路透社审阅的公司文件显示，中国五大光伏制造商——隆基绿能、天合光能、晶科能源、阿特斯和通威——2025年合计裁员40,589人，员工总数降至154,061人，同比下降21%。
China's Top Solar Manufacturers Cut 40,000 Jobs in 2025 Amid Persistent Overcapacity China's top five solar manufacturers—Longi Green Energy, Trina Solar, Jinko Solar, JA Solar, and Tongwei—cut their combined workforce by 21% in 2025, shedding 40,589 jobs down to 154,061 employees, according to company filings reviewed by Reuters.
此次裁员紧随2024年31%的裁员幅度，两年内员工数量几乎腰斩。
The reduction follows a 31% drop in 2024, effectively halving their staff over two years.
尽管全球可再生能源采用激增，但结构性产能过剩以及将保证回报替换为市场拍卖的定价改革，加剧了行业亏损。
Despite surging global renewable adoption, structural overcapacity and pricing reforms replacing guaranteed returns with market auctions have exacerbated industry losses.
2025年平均组件售价降至每千瓦130美元，使平均EBIT利润率降至-13%。
The average module selling price fell to $130 per kilowatt in 2025, pushing average EBIT margins down to -13%.
分析人士预计，中国光伏装机量将从2025年的315吉瓦降至2026年的150吉瓦至200吉瓦之间，不过即将实施的2027年能源强度法规可能迫使不合规产能退出。
Analysts expect China's solar installations to drop from 315 gigawatts in 2025 to between 150 and 200 gigawatts in 2026, though upcoming 2027 energy-intensity regulations could force non-compliant capacity to exit.