Xin Jing Bao·2025-05-14 08:01Group 1 - A major rumor about a joint production cut by leading silicon material companies led to a temporary surge in the silicon material sector on May 13, but enthusiasm quickly faded on May 14, with significant stock price declines for major companies [1] - The rumored production cut plan is still in the discussion phase, with no official confirmation from the companies involved, indicating uncertainty about whether an agreement can be reached [1][2] - The proposed plan aims for six leading companies to reduce production and "store" capacity from smaller firms, targeting a price of 45,000 to 50,000 yuan per ton for silicon material, while current prices are around 35,000 yuan per ton [1][2] Group 2 - The current production cut proposal is seen as idealistic, as it requires unanimous agreement among the top six companies, which may be difficult without strong government intervention [2] - The upstream silicon material sector has fewer companies compared to downstream segments like batteries and modules, and the financial stability of these companies is under threat due to ongoing losses, with major firms collectively losing over 18 billion yuan last year [2] - Most silicon material companies are currently operating at reduced capacity due to declining prices in the downstream solar industry, leading to a reluctance to lower prices further [3]