美国政府计划对多晶硅衍生品征收15%关税并设定最低进口价[1]。在此背景下,中国8家多晶硅企业合占国内总产能90%[1],于8月6日在上海签署反内卷倡议书[1],承诺不低于成本价销售太阳能电池与模组产品[1]。
这8家企业包括通威股份、协鑫科技、大全能源、新特能源等上市公司及4家非上市公司[1]。根据倡议书,所有太阳光电产品销售价格不得低于团体标准"光伏行业成本核算模型通则"核算的成本[1]。企业还承诺严格落实能耗新标准,主动淘汰高耗能落后产能[1]。这一举措在中国市场监管总局7月31日对全国太阳光电行业开展"价格合规指导"之后进行[1]。
Eight major Chinese polysilicon enterprises, collectively accounting for 90% of China's polysilicon production capacity, signed an anti-dumping initiative in Shanghai pledging not to sell solar energy cells and modules below cost price [1]. The commitment comes as the U.S. government plans to impose a 15% tariff on polysilicon derivatives and establish a minimum import price [1].
The signatories include listed companies Tongwei Co., Xingke Technology, Daqo New Energy, and Xinte Energy, along with four unlisted enterprises [1]. Under the initiative, all photovoltaic product sales prices must not fall below the cost calculated according to the industry group standard "Photovoltaic Industry Cost Accounting Model Guidelines" [1]. The participating companies also committed to strictly implementing new energy consumption standards and actively phasing out high-energy-consuming outdated production capacity [1].
This coordinated action follows price compliance guidance issued by China's State Administration for Market Regulation on July 31 targeting the nationwide solar photovoltaic industry [1].