On January 8, the photovoltaic industry circulated a summary of the meeting of the General Administration of Market Supervision with the Photovoltaic Association , Tongwei, Xiexin, Daquan, Xinte, Asian Silicon, Oriental Hope and other units.
Digital new energy DataBM. Com to the industry to verify that the news is true.
The summary shows that the meeting on the polysilicon and photovoltaic industry recently promoted self-regulatory action, informed about monopoly risks, put forward clear rectification suggestions and put forward requirements for enterprises to do a good job of rectification.
The summary shows that the main contents of the meeting include:
Anti-monopoly notification of monopoly risks , which mainly exist in:
1. Since July 2025, there have been many reports in the market, in the name of industry self-discipline. Push up the price of polysilicon.
2. The enterprise signed a letter of commitment, formulated an industry integration plan, and established a platform company on December 9. The platform company decides to adjust dynamically according to the demand to achieve the balance of production and marketing. The nominal adjustment of production capacity is actually to control production and sales, divide up the market according to the proportion of investment, and squeeze the downstream space .
3. In the early stage, it was suggested many times that the association should abide by the law and regulations, and the association did not give feedback to the General Administration on the progress . The General Administration of
Market Supervision has put forward clear rectification suggestions for the above actions, including:
1. The actions that have been carried out are required to be sorted out in an all-round way and complete a complete description of the situation. Systematically collate and provide the capital contribution agreement, articles of association, equity acquisition agreement, memorandum, letter of commitment and minutes of meeting.
2. The association and the enterprise are required to formulate a rectification plan:
the production capacity, the capacity utilization rate, the production and sales volume and the sales price shall not be stipulated;
the market division, the output distribution and the profit distribution shall not be carried out in any form through the proportion of investment;
It is not allowed to communicate and coordinate information on price, cost, production and sales at present and in the future.
3. Associations and enterprises should establish internal anti-monopoly rules and regulations, conduct self-examination of risks, and take necessary measures to avoid such situations.
4. It is required to submit written rectification measures to the General Administration of Market Supervision before January 20 .
The competent authorities put forward requirements for photovoltaic enterprises and associations to do a good job of rectification and reform :
ideologically, they should attach great importance to it. The action mark of this interview should be marked. At the same time, it is mentioned that the central leadership has been aware of and concerned about it;
from the perspective of understanding, we should re-examine it and limit production and raise prices, which will generate more public opinion.
Anti-monopoly work is normally checked after the event. This time, we give a warning in advance. If there are still violations of anti-monopoly in the later period, we will file a case for law enforcement.
Do not look at the attitude and action , effectively standardize the behavior to form a rectification plan, if necessary, conduct verification, and punish those who fail to rectify.
Or affected by this news, on January 8th, polysilicon futures fell by 9%.
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