2025年全国累计装机容量突破历史新高，但与此同时，“负电价”、“接入受限”、“配储倒逼”、“全面入市”等关键词也以前所未有的密度出现在从业者的视野中。随着“保障性收购”让位于“市场化生存”，过去十年中国光伏奉为圭臬的“规模为王”信条开始动摇。进入2026年，需求断崖与制造亏损叠加，行业正经历从“抢装”到“算账”、从规模驱动到价值驱动的深刻切换。

2026 年 2 月中东爆发的军事冲突，让霍尔木兹海峡成为全球能源市场的焦点。一波三折的地缘政治局势，霍尔木兹海峡的长时间封锁，暴露了全球传统能源安全体系的脆弱性，在给全球带来冲击的同时，也促使全球多地加速能源转型。越来越多的地区认识到，太阳能等可再生能源不仅是清洁低碳，更可以成为国家经济韧性和能源安全的新锚点。

The report provides a sweeping review of China’s remarkable progress in photovoltaic development. It vividly captures the expansion of solar power from the Gobi Desert to rooftops across urban and rural areas, traces how technological breakthroughs and innovative models have supported global climate action, and looks ahead to how China’s photovoltaic sector can build on the 1,000 GW milestone to achieve higher-quality, more sustainable development.

On the 10th anniversary of the Paris Agreement, the Chinese Research Academy of Environmental Sciences (CRAES) and the Institute of Public and Environmental Affairs (IPE) jointly released the report "Anchor of Stability: China's Role in Global Governance amid a Shifting World" at the COP30 United Nations Climate Change Conference. The report notes that at a critical juncture when climate change is intensifying and global climate governance is facing severe challenges, China has firmly implemented its "dual carbon" goals, pragmatically advanced the green transformation of its economy and society, and has become the essential "anchor" and key "driving force" in maintaining the stability of the global climate governance system.

In July 2025, the Institute of Public and Environmental Affairs (IPE) and the Green Jiangnan co-released the "Photovoltaic Enterprise Environment and Low-Carbon Evaluation Report 2025". The report revealed that leading enterprises such as LONGi, Jinko Solar, and Tongwei are actively advancing low-carbon transformation. While environmental information disclosure in the photovoltaic industry has improved and the use of green electricity has grown significantly, carbon emissions in the sector continue to rise. The report recommends that leading companies strengthen decarbonization across their industrial chains to make greater contributions to energy transition both in China and globally.