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

Core Viewpoint - The meeting held on August 19 aimed to further regulate the competitive order in the photovoltaic industry, with participation from various government departments and industry representatives [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 local industrial and information authorities [1]. - Unlike the previous meeting on July 3, the details of the participants were not disclosed, and the meeting's content was kept confidential, with attendees signing non-disclosure agreements [1]. - The meeting is expected to lead to discussions on specific measures to combat "involution" in various segments of the industry, including batteries, modules, silicon wafers, and polysilicon [1]. Group 2: Industry Directions - The meeting focused on four main directions: 1. Strengthening industry regulation by managing project investments and promoting the orderly exit of outdated capacities through market-oriented legal methods [2]. 2. Curbing low-price disorderly competition by establishing price monitoring and product pricing mechanisms, and combating illegal practices such as selling below cost and false marketing [2]. 3. Standardizing product quality by addressing issues like reduced quality control, false product power ratings, and intellectual property infringements [2]. 4. Supporting industry self-discipline by leveraging industry associations to advocate for fair competition, orderly development, and maintaining quality safety standards [2]. Group 3: Polysilicon Sector Insights - In the polysilicon sector, several leading companies have reportedly reached an agreement on production cuts, operational control, and sales volume management, with a clear plan for the next four months from September to December [1]. - The effectiveness of the implementation of these agreements remains uncertain, as the industry awaits further developments [1].