速度与激情6

Eight major polysilicon producers in China pledge to avoid below-cost sales amid ‘anti-involution’ push_我的网站

一 |     2030 여성 절반 “中브랜드 지속 이용 의향”화려한 펄·과일 토핑에 SNS 인증샷 쏟아져 中브랜드 국내 확장 속도…편의점 매출도↑                   서울 중구 명동 거리에서 여성들이 밀크티를 즐기고 있다. [뉴시스][헤럴드경제=김진 기자] 2030세대 여성을 중심으로 커피 대신 녹차·홍차·밀크티 등 차(茶)를 찾는 소비 문화가 확산되고 있다.26일 업계에 따르면 차 음료 시장을 주도하는 건 중국발 프랜차이즈 업체들이다. 리서치 테크 기업 오픈서베이가 이달 공개한 조사에 따르면 헤이티(HEYTEA), 차지(CHAGEE), 차백도 등 중국 브랜드의 존재감이 두드러졌다. ‘계속 이용할 의향이 있다’는 응답은 헤이티(36.7%), 차지(34.9%), 차백도(30.1%) 순으로 높았다.특히 2030 여성을 중심으로 응답률이 특히 높았다. 헤이티는 20대 여성이 51.7%, 30대 여성이 47.7%를 기록했다. 차지도 각각 53.8%, 41.5%로 나타났다. 차백도 역시 20대 여성의 응답률이 45.5%를 기록했다.찻잎을 우린 물이나 우유에 토핑을 더한 브랜드는 2010년을 전후해 중국 각지에서 급성장했다. 당시 현지에서도 젊은 여성층이 성장을 견인했다. 국내 역시 트렌드에 민감한 해당 소비층이 먼저 움직였다는 해석이 나온다.업계 한 관계자는 “말차 트렌드를 시작으로 차 소비에 익숙해진 젊은 여성 소비자들이 우롱티, 밀크티 등 다양한 메뉴를 구매하고 있다”며 “타피오카 펄이나 과일 등을 넣은 시각적으로 화려한 메뉴들이 SNS(소셜미디어) 이용률이 높은 젊은 세대의 취향을 적중했다”고 말했다. 실제 SNS에서는 메뉴 인증샷과 커스텀 방법이 다양하게 공유되고 있다.중국 브랜드의 국내 매장도 빠르게 늘고 있다. 차지는 올해 4월 서울 강남·용산·신촌에 3개 점포를 연 이후 매장을 확장 중이다. 신세계백화점 강남점과 역삼·시청·종로·건대에 이어 오는 9월 송파구 잠실 롯데월드몰에 9호점을 낸다. 차백도는 41개, 미쉐는 17개, 헤이티는 5개 매장을 운영하고 있다.편의점도 ‘차 열풍’에 올라탔다. GS25에서는 올해 1월부터 6월까지 밀크티 상품군 매출이 전년 동기 대비 111% 증가했다. 지난달에는 처음으로 RTD 컵음료 ‘유어스로얄밀크티’를 선보였다. 해당 상품은 이날까지 5만개를 넘는 누적 판매량을 기록하며 밀크티 상품군 중 매출 1위에 올랐다. CU에서도 같은 기간 밀크티 상품군 매출이 85.7% 증가했다.국내 프랜차이즈 음료 업계도 차 메뉴를 확대하고 있다. 스타벅스에 따르면 연간 판매량 ‘상위 10위’에 이름을 올린 차 메뉴가 2022년 자몽허니블랙티 1종에서 지난해 제주말차라떼, 유자민트티까지 3종으로 늘었다. 스타벅스 관계자는 “말차, 호지차 등 차 중심의 음료 트렌드가 계속되면서 다양한 차 음료 출시를 고려하고 있다”고 말했다.。    

    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. 
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