金吾财讯 | 华泰证券表示，8月6日，根据央视财经报道，国内八大硅料龙头达成《反内卷倡议书》，共同承诺产品售价不低于完全成本，并主动出清高耗能落后产能；同日，美国总统特朗普签署行政令，依据232条款对进口多晶硅及其衍生产品设置最低进口价格并加征关税，相关措施自2026年12月4日生效。该机构假设在国内硅料价格自律倡议有效落实，叠加强制性能耗国标中性落地的情景下，有望共同推动行业价格修复及供给侧出清；美国设置进口限价及关税支持本土光伏供应链，海内外对低价竞争的约束均在增强，有望驱动光伏行业价格体系和供需格局改善。
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