工信部发布多晶硅行业节能监察任务清单

Core Insights - The Ministry of Industry and Information Technology (MIIT) has issued a notice for energy-saving inspections in the polysilicon industry, targeting 41 companies nationwide, with results due by September 30 [1][2] - This initiative is the first standalone document from MIIT specifically for the polysilicon sector, aimed at standardizing energy-saving inspection procedures and reducing the burden on enterprises [1] - The inspections are part of MIIT's annual routine, focusing on compliance with energy consumption limits and the elimination of outdated, high-energy-consuming products and processes [1] Industry Impact - The timing of this announcement coincides with the photovoltaic industry's "anti-involution" period, suggesting a move to clarify actual energy consumption levels and prevent energy consumption misreporting [2] - According to Guoyuan Securities, the energy-saving inspections and accompanying policies are expected to accelerate the exit of outdated production capacity from the industry [2] - Non-compliant production capacities, particularly those with energy consumption exceeding 60 kWh/kg, may face mandatory shutdowns, while high-cost capacities could be forced out of the market due to strict enforcement of the "cost-plus pricing" regulation [2]