深度应用也为行业变革注入了新动能。业内人士认为,未来,...
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