光伏玻璃价格回升彰显行业“反内卷”成效

Group 1 - The photovoltaic glass market has been recovering since August due to multiple factors including policy support and industry capacity reduction [1][2] - The average price of 2.0mm photovoltaic glass increased by 9.76% compared to the end of July [1] - Major companies like Fuyao Glass Industry Group Co., Ltd. have been actively reducing production in response to the "anti-involution" policies [2][3] Group 2 - In July, the photovoltaic glass industry reduced production by 8,350 tons per day, bringing actual capacity down to 86,500 tons per day [2] - The Ministry of Industry and Information Technology held a meeting to discuss the industry's operation, leading to a consensus on re-quoting orders below cost prices and maintaining the trend of production reduction [2] - The industry is experiencing a mismatch in supply and demand, leading to varying production reduction schedules and scales among different companies [3] Group 3 - Despite the reduction in production, inventory levels remain high, and the ability of downstream demand to drive inventory reduction is a key focus moving forward [3] - The market outlook suggests potential recovery due to reduced supply and supportive policies, but uncertainties in terminal demand and international markets persist [3]