Observation of the Confederation of Light Storage: In 2025, the global photovoltaic industry chain enters a period of deep adjustment, with capacity clearance and technological iteration becoming the main theme throughout the year.

Shanghai Securities News App learned that, according to the observations of Jibang Opto, by 2025, the global photovoltaic industry chain will enter a period of deep adjustment. After experiencing the past few years of rapid expansion, a brutal reshuffle triggered by severe overcapacity is sweeping through the entire industry chain. Silicon materials, silicon wafers, battery cells, and modules are all under pressure to operate, with capacity clearing and technological iteration becoming the main theme throughout the year. The industry is searching for a new balance point amidst the pains of transformation.