Xuan Gu Bao·2025-11-06 23:10Group 1 - Leading photovoltaic companies are negotiating mergers and acquisitions with small and medium-sized enterprises to eliminate some companies and their production capacity [1] - A consortium of no more than 10 leading silicon material companies and financial institutions is being formed to establish a silicon material platform company, which will acquire the production capacity of other silicon material companies [1] - The industry aims to quickly reduce the production capacity of the silicon material sector, with the platform company expected to coordinate the production and sales across the entire silicon material industry [1] Group 2 - According to the latest reports, Tongwei Co., Ltd. achieved a sales volume of 161,300 tons of polysilicon in the first half of 2025, holding a global market share of approximately 30%, ranking first globally [2] - Daqo New Energy focuses on the research and sales of high-purity polysilicon, with an annual production capacity of 305,000 tons of high-quality, low-energy, and low-cost high-purity polysilicon, making it a major market participant in the polysilicon industry [2] - In the first three quarters of 2025, Daqo New Energy achieved a polysilicon product sales rate of 138% [2]