Xin Jing Bao·2025-07-29 14:01Core Viewpoint - The solar industry is experiencing a positive market response due to increased policy expectations aimed at reducing overcapacity and promoting high-quality development [1][2]. Group 1: Market Performance - Several solar stocks saw significant increases on July 29, with Foster (603806.SH) hitting the daily limit, and other companies like GCL-Poly (3800.HK), Daqo Energy (688303.SH), Xinte Energy (1799.HK), and Tongwei Co. (600438.SH) rising by 7.69%, 5.17%, 4.40%, and 3.45% respectively [1]. Group 2: Policy Developments - A meeting held on July 28 by the Ministry of Industry and Information Technology emphasized the need for governance in the solar industry, aiming to phase out outdated production capacity through enhanced standards [1]. - The Ministry has previously convened discussions focused on the high-quality development of the solar industry, with 14 companies participating in a meeting on July 3 [1]. - The Ministry's leadership has called for legal and comprehensive governance to curb low-price competition and encourage product quality improvements [1]. Group 3: Industry Standards - The Ministry of Industry and Information Technology's Electronic Information Department plans to revise the comprehensive energy consumption standards for polysilicon production, aiming to lower the first-level standard from ≤7.5 kgce/kg to ≤5 kgce/kg, with similar adjustments for second and third levels [2].