反内卷再落重锤！41家硅料企业迎节能监察，将加速落后产能出清

Core Viewpoint - The recent announcement by the Ministry of Industry and Information Technology (MIIT) regarding energy conservation inspections in the polysilicon industry signals a shift towards reducing excess capacity and improving energy efficiency in the solar energy sector [1][2]. Group 1: Policy Announcement - On August 1, MIIT issued a notification detailing energy conservation inspection tasks for 41 companies in the polysilicon sector, with a deadline for reporting results by September 30, 2025 [1]. - The inspection will cover compliance with energy consumption limits, energy efficiency standards, and the elimination of outdated and high-energy-consuming production processes [1][2]. Group 2: Industry Impact - The notification has led to a rise in stock prices for several polysilicon companies, including Hongyuan Green Energy, Daqo Energy, and Xinte Energy [1]. - Securities firms view the energy conservation inspections as a signal for accelerated industry consolidation, with the potential for forced exit of non-compliant production capacities [2]. Group 3: Future Standards and Regulations - The MIIT plans to revise the comprehensive energy consumption standards for polysilicon products, aiming to lower the first-level energy consumption limit from ≤7.5 kgce/kg to ≤5 kgce/kg [3]. - The initiative is part of a broader strategy to regulate the solar industry and promote the orderly exit of outdated production capacities [3].