工信部组织14家光伏座谈会坚定“反内卷”，美股光伏应声上涨，A股光伏板块交易活跃

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) of China is taking measures to address the issue of low-price disorderly competition in the photovoltaic (PV) industry, aiming to promote high-quality development in the sector [1] Group 1: Government Actions and Industry Response - MIIT organized a meeting with 14 major PV companies to discuss the governance of low-price competition and to provide support for the industry's development [1] - The Minister of MIIT, Li Lecheng, emphasized the need for macro guidance and industry governance to help companies address urgent issues [1] - The meeting included top executives from leading companies in the PV industry, indicating a strong representation and commitment to addressing industry challenges [1] Group 2: Market Reactions - Following the announcement of the policy, US-listed solar stocks saw significant increases, with companies like Sunrun and First Solar rising by 18% and 8.8% respectively [2] - In contrast, the A-share market showed a more subdued reaction, with the CSI Photovoltaic Industry Index rising modestly on July 4 [2] - The Huatai-PineBridge Photovoltaic ETF experienced a surge in trading volume, indicating increased investor interest in the sector [3] Group 3: Broader Context and Policy Implications - Recent commentary in the People's Daily highlighted the negative impact of "involution" on market competition and called for reforms to enhance quality and eliminate low-price competition [4] - The Central Financial Committee's recent meeting underscored the need for legal governance of low-price competition and encouraged companies to improve product quality [4]