Core Viewpoint - The solar energy stocks have collectively risen, driven by positive developments in the industry, particularly the establishment of a joint platform among leading companies for capacity storage and supply-side reforms in the polysilicon sector [1] Group 1: Stock Performance - New Special Energy (01799) increased by 8.75%, reaching HKD 8.58 [1] - GCL-Poly Energy (03800) rose by 6.06%, reaching HKD 1.39 [1] - Xinyi Solar (00968) saw a rise of 3.83%, reaching HKD 3.8 [1] - Flat Glass Group (06865) increased by 2.39%, reaching HKD 12.44 [1] Group 2: Industry Developments - GCL-Poly Chairman Zhu Gongshan announced that 17 leading companies have signed agreements regarding joint capacity storage [1] - The establishment of a joint platform is expected to accelerate supply-side reforms in the polysilicon sector [1] - The ongoing efforts to combat "involution" are leading to noticeable recovery in industry prices and profitability [1] Group 3: Future Outlook - By Q3 2025, the polysilicon industry is expected to start price increases under regulations requiring sales at "not lower than cost" [1] - The industry aims to gradually restore prices above the comprehensive cost line [1]
港股异动 | 光伏股集体走高 光伏产能收储17家企业基本都已签字 有望引领行业供给侧改革