协鑫集团董事长朱共山：政企联动，以“市场化兼并重组+技术淘汰机制+政策强制约束”去产能

Core Viewpoint - The chairman of GCL-Poly Energy Holdings Limited emphasizes the importance of the second half of this year and the first quarter of next year as a critical window for photovoltaic supply-side reform, advocating for collaborative efforts to drive the industry towards high-quality development [1] Group 1: Industry Reform and Development - The chairman calls for a combination of market-oriented mergers and acquisitions, technology elimination mechanisms, and policy enforcement to reduce production capacity [1] - A unified photovoltaic capacity index should be incorporated into national planning, with measures for registration, capacity monitoring, and compliance checks to ensure full-chain supervision [1] - The company stresses the need to strictly control new capacity additions, except for disruptive new technologies, to avoid unreasonable local protectionism and prevent simultaneous capacity reduction and increase [1] Group 2: Economic Measures and Industry Support - The establishment of a national adjustment fund for the new energy industry is proposed to support ecological restoration within the sector [1] - Historical trends indicate that improvements in the supply-demand situation and pricing of polysilicon have consistently led to prosperity across the entire industry chain [1]