Core Viewpoint - Recent market rumors suggest that the silicon material and component alliance has been rejected by the National Development and Reform Commission and the regulatory authority, leading to significant declines in the photovoltaic and energy storage sectors [1] Industry Summary - The China Photovoltaic Industry Association expresses confidence in the industry's ability to succeed with central government support and coordination among enterprises, while dismissing circulating rumors as false information [1] - The association emphasizes its commitment to protecting national and industry interests and plans to combat malicious actions aimed at undermining the photovoltaic sector [1] Company Summary - The "Storage and Acquisition Plan Alliance" involves leading companies in the polysilicon sector aiming to consolidate the industry by acquiring and shutting down approximately 1 million tons of production capacity, ultimately controlling capacity between 2.2 to 2.5 million tons to ensure a 60-70% operational rate [1]

值得一提的是，当日盘中，市场上出现传闻称，某晶澳科技高管在参加光伏月度例会时称"（收储）平 台黄了。"在此之前，协鑫集团董事长朱共山曾在《经济半小时》栏目中，就国内光伏龙头企业联合收 储产能一事称："我跟TCL李东生董事长见面，我也跟隆基的钟宝申总沟通。我们17家（龙头）企业基 本上都签字了。" 11月12日，光伏设备板块大跌，板块内阿特斯盘中一度跌超17%，隆基绿能一度逼近跌停；弘元绿能、 双良节能等盘中触及跌停。截至收盘，板块内78只成分股中，71股飘绿，仅7股飘红。 针对相关情况，北京商报记者致电晶澳科技方面进行采访，但电话未有人接听。 北京商报讯（记者 马换换 王蔓蕾）11月12日，A股光伏设备板块出现"大跳水"。针对当日盘中出现的 关于"收储平台黄了"的传闻，中国光伏行业协会当日午后发布关于网络不实消息的声明。 对此，中国光伏行业协会于当日午后发布关于网络不实消息的声明表示，当下，中国光伏行业协会和行 业内各企业正一道努力，相关工作正在稳步推进。网络流传的小道消息均为不实信息，望请各位注意甄 别，慎重决策。协会坚定维护国家利益，行业利益，妄图通过造谣抹黑、恶意做空光伏行业牟取利益的 恶劣行为，我们将 ...

中国光伏行业协会微信公众号声明截图 作者：郭晨希 11月12日，光伏板块大跌，阿特斯盘中一度跌超17%，截至收盘跌幅有所收窄。隆基绿能、弘元绿能、双良节能等多只个股收盘跌 超7%。 中国光伏行业协会11月12日下午在其微信公众号发布《关于网络不实消息的声明》称，网络流传的小道消息均为不实信息，望请各 位注意甄别，慎重决策。 中国光伏行业协会坚定维护国家利益、行业利益，妄图通过造谣抹黑、恶意做空光伏行业牟取利益的恶劣行为，将与之斗争到底。 ...

Core Viewpoint - The article emphasizes the importance of industry self-discipline and the need to eliminate unhealthy competition in the photovoltaic sector, as guided by government policies and leadership [1][2]. Group 1: Industry Self-Discipline - The Secretary-General of the China Photovoltaic Industry Association, Liu Yiyang, highlights the directive from President Xi Jinping regarding the role of industry associations in promoting self-regulation and improving product quality [1]. - Liu Yiyang asserts that the industry must work collaboratively to ensure the orderly exit of outdated production capacity, aiming for a market environment that fosters fair competition [1]. Group 2: Market Reactions - Recent rumors suggested that a planned storage initiative in the photovoltaic industry had failed, leading to significant declines in stock prices for major companies, with Canadian Solar dropping over 14% and other firms like Hongyuan Green Energy and Tongwei Co. falling more than 9% [2].

New Stock Issuance - The stock code 300277 (海联讯) has a subscription period for acquisition rights from November 12 to November 18, 2025[1] - Stock code 603388 (*ST元成) reported severe abnormal fluctuations[1] - Stock code 002478 (常宝股份) announced a significant event with a value of 23[1] Trading Alerts - Stock code 601061 (中信金属) has a trading alert issued on November 8, 2025[1] - Stock code 600078 (澄星股份) has a trading alert issued on November 8, 2025[1] - Stock code 601179 (中国西电) has a trading alert issued on November 8, 2025[1] Abnormal Fluctuations - Stock code 000892 (欢瑞世纪) reported abnormal fluctuations on November 4, 2025[1] - Stock code 603876 (鼎胜新材) reported abnormal fluctuations on November 4, 2025[1] - Stock code 603595 (ST东尼) reported abnormal fluctuations on November 5, 2025[1]

