Core Viewpoint - The recent meeting held by six government departments on August 19 aims to regulate the photovoltaic (PV) industry, addressing issues of excessive competition and promoting overall profitability in the sector [1][2]. Group 1: Industry Regulation and Competition - The meeting indicates a governmental intention to systematically address industry issues, moving away from chaotic competition towards a focus on product and technology competition [3][4]. - Four key requirements were established: strengthen industry regulation, curb low-price competition, standardize product quality, and support industry self-discipline [4][6]. - The government is increasingly recognizing the need to tackle low-price competition, which has been a persistent issue in the industry [7]. Group 2: Market Dynamics and Price Trends - Following the meeting, there has been a notable increase in silicon prices, with multi-crystalline silicon prices rising to a range of 45,000 to 52,000 CNY per ton, reflecting a week-on-week increase of 1.05% [8]. - Component prices have also seen an upward trend, with distributed component prices approaching 0.72 CNY per watt, driven by rising costs from upstream materials [9][10]. - The recent procurement results from China Resources Power show that bids for photovoltaic components exceeded 0.7 CNY per watt, indicating a shift in market pricing dynamics [10].
六部门联合召开光伏产业座谈会!明确四个重点要求,业内:“内卷”时代已接近尾声
Hua Xia Shi Bao·2025-08-22 15:56