Core Viewpoint - The photovoltaic sector continues to decline, with notable drops in stock prices for companies such as New Special Energy, Xinyi Solar, and Flat Glass Technology. A new multi-crystalline silicon capacity integration acquisition platform has been established, indicating ongoing consolidation in the industry [1]. Group 1: Stock Performance - New Special Energy (01799) decreased by 3.84%, trading at 7.26 HKD [1] - Xinyi Solar (00968) fell by 3.21%, with a price of 3.02 HKD [1] - Flat Glass Technology (06865) dropped by 2.4%, priced at 9.77 HKD [1] Group 2: New Company Formation - A new company named Beijing Guanghe Qiancheng Technology Co., Ltd. has been established with a registered capital of 3 billion CNY [1] - Tongwei Co., Ltd. holds a 30.35% stake in Guanghe Qiancheng, while GCL-Poly Energy holds 16.79% [1] - Other shareholders include Dongfang Hope, Daqo New Energy, New Special Energy, and Asia Silicon, with ownership percentages ranging from 7.79% to 11.3% [1] Group 3: Market Data - In October, China's newly installed photovoltaic capacity was 12.6 GW, representing a year-on-year decline of 38.3% but a month-on-month increase of 30.4% [1] - According to SMM, the overall production of photovoltaic modules in November decreased by 2.43% compared to October [1] - InfoLink indicates that while there is a significant reduction in battery cell production, the issue of weak terminal demand remains unresolved, leading to a cautious market outlook [1]
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