On August 3, Hong Kong-listed $Solar Power (LIST1233.HK)$ rose. As of the time of writing, $XINYI SOLAR (00968.HK)$ 、 $GCL TECH (03800.HK)$ rose more than 5%, $XINYI GLASS (00868.HK)$ rose over 2%.
On the news front, on July 31, China's State Administration for Market Regulation (SAMR) conducted price compliance guidance for the photovoltaic industry in Yancheng City, Jiangsu Province, intensifying efforts to address 'cutthroat' competition and encouraging PV companies to shift from competing on price to competing on quality, thereby promoting high-quality development in the sector. SAMR emphasized that photovoltaic enterprises must fully recognize the current state of industry development, proactively strengthen cost accounting and management, establish and improve price compliance systems, comprehensively conduct self-inspections and rectifications, firmly uphold the principles of compliant operations and rational competition, resist predatory pricing, and maintain market price order.
Earlier, institutions noted that detailed provisions of three mandatory national standards for the photovoltaic industry have been released, with the energy consumption classification requirements for polysilicon exceeding expectations. The firm indicated that the issuance of these mandatory national standards will raise the rigid entry thresholds across the four core segments of the PV value chain—polysilicon, wafers, cells, and modules—and reiterated its positive outlook, expecting year-over-year demand-side pressures in the photovoltaic sector to ease in the second half of 2026, with mandatory national standards accelerating supply-side consolidation in 2027.
Editor/KOKO