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Market Chatter: Chinese Market Regulator to Meet Solar Industry as Competition Drives Losses

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The Chinese market regulator will meet with representatives of the country's gargantuan solar industry on July 31 to offer guidance on compliance over pricing and cost-accounting standards, Chinese publication Cailianshe reported Wednesday.

The purpose of the meeting is to restrict what authorities say is irrational competition among sector players, with excess capacity having led to a lengthy price war, the article said.

The State Administration for Market Regulation is looking to rein in competition after price wars have pushed some manufacturers into losses, but the fundamental issue of surplus capacity remains, Reuters said.

Results guidance issued by companies in the sector earlier this month suggests some major players will post even deeper losses for the first half of 2026, into the billions of yuan, according to the article.

could not reach out to the Chinese government agency for a comment.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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