智通财经网·2025-07-31 02:34Group 1 - The photovoltaic stocks experienced a decline in early trading, with New Special Energy down 4.75% at 7.02 HKD, Flat Glass down 3.52% at 10.42 HKD, Xinyi Solar down 3.75% at 3.08 HKD, and Xinyi Glass down 3.75% at 8.22 HKD [1] - The China Photovoltaic Industry Association issued a clarification regarding recent rumors about the industry's internal competition, particularly concerning polysilicon, stating that the information circulating is severely inaccurate and urging the public not to spread rumors [1] - The association emphasized its commitment to advancing anti-competition efforts based on legal and market principles, acknowledging the challenges ahead and expressing gratitude for the industry's support [1] Group 2 - The specific details of the clarification from the photovoltaic industry association were not disclosed, but it is believed to relate to market rumors about the polysilicon industry's consolidation efforts [2] - Recent data indicated that polysilicon production reached 25,500 tons last week, an increase of 2,500 tons compared to the previous week, while downstream production remains low, suggesting marginal weakening in the polysilicon fundamentals [2] - Despite the strong expectations for polysilicon prices due to market sentiment and policy outlook, there are warnings about potential price corrections if future policies do not meet expectations and market sentiment cools down [2]