Core Viewpoint - The photovoltaic industry is focusing on "anti-involution" measures to promote high-quality development and regulate competition, with new capacity control policies expected to be introduced [1][2][3] Group 1: Industry Developments - The Ministry of Industry and Information Technology (MIIT) has held multiple meetings to discuss the high-quality development of the photovoltaic industry and to gather feedback from companies and associations [1][2] - A new document regarding capacity control is anticipated, which may include restrictions on existing capacity utilization rates and a ban on new capacity to achieve supply-demand balance [2][3] - The photovoltaic industry has been suffering from low-price competition, leading to widespread losses among companies as of mid-2023 [2][3] Group 2: Energy Consumption Standards - New mandatory national standards for energy consumption in the silicon and germanium sectors are under discussion, with stricter limits proposed compared to previous expectations [2][3] - The average energy consumption in the silicon material and silicon wafer sectors currently exceeds the proposed third-level energy consumption standards, which could lead to supply-side adjustments if implemented [3] Group 3: Company Responses - Companies like Canadian Solar (Artes) and Tongwei Co. have expressed support for the "anti-involution" initiative, believing it will help the industry escape vicious competition and achieve long-term high-quality development [4][5] - Canadian Solar has adjusted its shipment expectations for 2025 to align with the "anti-involution" strategy, reducing its projected module shipments to 25-27 GW [3][4] Group 4: Storage and Supply Chain Issues - There are rumors about the establishment of a polysilicon storage platform, but industry insiders have indicated that these claims are unfounded, highlighting the significant financial and logistical challenges involved [5][6] - The potential scale for polysilicon storage is estimated at around 1 million tons, requiring approximately 100 billion yuan in funding, which poses substantial obstacles to implementation [6] Group 5: Demand Dynamics - The photovoltaic industry has seen a decline in monthly new installations following a surge earlier in the year, with August's new installations dropping to 7.36 GW, a 55.29% year-on-year decrease [8][9] - Companies are cautious about future demand, with expectations of stable global photovoltaic market demand but a notable decrease in domestic installations anticipated for the second half of the year [9][10] - The industry is experiencing upward price adjustments in the component sector, but the overall market remains under pressure due to demand uncertainties and cost increases in upstream materials [9][10]
光伏产能调控新举措将出台 多晶硅收储尚待破局
Zheng Quan Shi Bao·2025-10-16 18:43