瑞银：中国太阳能行业_加大力度应对内卷竞争

ab 3 July 2025 Global Research First Read China Solar Industry Heightened efforts against involution competition Solar glass production cut According to China Economic Weekly, solar glass manufactures are starting to cut production, considering the persistently weakening demand since June. Based on our channel check, the production cut may not reach as high as 30% as some media reports estimate. We think 10-20% production cut could be reasonable. That could lead to a monthly effective production of around 4 ...