港股异动 光伏股继续走低 网传多晶硅收储平台成立 机构指光伏终端需求仍旧疲软

Core Viewpoint - The photovoltaic sector continues to decline, with significant drops in stock prices for major companies, while a new polysilicon capacity integration acquisition platform has been established, indicating ongoing consolidation in the industry [1]. Group 1: Stock Performance - New Energy (01799) has decreased by 3.84%, trading at HKD 7.26 [1] - Xinyi Solar (00968) has fallen by 3.21%, trading at HKD 3.02 [1] - Flat Glass Group (06865) has dropped by 2.4%, trading at HKD 9.77 [1] Group 2: Industry Developments - A new company named Beijing Guanghe Qiancheng Technology Co., Ltd. has been established with a registered capital of CNY 3 billion for polysilicon capacity integration [1] - Tongwei Co., Ltd. holds a 30.35% stake in Guanghe Qiancheng, while GCL-Poly Energy Holdings has a 16.79% stake [1] - Other stakeholders include Dongfang Hope, Daqo New Energy, New Energy, and Asia Silicon, with ownership percentages ranging from 7.79% to 11.3% [1] Group 3: Market Trends - 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 is expected to decrease 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]