硅料收储平台真的来了？知情人士：“这就是一直在做的事情”

Core Viewpoint - The establishment of a long-awaited silicon material storage platform company named "Beijing Guanghe Qiancheng Technology Co., Ltd." has been confirmed, with a registered capital of 3 billion yuan [1][4]. Group 1: Company Formation - Guanghe Qiancheng was registered on December 9, with its registered address located in Chaoyang District, Beijing [1]. - The company has a total of 10 shareholders, including major players in the silicon material industry such as Tongwei Co., Ltd., GCL-Poly Energy Holdings Limited, and Xinjiang Daqo New Energy Co., Ltd. [2][3]. - The largest shareholder is Tongwei Co., Ltd. with a 30.35% stake, followed by GCL-Poly with 16.79% and Shanghai Dongfang Hope New Energy Technology Co., Ltd. with 11.3% [2][3]. Group 2: Market Reaction - Following the announcement of Guanghe Qiancheng's establishment, the stock prices of several participating silicon material companies, including Tongwei and GCL-Poly, fell by over 3% on December 10 [5]. - In contrast, the prices of polysilicon futures increased by over 1% on the same day [6]. Group 3: Industry Context - The formation of the storage platform is part of a broader effort to consolidate production capacity in the silicon material sector, which has gained significant attention since the announcement of storage plans in May [5]. - Current average transaction prices for domestic N-type polysilicon materials have seen substantial increases, with prices rising by 28.19% for re-investment materials, 34.69% for dense materials, and 30.15% for granular silicon since the beginning of the year [5].