光伏产业“反内卷”深入供给侧

Core Viewpoint - The meeting emphasized the importance of regulating competition in the photovoltaic industry for sustainable high-quality development, focusing on industry management, price monitoring, product quality, and self-regulation [1][2]. Group 1: Industry Regulation - The meeting called for strengthened management of photovoltaic project investments and an orderly exit of outdated production capacity through market-oriented legal methods [1]. - It highlighted the need to curb disorderly low-price competition by establishing price monitoring and product pricing mechanisms, and combating illegal practices such as selling below cost and false marketing [1][2]. Group 2: Product Quality and Industry Self-Regulation - The meeting stressed the importance of maintaining product quality by addressing issues like reduced quality control, false product power claims, and intellectual property infringements [1]. - It encouraged industry self-regulation, advocating for fair competition and orderly development, while reinforcing technological innovation and quality safety standards [1]. Group 3: Industry Trends and Future Outlook - The focus on "anti-involution" in the photovoltaic sector indicates a shift towards high-quality development, with measures aimed at addressing supply-demand imbalances and ensuring long-term industry health [2]. - Recent data shows that since early July 2025, prices for silicon materials and wafers have significantly increased, with battery and module prices also recovering, indicating early success in the "anti-involution" efforts [2].