Since entering 2025 , the photovoltaic industry has been at a crossroads of slowing scale expansion and value reconstruction. The deep-seated structural contradictions in the industry have entered a period of concentrated outbreak: overcapacity of more than 70 % in many segments , capacity utilization of some small and medium-sized enterprises of less than 40 %, and the differentiation brought about by technological iteration has made the "Matthew effect" in the market increasingly significant.

At the same time , long-term price competition has put continuous pressure on the profit margins of the entire industry chain, and some companies have fallen into a vicious cycle of "losing money to gain market share". This has not only weakened the industry's overall R&D investment capabilities, but also raised concerns about the reliability of photovoltaic products' 25-30 year life cycle, reducing customers' trust in photovoltaic products. The transformation of the entire industry from "scale expansion" to " quality and efficiency " is now imminent.

On December 17th, the 2025 Photovoltaic Supply Chain Supporting Development Seminar was held in Xi'an . Yang Haifeng, head of domestic business at Zhongrun Solar , attended the roundtable discussion and had in-depth exchanges with Solarbe.com after the discussion , providing a model for the survival and development of specialized manufacturing enterprises and reflecting the inevitable path of value reconstruction in the photovoltaic industry.

Yang Haifeng stated that the prolonged vicious price war is a lose-lose situation, and "turning the entire industry around" is a common battle for survival. Faced with the current situation, Zhongrun Photovoltaic is striving to do three things well: respond to the call, improve its own operations, and work hand in hand with partners. Yang Haifeng emphasized that low-price competition may gain temporary market share, but it mortgages the future of the entire industry. The essence of the current predicament is the inversion of value and price. Only by restoring price to value and competition to rationality, and by ensuring reasonable returns for innovation, can we incentivize more companies to invest in technological research and development and quality improvement, thereby driving the entire industry from "capacity leadership" to "quality leadership." For the photovoltaic industry, this ecological reconstruction is particularly important—as a core support for global energy transition, the healthy development of the photovoltaic industry not only relates to the survival of individual companies but also affects the achievement of global carbon neutrality goals.

Regarding the issue of "standardizing and improving product quality," Yang Haifeng pointed out that understanding the dialectical relationship between quality and cost is a key breakthrough in breaking through the involution of competition. At a time when the industry generally views quality and cost as opposing forces, Zhongrun Solar Energy has always insisted on controlling quality from the raw material stage, adhering to the principle of "quality first" throughout the entire production process. It is well known that long-term high quality is the only path to truly low cost. Customers are not pursuing short-term low prices, but rather long-term stable power generation revenue and lower cost per kilowatt-hour. This positive cycle of "quality-value-cost" is the foundation for the steady progress of photovoltaic companies .