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独家|光伏再开反内卷会议,知情人士:备受瞩目的细节探讨将在今明两天展开
Di Yi Cai Jing·2025-08-19 23:33

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) organized a meeting to regulate the competitive order in the photovoltaic industry, emphasizing the importance of maintaining a healthy and sustainable development environment for the sector [1][2] Group 1: Meeting Details - The meeting was attended by representatives from photovoltaic manufacturing and power generation companies, the China Photovoltaic Industry Association, and relevant local industrial and information authorities [1] - Unlike a previous meeting on July 3, the current meeting's details were kept confidential, with participants signing non-disclosure agreements [1] - The meeting is expected to lead to discussions on specific measures to combat "involution" in various segments, including batteries, modules, silicon wafers, and polysilicon [1] Group 2: Industry Regulation Directions - The meeting focused on four main directions: 1. Strengthening industry regulation by managing project investments and promoting the orderly exit of outdated production capacity [2] 2. Curbing low-price disorderly competition through improved price monitoring and product pricing mechanisms, targeting illegal practices such as selling below cost and false marketing [2] 3. Standardizing product quality by combating poor quality control, false product power claims, and intellectual property infringements [2] 4. Supporting industry self-discipline by leveraging industry associations to advocate for fair competition, orderly development, and a strong emphasis on technological innovation and quality safety [2]