Core Viewpoint - The photovoltaic industry is experiencing a focus on "anti-involution" measures, with government initiatives aimed at promoting high-quality development and regulating competition within the sector [1] Group 1: Government Initiatives - In July, the Ministry of Industry and Information Technology (MIIT) held a meeting to accelerate the high-quality development of the photovoltaic industry, gathering insights from companies and industry associations [1] - In August, MIIT and five other departments convened to further standardize the competitive order within the photovoltaic industry [1] Group 2: Industry Developments - New policies for photovoltaic capacity regulation are expected to be introduced by relevant authorities [1] - There are rumors about the establishment of a polysilicon storage platform as part of the "anti-involution" efforts, but industry insiders have indicated that this information may be inaccurate [1] - A representative from a silicon material manufacturer mentioned that the potential storage initiative would require nearly 100 billion yuan in funding, and there are significant obstacles to implementing the plan [1]
有关部门将出台新的光伏产能调控政策 多晶硅收储落地还要破除较多障碍
Zheng Quan Shi Bao Wang·2025-10-16 23:17