Group 1 - The core viewpoint of the articles revolves around the response of companies in the photovoltaic industry to market rumors and their commitment to support the "anti-involution" initiative, which aims to restore fair competition in the market [2][3] - JinkoSolar expressed confidence in the implementation of related policies and the establishment of a storage platform to promote healthy industry development, acknowledging the need for collaboration to overcome challenges [2] - The China Photovoltaic Industry Association emphasized the importance of industry self-discipline and warned against malicious rumors that aim to undermine the industry [3] Group 2 - Since July, the photovoltaic industry has been undergoing an "anti-involution" phase, leading to an increase in silicon material prices, with a significant price rise observed from July to September 2025 [3] - The average price of N-type recycled silicon material increased from 34,700 yuan per ton on July 2 to 53,200 yuan per ton on September 24, marking a price increase of approximately 53% [3] - On the cost side, the production costs of silicon materials have shown a stable downward trend, with unit losses significantly narrowing due to price increases driven by the "anti-involution" initiative [4]
光伏龙头,独家回应!