How should photovoltaic module manufacturers respond to changes in industry policies?

Photovoltaic module manufacturers can respond to changes in industry policies in the following ways:

Closely monitor policy developments: Assign dedicated personnel or teams to follow up on national and local photovoltaic industry policies, including new regulations issued by departments such as the National Energy Administration and the Ministry of Industry and Information Technology. For instance, pay attention to policy adjustments in aspects such as distributed photovoltaic grid connection models, energy storage supporting requirements, and component efficiency standards. At the same time, pay attention to international policy fluctuations, such as the US anti-dumping investigation on photovoltaic products from Southeast Asia and the European carbon tariff, so as to make preparations in advance for response.

Strengthen technological innovation: In accordance with the requirements of the "Normative Conditions for the Photovoltaic Manufacturing Industry (2024 Edition)", enhance technical indicators such as module efficiency, increase R&D investment in N-type cells, modules and other products, and eliminate backward production capacity. By means of technological innovation to reduce production costs, improve product quality and competitiveness, such as adopting TOPCon and HBC cell technologies, the surface recombination of silicon wafers and metal contact recombination can be effectively reduced, thereby enhancing the efficiency of solar cells.

Optimize production layout: Based on national industrial policies, relevant industrial planning and layout requirements, and in combination with local resource endowments and industrial foundations, rationally plan production projects. Consider building production bases in regions with strong policy support and complete industrial supporting facilities. Meanwhile, in the face of changes in international policies, it is possible to accelerate the layout of overseas production capacity and avoid trade barriers through local production.

Enhance quality management: Establish a complete quality management system to ensure that the quality of photovoltaic products complies with relevant national standards and meets the requirements of high reliability and long service life. For instance, extend the warranty period for processes and materials from 10 years to 12 years and increase the requirements for reliability tests. Actively participate in the formulation and revision of standards in the photovoltaic field and international standardization activities, strengthen the development, application and protection of intellectual property rights, and avoid infringement.

Strengthening capital management: In the face of policies such as increased capital ratio requirements, photovoltaic module manufacturers need to optimize their capital structure, broaden financing channels, and ensure there is sufficient capital to support project construction and enterprise operation. Plan the use of funds reasonably, improve the efficiency of fund utilization, and avoid idle or wasted funds.

Expand market channels: Pay attention to the development opportunities in the domestic distributed photovoltaic market. Based on the policy characteristics of different regions, such as the proportion limit of surplus electricity fed to the grid in Jilin and the electricity spot market policy in Jiangsu, develop products and solutions that meet local market demands. Actively explore international markets, especially those countries and regions that offer significant support to the photovoltaic industry and have great market potential, and reduce reliance on a single market.

Strengthen industrial cooperation: Enhance cooperation with enterprises along the industrial chain to jointly address the challenges brought about by policy changes. For example, establish long-term and stable cooperative relationships with upstream raw material suppliers to ensure a stable supply of raw materials; Cooperate with downstream photovoltaic power station developers, installers, etc., understand market demands, and make early plans for product research and development and production. In addition, it can also carry out industry-university-research cooperation with scientific research institutions, universities, etc., to enhance the technological innovation capabilities and talent reserves of enterprises.

Establish a risk early warning mechanism: Set up a complete internal risk early warning system to conduct real-time monitoring and assessment of risks such as policy changes, market fluctuations, and fluctuations in raw material prices. Predict industry risks in advance, formulate corresponding response strategies, and reduce the impact of risks on enterprises.