中国光伏行业协会辟谣！

Core Viewpoint - The China Photovoltaic Industry Association issued a clarification regarding recent rumors about the photovoltaic industry, particularly concerning the polysilicon sector, stating that the information circulating is significantly inaccurate and urging the public not to believe or spread rumors [1][2]. Industry Summary - The clarification from the China Photovoltaic Industry Association does not specify the details of the misinformation but is believed to relate to market rumors about the "big collecting small" storage activities in the polysilicon industry [2]. - The polysilicon production capacity involved in the rumored acquisitions includes companies such as Xinyi, Nanfang, Baofeng, Runyang, and Hoshine Silicon Industry [2]. - Industry insiders suggest that the progress of polysilicon storage depends on negotiation outcomes and emphasize the need for companies with inventory to reduce stock levels through production halts; otherwise, even if the "big collecting small" strategy is implemented, it will not effectively allocate future operational loads [2]. - There is a general sentiment among industry participants that the current market is flooded with rumors, making it difficult to discern the truth, and the market remains highly sensitive to related information [2].