智通财经网·2025-09-22 07:52Group 1 - The National Standardization Administration has released a draft for public consultation on three mandatory national standards, including stricter energy consumption limits for polysilicon products [1] - The new energy consumption standards are categorized into three levels, tightening the requirements compared to those proposed in the industry meeting in July [1] - Companies failing to meet the third-level standard must rectify within a specified period, and those that do not comply or fail to reach the second-level standard will be forced to shut down [1] Group 2 - It is anticipated that the effective domestic polysilicon production capacity will significantly decrease from the current 3.5 million tons to approximately 2.4 million tons, representing a reduction of 31.4% [1] - The government aims to eliminate outdated production capacity and promote a more sustainable photovoltaic industry by raising technical standards [1] - Companies utilizing the lowest energy-consuming granular silicon production technology are expected to benefit, with GCL-Poly Energy Holdings (03800) identified as a preferred stock [1]