证券代码：603185 证券简称：弘元绿能 公告编号：2025-062 弘元绿色能源股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示: 弘元绿色能源股份有限公司（以下简称"公司"或"本公司"）A 股股 票于 2025 年 11 月 6 日、11 月 7 日、11 月 10 日连续三个交易日内日收盘价格涨 幅偏离值累计超过 20%，构成《上海证券交易所交易规则》规定的股票交易异常 波动情形。 经公司自查并向控股股东及实际控制人核实，不存在应披露而未披露的 重大事项。 一、股票交易异常波动的具体情况 公司股票于 2025 年 11 月 6 日、11 月 7 日、11 月 10 日连续三个交易日内日 收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》有关规定， 属于股票交易异常波动情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动，公司对有关事项进行了核查，并书面征询了公 司控股股东及实际控制人，现将有关情况说明如下： （一）生产经营情况 经公司自查， ...

Core Viewpoint - 弘元绿能's A-share stock experienced an abnormal price fluctuation, with a cumulative increase exceeding 20% over three consecutive trading days [1] Group 1 - The company confirmed that its production and operations are normal and there are no undisclosed significant matters [1] - No media reports or market rumors requiring clarification were found during the self-examination [1] - The company's executives and the largest shareholder did not engage in stock trading during the period of abnormal fluctuation [1] Group 2 - Investors are reminded of the potential risk of a price decline due to the rapid short-term increase in the company's stock price [1]

Core Insights - The photovoltaic equipment sector experienced a rise of 0.51% on November 10, with Yicheng New Energy leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] Stock Performance - Yicheng New Energy (300080) closed at 6.12, with a gain of 11.68% and a trading volume of 2.137 million shares, totaling a transaction value of 1.317 billion yuan [1] - Dike Co., Ltd. (300842) closed at 66.85, up 10.95%, with a trading volume of 158,000 shares, totaling 1.042 billion yuan [1] - Jincheng Co., Ltd. (603396) closed at 34.16, up 10.02%, with a trading volume of 108,900 shares, totaling 364 million yuan [1] - Hongyuan Green Energy (603185) closed at 35.79, up 9.99%, with a trading volume of 635,900 shares, totaling 2.248 billion yuan [1] - TCL Zhonghuan (002129) closed at 10.82, up 7.55%, with a trading volume of 4.3013 million shares, totaling 4.608 billion yuan [1] Capital Flow - The photovoltaic equipment sector saw a net inflow of 647 million yuan from institutional investors, while retail investors experienced a net outflow of 259 million yuan [2][3] - Major stocks like TCL Zhonghuan and Jinko Technology had significant net inflows from institutional investors, indicating strong interest despite some outflows from retail investors [3]

Core Insights - On November 10, the A-share market saw a total of 92 stocks hitting the daily limit up, indicating strong market activity and investor interest [1] Group 1: Stock Performance - The lithium battery stock, Furui Co., Ltd., achieved a three-day limit up streak, reflecting positive sentiment in the lithium sector [1] - The phosphorus chemical stock, Qingshuiyuan, also recorded a three-day limit up, highlighting investor confidence in the phosphorus industry [1] Group 2: Notable Stocks and Concepts - ST Zhongdi led with 17 consecutive limit up days in the real estate sector [1] - *ST Dongyi followed with 9 days in the smart home segment [1] - Other notable stocks include Moen Electric with 5 days in the power grid equipment sector, and Yangmi Clothing with 4 days in cross-border e-commerce [1] - Stocks with 3 consecutive limit up days include Qingshuiyuan (phosphorus chemical), Furui Co., Ltd. (lithium battery), and Chengxing Co. (chemical industry) [1]

Core Viewpoint - The stock prices of several companies, including Guosheng Technology, Hongyuan Green Energy, and Dike Co., have experienced significant increases, indicating a positive market sentiment in the sector [1] Group 1 - Guosheng Technology's stock reached the daily limit increase [1] - Hongyuan Green Energy's stock rose over 9% [1] - Dike Co.'s stock increased by more than 8% [1] Group 2 - Other companies such as Jincheng Co., Nenghui Technology, and Jingsheng Mechanical & Electrical also saw their stock prices rise [1]