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Eight major polysilicon producers in China pledge to avoid below-cost sales amid ‘anti-involution’ push_我的网站

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A | 北京时间8月20日，佩顿・沃特森交易完成后，詹姆斯・哈登续约骑士已经提上日程，多位记者报道，双方预计很快会达成协议。哈登回归骑士，早已不是这个休赛期悬在克利夫兰上空的谜团。

B |

    Staff members of State Grid Huzhou power supply company conduct inspection on the photovoltaic lines and equipment at a photovoltaic power station in Changxing County of Huzhou City, east China's Zhejiang Province, May 27, 2026. In recent years, State Grid Huzhou power supply company has been constantly promoting the upgrading of the county-level power grids, advancing the integration of renewable energy sources into power grids, and endeavoring to construct a safer, greener and smarter power grid. (Photo: Xinhua)
Eight Chinese leading polysilicon producers have issued public pledges to stop selling solar products below a cost benchmark, in a fresh industry effort to curb "involution-style" competition and support healthier pricing in the country's photovoltaic supply chain, the Shanghai Securities Journal reported on Friday.
Industry experts said that this move will not only help stabilize profits across the sector, but also promote the Chinese photovoltaics (PV) industry's shift toward high-quality development.
The eight companies jointly committed that the selling prices of all photovoltaic products, including tender bids, must not fall below the corresponding cost calculated under the group standard General Principles for Cost Accounting Models in the Photovoltaic Industry. Any sales below full cost must be "immediately stopped and corrected," according to the report.
The pledge was signed in Shanghai on Thursday by the companies, including four listed companies — Tongwei Solar Co, GCL Technology Holdings Limited, Daqo New Energy Co, Xinte Energy Co. The other four companies are Asia Silicon (Qinghai) Co, Xinjiang East Hope New Energy Co, Qinghai Lihao Qingneng Co, and Xinjiang Goens Energy Technology Co.
Together, the eight companies account for more than 90 percent of China's effective polysilicon production capacity, the Shanghai Securities Journal report said.
Under the initiative, the companies also agreed to accept supervision and inspections from market regulators at all levels and to strengthen mutual oversight. If they discover illegal below-cost sales, they are required to report the issue and file complaints with the industry association and the State Administration for Market Regulation (SAMR).
In addition, the firms committed to strictly implementing China's new energy-consumption standards and to proactively eliminate outdated, high-energy-consuming production capacity.
The move comes just one week after the SAMR held a solar industry price-compliance meeting on July 31, urging solar PV companies to strengthen price compliance and shift competition from price to quality.
It instructed companies to strengthen cost accounting, establish and improve price compliance systems, and carry out comprehensive self-inspections and corrective actions, according to the Xinhua News Agency.
Industry experts welcomed the initiative, saying that years of excessive competition have pushed many photovoltaic firms into losses, which is harmful to the industry's long-term development.
China's PV industry is mired in severe low-price competition, with profit margins squeezed along the entire value chain and many firms operating at a loss, Xiang Ligang, director-general of the Zhongguancun Modern Information Consumer Application Industry Technology Alliance, told the Global Times on Friday.
Xiang added that the initiative could help ensure more reasonable revenue and profit levels, which are essential for sustainable industrial development. The move also reflects a broader shift among Chinese firms toward greater coordination in responding to market pressures.
Although the industry also faces external challenges, including US tariffs on polysilicon-related products, Xiang said the main purpose of the initiative is to improve the sector's own development model rather than simply respond to foreign trade measures.
China has launched sweeping efforts to curb "involution-style" low-price competition and accelerate the phase-out of outdated industrial capacity. China's Ministry of Industry and Information Technology on July 3 held a symposium for manufacturing enterprises, focusing on accelerating the high-quality development of the photovoltaics industry, according to the Xinhua News Agency.
The symposium called for efforts to comprehensively deal with the problem of disorderly price competition in the photovoltaics industry in accordance with laws and regulations, as well as efforts to guide enterprises to improve product quality, phase out backward production capacities in an orderly manner and achieve healthy and sustainable development, Xinhua reported.
。真正的疑问，是薪资。         骑士通过多方先签后换交易从掘金得到沃特森之后，哈登的薪资前景一下子清晰了很多。正是哈登愿意耐心等待，才让骑士有机会完成这一系列阵容运作。         薪资专家马克斯的数据显示，在重新签约哈登之前，骑士距离第一土豪线还有大约2900万美元的空间。另一位薪金专家戈兹兰测算的精确数值为2840万美元，他同时提到，骑士还可以通过裁掉惠特莫尔并使用工资分期摊配规则，进一步释放操作空间。         无论采用哪种方式，哈登现在能够拿到的最高起薪接近3000万美元。         哈登选择等待，留给骑士操作窗口          今夏早些时候，哈登拒绝了自己价值4230万美元的球员选项，内心期待可以和骑士敲定一份新合同。

C | 骑士没有立刻签下哈登，否则球队后续操作空间会被锁死。这是球队刻意做出的规划。哈登同意推迟签约，让骑士可以继续寻觅补强人选，给管理层留出重塑阵容的时间，之后再确定留给哈登的合同额度。

D | 骑士一直在市场上寻找另一名实力派前锋，库明加与沃特森都是他们的目标。想要得到这类球员，骑士就必须清理部分薪资，同时还要在第一土豪线之下保留足够空间用来签下哈登。施罗德是第一块倒下的多米诺骨牌。上周骑士把这名老将后卫交易至夏洛特，换回特雷・曼。紧接着就是今日这笔规模更大的重磅交易。沃特森同意和骑士签下一份4年8800万美元合同。

E | 骑士将马克斯・斯特鲁斯送往快船，把特雷・曼转手送至奇才，并且送出2031年无保护首轮签，作为给到掘金的核心交易筹码。骑士如愿得到了心仪的前锋，而这一切得以实现，离不开哈登的耐心等待。骑士手握近3000万空间留给哈登这笔交易附带一条关键限制条件。

F | 马克斯指出，由于骑士是通过先签后换得到沃特森，2026‑27赛季骑士被锁死在第一土豪硬工资帽。因此，剩余的约2900万空间就变得至关重要：骑士绝对不能越过这条红线来给哈登开工资。戈兹兰提出了一种挤出更多薪资空间的可行方案：对惠特莫尔执行工资分期摊配，可以进一步提升薪资弹性，能把哈登的最高起薪推至接近3000万美元。即便如此，这份薪资对比哈登拒绝的4230万球员选项，依旧有不小降幅，但金额差距只是故事的一部分。哈登选择等待，就是让骑士优先把薪资灵活性用在别处。