中国光伏-看好光伏反内卷政策-Positive on solar anti-involution

China solar Global Markets Research EQUITY: ALTERNATIVE ENERGY Positive on solar anti-involution Recent news highlights positive signs; anti-involution likely to succeed with pricing uptick in the mid-term Polysilicon anti-involution news: signal positive signs Recently, we noted three news highlighting efforts in the China polysilicon industry to address "involution". 1) The JA Solar (002459 CH, Not rated) announcement on 12 November after market firmly denies market talk, falsely attributing statements to ...