光伏企业的减产自救仍在继续。 光伏玻璃龙头福莱特（601865.SH）8月4日通过投资者互动平台表示，公司积极响应工信部反内卷号 召，减少光伏玻璃产能供给。 8月5日，福莱特董秘办工作人员向新京报贝壳财经记者表示，具体减产幅度取决于公司整体情况，目前 暂未完全确定。 SMM光伏玻璃分析师郑天鸿提供的数据显示，包括福莱特此次减产在内，目前行业总冷修产能占国内 光伏玻璃总产能的32.18%，加上堵口产能，预计目前总运行产能已不足8.7万吨/天，供应端减产速度较 快。 新京报贝壳财经记者注意到，全行业承压，通过减产以减亏已成为现实。随着近期部委发声，"有形的 手"具体规范行业的形式初现雏形，提高能耗等环节门槛或将成为手段之一。 多家企业官宣停窑减产，7月降产产能超7000吨/天 A+H上市的福莱特是光伏玻璃环节的头部企业，全球市占率约30%。自去年下半年起，受价格持续走低 影响，福莱特整体毛利率下滑明显，在行业供需失衡影响下，为了优化产能结构，福莱特此前已将公司 部分窑炉进行冷修。 今年6月末，曾有市场消息称光伏玻璃头部企业计划进行新一轮减产，预计减产规模达到30%。光伏玻 璃企业亚玛顿（002623.SZ）在接受 ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) of China has issued a notice regarding the special energy-saving inspection tasks for the polysilicon industry for the year 2025, requiring local authorities to implement these tasks and report results by September 30, 2025 [1] Group 1: Energy-Saving Inspection Tasks - A total of 41 domestic polysilicon companies have been included in the energy-saving inspection list, categorized by region [1] - In June 2023, MIIT released a national industrial energy-saving inspection task list for 2025, which included 51 companies across various categories, with only 4 polysilicon companies located in Qinghai [1] - The energy-saving inspection tasks are a routine action by MIIT, but the number of key industries and companies varies each year [2] Group 2: Comparison with Previous Years - In 2023, MIIT identified 4,391 companies for national industrial energy-saving inspections across 33 key industries, while in 2024, this number decreased to 2,899 across 39 industries [2] - The 2023 inspection marked the first time in recent years that polysilicon was designated as a key inspection area, with MIIT separately announcing the special energy-saving inspection tasks for the polysilicon industry [2] Group 3: Inspection Procedures - The inspection process consists of four steps: self-inspection by companies, preliminary review by local authorities, compilation of inspection reports by energy-saving inspection agencies, and submission of comprehensive reports to MIIT [3] Group 4: Industry Context and Government Actions - Since July 2023, the domestic photovoltaic industry has initiated a new wave of regulation against disorderly competition, entering a "反内卷" (anti-involution) phase [4] - MIIT has emphasized the need to address low-price competition and promote the exit of outdated production capacity to ensure sustainable development in the photovoltaic sector [5] - The list of companies under inspection includes major polysilicon producers such as GCL-Poly, Tongwei Co., Daqo New Energy, and others, indicating a comprehensive coverage of the current domestic polysilicon production landscape [6] Group 5: Market Dynamics - The timing of the special energy-saving inspection coincides with ongoing discussions about capacity consolidation among major polysilicon companies [7] - The market recovery in the polysilicon sector requires both self-discipline among companies and support from national policies [7]

每经AI快讯，8月1日，工业和信息化部办公厅关于印发2025年度多晶硅行业专项节能监察任务清单的 通知。 ...

Group 1: Summary of the Report - The report focuses on the analysis of old chemical production facilities in various sectors, including polyester, rubber, urea, and polyolefin industries. It aims to evaluate the potential impact of the renovation or elimination of these old facilities on supply and demand [5][6]. - The report divides the old facilities as those with a production operation time of over 20 years. It analyzes the capacity, proportion, and characteristics of these facilities in different chemical products [5][6]. - The report provides specific conclusions for each chemical product, including the potential impact on supply and demand, the probability of renovation or elimination, and investment strategies [6][7][8]. Group 2: Polyester Industry Chain PX and PTA - PX: The total capacity of PX facilities put into operation 20 years ago (inclusive) is 306 million tons, accounting for 7.0%. The in - production capacity is 223 million tons, accounting for 5.1%, all belonging to the two major state - owned oil companies. The short - term possibility of these facilities shutting down is low [14]. - PTA: Facilities put into operation before 2005 have been shut down for years and eliminated. The impact of the policy on PTA supply can be ignored [14]. MEG - The total capacity of MEG facilities put into operation over 20 years ago is nearly 142 million tons, with the in - production capacity of 96 million tons, accounting for 3.3%. These facilities are mainly ethylene - based and mostly from the two major state - owned oil companies. The policy's impact on ethylene glycol supply is limited [17][18]. PR - The total capacity of PR facilities put into operation 20 years ago is 96 million tons, accounting for 4.4%, and the in - production capacity is 80 million tons, accounting for 3.7%. The expected impact on overall production is about 2% [21]. PF - The total capacity of PF facilities put into operation over 20 years ago is about 346 million tons, accounting for 33.4%. Small - scale factories may be eliminated first, while large - scale enterprises may continue to operate through transformation [23][24]. Group 3: Rubber Industry Chain Butadiene - The total capacity of butadiene facilities put into operation over 20 years ago is 130.5 million tons, accounting for 19%. The elimination of these facilities is difficult. The supply - demand pattern is expected to be loose in 2025, but the policy may change the situation [30][32]. Cis - Polybutadiene Rubber - The total capacity of cis - polybutadiene rubber facilities put into operation over 20 years ago is 34 million tons, accounting for 17%. The policy may lead to a decrease in supply [33][34]. Tires - The proportion of old tire facilities has decreased significantly. The recent policies have little impact on the tire industry, but rising raw material prices may pose risks to non - exporting tire manufacturers [35][36]. Group 4: Urea Industry - The capacity of urea facilities put into operation over 20 years ago is 1517 million tons/year, accounting for 20%. The policy is expected to have a significant impact on the urea industry, and the supply - demand pattern may shift from surplus to tight balance [38]. - The main production processes of old urea facilities are natural gas and coal - based fixed - bed gasification. The fixed - bed process is at a disadvantage in terms of cost and environmental protection [42]. Group 5: Polyolefin Industry PE - The capacity of PE facilities put into operation over 20 years ago is 547 million tons/year, accounting for 14%. These facilities have problems such as small scale, outdated technology, and high environmental and energy consumption pressure. The policy may help the industry move towards a balanced supply - demand pattern [48][50]. PP - The capacity of PP facilities put into operation over 20 years ago is 476 million tons/year, accounting for 10%. The policy is expected to relieve the over - capacity pressure in the polyolefin industry [55][65].