光伏股全线走低 市场监管总局约谈龙头企业及行业协会 光伏收储遭遇反垄断风暴
Zhi Tong Cai Jing·2026-01-09 01:56

Core Viewpoint - The photovoltaic stocks have experienced a decline, influenced by regulatory scrutiny regarding potential monopolistic practices within the industry [1] Group 1: Stock Performance - New Special Energy (01799) fell by 3.23%, trading at 7.19 HKD [1] - Xinyi Solar (00968) decreased by 1.55%, trading at 3.18 HKD [1] - Flat Glass (601865) dropped by 1.35%, trading at 10.2 HKD [1] Group 2: Regulatory Actions - The Beijing Market Supervision Administration held discussions with several key players in the photovoltaic sector, including the China Photovoltaic Industry Association and companies like Tongwei Co., Ltd. (600438) and Xiexin Technology [1] - The meeting addressed concerns about monopolistic risks and outlined specific corrective actions that companies must undertake [1] - Companies are prohibited from agreeing on production capacity, utilization rates, sales volumes, and pricing, as well as from engaging in market division or profit allocation through any means [1] - A deadline of January 20 has been set for the submission of written corrective measures to the Market Supervision Administration [1]

光伏股全线走低 市场监管总局约谈龙头企业及行业协会 光伏收储遭遇反垄断风暴 - Reportify