光伏再开反内卷会议，知情人士：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 of the photovoltaic industry, with a focus on addressing issues such as overcapacity and low-price competition [1][2] Group 1: Meeting Overview - The meeting was attended by representatives from various photovoltaic manufacturing and power generation companies, as well as relevant government departments [1] - Unlike the previous meeting on July 3, the details of the participants and discussions were kept confidential, with attendees signing non-disclosure agreements [1] - The meeting is expected to lead to discussions on specific measures to combat "involution" in different segments of the industry, including batteries, modules, silicon wafers, and polysilicon [1] Group 2: Key Discussion Points - The meeting focused on four main directions: 1. Strengthening industry regulation and managing project investments to facilitate the orderly exit of outdated production capacity [2] 2. Curbing low-price and disorderly competition by establishing price monitoring and product pricing mechanisms, and combating illegal practices such as selling below cost [2] 3. Standardizing product quality by addressing issues like poor quality control and intellectual property infringement [2] 4. Supporting industry self-regulation by leveraging industry associations to promote fair competition and technological innovation [2] Group 3: Industry Insights - Industry insiders reported that several polysilicon companies have reached an agreement on production cuts, operational control, and inventory management, with a clear plan for the next four months [1] - The effectiveness of the implementation of these agreements remains uncertain [1]