光伏协会澄清！多晶硅相关传闻与实际情况严重不符

Core Viewpoint - The China Photovoltaic Industry Association issued a clarification regarding recent rumors about "anti-involution" in the photovoltaic industry, particularly concerning polysilicon, urging the public not to believe or spread misinformation [1][3]. Industry Developments - The association aims to promote "anti-involution" efforts based on legal and market principles to eliminate vicious competition in the industry [3]. - There are market rumors suggesting that the polysilicon industry may undergo capacity consolidation, which led to a rebound in polysilicon futures, rising over 4% during trading [3]. Market Reactions - Polysilicon futures experienced a significant increase, with a closing price of 50,930, reflecting a rise of 3.81% from the previous day [4]. - In the A-share market, the photovoltaic index rebounded, with companies like Foster and Hezhong Electric hitting the daily limit, while polysilicon firms such as GCL-Poly, Daqo Energy, and Tongwei saw stock increases of 7.69%, 5.17%, and 4.40% respectively [4]. Policy Context - A recent meeting held by the Ministry of Industry and Information Technology emphasized the need to strengthen governance in key industries like photovoltaics, aiming to phase out outdated production capacity through enhanced standards [5]. - The latest statements from the Ministry align with the China Photovoltaic Industry Association's call to revise polysilicon energy consumption standards to promote the exit of inefficient capacity [5]. - Analysts suggest that if positive outcomes arise from the capacity consolidation discussions, the long-term outlook for polysilicon could improve, potentially leading to a further increase in futures prices [5].