港股异动丨光伏股走低 据称市场监管总局约谈光伏龙头,禁止约定产能与价格
Ge Long Hui·2026-01-09 03:02

Group 1 - The core viewpoint of the news is that the Hong Kong solar stocks have collectively declined due to regulatory scrutiny from the market supervision authority regarding potential monopoly risks in the solar industry [1] - GCL-Poly Energy has seen a drop of over 7%, while other companies like Sunshine Energy and Xinte Energy have also experienced declines of 3.5% [1][2] - The market supervision authority has held discussions with several key players in the solar industry, including the China Photovoltaic Industry Association and major companies, to address issues related to market manipulation and has mandated corrective actions by January 20 [1] Group 2 - The market supervision authority has prohibited the discussed companies from agreeing on production capacity, utilization rates, sales volumes, and pricing [1] - Companies are also restricted from dividing markets, production volumes, and profits through any form of investment ratio [1] - The authority has required the companies to submit written corrective measures by January 20 [1]

港股异动丨光伏股走低 据称市场监管总局约谈光伏龙头,禁止约定产能与价格 - Reportify