光伏行业协会澄清涉多晶硅传闻 “以大收小”收储进展仍有不确定性

Group 1 - The core viewpoint of the article revolves around the clarification from the photovoltaic industry association regarding the rumors of large-scale acquisitions in the polysilicon sector, involving companies such as Xinyi, Nanfang, Baofeng, Runyang, and Hoshine Silicon Industry [1] - Industry insiders believe that the progress of polysilicon acquisitions depends on negotiation outcomes, emphasizing the importance of destocking for companies with excess inventory [1] - It is suggested that companies with inventory should halt production to reduce stock levels; otherwise, even if the acquisition of polysilicon is completed, they will struggle to allocate future operational loads [1]