Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) of China has issued a notice regarding the special energy-saving inspection tasks for the polysilicon industry for the year 2025, requiring local authorities to implement these tasks and report results by September 30, 2025 [1] Group 1: Energy-Saving Inspection Tasks - A total of 41 domestic polysilicon companies have been included in the energy-saving inspection list, categorized by region [1] - In June 2023, MIIT released a national industrial energy-saving inspection task list for 2025, which included 51 companies across various categories, with only 4 polysilicon companies located in Qinghai [1] - The energy-saving inspection tasks are a routine action by MIIT, but the number of key industries and companies varies each year [2] Group 2: Comparison with Previous Years - In 2023, MIIT identified 4,391 companies for national industrial energy-saving inspections across 33 key industries, while in 2024, this number decreased to 2,899 across 39 industries [2] - The 2023 inspection marked the first time in recent years that polysilicon was designated as a key inspection area, with MIIT separately announcing the special energy-saving inspection tasks for the polysilicon industry [2] Group 3: Inspection Procedures - The inspection process consists of four steps: self-inspection by companies, preliminary review by local authorities, compilation of inspection reports by energy-saving inspection agencies, and submission of comprehensive reports to MIIT [3] Group 4: Industry Context and Government Actions - Since July 2023, the domestic photovoltaic industry has initiated a new wave of regulation against disorderly competition, entering a "反内卷" (anti-involution) phase [4] - MIIT has emphasized the need to address low-price competition and promote the exit of outdated production capacity to ensure sustainable development in the photovoltaic sector [5] - The list of companies under inspection includes major polysilicon producers such as GCL-Poly, Tongwei Co., Daqo New Energy, and others, indicating a comprehensive coverage of the current domestic polysilicon production landscape [6] Group 5: Market Dynamics - The timing of the special energy-saving inspection coincides with ongoing discussions about capacity consolidation among major polysilicon companies [7] - The market recovery in the polysilicon sector requires both self-discipline among companies and support from national policies [7]
41家硅料企业将被节能监察，与往年有何不同？
2 1 Shi Ji Jing Ji Bao Dao·2025-08-02 01:14