别让多晶硅收储小作文，反复收割市场 ｜反内卷系列评论

Core Viewpoint - The recent rumors regarding the failure of the silicon material storage platform have been officially denied by the China Photovoltaic Industry Association, emphasizing that the industry is working steadily on related efforts [2][3] Group 1: Market Reactions - The stock prices of related listed companies and the polysilicon futures market experienced fluctuations due to the rumors [2] - Since May, the polysilicon price has shown a significant increase, and related listed companies have also seen their prices rise from low levels [3] Group 2: Industry Dynamics - The polysilicon storage plan poses substantial risks and could significantly alter market dynamics and production capacity, necessitating careful evaluation of its benefits versus drawbacks [3][4] - The ongoing discussions and media coverage regarding the storage plan have led to a chaotic information environment, with repeated speculation affecting market sentiment [3] Group 3: Regulatory Considerations - The implementation of the polysilicon storage plan should be approached with caution and within a framework of marketization and rule of law to avoid market exploitation [4]