随着光伏供需失衡的矛盾愈发突出,下大力度“反内卷”已成为当务之急。前不久召开的中央财经委第六次会议强调,依法依规治理企业低价无序竞争,引导企业提升产品品质,推动落后产能有序退出。官方这一表态传出后,深入供需错配之苦的光伏行业,毫无意外的被对号入座。一、光伏苦“内卷”久矣援引《史记》陈涉世家中那句“天下苦秦久矣”来说,光伏苦内卷久矣、甚痛。归因于2024年全产业链条新增产能的集中释放,光伏价格大幅...
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