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光伏龙头企业密集减产自救 超三成玻璃产能已“休眠”
Ge Long Hui· 2025-08-05 12:53
Core Viewpoint - The company, Fulaite, is responding to the Ministry of Industry and Information Technology's call to reduce photovoltaic glass production capacity, indicating a shift towards managing supply in the industry [1] Company Summary - Fulaite announced on August 4 that it is actively reducing its photovoltaic glass production capacity in line with government directives [1] - The specific extent of the production cut is still under consideration and has not been fully determined [1] Industry Summary - According to SMM photovoltaic glass analyst Zheng Tianhong, the total cold repair capacity in the industry, including Fulaite's reduction, accounts for 32.18% of the total domestic photovoltaic glass capacity [1] - The total operational capacity is currently estimated to be less than 87,000 tons per day, indicating a rapid reduction in supply [1] - The entire industry is under pressure, and reducing production to mitigate losses has become a reality [1] - Recent government statements suggest that regulatory measures may be implemented to increase thresholds in energy consumption and other areas [1]