On the evening of August 19, the official Weibo of "Industry and Information Technology Weibao" broke news that the Ministry of Industry and Information Technology, the Ministry of Social Work of the Central Committee, the National Development and Reform Commission, the State-owned Assets Supervision and Administration Commission of the State Council, the State Administration for Market Regulation, and the National Energy Administration jointly held a symposium on the photovoltaic industry on the same day to further standardize the competition order of the photovoltaic industry.
According to the official statement of the official Weibo of "Industry and Information Technology Weibo" on the evening of the 19th, the heads of relevant photovoltaic manufacturing enterprises and power generation enterprises, the China Photovoltaic Industry Association, and relevant local industry and information technology departments attended the meeting.
Different from the caliber of the "Industry and Information Technology WeChat" symposium on July 3, the official release content of this symposium is more obscure, hiding the number of photovoltaic companies participating in the meeting, and not with pictures of the photovoltaic entrepreneurs attending the meeting like last time.
The first financial reporter exclusively learned from a number of industry insiders that the meeting held on August 19 belonged to the conference, and did not discuss the details of the implementation details of the "anti-involution" of each link, and it is expected that the anti-involution rules of cells, modules, silicon wafers and polysilicon will be discussed on the 19th and 20th. Due to the high degree of confidentiality of the anti-involution meeting held by the Ministry of Industry and Information Technology, the participating companies have signed confidentiality agreements, so the specific content of the meeting and the results of the meeting must be officially released.
In the polysilicon link, a person close to the person in charge of the participating enterprises told the first financial reporter: "Last week, several polysilicon companies have reached an agreement on issues such as production reduction, control of construction, and control of sales. Including the specific way of controlling inventory, it has basically been agreed upon, depending on how it is implemented in the future. ”
Another industry insider also told the first financial reporter that the output and sales of polysilicon have been agreed, and there is a relatively clear plan for the next four months from September to December. "But how strong the execution can be is still unknown."
The official Weibo account of "Industry and Information Technology Weibo" said that the meeting required all parties in the photovoltaic industry to have a deep understanding of the importance of standardizing the competitive order to the high-quality development of the photovoltaic industry, and jointly promote the healthy and sustainable development of the industry.
According to the official Weibo of "Industry and Information Technology Weibo", the meeting on August 19 mainly discussed four major directions. The first is to strengthen industrial regulation and control. Strengthen the investment management of photovoltaic industry projects, and promote the orderly withdrawal of backward production capacity in a market-oriented and law-based manner. The second is to curb low-price disorderly competition. Improve price monitoring and product pricing mechanisms, and crack down on sales below cost and false marketing and other violations of laws and regulations. The third is to standardize product quality. crack down on behaviors such as reducing quality control, falsely labeling product power, and infringing intellectual property rights. Fourth, support industry self-discipline. Give full play to the role of industry associations, advocate fair competition and orderly development, strengthen the guidance of technological innovation, strictly abide by the bottom line of quality and safety, and effectively maintain a good development environment for the industry.
