智通财经网·2025-08-01 02:15Core Viewpoint - The recent surge in polysilicon stocks is driven by new regulatory measures aimed at enhancing energy efficiency and stabilizing market prices in the photovoltaic industry [1] Group 1: Stock Performance - New Energy (01799) saw a rise of 6.02%, reaching HKD 7.05, while GCL-Poly Energy (03800) increased by 4.27%, reaching HKD 1.22 [1] Group 2: Regulatory Developments - The Ministry of Industry and Information Technology has issued a special energy-saving inspection task list for the polysilicon industry, requiring local authorities to report results by September 30, 2025 [1] - The National Development and Reform Commission and the State Administration for Market Regulation have released a draft amendment to the Price Law, aiming to improve the recognition standards for low-price dumping and regulate market pricing [1] Group 3: Market Implications - The recent policy changes are expected to lead to a significant increase in polysilicon prices, as companies will be prohibited from selling below production costs [1] - According to CCB International, strict enforcement of these regulations could lead to a rapid exit of high-cost production capacity from the market [1] - Stricter energy consumption standards and new requirements for renewable energy consumption are seen as beneficial for granular silicon [1]