能耗或成周期下的生存"命脉"。 新京报贝壳财经讯（记者朱玥怡）光伏硅料环节"反内卷"迎来新信号。8月1日，工信部印发2025年度多 晶硅行业专项节能监察任务清单的通知（"《通知》"），共涉及41家企业。 至于对重点用能企业的工业节能监察，还包括完成年度工业节能目标情况、执行能源利用状况报告制度 情况、开展能源计量审查情况等内容。 此次《通知》涉及的41家企业覆盖了目前硅料环节的主要参与者，包括通威股份（600438）、协鑫集 团、大全能源、新特能源、青海丽豪、亚洲硅业、东方希望等公司及从事硅料生产的具体子公司。 多家券商将此次多晶硅领域的节能监察视为出清加速的信号。国元证券研报称，此项政策并非孤立行 动，而是国家层面针对光伏产业链"反内卷"系列政策组合拳的关键一环，此次节能监察与配套政策有望 加速行业落后产能出清。首先，通过节能监察对能耗不达标产能实施强制性退出。单位电耗超过 60kWh/kg的落后产能，或将面临直接关停风险；其次，根据《中华人民共和国价格法》修正案严格执 行"不低于成本销售"规定，将迫使高成本产能退出市场，从根本上优化行业供给结构。 在中国光伏行业协会7月下旬举办的光伏行业2025年上半年发 ...

Core Viewpoint - The solar silicon material industry is facing severe challenges due to excessive competition and declining prices, prompting industry leaders to propose a collaborative solution for orderly capacity exit [1][2]. Group 1: Proposed Solutions - Industry leaders are planning to establish a company managed by professionals to acquire production capacity and facilitate the orderly exit of less competitive firms [1][3]. - The proposed solution involves leading companies providing cash to firms willing to exit the industry while taking over their production capacity [2][3]. Group 2: Current Industry Situation - Silicon material prices have been declining since 2023, currently around 40,000 yuan per ton, which is below the cost line for most companies, leading to losses among top firms [1]. - Many companies are facing high debt levels and significant operational pressure due to the lack of a reasonable capacity exit plan [1][3]. Group 3: Historical Context and Comparisons - The approach to reduce capacity in the silicon material industry is unprecedented but has been successfully implemented in other sectors like steel and cement, which saw price stabilization after capacity reduction [4]. - The industry is also looking to enhance product standards, such as carbon footprint certification and energy consumption levels, to ensure that quality capacity can achieve better returns [4].