多晶硅收储方案生变?
Shang Hai Zheng Quan Bao·2026-01-08 12:56

Core Insights - The photovoltaic industry is facing regulatory scrutiny due to reported monopolistic practices and price manipulation among leading polysilicon companies [3][4] - A recent meeting with the market regulatory authority emphasized the need for compliance and self-regulation within the industry to address issues of "involution" and unfair competition [3][4] Group 1: Regulatory Actions - The main focus of the recent meeting included discussing the industry's consolidation plan and addressing monopolistic risks [3] - Companies involved were instructed to avoid agreements on production capacity, utilization rates, sales volumes, and pricing [3] - The regulatory body has highlighted the importance of addressing low-quality competition and the negative impact of "involution" on profitability and innovation within the industry [4] Group 2: Industry Compliance - Companies are expected to adhere strictly to regulatory requirements and engage in self-regulatory actions as mandated by the authorities [3] - The regulatory body will enhance product quality supervision and enforce laws against unfair competition to maintain a fair market environment [4] - Industry associations are urged to guide companies towards innovation and quality improvement to foster a sustainable industry ecosystem [4]