声明强调，协会在相关部委的坚强指导下努力推进行业自律和"反内卷"工作，从供需两端共同发力，市 场化、法制化地推动相关工作。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 11月12日，A股光伏板块遭遇大面积回调。截至收盘，阿特斯（688472.SH）跌超14%，晶澳科技 （002459.SZ）、隆基绿能（601012.SH）、亿晶光电（600537.SH）、双良节能（600481.SH）等个股 均跌超6%。 这场突如其来的下跌，或源于一则市场传闻有关。21财经《辟谣财知道》注意到，今日市场有传闻 称，"硅料和组件联盟公司被有关部门否了"，更有消息称晶澳科技高管在券商交流中表示"收储平台黄 了"。 对此，21财经《辟谣财知道》以投资者身份致电晶澳科技，接线工作人员明确表示，公司并无高管说 过"收储平台黄了"一事，该传闻属谣言。对于收储平台事宜，该工作人员补充道，晶澳科技并非该平台 参与方，具体落实的细节并不清楚。 更为权威的声音来自中国光伏行业协会。中国光伏行业协会官微在12日发布声明，明确表示"网络流传 的小道消息均为不实信息"。 协会坚定表示："妄图通过造谣抹黑、恶意做空光伏行业 ...

Core Viewpoint - A recent rumor regarding the photovoltaic industry led to a significant decline in the sector, prompting the China Photovoltaic Industry Association to issue a denial and emphasize the need to avoid unhealthy competition [1][4][5] Market Reaction - On November 12, the A-share photovoltaic sector experienced a sharp decline, with the Photovoltaic 50 ETF dropping over 50% at one point and closing down 3.85% [1] - Individual stocks such as Aters saw a drop of over 17% during trading, ultimately closing down 14.3%, while leading companies like Longi Green Energy, Tongwei Co., and JA Solar also faced substantial losses [1][3] Rumor Details - The market downturn was triggered by rumors suggesting that a planned industry consolidation was "off," which quickly spread and affected investor sentiment [1][3] Association's Response - The China Photovoltaic Industry Association publicly refuted the rumors, stating that the circulating information was false and reaffirming their commitment to industry stability [4][5] - Liu Yiyang, the association's executive secretary, emphasized the importance of industry self-regulation and the need to combat unhealthy competition, urging stakeholders to remain vigilant against misinformation [8]

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]

Market Overview - On November 12, A-shares experienced a "V" shaped recovery, with the Shanghai Composite Index down by 0.07%, the Shenzhen Component Index down by 0.36%, and the ChiNext Index down by 0.39% [2][3] - A total of 1,758 stocks rose, while 3,563 stocks fell, with a total trading volume of 19,648.13 billion and a total trading amount of 132,600.4 million [5] Sector Performance - The pharmaceutical sector saw a collective surge, particularly in cell immunotherapy, with stocks like Kaineng Health and Jimin Health hitting the daily limit [5][6] - Oil and gas stocks remained strong, with companies like Sinopec Oilfield Service and Zhun Oil Co. reaching their daily limits [6] Solar Industry Impact - A circulating article regarding "anti-involution" in the photovoltaic sector negatively impacted market sentiment, leading to significant declines in solar and energy storage stocks [9] - Notable declines included Tongwei Co. hitting the daily limit down, and other companies like Canadian Solar and Aiko Energy dropping over 10% [9][10] Industry Response - The China Photovoltaic Industry Association (CPIA) issued a statement to counter the circulating rumors, emphasizing their commitment to industry self-regulation and the importance of maintaining national and industry interests [11][12] - Following the CPIA's clarification, the main contract for polysilicon futures rebounded strongly after previously declining nearly 4% [14]

Market Overview - On November 12, the A-share market showed signs of recovery after hitting a low, with the Shanghai Composite Index slightly down by 0.07% and the ChiNext Index down by 0.39% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 1.96 trillion yuan, a decrease of 491 billion yuan compared to the previous trading day [1] Sector Performance - Defensive sectors performed strongly, particularly the oil and gas sector, with companies like PetroChina and Zhongman Petroleum achieving daily price limits [3] - The banking sector also showed robust performance, with Agricultural Bank of China and Industrial and Commercial Bank of China reaching historical highs [3] - Insurance, pharmaceuticals, and oil and gas sectors had notable gains, while sectors like cultivated diamonds, photovoltaics, and controllable nuclear fusion saw declines [3] Photovoltaic Sector - The photovoltaic sector experienced a significant drop, with Canadian Solar's stock falling over 14% and multiple stocks declining by more than 7% [4][5] - A report indicated that a high-level executive from JA Solar claimed that a storage platform for photovoltaic capacity had failed, which led to a sharp decline in the sector [7] - The China Photovoltaic Industry Association refuted these claims, emphasizing the need for careful decision-making and warning against malicious market manipulation [7] Innovation Drug Sector - The innovative drug sector saw multiple stocks hitting the daily limit, with companies like Zhongsheng Pharmaceutical and Jimin Health showing strong performance [8] - According to Everbright Securities, the third-quarter performance of leading innovative drug companies showed significant sales growth, indicating a continuation of this positive trend [8] Notable Stock Movements - HeFu China (603122.SH) experienced a remarkable surge, achieving 11 daily price limits in 12 trading days, with a stock price increase of over 200% [9][11] - "Jay Chou concept stocks" like Giant Star Legend (06683.HK) saw a sharp rise of over 20% following an announcement of a joint venture with a robotics company to develop consumer-grade IP robots [12][14]

