Industry insiders suggest to make a good development plan for the polysilicon and photovoltaic industries to avoid blind development characterized by "rushing up and rushing down."
On July 24, at the 2025 Photovoltaic Industry Supply Chain Development Seminar, Yan Dazhou, Director of the National Engineering Laboratory for Polysilicon Material Preparation Technology, proposed four suggestions for the healthy development of the polysilicon industry.
The first is to promote international collaboration and plan international layouts. Currently, anti-globalization has led to inefficient global resource allocation and waste. Therefore, there is a need to strengthen global scientific governance and international scientific cooperation. As photovoltaic products serve the global market, it is important to seek effective ways to supply global public goods.
The second is to do a good job of top-level design and avoid blind investments. Yan Dazhou emphasized the importance of top-level design and long-term planning. According to China's "dual carbon" strategy goals, a development plan for the polysilicon and photovoltaic industries in China up to 2060 should be established, including capacity, technology, costs, and implementation pathways. This will help avoid blind and unsustainable development, reducing national losses.
The third point is that homogeneous competition is becoming increasingly severe, so it is important to strengthen technological innovation and cultivate an environment that respects intellectual property rights. Yan Dazhou pointed out that the polysilicon industry is capital-intensive and requires continuous investment in technology and product performance improvement. There is still a significant gap in research and development investment in terms of manpower and funds. Therefore, it is crucial to encourage companies to innovate in technology and pursue a path of differentiated development.
The fourth point is to strengthen polysilicon safety to ensure the long-term stability of the industry. Particularly, with the coexistence of systemic material characteristics, process characteristics, significant hazards, frequent personnel turnover, and changing market profitability conditions, it is essential to enhance safety control measures to ensure long-term stability.
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