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光伏硅料八大企业，共同签署！
China's eight leading polysilicon companies signed an anti-involution initiative, pledging product prices not lower than full costs and proposing supporting penalty measures, triggering gains in futures and related stocks. Follow·
Today·799 words (about 4 min)
AI Summary & Key Points
Summary
CCTV Finance reported that on August 6, the eight leading domestic polysilicon enterprises jointly signed the "Anti-Involution Initiative" in Shanghai. The signatories committed that all product selling prices shall not be lower than full costs, companies will supervise and report each other, and strictly implement new energy consumption standards, proactively phasing out outdated high energy-consuming production capacity. The eight companies together account for over 90% of domestic effective polysilicon production capacity, with total capacity nearing 2.8 million tons, essentially covering the industry's major producers. The meeting also proposed supporting penalty measures: strictly enforcing the Price Law to combat low-price dumping, setting an industry price red line, with companies selling below the red line being cut off from supply by the entire industry, and recommending that financial institutions stop financing support for companies engaged in below-cost sales and vicious competition. Industry insiders believe that with the accelerated exit of outdated capacity and the rebuilding of price order, the polysilicon industry may see substantial supply-demand improvements in the third quarter. This move has risen to an industry consensus for implementing central decisions and promoting high-quality development, with seriousness and sustainability far exceeding previous efforts. After the news, the main polysilicon futures contract PS2609 gapped up with intraday gains of over 4%; the opening price was 37,500 yuan/ton, significantly higher than yesterday's closing price of 35,895 yuan/ton. Tongwei Co. rose 6.58%, GCL Technology rose 7.46%, Daqo Energy rose 2.62%, and Xinte Energy rose 10.15%.
Main Points
* 1. Eight major polysilicon enterprises signed an anti-involution initiative, pledging product prices not lower than full costs and mutual supervision.
The initiative requires all product prices not to be lower than full costs, with companies supervising and reporting each other to curb vicious low-price competition.
* 2. The meeting proposed supporting penalty measures, including strict enforcement of the Price Law, setting an industry price red line, and recommending financial institutions stop financing support for companies dumping at low prices.
A penalty mechanism against low-price dumping is formed through legal means, price red lines, and financial constraints.
* 3. The eight companies together account for more than 90% of domestic effective polysilicon capacity, with total capacity nearing 2.8 million tons, essentially covering the industry's major producers.
The participating companies represent the vast majority of domestic capacity, making the consensus broadly representative and binding.
* 4. After the news, the main polysilicon futures contract PS2609 gapped up with gains exceeding 4%, and related stocks Tongwei, GCL, Daqo, and Xinte all rose significantly.
Market expectations of improved price order drove short-term gains in futures and related concept stocks.
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央视财经 2026-08-07 14:08 北京
央视财经记者从签约企业处获悉，8月6日，国内八大多晶硅龙头企业在上海共同签署《反内卷倡议书》。
联署企业共同承诺：所有产品售价不得低于完全成本，企业互相监督举报；同时严格执行能耗新标准，主动出清高耗能落后产能。
八家企业合计占国内多晶硅有效产能超过 90%，总产能近 280 万吨。包括 四家上市公司通威股份、协鑫科技、大全能源、新特能源，以及 亚洲硅业（青海）股份有限公司、新疆东方希望新能源有限公司、青海丽豪清能股份有限公司、新疆戈恩斯能源科技有限公司。基本囊括了目前行业内所有在产主力厂商。
值得注意的是，此次会议不仅形成了企业间的自律共识，更提出一系列配套惩戒措施建议：
1.严格执行《价格法》，对低价倾销行为严厉打击；
2.设立行业价格红线，低于红线销售的企业，全行业不得向其供货；
3.建议金融机构对低于成本销售、搞恶性竞争的企业停止融资支持。
业内普遍认为，随着落后产能加速退出、价格秩序正式重建，多晶硅行业三季度有望迎来供需实质性改善。与以往“限产保价”不同，此次反内卷已上升为落实中央决策、推动高质量发展的行业共识，其严肃性和持续性将远超以往。
受此消息影响，今日多晶硅期货市场表现强劲，主力合约（PS2609）跳空高开，盘中涨幅超4%。开盘价为37500.00元/吨，较昨日收盘价35895.00元/吨有明显拉升。截至午间收盘，通威股份涨6.58%，协鑫科技涨7.46%，大全能源涨2.62%，新特能源涨10.15%。 猜你喜欢 ▌本文来源：央视财经（ID：cctvyscj） 你会关注 大暴雨、特大暴雨！台风“白海豚” ，最新路径预判 特朗普宣布：对多晶硅及其衍生产品加征关税，设置最低进口价格 埃及、卡塔尔、约旦、阿联酋、印度尼西亚、巴基斯坦、土耳其和沙特八国，发表联合声明 中国和阿根廷，续签重要协议 美股存储芯片巨头，股价跳水 *
监制/柯成韵
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Key Quotes
> All product selling prices shall not be lower than full costs; companies will supervise and report each other. Meanwhile, the new energy consumption standards will be strictly implemented, and outdated high energy-consuming production capacity will be proactively phased out.
> The eight companies together account for over 90% of domestic effective polysilicon production capacity, with total capacity of nearly 2.8 million tons.
> Affected by this news, the polysilicon futures market performed strongly today, with the main contract (PS2609) gapping up and gaining over 4% intraday.
> This anti-involution effort has risen to an industry consensus for implementing central decisions and promoting high-quality development, with its seriousness and sustainability far exceeding past efforts.
> The opening price was 37,500.00 yuan/ton, significantly higher than yesterday's closing price of 35,895.00 yuan/ton.
Tags
Polysilicon
Photovoltaic Industry
Price Discipline
Industry Penalties
Energy Standards
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