编辑丨黎雨桐 11月12日，A股市场探底回升，沪指微跌，创业板指尾盘一度翻红。截至收盘，沪指跌0.07%，深成指 跌0.36%，创业板指跌0.39%。沪深两市成交额1.96万亿元，较上一个交易日缩量491亿元。 | 上证指数 | 深证成指 北证50 | | --- | --- | | 4000.14 | 13240.62 1490.63 | | -2.62 -0.07% -48.39 -0.36% -6.51 -0.43% | | | 科创50 | 创业板指 万得全A | | 1379.45 | 3122.03 6354.02 | | -8.08 -0.58% -12.29 -0.39% -24.49 -0.38% | | | 沪深300 | 中证500 中证A500 | | 4645.91 | 7243.25 5574.51 | | -6.26 -0.13% -48.36 -0.66% -13.72 -0.25% | | | 中证1000 | 深证100 中证红利 | | 7486.38 | 5807.07 5786.42 | | -0.72% | -0.13% -54.41 -7.37 +3.83 +0. ...

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 ...

Core Viewpoint - The photovoltaic sector experienced a sudden decline after a rumor circulated about a high-ranking executive from JA Solar stating that the "storage platform has failed" during a monthly meeting, leading to significant stock price drops across the sector [1][4]. Group 1: Market Reaction - On November 12, the photovoltaic sector saw a sharp decline, with stocks like Aters dropping over 17% and the photovoltaic ETF falling more than 4% [1][2]. - Major companies such as Tongwei, Longi Green Energy, and JA Solar approached their daily limit down, indicating widespread panic in the market [1][2]. Group 2: Background and Context - Prior to the decline, there was optimism in the photovoltaic sector due to reports that 17 leading companies had signed agreements for capacity storage, which had driven stock prices up significantly [4]. - The recent comments from JA Solar's executive contradicted earlier positive sentiments, causing confusion and fear among investors [1][4]. Group 3: Industry Insights - JA Solar expressed its commitment to supporting the establishment of the storage platform and emphasized the need for collaboration among industry players to overcome challenges [4]. - The phenomenon of "involution" in the photovoltaic industry, characterized by excessive competition without overall profit growth, has prompted a national policy focus on reversing this trend [6][7]. Group 4: Future Outlook - Analysts from CITIC Securities and Zhongyou Securities suggest that the "involution" in the photovoltaic sector is unlikely to cease soon, as it affects pricing and profit margins while hindering industry upgrades [7]. - The ongoing efforts to address supply and demand imbalances, including the establishment of a silicon material storage platform and measures to limit production, are expected to lead to a recovery in the supply-demand relationship and potentially increase component prices [7].

记者丨 李益文 余诗棋 见习记者林健民 编辑丨黎雨桐 11月12日，A股市场探底回升，沪指微跌，创业板指尾盘一度翻红。截至收盘，沪指跌0.07%，深成指跌0.36%，创业板指跌0.39%。沪深两市 成交额1.96万亿元，较上一个交易日缩量491亿元。 | 上证指数 | 深证成指 北证50 | | --- | --- | | 4000.14 | 13240.62 1490.63 | | -2.62 -0.07% -48.39 -0.36% -6.51 -0.43% | | | 科创50 | 万得全A 创业板指 | | 1379.45 | 3122.03 6354.02 | | -8.08 -0.58% -12.29 -0.39% -24.49 -0.38% | | | 沪深300 | 中证500 中证A500 | | 4645.91 | 7243.25 5574.51 | | -6.26 -0.13% -48.36 -0.66% -13.72 -0.25% | | | 中证1000 | 深证100 中证红利 | | 7486.38 | 5807.07 5786.42 | | -54.41 -0.72% | -7 ...

11月12日午后，A股三大指数涨跌不一，电力设备、国防军工等行业领跌。概念板块方面，光伏逆变 器、炒股软件、新能源、储能等概念重挫。主流ETF方面，科创创业50ETF（159783）在0%附近震荡， 持仓股中际旭创、蓝思科技、新产业、寒武纪等领涨，阿特斯、晶盛机电、天合光能、三环集团、大全 能源等领跌，其中阿特斯跌超1%。 （文章来源：每日经济新闻） 消息面上，近日阿特斯发布2025年三季报，2025前三季度公司实现收入312.7亿元，同比下降8.51%；归 母净利9.89亿元，同比下降49.41%；2025Q3实现收入102.18亿元，同比下降16.38%，环比下降18.03%； 归母净利2.58亿元，同比下降63.96%，环比下降62.28%。 长江证券指出，展望后续，储能方面，阿特斯储能在手订单充沛，2026年出货增速有望不低于行业水 平，而且受益于数据中心配储需求爆发；储能业务盈利水平维持健康水平。光伏方面，阿特斯聚焦高盈 利市场，待美国工厂股权方案落地后，将打消美国贸易壁垒的担忧，业绩确定性进一步增强，同时随着 国内反内卷持续推进，光伏业务有望重估。 ...