光伏重磅！工信部发声：推动落后产能有序退出

Core Viewpoint - The recent surge in sectors such as steel and photovoltaics is driven by a collective call to combat "involution" within industries, as highlighted by the Central Financial and Economic Committee's emphasis on orderly exit of backward production capacity [1][2]. Group 1: Industry Actions - Major domestic photovoltaic glass companies announced a collective production cut of 30% starting in July to alleviate "involution" competition within the industry [3]. - The Ministry of Industry and Information Technology (MIIT) has reiterated its commitment to guiding photovoltaic companies in the orderly exit of backward production capacity during a recent manufacturing enterprise symposium [4]. - The MIIT aims to enhance product quality and promote sustainable development in the photovoltaic sector, emphasizing the importance of industry self-discipline and corporate social responsibility [5]. Group 2: Market Performance - Since June 20, the Wind photovoltaic index has seen a nearly 10% increase, with significant daily gains, including a 2.53% rise on July 2 and continued upward movement on July 3, indicating strong performance among photovoltaic stocks [5]. - Several stocks within the photovoltaic sector have reached their daily limit up, reflecting positive market sentiment and investor confidence [5]. Group 3: Industry Analysis - The root cause of "involution" in the photovoltaic industry is attributed to limited market growth space, making industry self-discipline crucial for navigating through economic cycles [6]. - Short-term self-discipline among industry leaders is expected to help control supply and stabilize prices, while long-term government guidance may accelerate the elimination of inefficient production capacity [6].