据财联社主题库显示，相关上市公司中：Multiple photovoltaic module battery industry insiders confirmed to the Star Daily reporter that they have participated in signing a self-discipline agreement. Among them, a photovoltaic enterprise executive disclosed: "More than 30 enterprises have signed the self-discipline agreement this time. According to the signed self-discipline agreement, production capacity will be controlled starting from next month, and each company has quotas."
Multiple individuals from solar cell companies confirmed to the reporters of the Star Daily that they have participated in signing a self-regulatory agreement. Among them, a senior executive from a solar company revealed: "Over 30 companies have signed this self-regulatory agreement. According to the signed agreement, capacity management will begin next month, and each company has a quota." It is reported that the relevant quotas are based on each company's shipping volume for this year and established capacity.
Gao Zelong, co-secretary-general of the New Quality Productivity Committee of the China Civil Association, stated that a consensus is gradually being reached among industry leaders, evolving from "price competition" to "quality competition." Leading companies are proactively reducing production and supporting prices, which helps alleviate the issue of overcapacity and stabilize market prices. In addition, policy guidance and support will also promote the healthy development of the solar industry. Xu Baiqiao from Haitong Sec believes that current policies provide clear guidelines and measures for the solar industry regarding both capacity and prices. The industry's cleanup and exit from low stock price vicious competition are trending, and price increases are expected in the future, urging attention to the significant elasticity brought by the turning point in solar power.
According to the Financial Data Center, among related listed companies:
After Gansu Jingang Solar transformed and entered the solar industry, it was the first to introduce advanced large-sized high-efficiency heterojunction (HJT) solar cells and module production lines, and has now developed into a new energy enterprise integrating R&D, manufacturing, and sales of high-efficiency heterojunction solar cells and high-efficiency solar modules.
The R&D project for perovskite batteries at Shenzhen Topraysolar is currently in the stage of mass production experiments on actual production lines, and improvements in efficiency have been achieved in the current experiments.
