文章正文

食人岛

下周关注：英伟达等将披露财报这些投资机会最靠谱_我的网站

一 |

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the firms committed to strictly implementing China's new energy-consumption standards and to proactively eliminate outdated, high-energy-consuming production capacity.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.
。

二 | K图 NVDA_0 　　【重磅新闻】
　　英伟达、拼多多、美团等将披露财报　　英伟达将于当地时间8月26日盘后（北京时间8月27日凌晨）公布2027财年第二季度业绩。

三 | 此外，拼多多、美团、小鹏集团、理想汽车等热门公司也将于下周公布最新业绩。　　多个产业会议将召开　　8月24日至26日，2026文昌国际航空航天论坛将在海南文昌举办，本届论坛将集中展示海南航天产业最新发展成果。8月26日至28日，2026 AGIC深圳国际通用人工智能产业博览会暨GERX全球具身智能机器人产业博览会将在深圳举行。8月27日至29日，第十六届中国国际数字出版博览会将在山东济南举行。2026中国国际大数据产业博览会将于8月28日至30日在贵州省贵阳市举行。

四 | 　　国内成品油将迎来调价窗口　　根据“十个工作日”原则，下一个成品油调价窗口为8月28日24时。隆众资讯成品油分析师刘炳娟预测，美伊关系仍存不确定性，供应风险并未完全消除，市场依旧担忧地缘局势进一步趋紧，下一轮成品油调价上调的概率较大。　　央行公开市场将有950亿元逆回购到期　　Wind数据显示，下周央行公开市场将有950亿元逆回购到期，其中下周一至下周五分别到期0亿元、0亿元、0亿元、0亿元、950亿元。此外，下周二将有6000亿元MLF到期。　　下周限售股解禁市值不足200亿元　　Wind数据统计显示，下周（8月24日-8月28日）共有近30家公司限售股陆续解禁，按8月21日收盘价计算，解禁总市值不足200亿元。　　按8月21日收盘价计算，解禁市值居前三位的是：软通动力（30.58亿元）、真兰仪表（29.76亿元）、和泰机电（20.29亿元）。从个股的解禁量看，解禁股数居前三位的是：厦门象屿（2.17亿股）、真兰仪表（2.12亿股）、苏盐井神（1.64亿股）。　　【新股机会】　　下周将有4只新股发行　　Wind数据显示，下周（8月24日-8月28日）将有4只新股发行，其中沪市主板有1只，创业板有2只，北交所有1只，合计发行约2.76亿股，预计合计募资59.95亿元。具体来看，8月24日发行的是华汇智能；8月26日发行的是天博智能、洛轴股份；8月28日发行的是电科思仪。