太阳能玻璃专家电话会议核心要点-Greater China Materials-Solar Glass Expert Call Key Takeaways

Key Takeaways The expert expects policy controls targeting the solar glass industry, mainly through: 1) no new capacity approvals. Capacity approved post Jan 2024 that has not started construction will likely not be allowed to enter the industry; 2) higher energy consumption standards, which may lead to the exit of some smaller lines; 3) prices should not fall below the industry's average production cost, with penalties for companies selling below that level; and 4) improved supervision and management betwe ...