2025.08. 22 本文字数：1308，阅读时长大约2分钟 作者 | 第一财经 陆如意 光伏产业的"反内卷"如火如荼，央国企集采招标价格的变动也被视为体现"反内卷"进程的"风向标"之 一。 中国光伏行业协会还倡议，企业根据市场供需实际情况合理排产，加强产销衔接，坚决抵制 违反 市 场经济规律和法律法规盲目扩产增产、加剧恶化市场生态环境的行为。 8月19日，工业和信息化部、中央社会工作部、国家发展改革委、国务院国资委、市场监管总局、国 家能源局联合召开光伏产业座谈会，并提出："遏制低价无序竞争。健全价格监测和产品定价机制， 打击低于成本价销售、虚假营销等违法违规行为。" 近日，在光伏行业2025年上半年发展回顾与下半年形势展望研讨会期间，中国光伏行业协会理事 长、阳光电源（300274.SZ）董事长曹仁贤建议行业强化行业自律，企业严格执行行业规则和秩 序，坚决杜绝低于成本价的报价，协会积极响应中央连续部署的行业综合治理工作，全力配合主管部 门完善标准体系，强化治理监督，坚决遏制恶性竞争的乱象。 2024年三季度以来，国家相关部门出台的相关文件分别在低效产能退出、防止内卷竞争、推进光伏 基地建设、建立有效招投 ...

1. Report Industry Investment Rating - No information provided on the report industry investment rating 2. Core Viewpoints - The silicon price has adjusted downward due to cooling sentiment and hedging pressure on the disk, but the bullish sentiment has been fluctuating recently, and it is expected that the silicon price will remain in a high - level consolidation. The price of polysilicon has continued to rise since the end of June due to supply - side reform expectations and spot price increases, and although the sentiment has weakened recently, it is still volatile. It is expected that the price will remain in a high - level consolidation with large fluctuations in the disk, and operations should be cautious [1] 3. Summary by Related Content Industrial Silicon - **Price Changes**: The average price of industrial silicon non - oxygen - passing 553 (East China) remained flat at 9,200 yuan/ton, and the average price of 421 (East China) industrial silicon remained flat at 9,750 yuan/ton. The closing price of the futures main contract dropped 2.27% to 8,605 yuan/ton [1] - **Supply - side**: As the silicon price continues to rise, some previously shut - down silicon plants in Xinjiang have resumed production. The southwest production area has entered the wet season, power costs have decreased, and enterprise start - up rates have steadily increased. It is expected that some silicon furnaces will restart in August, and the supply will increase steadily [1] - **Demand - side**: Polysilicon enterprises maintain a production - cut situation, and some silicon material plants have复产 arrangements, which will bring some demand increments. An organic silicon manufacturer has stopped production for rectification due to an accident, and the supply has tightened temporarily. Recently, monomer plant enterprises have recovered, the market supply pressure has increased, and prices may be under pressure again. Silicon - aluminum alloy enterprises purchase as needed, and the downstream's willingness to stock up at low levels is insufficient [1] Polysilicon - **Price Changes**: The price of N - type dense material remained flat at 46 yuan/kg, the price of N - type re - feeding material remained flat at 47 yuan/kg, the price of N - type mixed material remained flat at 45 yuan/kg, and the price of N - type granular silicon remained flat at 44.5 yuan/kg. The closing price of the futures main contract dropped 0.87% to 52,280 yuan/ton [1] - **Supply - side**: Polysilicon enterprises maintain a production - cut situation, and some silicon material plants may have new production capacity put into operation. After offsetting increases and decreases, the output is expected to increase slightly. It is expected that the output in July will approach 110,000 tons, and the output in August will increase to about 130,000 tons [1] - **Demand - side**: The photovoltaic market as a whole is weak, the inventory of silicon wafers and silicon materials has increased. Recently, due to the expected increase in polysilicon prices, the downstream silicon wafer prices have risen, and the trading atmosphere has improved. However, the demand was greatly overdrawn by the rush to install in the first half of the year, the terminal market is still weak, and the component prices have adjusted downward [1] Other Information - **New Energy Tenders**: On August 14, the list of candidates for the 2025 Jizhong New Materials 7.15MWp N - type double - sided double - glass photovoltaic module project of Hebei Jizhong New Energy Technology Co., Ltd. was announced. The first candidate was JA Solar Technology Co., Ltd. with a bid price of 5,112,586.05 yuan and a converted unit price of about 0.715 yuan/W. The second candidate was Yingli Energy Development Co., Ltd. with a bid price of 5,076,500 yuan and a converted unit price of about 0.71 yuan/W [1] - **New Energy Company Establishment**: State Power Investment Corporation and China General Nuclear Power Group have established new energy companies in Tianjin and Tibet respectively, with a total registered capital of 400 million yuan. Tianjin Electric Power Investment Qingneng New Energy (Limited Partnership) was established on July 3, 2025, with a registered capital of 300 million yuan and is indirectly 100% controlled by State Power Investment Corporation [1]