整体观点:1、6 月29 日,人民日报发文评论光伏、储能、新能源车三大行业陷入“内卷式竞争”;7 月1 日,中央财经委员会第六次会议中强调:依法依规治理企业低价无序竞争,推动落后产能有序退出;7 月3 日,工信部与光伏行业产业链负责人进行了座谈。从政策密度看,“防内卷”将是25Q3 政府工作重点。政策加码的原因在于:24Q4-25Q2 供给约束、需求刺激等政策虽起到阶段性成果,但25Q3 开始政策...
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