Explore the far - reaching impact of the USs strict export controls on Chinas semiconductor industry, analyze its two - way effects on the global supply chain and technological competition, and its future prospects.

Recently,photovoltaicthe expansion boom in the industry has triggered concerns about overcapacity. Although Chinas dual - carbon goal has propelled the photovoltaic industry into a super - growth period, doubling the industrys prosperity, no matter how broad the track is, it cannot accommodate the influx of a huge number of vehicles in a short time. No matter how wonderful the growth story is, the industry cannot escape the cycle law, and a situation of periodic overcapacity may occur at any time.

Since last year, with the pace of capacity expansion, the stock prices of photovoltaic enterprises have been declining all the way. The clouds of overcapacity and low - price competition have been hanging over the industry. We have had a deep - seated pain regarding overcapacity in the photovoltaic industry. From 2008 to 2012, the photovoltaic industry advanced by leaps and bounds. More than 300 cities across the country launched photovoltaic projects. Photovoltaic enterprises scrambled to expand, leading to serious overcapacity. In the following years, more than 300 photovoltaic enterprises went bankrupt, the entire industry was in a mess, and some local investments were in vain.

After this round of expansion boom, a large number of enterprises are destined to be eliminated. The founder of a leading photovoltaic enterprise believes that in this process, enterprises with weak finances, less advanced technology, and imperfect early - stage brand channels may be the first to be hurt. Whether they can survive the reshuffle is in doubt.

Facing more intense market competition, some leading enterprises have taken active countermeasures. Some enterprises choose to optimize their own capacity layout and ratio by connecting upstream and downstream links such as high - purity polysilicon, silicon wafers, battery cells, and components, improving the competitive advantage of the integrated industrial chain and enhancing their profitability. Some enterprises promote diversified business layouts and expand new spaces in fields such as hydrogen energy, energy storage, and building - integrated photovoltaics. Some enterprises also increase the intensity of setting up factories overseas to enhance their global operation capabilities.

Only the finest gold remains after the sand is washed away. Judging from the development of the photovoltaic industry over the past 20 years, due to the rapid iteration of photovoltaic technology and products, the built - in and planned - under - construction capacities of the photovoltaic industry have long been in a state of overcapacity far exceeding market demand, but advanced capacity often appears insufficient. During this period, each industrial adjustment is a market baptism of survival of the fittest. It is the intense market competition and round - after - round industry reshuffling that force enterprises to innovate continuously and make technological progress, ultimately leading to a rapid decline in the cost of photovoltaic power generation. Intense market competition is undoubtedly conducive to forging better enterprises and industries.

Facing potential overcapacity and cyclical changes, while seizing opportunities, photovoltaic enterprises must strengthen their risk - prevention awareness, use the certainty of the organization to counter the uncertainty of the external environment, build competitiveness in an overcapacity state, and form the ability to transcend the cycle. They should keep a clear head, think more about whether the market can keep up with the capacity while expanding, and achieve orderly expansion. Vigorously transform the development mode, achieve enterprise - scale expansion through mergers and acquisitions and optimization of the stock, and use sound finance and risk control to escort the enterprise. In addition, leading photovoltaic enterprises also have the responsibility to maintain the stability of the photovoltaic industry chain and supply chain, rationally participate in the photovoltaic industry according to the dual - carbon goal, and establish long - term cooperation mechanisms through strategic alliances, signing long - term contracts, technical cooperation, and cross - shareholding to avoid vicious competition and market monopolies.

The end - game of the photovoltaic race lies in innovation. The purpose of photovoltaic technology research is to achieve the best performance at the least cost. Since the birth of photovoltaic power generation technology, relying on technological innovation,solarthe battery conversion efficiency has been continuously improved, and photovoltaics has also become the renewable energy with the fastest cost reduction in the past decade or more, completely getting rid of the subsidy dependence. We look forward to another real technological breakthrough and industrial revolution in the photovoltaic industry, thus further promoting humanitys progress on the path of energy transformation.