A New Step for Anti-involution on Solar by Tightening Energy Usage on Polysilicon Production CITI'S TAKE According to Chinese solar news website 光伏之源 (link, 12-Sept-2025), energy consumption caps for polysilicon are being tightened again to accelerate the elimination of obsolete production capacity and facilitate industry consolidation. We regard this as another step in China's anti- involution measures for the solar sector. The article expects 30% of existing industry production capacity could be cut befor ...