多晶硅谣言再起，利空当利好炒作

Group 1 - The core issue revolves around a significant reduction in valuation from 700 billion to 30 billion, which is perceived as a major negative signal for the entire industry [2][6] - There is skepticism regarding the establishment of a limited liability company that could potentially violate antitrust laws by setting prices for the entire industry without official oversight [2][6] - The article expresses frustration over the spread of unverified information regarding the polysilicon market, particularly concerning storage and pricing predictions that lack official backing [3][7] Group 2 - The industry is facing an oversupply situation with over 200,000 tons of production capacity, raising questions about the feasibility of storage initiatives that only aim to collect 50,000 tons [3][7] - There is a concern that misleading narratives are being propagated, treating investors as if they are uninformed, while those spreading rumors face no repercussions [3][7]