Group 1 - The solar stocks collectively declined, with notable drops in companies such as KaiSheng New Energy (-3.94%), XinTe Energy (-3.14%), and Xinyi Energy (-3.88%) [1] - Tongwei Group's chairman Liu Hanyuan emphasized the need for "silicon material storage" to address conceptual issues and promote self-discipline within the industry, suggesting that retaining some redundant capacity is essential to adapt to dynamic demand changes [1] - Nomura's report indicated that while mid-term self-discipline in the industry could maintain high utilization rates and drive price recovery, short-term challenges include high inventory levels and weak seasonal demand, leading to a decline in product prices [1] Group 2 - The report forecasts a monthly decrease in polysilicon production by approximately 20,000 tons to 120,000 tons in November, with wafer production expected to drop by 5% to 57 GW and cell production by 2% to 57 GW [1]
光伏股集体走低 通威刘汉元称硅料收储不会触及反垄断 野村称库存仍偏高需求偏弱