光伏产业“反内卷”初见成效

Core Viewpoint - The recent meeting held by multiple government departments aims to address the "involution" competition in the photovoltaic industry, promoting healthy and sustainable development through regulatory measures and industry self-discipline [1][2]. Group 1: Regulatory Measures - The meeting emphasized the importance of recognizing the need for a regulated competitive order for the high-quality development of the photovoltaic industry [1]. - Key actions include strengthening investment management in photovoltaic projects, curbing low-price disorderly competition, and ensuring product quality through monitoring and regulation [1]. - The government aims to support industry self-discipline by advocating for fair competition and technological innovation while maintaining quality and safety standards [1]. Group 2: Market Impact - Since early July, the photovoltaic industry's "anti-involution" efforts have led to a continuous increase in prices for materials such as silicon, indicating a positive market response [3]. - The China Nonferrous Metals Industry Association's silicon branch reported that the market price of polysilicon has been rising, driven by the government's commitment to regulating competition and collaborative production limits among polysilicon companies [3]. - The ongoing "anti-involution" policies reflect the government's determination to rectify the competitive landscape in the photovoltaic sector [3]. Group 3: Industry Development - Experts suggest that companies in the photovoltaic industry must focus on product upgrades and technological innovation to enhance internal efficiency and profit margins, moving away from low-price competition [4]. - The industry is encouraged to shift from price wars to value-based competition, emphasizing technological advancements, product quality, and low-carbon solutions [4]. - A call for the entire industry to maintain a healthy and orderly market environment has been made, highlighting the importance of focusing on key indicators such as low-carbon technology and lifecycle benefits [4].